WorkflowMax + Exsalerate
Combine new buisness, workflow and account mangement
Track the lifetime journey of your customers from when they first enter their details on your website’s contact page, through your sales process, prospecting, quoting, winning the business, and how long it’s been since your team connected.
Import Customers
Import all your customers from Workflow Max to Exsalerate
Sync Contacts
Contacts added to WFM are automatically synced to Exsalerate
To Do Lists
Follow up every quote issued via WFM via Exsalerate's To do list
Create New Jobs
Close a deal in Exsalerate, add them to WFM, create a job, assign an account manager, choose the correct template and click To Do
Import Quotes
Import quotes to existing customers as opportunities in Exsalerate via BCC email
Create Draft Quotes
Add WFM quotes to Exalerate as an attachment
Reporting
View a range fo reports to give you insights as to what it costs to service your business
To Do Lists
Follow up every quote issued via WFM via Exsalerate's To do list
Import Existing Jobs
Pull through all your existing WFM jobs to Exsalerate
Import Existing Jobs
Pull through all your existing WFM jobs to Exsalerate
What is WorkflowMax
Connect WorkflowMax to easily manage workflow, budgeting, time and profitability.
Is Exsalerate right for your business?
Contact us today to schedule a personalized tour of Exsalerate