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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Welcome to PromoXcrm, the go-to solution for streamlined business processes in promotional marketing. Our cutting-edge tools ensure efficiency, intelligence, and seamless integration. The flagship 1-Click Sales Order simplifies the process, letting your team focus on relationship-building and deal closure. Intelligent Purchase Order and Sales Order generation enhances accuracy and efficiency in procurement. Say goodbye to accounting complexities with user-friendly tools that simplify financial management and ensure compliance. Seamlessly integrate with popular accounting software, and enjoy a 1-Click Export to QuickBooks for a smooth transition, eliminating manual data entry hassles. Step into a new era of productivity with PromoXcrm.

Description

Talewind is a proposal software platform that leverages service enablement to streamline intricate sales document workflows into efficient and repeatable processes customized to meet your business requirements, supported by hands-on configuration and continuous assistance. By automating the generation of documents, such as proposals, statements of work, and contracts, teams can complete these tasks in mere minutes after responding to a series of guided questions, which significantly reduces the time spent on manual formatting and minimizes errors. Additionally, Talewind consolidates content within a searchable knowledgebase, making it easier to address RFP/RFI requests while ensuring brand consistency and accuracy, all while facilitating dynamic pricing and configure-price-quote (CPQ) functionalities for scalable, rule-based quotes and orders. Furthermore, Talewind offers a digital sales room that presents content in a cohesive, branded experience for buyers, complete with engagement tracking and analytics, as well as integrated eSignature and approval processes to expedite the closure of deals. This comprehensive approach not only enhances productivity but also empowers teams to navigate the sales process more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Reader
QuickBooks Accountants
QuickBooks Live Bookkeeping

Integrations

Adobe Acrobat Reader
QuickBooks Accountants
QuickBooks Live Bookkeeping

Pricing Details

$45/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PromoXcrm

Founded

2017

Country

United States

Website

promoxcrm.ai

Vendor Details

Company Name

Talewind

Founded

2020

Country

United States

Website

talewind.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFI

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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