Automate Workflows & Delivery Communication
Keep internal processes and customer updates running automatically.

Automation
Trigger tasks automatically Assign responsibilities Send internal notifications Prevent follow-up gaps

Scheduling & Delivery
Automated pre-delivery updates Pick-up reminders Calendar syncing Reduce inbound status calls
Manage Tasks, Projects & Documents in One System

Project Management
Drag-and-drop task boards Assign team members Track deadlines & hours Replace status meetings

Document Control
Send contracts digitally Track open & signed status Store documents centrally Keep everything searchable
Monitor Performance in Real Time

Visibility
Track team activity Monitor workflow progress See delivery timelines

Reporting
Identify bottlenecks Measure execution speed Review performance metrics
Want Examples of How Top Stores Manage Follow-up?
eXperience Management - Critelli Furniture
Critelli Furniture modernized its 110-year-old, custom-focused business by adopting CXM to streamline lead management, boost appointment close rates, and strengthen customer follow-up.
Watch video → Download PDFeXperience Management - Weaver's Furniture
Hear how Weaver Furniture uses PerformNOW CXM to unify POS data, automate follow-ups, centralize email/text/chat, and improve customer experience for custom furniture sales.
Watch video → Download PDFeXperience Management - Maloufs
A candid discussion with Malouf Furniture on how a relationship-driven retailer improved customer experience, follow-up, and visibility using CXM—without losing the human touch.
Watch video → Download PDF