WorkflowMax CRM
WorkflowMax + Exsalerate CRM
WorkflowMax CRM integration with Exsalerate tracks the lifetime journey of your customers
Create New Jobs
Close a deal in Exsalerate CRM, then add to WorkflowMax, create a jobs, assign an account manager, choose the correct template and click To Do
Import Customers
Import all your customers from Workflow Max to Exsalerate and track their lifetime journey with your business
Import Exisiting Jobs
Pull through existing WorkflowMax jobs to make project and contact management simple
Sync Contacts
Contacts added to WorkflowMax automatically sync to Exsalerate
Quotes
Automatically import quotes issued from WorkflowMax to your Exsalerate sales pipeline as new sales opportunities
To Do Lists
Follow up every quote issued in WorkflowMax via Exsalerate's To Do list
