Exsalerate CRM
Exsalerate CRM is a tailored customer relationship management solution designed specifically for Xero users, enhancing sales and customer retention.
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Description
Exsalerate CRM is a comprehensive customer relationship management software that integrates seamlessly with Xero, aimed at helping businesses effectively manage their sales processes and customer relationships. With a focus on existing customer retention, Exsalerate provides tools that facilitate sales process management, account management, and integration with various applications including WorkflowMax.
Key features of Exsalerate include:
- Sales Process Management: Streamline your sales activities with tools designed for tracking leads, managing opportunities, and closing sales efficiently.
- Account Management: Keep track of your customer accounts with detailed insights, enabling personalized interactions and better customer service.
- Xero Integration: Integrate your financial data effortlessly with Xero, ensuring that all relevant business data is at your fingertips.
- To-Do Lists for Follow-Ups: Manage follow-ups effectively with to-do lists that help ensure no opportunity is missed.
- Business Data Consolidation: Combine essential business data into one platform, simplifying the management of customer relationships.
Features
Sales Process Management
Tools designed to streamline and manage the sales process from lead generation to closing.
Account Management
Features to track and manage customer accounts, allowing for tailored communication and service.
Xero Integration
Seamless integration with Xero to access financial data and insights directly within the CRM.
Follow-Up To-Do Lists
Manage follow-ups efficiently with customizable to-do lists for each opportunity.
Business Data Consolidation
A single platform to combine all relevant business data for enhanced decision-making.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support