A powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.
    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.

    Explore all features of Exsalerate
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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.

    Reviews & ratings

    4.8
    40 Reviews
    5 star
    (88%)
    4 star
    (10%)
    3 star
    (0%)
    2 star
    (0%)
    1 star
    (3%)
    JG
    Jane Gravestock
    Posted

    Great intergration

    I love the integration of Xero and Exsalerate. It gives us real time info. The support team at Exsalerate are super helpful!
    MS
    Maxine Shea
    Posted

    Great service and brilliant program

    The service was amazing and it's a very easy program to use once you know how. Thank you for your help once again
    HM
    Heidi McKechnie
    Posted

    Responsive and Supportive

    We have been working with the Exsalerate team to implement their CRM across our multi-faceted business in both New Zealand and Australia. The adaptability of the system, and the quick responses to any questions our team have has been incredible. They took our feedback and have really upgraded their system to meet our needs, and no doubt, those of many other clients.
    Additional info

    Shared data

    Xero
    Exsalerate
    Accounts
    Contacts
    Credit Notes
    Currencies
    Invoices
    Items
    Tax Rates

    App details

    Added in 2016

    Countries

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

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.