Exsalerate CRM

Description

Built from a Business Need

Exsalerate CRM is fully integrated with Xero and was designed to work as your Xero CRM tool. We built Exsalerate CRM because we couldn’t find a comprehensive system at an affordable price that includes Pipeline management and Account Management.

Features
‘Users access all features so it’s everything you need without the complications’
Pipeline Management

A visual drag and drop dashboard that prompts users to take action

Account Management

It costs 5 X more to win new business so give your team the tools to love your customers

To-Do Lists

Colour coded activity tiles prompt you to take action to retain and win business

Email Integration

Save emails and create new contacts from Outlook or Gmail

Mobile Apps

Work anywhere wth iPhone and Android mobile apps

Calendar Integration

Create meetings in Exsalerate and add them to your calendar

Webforms

Send leads from your website to your pipeline automatically

KPIs and Targets

Motivate, recognise and reward your team in real time

Reporting

Gain insight and forecast effectively with a range of sales and activity reports