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

Exsalerate CRM is a sales and account management tool built from an ‘actual business need’.

Easy to use and simple to integrate into your daily business routine, the visual account management dashboard reveals the lifetime value of customers, how long it’s been since you last spoke to them and what activities are planned to retain their business, so you can show your customers the Love they deserve.

Explore all features of Exsalerate
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Exsalerate + Xero

Connect Exsalerate to Xero to access real-time sales information about your clients broken down by account code and with direct links to all invoices.

  • Identify companies that are spending more or less over three comparative periods
  • Quotes sent from Xero are added to your Exsalerate sales pipeline
  • When a prospect becomes a customer add it to Xero with a click
  • Send draft invoices to Xero ready for approval
  • View the products/services used by your customers
  • Report on company revenue by sales code
  • Set sales budgets by user and compare with actuals from Xero
  • Overdue invoices are displayed on your customers profile with a link to the invoice in Xero
  • Monitor sales team performance and reward them with measurable KPI sales data from Xero
  • Contact details sync between Xero and Exsalerate

Reviews & ratings

4.8
36 Reviews
5 star
(89%)
4 star
(8%)
3 star
(0%)
2 star
(0%)
1 star
(3%)
GS
Graham Smart
Posted

Great CRM with Excellent Support

George and Eve are brilliant and responsive with support. Exsalerate is a perfect CRM for our business needs.
NB
Neil Betts
Posted
We are a small business using WorkFlowMax, Xero and Spotlight reporting all integrated together, however we were totally missing clarity on our sales process. Adding Exsalerate into our end-to-end business processes as given transparency on our sales process. Working with George and the Exsalerate team has been great to help us get the maximum value from the system. The system was configurable to our sales process, give transparency on the pipeline progress and tracks lead activities and conversions. The to-do list helps keep focus on the tasks and we love that we can create standard jobs in WorkFlowMax straight from Exsalerate. The visualisation of the customer account management is great keeping focus on the levels of engagement. What a great product so much value for us!
GD
Grant Dimitriadis
Posted
Exsalerate adds alot of value to my sales process, I have a project based business so predominately use the Pipeline tool to log opportunities and the "To Do" tool to asist following up opportunities, we have also done some email marketing campaigns, Exselrate links to mailchimp making the process very easy. The team has been very very good at supporting our migration & customisation, Any queries we've submitted have been dealt with quickly and efficiently, the team are very committed to making the product work well for us.
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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