Exsalerate CRM

Exsalerate CRM

Simple, Effective, Affordable CRM

4.6/5 (5 reviews)

Exsalerate CRM Overview

Exsalerate CRM is an Operating System for your Sales Team and Account Managers that's integrated with Xero, WorkflowMax and Mailchimp. We'll help your sales team hunt new business and enable your Account Managers to leverage their existing relationships. We can embed your sales process directly into the software so you can easily identify the number of opportunities in your pipeline and the next task your team has planned to win the business. We've also designed a unique dashboard for your account managers that displays how long it's been since you last connected with each customer, and comparatives from Xero so they can see the accounts that are growing and those that need a little more love. Our customers report an increase in revenue of 18% (on average) after implementing Exsalerate CRM.

Pricing

Starting from
US$12,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, United Kingdom, United States

Supported Languages

English

Exsalerate CRM Reviews

Overall rating
4.6/5
100% positive reviews
3
Excellent
2
Very good
0
Average
0
Poor
0
Terrible

Great value, Intuitive and simple to use, logical and structured CRM

Used Daily for 2+ years
Reviewed on 2018/04/04
Review Source: Capterra

My sales process is automated, transparent and my sales team is easily managed.
My customers are kept engaged. The sales process is far more successful and my turnover has increased significantly as a direct result. My client retention is now 100% since I started using the system. More sales, stickier customer and a happier far more successful sales team.

Pros

It is so easy and logical to use. This makes sense and automates the sales process and customer management process. Works a treat and gives full transparency so I can see at a glance whos been doing what, and more importantly, who hasn't, or what's overdue. Simple drag and drop system that encourages you to always schedule a next action.

Cons

To get the most value out of this software, you really need it set up properly. I would definitely recommend paying an Exsalerate partner to set this up for you.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Dane B.

I love Exsalerate

Used Daily for 2+ years
Reviewed on 2017/09/26
Review Source: Capterra

Closing big deals, making sales targets, looking after clients. I have made more effective by my easy access to information from anywhere.

Pros

I am hitting budget and making money like never before, it has been super easy to use the new Iphone app is amazing. Obviously a salesperson is only as good as their tools .... I am feeling fantastic about sales

Cons

No complaints it is far less confusing than any other CRM I have used, I would recommend a set up package when getting started especially if you have not set up saas software before. I had the team contact me after signing up for a free trial and it was easy afterwards

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jill S.

So easy to use and has great functionality. Makes day to day customer contact easy.

Used Daily for 1+ year
Reviewed on 2018/04/06
Review Source: Capterra

We can manage our customer contact, therefore assisting with customer retention. As a Manager it also means I can track the contacts that my staff are making.

Pros

The calendar integration with Outlook for appointments is excellent. We really like the the Account Management aspect of Exsalerate as this is more of the focus of our sales people. It helps us keep on top of making sure we are contacting our customers on a frequent basis.

Cons

It has a product sales focus in it, which doesn't apply to us, so we do not use the sales pipeline or the sales figures aspect of the application. But this does not matter as all the other features including the Account Management tool meet our needs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Deane T.

Fantastic CRM, easy to use with all my client information at my fingertips

Used Daily for 2+ years
Reviewed on 2017/09/27
Review Source: Capterra

Client history and information available at my fingertips

Pros

I could not live without having all my client communications recorded and all their information at my fingertips even with I am out and about.

Cons

On the mobile access, there are no address details for my clients, I have reported this and understand it is getting updated.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Steve L.

Rating only

Reviewed on 2016/08/04
Review Source

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Exsalerate CRM Pricing

Starting from
US$12,00/month
Pricing options
Free Trial
Subscription
Value for money

Access to all features is provided for $9/user/month

Exsalerate CRM Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Email Integration
  • Reporting & Statistics

  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Social Media Integration
  • Third Party Integration

Additional information for Exsalerate CRM

Key features of Exsalerate CRM

  • Add multiple users
  • Backups available
  • Create notes
  • Create targets
  • Customize your interface
  • Download data
  • Free trial
  • Integrated calender
  • Manage your customers
  • Mapping
  • Mobile optimizable interface
  • Online support
  • Real-time sales stats
  • Sales pipelining
  • Scalable plans
  • Spend history
  • Video tutorials
  • Web based
  • Whitepapers
  • Xero Addon

Benefits

You can embed your sales process into Exsalerate, simply drag and drop each opportunity to the next phase in your sales process and see the next task your team has planned to win the opportunity.

Each user has a colour coded todo list that displays all tasks they have created or been assigned to execute by other team members, each time a activity is completed the user is prompted to create the next activity.

Account Managers have access to a unique dashboard that groups all customers they haven't connected with for 90 days or more, 60 days, last month & this month as well as comparatives from your accounting software so they can visually see the accounts that are growing and those that need a little more love.

Everyone works from the same page with all client correspondence saved in against the company's profile, your team has the latest up do date information available to them no matter their location.

Exsalerate CRM FAQs

Below are some frequently asked questions for Exsalerate CRM.

Q. What type of pricing plans does Exsalerate CRM offer?

Exsalerate CRM offers the following pricing plans:

Starting from: US$12,00/month

Pricing model: Subscription

Free Trial: Available

Access to all features is provided for $9/user/month

Q. What are the main features of Exsalerate CRM?

Exsalerate CRM offers the following features:

  • Add multiple users
  • Backups available
  • Create notes
  • Create targets
  • Customize your interface
  • Download data
  • Free trial
  • Integrated calender
  • Manage your customers
  • Mapping
  • Mobile optimizable interface
  • Online support
  • Real-time sales stats
  • Sales pipelining
  • Scalable plans
  • Spend history
  • Video tutorials
  • Web based
  • Whitepapers
  • Xero Addon

Q. Who are the typical users of Exsalerate CRM?

Exsalerate CRM has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Exsalerate CRM support?

Exsalerate CRM supports the following languages:

English

Q. What type of pricing plans does Exsalerate CRM offer?

Exsalerate CRM has the following pricing plans:

Subscription

Q. Does Exsalerate CRM support mobile devices?

Exsalerate CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Exsalerate CRM integrate with?

Exsalerate CRM integrates with the following applications:

9 Spokes, Gmail, Mailchimp, Mailchimp, WorkflowMax, WorkflowMax, Xero, Xero

Q. What level of support does Exsalerate CRM offer?

Exsalerate CRM offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials