WorkflowMax + Exsalerate

WorkflowMax CRM Integration with Exsalerate is a powerful enterprise solution at a fraction of the cost
¬†Exsalerate’s WorkflowMax CRM integration enables you and your team to create jobs, import quotes & sync contacts

Create New Jobs

Close a deal in Exsalerate, add them to WFM, create a job, assign an account manager, choose the correct template and click To Do

Import Customers

Import all your customers from Workflow Max to Exsalerate

Import Exisiting Jobs

Pull through all your existing WFM jobs to Exsalerate

Sync Contacts

Contacts added to WFM are automatically synced to Exsalerate

Quotes

Automatically import quotes issued from WFM to your Pipeline

To Do Lists

Follow up every quote issued via WorkflowMax via Exsalerate's To Do list

Connect WorkflowMax to easily manage workflow, budgeting, time and profitability.