Exsalerate CRM is an Operating System for your Sales Team and Account Managers thats integrated with Xero and WorkflowMax (XPM).
Stay on top of your pipeline and service your existing customers with Exsalerate CRM, quickly refer to your to-do list and appointments from our dashboard & easily search your contacts/companies and create tasks or meetings wherever you are. Your team has the most up to date information about your leads and customers while theyre out in the filed.
Use Siri to record any activity notes so data entry is a breeze, and use your camera to take photos of important sites or jobs, plus were integrated with Maps so you can get directions to your next appointment and view Leads/Customers near your location.
All updates are synced back to the Exsalerate web app instantly.
- Access your to-do list and calendar from your dashboard.
- Start new calls or emails with a single click from your to-do list or contacts profile.
- When any activity is completed the user is prompted to create their next task.
- Schedule meetings that sync back to your calendar & your contacts calendar.
- Take photos of important sites or business cards.
- Use Siri or type activity notes that sync back to the web app instantly.
- Access leads/customers near your location.
- Find anything easily with our fast global search.
- View sales history through our Xero integration.