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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
38 Reviews
5 star
(87%)
4 star
(11%)
3 star
(0%)
2 star
(0%)
1 star
(3%)
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.
AP
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!
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.
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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