Sales Pipeline
Create a sales process thats repeatable and scaleable
Play Video
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