CRM System For

The Promotional Products Industry

Manage your entire business operations seamlessly, including marketing, sales, supply chain, procurement, financials and projects, all in one powerful CRM system. 

Designed By The Industry, For The Industry

With over 20 years of research and development and a worldwide customer base, PromoServe is now the World’s most comprehensive business management solution for the promotional products, corporate gifts and clothing/workwear industries.

Connect Departments

Link the key functions of your business in one streamlined system.

Reduce Costs

Banish the need for numerous admin software, systems and staff.

Seize New Opportunities

Grow your business with increased capacity to work with more and/or larger clients.

Easy To Use

Hit the ground running with our easy and intuitive functionality.

Save Time

Consolidate your processes to spend less time on admin tasks. 

Secure

Robust security measures to protect your data. 

All Features

Access Anywhere

Our PromoServe dedicated cloud is optimised for the best performance so that you can focus on your business from anywhere in the world, at any time.

Secure & Reliable

Your data is in safe hands because we use robust security measures to protect data by storing it behind layers of firewalls and encrypting it at rest and in transit including

the use of SSL certificates and dual factor authentication. We have also have global compliance with GDPR.

Powering Big Brands

No matter the size of your clients PromoServe has been used to service some of the world’s biggest brands.

Any Size CRM Solution

Choose from our range of different packages available to suit any size business or requirements, so you have everything you need for success.

Lite

A market-leading solution for small distributors who don’t hold stock on-site. PromoServe Lite offers a full quotation and order processing CRM system with the ability to create personalised quotes and back-to-back orders.

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Plus

Perfect for those who are more established, our Plus package has built-in accounts functionality. Providing you all that you need to manage all areas of your business in one consolidated CRM system without the need for external financial software.

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Pro

The ultimate business package, PromoServe Pro provides so many benefits that your business will find it indispensable. Designed to cater for predominantly mid-large promotional product distributors, or those with a more complex business process, it is the all-round essential tool which will enable your business to become more efficient and gain a competitive edge.

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Streamline Your Business Management Processes Today

Consolidate all your business processes in one convenient system and give your company all the tools it needs to run effectively and successfully.

Simple Packages For Your Business Needs

Enhance your business operations with these features.

Lite

Plus

Pro

Artwork Proof Approval
Bulk Product Upload
Business Management Reporting
Carrier Integration
Clear Pricing
Cloud Technology For Access Anywhere
Configurable Dashboard
Contact Management
Create Quotations
Electronic POS
Emails
File Management
General Ledger and Accounts
Generate Customisable Quotes To Email or Print
Integrates with AIM Tech Suite
Integrates with LinkedIn
Integrates with Making Tax Digital
Integration with Multi-Carrier Systems
Manage Sales and Purchase Invoices
Marketing Segmentation
Multi-Currency
One-Click Purchase Orders
Preferred Supplier Product Search
Presentations
Quotations
Sales and Accounts Integrations with Xero, Sage Line 50 and QuickBooks
Sales Invoices and Processes
Sales Order Management Project/Job Management
Themed Product Search
Top Spending Customers on Dashboard Purchase Invoices
Traffic Light Process
Transfer of Customer Data
Virtual Samples
Product Research
Customer Remittances and Supplier Payments
Nominal Ledger / Period End
Profit & Loss Statement, Balance Sheet, Trial Balance, VAT Return and Bank Reconciliation
Stock Database – Manage Your Own/Customer Owned Stock
Supplier Payments
Advanced Accounts Package
Advanced Automated Process
Advanced Management Analysis & Reporting
Auto Purchase Orders & Stock Requirements
Automated Reports
Automated System Routines and Job-specific Emails
Bespoke Product Requirement
Built-in Accounts System
Comprehensive Marketing and Planning Suite
Customer, Prospect and Supplier Database
Debtor and Creditor Enquiry
Debtor and Creditor Reporting
Enhanced Accounting Package including Cost Centres & Auto Debt Chasing
Full Manufacturing Works Orders & Repair Routine
Marketing & Campaign Planning
Multi Warehouse and Stock Take facility
Multi-Level Bill of Materials
Overprint and Embroidery Management
Production Planner
Works Orders
Artwork Proof Approval
  • Lite
  • Plus
  • Pro
Bulk Product Upload
  • Lite
  • Plus
  • Pro
Business Management Reporting
  • Lite
  • Plus
  • Pro

Easy Integration With

Xero

Sage Line 50

Intuit QuickBooks

AIM Tech Suite

UPS

AFD

Get In Touch

Whether you want to find out more about our services, book a demo, or get a trial account, just get in touch today with our friendly team.