About eXert CRM
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EXert CRM by eXertERP is a dynamic customer relationship management platform built to serve as an integral component of the broader eXertERP suite. Designed for growing and mid-sized businesses, EXert CRM aims to centralize and optimize customer interactions, sales pipelines, and marketing efforts. The software focuses on improving customer retention, streamlining communication, and providing detailed data-driven insights into client behavior. Key features include lead and opportunity tracking, automated task management, customer segmentation, email and campaign management, and sales forecasting. Its seamless integration with the eXertERP system makes it particularly appealing for organizations seeking an all-in-one ERP-CRM solution. EXert CRM offers a clean and professional interface that is functional, though slightly less modern in appearance compared to newer cloud-native CRMs. The dashboard is customizable and allows users to rearrange widgets for sales stats, pipeline progress, and calendar events. The navigation panel is well-organized with logically grouped modules—Sales, Marketing, Support, and Reports—making it easy to find what’s needed. Although new users may initially experience a slight learning curve, especially if unfamiliar with ERP-integrated environments, the overall design becomes intuitive with continued use.
Pros & Cons
- Combines sales, support, and planning for a holistic customer view.
- Eliminates duplication and improves accessibility of leads, deals, and contacts.
- Streamlines processes, increasing efficiency and reducing manual tasks.
- Offers tools like a charge report generator and sales graphs for insights.
- Allows access from anywhere with an internet connection.
- Some features (e.g., "Automated Customer") are vaguely described.
- Being web-based, it requires a stable internet connection for access.
- Integrating with various external systems might be challenging.
- Many listed features are common in CRM software, lacking clear differentiators beyond the "Charge Report Generator."
Features
Key features
This feature provides a comprehensive view of customer interactions, linking quotations and orders to client/customer management for increased efficiency.
eXert CRM maintains all crucial sales-related information in one place, eliminating data duplication and improving accessibility.
The software automates various business processes, making it more efficient to manage leads, track results, and ensure timely follow-ups.
This unique feature allows users to generate reports and send mass emails, enhancing communication and providing valuable insights.
The system supports multiple users with defined roles, providing a tailored and secure experience for different team members.
Being a web-based application, eXert CRM can be accessed from anywhere with a browser and internet connection, offering flexibility and convenience.
Additional features
The system keeps track of communication history with contacts.
Visual representations of sales data are available for analysis.
Appointment scheduling and reminders are automated to prevent missed events.
The system ensures that all data is current and accurate.
Different users can access the system with specific roles and permissions.
The software is designed to require minimal upkeep.
The pricing structure is transparent without unexpected costs.
Measures are in place to protect the integrity and confidentiality of data.
Users can send bulk emails for marketing or communication purposes.
The system supports additional features or integrations to extend its functionality.
Users can access support resources online for assistance.
Training materials and resources are available online to help users learn the system.
The software is designed to be easy to use and navigate.
Users have comprehensive control over their data within the system.
The system provides clear visibility into sales processes and data.
Marketing tasks can be automated to improve efficiency.
The system provides tools to manage and track potential customers.
Features for managing and progressing sales opportunities.
Tools to oversee and optimize the sales process.
(This likely refers to automated customer-related processes, but lacks specific detail in the text.)
The system allows for the organization and management of documents.
Features to assist in the initial stages of project planning (likely sales-related projects).
Tools for managing support requests from employees (potentially internal CRM usage).
Customizable reports can be generated to analyze various data points.
Features for organizing and tracking interactions with contacts.
The system keeps a history of interactions and activities.
Tools for forecasting and estimating potential sales.
Functionality to create and manage sales quotations and orders.
A centralized view of key performance indicators and relevant information.
Features to manage and track outbound phone calls.
The ability to bring in data from other sources.
The software can be tailored to meet specific business needs.
Tools for managing and resolving customer support cases.
A repository of information for customer support or internal use.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About eXert CRM
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eXert CRM Details
eXert CRM's In-App Market Place
Does eXert CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), CHF (Fr.), SEK (kr), NZD (NZ$), SGD (S$)
Pros & Cons
- Combines sales, support, and planning for a holistic customer view.
- Eliminates duplication and improves accessibility of leads, deals, and contacts.
- Streamlines processes, increasing efficiency and reducing manual tasks.
- Offers tools like a charge report generator and sales graphs for insights.
- Allows access from anywhere with an internet connection.
- Some features (e.g., "Automated Customer") are vaguely described.
- Being web-based, it requires a stable internet connection for access.
- Integrating with various external systems might be challenging.
- Many listed features are common in CRM software, lacking clear differentiators beyond the "Charge Report Generator."
eXert CRM's Support Options
eXert CRM's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
