Operations Features

A Customer eXperience Management (CXM) system and CRM solution that improves sales lead performance, makes follow-up easier and centralizes all customer interactions. Now you can, professionally manage your customers journey and operational workflows on all platforms.

Automated customer order follow-up and updates

Save time and get more done when you implement workflows into your sales and marketing strategies. A workflow is a series of activities that are triggered and completed consecutively over time. They help make you more efficient and provide the lead and/or customer with a consistent experience no matter what.

Delivery and pick up notification and scheduling

CRM Activities are an integral component of your CRM and will assist your salespeople in following up and taking notes about current and prospective clients. CRM Activities are a fantastic way to remind members of your team to perform the specified action in the activity. By default, PerformNOW provides the essential types of activities.

Dashboards Command Centers

Just like the cockpit of a plane, PerformNOW's Command Center gives you a complete view of what's going on in your business.

As you can see below, you have a map-based visual tracking center that allows you to see who, what, and where the action is. This is a great tool for those wanting to view all activities including signup forms, website visits, and more, in real-time.

Hovering over the bubbles on the map will give you the location of different activities, with darker colors being the most recent.

Workflow documentation

PerformNOW's workflow manager empowers you to build both simple and complex workflows to help implement specific business processes and help you and your team stay organized and on top of follow ups, projects, and tasks. The workflow manager also provides tracking to see which workflows have been activated the most over a specified time range. Workflows help automate your business, so you can focus on what you do best.

Learning management

Perfect for your training and HR teams, the LMS lets you create as many custom courses as you want. Each course is broken into modules, which can have as many chapters as you like. At the conclusion of a module, you can then test the students to make sure they have mastery of the subject. You can also allow a proctor to verify that the student meets other requirements aside from just the test.

Every student's progress is tracked and automatically added to the contact's CRM feed. You can also trigger workflows when a module is completed. This makes it easy for you to identify contacts who have met certain requirements. If you want to send emails, print certificates, text messages, and more upon completion, you can do it automatically.

Digital Document signing

Create customized proposals, contracts, and other documents directly within PerformNOW. PerformNOW's document creator empowers you to use standard editing tools, along with special merge functions that automatically personalize information based on your contacts’ data. Create unlimited and unique templates, then save them for future editing and reuse. Our built-in documentation tools make it quick to close deals and easy to collaborate.

Project Management

Collaboration in the Project Manager starts with the Kanban board. The Kanban system helps you visualize your team’s tasks into a drag and drop board so you can get a bird’s-eye view of all tasks related to your projects. See exactly where your team stands by setting up custom columns that show the progress of each task. Filter by each project or show all tasks to make it as granular as you need. Inside each task on the board, you can make comments for other team members to review, set budgeted hours, and much more. Now, you can end those boring status update meetings and focus on what matters - your projects.

Core CXM Features

The Hub for all customer interactions – before and after the sale.

CRM customized for furniture business

Digital and physical Lead Management

Integration with software platforms

Automation of customer follow-up

Process and workflow management

Customer eXperience Management Web-based Software and Solutions that produce ROI for your business.