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Exsalerate

Exsalerate CRM is an Operating System for your Sales Team and Account Managers that's integrated with Xero and WorkflowMax (XPM) $12 per user/month

Our unique combination of Sales and Account Management tools help business owners maximise the lifetime value of their customers! We combine financial data with communication history so it's clear whether accounts are being nurtured effectively.

Visualise your Pipeline
Setup a sales process that is scalable so your team has a consistent approach to every lead. From their first interaction with your company through to closing the deal, your team can recreate the winning formula every time.

Nurture your Customers
It costs far more to win new business than keep your existing customers! Exsalerate comes with a dedicated Account Management Dashboard to ensure your team communicates with Key Accounts regularly to maximise their lifetime value!

Explore all features of Exsalerate
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Exsalerate + Xero

Displaying a rich array of financial information at a client level in the Exsalerate Account Management Dashboard. You can compare sales for each customer across three key periods, Month to Date, Year to Date, and the last 12 Months and so much more.

  • Standardise your sales process and turn new leads into customers and add to Xero from your Pipeline.

  • Send Xero quotes to your Exsalerate Pipeline.

  • Create invoices ready for approval in Xero.

  • Set sales budgets by user and compare to actuals from Xero.

  • Report on company wide revenue by sales code and compare periods.

  • Download invoiced totals at a customer level by custom date range.

  • Overdue invoices are flagged on the customers profile.

  • Once connected, all data is synced automatically from Xero.

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Made by Garry Fraser
Added in 2016

Countries

Australia, Canada, Global, Hong Kong, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

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