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