Exsalerate CRM Overview
Exsalerate CRM enhances business efficiency by seamlessly integrating with Xero, allowing users to add contacts, create draft invoices, and access invoice history directly within the CRM platform. This integration simplifies financial operations and customer relationship management, offering a streamlined approach to handling leads and maintaining customer loyalty. Designed from a business need, Exsalerate CRM eliminates the complexity often associated with tiered CRM software. Its ability to manage customer interactions and financial data in one place positions it as a practical tool for businesses seeking to optimize their CRM processes and improve ROI.
Use Cases
Customers recommend Contact List Management, Engagement Management, Account Management, as the business use cases that they have been most satisfied with while using Exsalerate CRM.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Exsalerate CRM.
Exsalerate CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Exsalerate CRM works with different mediums / channels such as E-Mail.
Reviews
"...Exsalerate CRM is an Operating System for your Sales Team and Account Managers that's integrated with Xero, WorkflowMax and Mailchimp...." Peer review
Exsalerate CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Exsalerate CRM integrates fully with Xero, allowing contact addition, draft invoice creation, and invoice history viewing. Leads can be closed and retained for life.
Popular Business Setting
for Exsalerate CRM
Top Industries
- Hospitality
- Transportation/Trucking/Railroad
Popular in
- Mid Market
Exsalerate CRM is popular in Hospitality, and Transportation/Trucking/Railroad, and is widely used by Mid Market,
Comprehensive Insights on Exsalerate CRM Use Cases
What Are the key features of Exsalerate CRM for Contact List Management?
What Are the key features of Exsalerate CRM for Engagement Management?
Exsalerate CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (13) |
| Analytics | Read Reviews (2) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (13) |
| Analytics | Read Reviews (2) |
Software Failure Risk Guidance
?for Exsalerate CRM
Top Failure Risks for Exsalerate CRM
Exsalerate Limited Profile
Company Name
Exsalerate Limited
Company Website
https://crm.exsalerate.com/HQ Location
373 Neilson Street, Auckland, Auckland 1162, NZ
Employees
1-10
Social
Financials
PRIVATE
