Exsalerate CRM logo

Exsalerate CRM

by Solution Source · Since 2012
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorSolution Source
Year launched2012
StatusActive
Location373 Neilson Street, Penrose, Auckland, New Zealand
Countries servedGlobal
Languages1
Integrations4+
Free tier
Free trialYES
Contact sales

About Exsalerate CRM

Exsalerate CRM is a CRM software platform from Solution Source that supports customer relationship management integrated with Xero. It combines features like integrations, contact management, and help videos so users can efficiently manage leads and customer interactions. Exsalerate allows users to add contacts to Xero, create draft invoices, and view invoice history directly from the CRM, simplifying processes and ensuring data consistency. The platform is designed to be straightforward with no hooks or tiers, making it suitable for various business needs. Key capabilities: integrations contact management help videos privacy policy product updates Best for: small to medium-sized businesses that need a comprehensive solution for managing customer relationships and invoicing.

Exsalerate CRM by Exsalerate is a comprehensive customer relationship management software designed to streamline lead management, accelerate sales processes, and predict lead scoring. One of its standout features is its predictive lead scoring functionality, which helps sales teams prioritize leads based on their likelihood to convert. The user interface of Exsalerate CRM is clean, intuitive, and easy to navigate. Users can quickly access key features and information without getting lost in cluttered menus. The design elements are minimalistic yet effective, enhancing the overall user experience and making it a pleasure to work with the software. What sets Exsalerate CRM apart from its competitors is its innovative approach to lead management. The software utilizes advanced algorithms to analyze lead behavior and provide insights into their readiness to make a purchase. This predictive lead scoring capability gives sales teams a strategic advantage by focusing their efforts on leads with the highest potential for conversion. In terms of performance, Exsalerate CRM excels in speed, efficiency, and reliability, even when handling large datasets or complex operations.

Pros & Cons

What users like
  • +Seamless Xero Integration: Deep integration with Xero for financial data
  • +User-Friendly Interface: Intuitive design for easy navigation
  • +Mobile Accessibility: Access CRM data on-the-go
  • +Customizable Dashboards: Tailor views to suit business needs
  • +Comprehensive Reporting: Generate detailed sales and activity reports
What users flag
  • No In-App Marketplace: Limited third-party app integrations
  • Customization Limitations: May not offer extensive customization options
  • Learning Curve: New users may require time to familiarize themselves with the platform

Features

Key features

Sales Pipeline Management
Visual drag-and-drop dashboard to manage leads and opportunities
Account Management
Tools to retain and manage existing customer relationships
To-Do Lists
Color-coded activity tiles to prompt actions
Email Integration
Save emails and create new contacts from Outlook or Gmail
Mobile Apps
Access via iPhone and Android devices
Calendar Integrations
Sync with Google and Outlook calendars

Additional features

Webforms
Capture leads directly from your website
KPIs and Targets
Monitor and reward team performance
Reporting
Generate sales and activity reports
Xero Integration
Sync contacts, create draft invoices and quotes, and view invoice history
WorkflowMax Integration
Sync contacts and jobs between platforms

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

No reviews yet

Be the first to drop a review

Alternatives to Exsalerate CRM

Unleashified logo

Unleashified

Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…

Trembi logo

Trembi

Trembi is a project management software from Trembi that supports teams in planning and executing…

Skynamo logo

Skynamo

Skynamo is a sales management software from Skynamo that supports field sales teams in managing…

Sense Talent Engagement Platform logo

Sense Talent Engagement Platform

Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce Sales Cloud is a sales force automation software from Salesforce that enables sales teams…

Salesforce logo

Salesforce

Salesforce is a CRM software platform from Salesforce that helps companies become Agentic Enterprises where…

Often compared with Exsalerate CRM

Compare any two tools →
Unleashified logo
Unleashified
CRM
0.0
Trembi logo
Trembi
CRM
0.0
Skynamo logo
Skynamo
CRM
0.0
Sense Talent Engagement Platform logo
Sense Talent Engagement Platform
CRM
0.0