Exact for CRM logo

Exact for CRM

by Exact · Since 1984
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorExact
Year launched1984
StatusActive
LocationExact NA Inc. 112 S. French Street, Suite 105 Wilmington, DE 19801 United States of America
Countries servedGlobal
Languages6
Integrations1+
Free tier
Free trial
Contact salesYES

About Exact for CRM

Exact for CRM is a customer relationship management software from Exact that helps improve sales processes. It combines features such as project management, support for international business, and specific functions for manufacturing and wholesale distribution, so organizations can turn sales opportunities into deals. This platform provides a centralized location for all customer information, making it easier for teams to access vital data. With real-time insights and client testimonials from businesses like Menken Orlando and Bugaboo International, users can see proven success in action. Key capabilities: project management international business support manufacturing features wholesale distribution tools customer data storage Best for: sales organizations that need to manage customer relations effectively.

Exact for CRM by Exact Software is a comprehensive customer relationship management solution designed for various industries including construction, financial services, healthcare, lead management, nonprofit organizations, real estate, and more. The software offers a range of standout features that help businesses streamline their sales, marketing, and customer service processes. The user interface of Exact for CRM is intuitive and user-friendly, making it easy for users to navigate through different modules and functions. The dashboard provides a clear overview of key metrics and performance indicators, allowing users to track progress and make informed decisions. The design elements are sleek and modern, enhancing the overall user experience. One of the core functionalities that set Exact for CRM apart from its competitors is its lead management capabilities. The software allows users to track leads, follow up on opportunities, and convert leads into customers seamlessly. It also offers robust reporting and analytics tools that provide valuable insights into sales performance and customer behavior. In terms of performance, Exact for CRM is fast, efficient, and reliable, even when handling large datasets or complex operations.

Pros & Cons

What users like
  • +1. Customizable CRM specifically designed for various industries including construction, finance, healthcare, nonprofit, real estate
  • +2. Helps streamline lead management and automate processes
  • +3. User-friendly interface for easy navigation and use
  • +4. Advanced reporting and analytics features for data-driven decision-making
  • +5. Scalable options to accommodate growing business needs
What users flag
  • 1. Limited customization options for specific industry needs
  • 2. Steep learning curve for new users
  • 3. Slow customer support response times
  • 4. Lack of integrations with other popular software platforms

Features

Key features

• Sales Automation
Streamlines sales processes, manages leads, and tracks opportunities.
• Marketing Automation
Enables targeted marketing campaigns and lead nurturing.
• Customer Service Management
Provides tools for managing customer support and service requests.
• Contact Management
Centralizes customer data and interactions.
• Reporting and Analytics
Offers insights into sales, marketing, and customer service performance.

Additional features

• Centralized Customer Information
Provides a unified platform for storing all customer-related data, ensuring that sales teams have access to up-to-date information.
• Sales Effectiveness and Transparency
Offers insights into financial and relational data of prospects and customers, aiding in accurate sales forecasting and understanding customer acquisition costs.
• Mobile Access
Features a CRM app available for iOS, Android, and Windows 10, allowing sales representatives to access customer data on the go.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutch

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇯🇵JPY🇮🇳INR🇷🇺RUB

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