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Exsalerate

Professional services, Manufacturing, Practice manager, and CRM

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.

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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

Getting started

Import your Xero customers & every invoice issued to get started.

Explore how to setup Exsalerate

4.8

37 Reviews

5 star

(89%)

4 star

(8%)

3 star

(0%)

2 star

(0%)

1 star

(3%)

Amy Parker

Posted

Great Support

We have currently been using CRM for the past few months and the exsalerate team have been really supportive with setting this up! As it was new to us, before purchasing we wanted to make sure that the communication with training would be good to help us use the software within our team. George has been great with helping us several times with setting this up. Great service and a great CRM system for our business thank you!

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.

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!

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