WorkflowMax + Exsalerate

Combine new buisness, workflow and account mangement

What a difference EXSALERATE has made to our business both in terms of the CRM functionality as well as Workflow Management.
Phil Coutts
The Utility Company Ltd
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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.

We're here to help, 24 hours a day, 7 days a week

Is Exsalerate right for your business?

Contact us today to schedule a personalized tour of Exsalerate