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Exsalerate CRM

Exsalerate CRM is an online sales and account management tool for SMBs. Integrated with Xero, WorkflowMax, and Mailchimp, it helps teams grow sales, manage client relationships, and visualize opportunities via a pipeline and dashboard tailored for proactive relationship management.

4.5

Software Info

Pricing

Score

Alternatives

Exsalerate CRM Overview

Exsalerate CRM is an online customer relationship management solution designed to empower small to medium-sized businesses in boosting sales performance and enhancing client retention. Acting as an operating system for sales teams and account managers, Exsalerate integrates seamlessly with Xero, WorkflowMax, and Mailchimp. It supports lead generation, embeds your unique sales process, and provides clear visibility into your sales pipeline. For account managers, it offers a purpose-built dashboard that includes financial comparatives sourced directly from Xero, enabling data-driven client engagement. With tools to streamline workflows and nurture customer relationships, Exsalerate helps businesses convert opportunities into long-term success.

Features

Drag-and-Drop Sales Pipeline Management

Account Management Dashboard with Xero Integration

Integrated To-Do Lists and Activity Scheduling

Email and Calendar Integration

Exsalerate CRM Pricing Overview

Exsalerate CRM Score

Smyte Score

4.5 Number of Reviews 6

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Seamless Integration with Xero and WorkflowMax:
Exsalerate CRM integrates effortlessly with accounting tools like Xero and WorkflowMax, allowing users to synchronize contacts, view invoice histories, and manage financial data within the CRM.

User-Friendly Interface:
Users appreciate Exsalerate’s intuitive design, which simplifies navigation and reduces the learning curve, making it accessible even for those new to CRM systems.

Comprehensive Sales Pipeline Management:
The CRM offers a visual, drag-and-drop sales pipeline that helps teams track leads through various stages, ensuring no opportunity is missed.

Cons

Limited Mobile Functionality:
Some users have noted that the mobile version lacks certain features, such as displaying client address details, which can hinder on-the-go access.

Product Sales Focus Not Suitable for All:
Businesses not centered around product sales may find some features, like sales figures tracking, less relevant to their operations.

No API Access:
Exsalerate CRM does not currently offer an API, limiting the ability to create custom integrations with other software systems.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.