Exsalerate CRM

Exsalerate CRM is a customer relationship management (CRM) software designed to assist businesses in acquiring and retaining customers. According to the vendor, this software is specifically tailored for small to medium-sized businesses and is utilized by various professions and industries, including sales teams, account managers, marketing professionals, service-based businesses, and e-commerce businesses.

Key Features

Sales Pipeline: According to the vendor, users can create a repeatable and scalable sales process, track the progress of leads and opportunities, and gain visibility into the sales pipeline.

Account Management: The vendor claims that Exsalerate CRM allows users to group customers based on their last contact or invoice, easily identify customers needing follow-up or with outstanding invoices, and streamline account management to improve customer retention.

To-Do List: The vendor states that this software provides visual to-do lists to follow up on opportunities and retain existing customers, prioritize tasks with drag and drop functionality, and stay organized to ensure important follow-ups are not missed.

Integrations: According to the vendor, Exsalerate CRM can be connected with Xero, WorkflowMax, Gmail, Office 365, and more, providing users with an enterprise-level CRM solution. Users can access real-time sales information from Xero to make informed business decisions and create contacts and schedule follow-up activities directly from their Gmail inbox.

Sync Contacts: The vendor claims that Exsalerate CRM allows users to add customers directly to Xero and issue invoices. Changes made in Xero are automatically updated in Exsalerate CRM, keeping contact information synchronized across platforms.

Comparative Invoice Data: According to the vendor, users can view live data from Xero inside their CRM, identify companies that are spending more or less with their business, and make data-driven decisions based on comparative invoice information.

Pipeline Management: Exsalerate CRM offers customizable sales processes to match users' business needs, allowing them to track the progress of leads and opportunities through different stages. The vendor claims that users can gain insights into the sales funnel to identify areas for improvement.

Mobile App: Users can access Exsalerate CRM on the go with the mobile app, enabling them to stay connected and manage sales activities from anywhere. According to the vendor, users can update and view customer information in real-time.

Reporting: The vendor states that Exsalerate CRM enables users to generate detailed reports on sales performance, customer activity, and more. Users can analyze data to identify trends and make data-driven decisions. The reports can be customized to focus on the metrics that matter to the business.

Google Calendar Integration: According to the vendor, Exsalerate CRM allows users to sync their CRM activities with their Google Calendar. Users can schedule and manage appointments, meetings, and follow-ups seamlessly, ensuring they stay organized and do not miss important events.