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