Overview
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.
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.
