Selling 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.

Complete CRM

CRM, commonly known as Customer Relationship Management, is a critical part of every business. PerformNOW's Complete CRM is your one-stop shop for managing business interactions with customers, clients and sales prospects. This starts with our robust contact records which have the ability to record any custom data about your contacts, extending out to lead scoring, workflows and other essential features that will assist the entire team in targeting the appropriate contacts at the right time.

Selling workflows by lead type

Telephone, chat, web inquiry, social media, in store, appointment

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.

Automated email and text follow-up

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.

Automatic call transcription

The conversations you have with your customers are important, as is the experience they get when calling your company. With inbound call management, you can easily setup phone trees, forward calls to the appropriate department, transcribe and record calls so that you have every detail about the conversations you have.

Mobile App: Apple and Google

The PerformNOW mobile app empowers you to be anywhere and still access your data. No need to be tied to your desk! Manage your contacts, CRM activities, events and track email newsletter broadcasts all from the palm of your hand. The PerformNOW CRM app will automatically synchronize your data with the web-based client, and it's free with all PerformNOW accounts.

Booking calendar

Let your meetings come to you. PerformNOW is all about saving you time, and the booking calendar is here to free up your time further. The booking calendar is a convenient feature for those prospective clients who need a specific date and time to meet with you and get the ball rolling on a demo or discovery call. It starts with setting up your event types, which as a sales professional will probably include demos, discovery calls, and the like to make sure that your leads know exactly what the meeting will entail.

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.

Payment processing

Stay on top of your leads and give yourself the best chance of winning deals with Opportunities. PerformNOW wants your team to be prepared for every lead that progresses through your funnel, until they are eventually a long-lasting client. The Opportunities portion of the CRM empowers salespeople to forecast deals, set custom phases, and track with a multitude of detailed graphs and charts. Setting up an opportunity is a simple process, but also allows the salesperson to customize how the opportunity will look in terms of products, and which phases will be available.

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.