Sales Pipeline

Create a sales process thats repeatable and scaleable
ales pipeline
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Drag and Drop

Drag and drop leads/opportunities as they progress through your sales pipeline

Sales Forecasting

Add estimated values and forecasted closing dates

Next Activity

Quickly view the next activity planned to follow-up business

Add to Xero and WorkflowMax

Add to Xero or WFM when the time is right with the click of a button

Colour Coding

Leads change colour if they don’t progress through the pipeline within the expected timeframe

Save Attachments

Email attachments are automatically filed against company/client profile within Exsalerate

Filter Your Pipeline View

Drill down by phase, region, product/service and staff member

Create a Report

Motivate your sales team to win more business with easy to download reports

“Easy to manage with our staff and benchmark all aspects of the sales flow.”
Dion Kerr
Mr Box Ltd