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Features

Features

'Users access all features so it's everything you need without the complications'
Pete Sutton
Saltwater Collective Ltd

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

Google & Outlook Calendar Integrations

Meetings created in Outlook or Google flow back into Exsalerate

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

Too many CRM systems fail because they are overly complex to use and simply fail to engage users. Exsalerate is a winner because it delivers EXACTLY what a Xero user needs and integrates seamlessly with both Xero and Workflow Max. I have even hooked it up to Mailchimp, too! ***Recommended***
Colin Spooner
Data Sift Pty Ltd