Operations CRM — PerformNOW CXM

Operations CRM for everything after the sale.

PerformNOW CXM’s Operations CRM gives furniture retailers one place to track tasks, owners, updates, and customer communication.

The sale is done. The work is not.

What slows operations down
× Too many status calls
× Messy open orders
× Scattered tools
What Operations CRM improves
Delivery visibility
Open order follow-up
Automated post-sale workflows
Reporting

One workspace for post-sale operations

Keep customers updated without extra calls

Delivery workflow screenshot

Send confirmations, delivery windows, tracking links, and proof of delivery updates from one customer timeline.

Text or email delivery confirmations
Live tracking links and delivery windows
Photos and receipts saved to the record
Surveys, review requests, or alerts after delivery

See Operations CRM in a real store workflow

Book a demo to see open orders, delivery updates, post-sale follow-up, and reporting in PerformNOW CXM.

Book a Demo

See how home furnishings retailers use PerformNOW CXM

eXperience Management - Critelli Furniture

Critelli Furniture modernized its custom-focused business by adopting CXM to streamline lead management and strengthen customer follow-up.

eXperience Management - Weaver Furniture

Weaver Furniture uses PerformNOW CXM to unify POS data, automate follow-ups, and centralize customer communication.

eXperience Management - Malouf Furniture

Malouf Furniture improved customer experience, follow-up, and visibility using CXM without losing the human touch.

FAQ

Is this Operations CRM feature built for furniture retailers?

Yes. This Operations CRM feature is built for home furnishings and furniture retail workflows, where delivery, open orders, POS visibility, and post-sale follow-up are common operational pain points.

Can it help reduce customer status calls?

Yes. Delivery confirmations, tracking links, delivery windows, and follow-up messages can keep customers updated without every update becoming a manual call.

Can managers see overdue work and open orders?

Yes. Reporting views can help managers see open orders, overdue tasks, delivery activity, and team progress.

Can it connect customer, order, and POS visibility?

The goal is to keep customer history, order details, notes, delivery status, and follow-up activity easier to access from one workflow.

Can post-sale messages be automated?

Yes. Common workflows include thank-you messages, merchandise received updates, payment links, review requests, and manager alerts.

What should we prepare for a demo?

Bring examples of your current delivery process, open order workflow, POS handoff, and the reports your managers need most often.

Run smoother operations after every sale.

Book a demo to see how delivery updates, open orders, reporting, and post-sale workflows work in one connected system.

operation-performnow-cxm

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?

PerformNow — Videos

eXperience Management - Critelli Furniture

eXperience Management Series

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 PDF

eXperience Management - Weaver's Furniture

eXperience Management Series

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 PDF

eXperience Management - Maloufs

eXperience Management

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

Book a Demo

See how your current sales process would run inside PerformNOW.