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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 Details

Vendor
Solution Source
Year Launched
2012
Location
373 Neilson Street, Penrose, Auckland, New Zealand
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English
Users
Sales Managers, Sales Representatives, Marketing Managers, Customer Service Representatives, Business Owners
Industries Served
Healthcare, Education, Finance, Retail
Tags
CRM, SaaS, Customer Relationship Management, Sales, Account Management Dashboard, and Sales Operating System

Exsalerate CRM's In-App Market Place

Does Exsalerate CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

  • 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
  • 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

Exsalerate CRM's Support Options

Email Address

Info@exsalerate.com

Chatbot

Available

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