Exsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.
Rated
4.8
out of 5Reviewed by
42
Xero usersTry this app
Free trial
availableListed for
9 years
February 2016Overview
By integrating Exsalerate and Xero you're getting an enterprise-level CRM solution at a fraction of the cost.
Exsalerate enables you to keep track of your customers journey right from a new lead to a valued customer, every touchpoint, email, note, or invoice is saved so your team can work from a single page to better serve your customers and give them the love they deserve.
Your team will love using the drag & drop pipeline which is customisable to suit your sales process and ensures no opportunity is missed through lack of follow-up.
The Account Management Dashboard groups customers by how long it's been since they were last invoiced or contacted by your company and includes comparative sales data so your team can see who is spending more or less with your business.
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Exsalerate + Xero
- Send converted leads to Xero and create a draft invoice in Exsalerate ready for approval.
- View customers that haven't been invoiced for more than 3 months, 2-3 months, last month, this month.
- View customers that haven’t been contacted for more than 3 months, 2-3 months, last month, this month.
- Display comparative sales data per customer by Month to Date, Year to Date, and the last 12 months.
- Overdue invoices are displayed on the company’s profile so your team can chase payment.
- Contacts updated in Xero automatically update Exsalerate.
- Set sales budgets by staff and compare with actuals from Xero.
Getting started
Sign up for a free 14-day trial and connect Xero to experience Exsalerate with real data.
Reviews & ratings
42 Reviews
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Most recent reviews
GW
Glenn Walker
Posted 6 Jul 2023
Exsalerate Review
Exsalerate has become a critical part of our Marketing and Business Development process. It is easy to use and we like the fact that it interfaces with Workflomax and Outlook so helps with managing our information and connecting our geographically-spread business. Exsalerate has helped us improve our operating efficiency by making our key people more productive and accountable. We recommend Exsalerate as a key business Tool and information system
One person found this review helpful.
JS
Jessie Sassine
Posted 20 Apr 2022
We have been looking for a CRM database to suit our company for months now with no success. We needed something easy to use/integrate but effective. Exsalerate has been incredible and George took time out of his day to help us with the setup whenever we needed it. Love it!
One person found this review helpful.
DS
Dominique Sanday
Posted 23 Feb 2022
So much information
I was dreading changing my database which was in excel but I knew it had to be done. I looked at so many systems and needed to make sure it worked with xero, mailchimp and outlook. The most important thing for me was having someone to train me and show me step by step how it worked and that was what George did at Exsalerate and still is lol. Thank you so much George. You've been so helpful and still are, as I'm sure I'll have more questions.
One person found this review helpful.
Additional info
Shared data
Xero
Exsalerate
Accountsshared from Xero to Exsalerate
Tax Ratesshared from Xero to Exsalerate
Itemsshared from Xero to Exsalerate
Invoicesshared from Xero to Exsalerate and from Exsalerate to Xero
Currenciesshared from Xero to Exsalerate
Credit Notesshared from Xero to Exsalerate
Contactsshared from Xero to Exsalerate and from Exsalerate to Xero
Functions
Practice managerCRMIndustries
Professional servicesManufacturingApp details
By Exsalerate
Added in 2016Countries
Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportinfo@exsalerate.comFollow
TwitterFacebookInstagramLinkedInTry Exsalerate for free
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