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

Connect WorkflowMax to Exsalerate CRM to beautifully manage workflow, budgeting, time and profitability.