Exsalerate

Practice Manager , CRM

Exsalerate CRM is an Operating System for your Sales Team and Account Managers that's integrated with Xero and WorkflowMax (XPM) $12 per user/month

Exsalerate CRM is an Operating System for your Sales Team and Account Managers that's integrated with Xero and WorkflowMax (XPM) $12 per user/month

View integration details

About Exsalerate

Our unique combination of Sales and Account Management tools help business owners maximise the lifetime value of their customers! We combine financial data with communication history so it's clear whether accounts are being nurtured effectively.

Visualise your Pipeline
Setup a sales process that is scalable so your team has a consistent approach to every lead. From their first interaction with your company through to closing the deal, your team can recreate the winning formula every time.

Nurture your Customers
It costs far more to win new business than keep your existing customers! Exsalerate comes with a dedicated Account Management Dashboard to ensure your team communicates with Key Accounts regularly to maximise their lifetime value!

Explore all Features of Exsalerate

Exsalerate + Xero

Displaying a rich array of financial information at a client level in the Exsalerate Account Management Dashboard. You can compare sales for each customer across three key periods, Month to Date, Year to Date, and the last 12 Months and so much more.

  • Standardise your sales process and turn new leads into customers and add to Xero from your Pipeline.
  • Send Xero quotes to your Exsalerate Pipeline.
  • Create invoices ready for approval in Xero.
  • Set sales budgets by user and compare to actuals from Xero.
  • Report on company wide revenue by sales code and compare periods.
  • Download invoiced totals at a customer level by custom date range.
  • Overdue invoices are flagged on the customers profile.
  • Once connected, all data is synced automatically from Xero.

Getting started

Once you've signed up, use your Xero credentials to connect Exsalerate and import your customers & sales data in less than 5 minutes.

We provide a tool for you to easily enrich the data you've just imported so you can add Account Managers, Client Rankings, Customer Industries and other key segments to your Xero data.

Explore how to setup Exsalerate

Summary


Developer

Garry Fraser

Added on

05/02/2016

Integration details


Xero

Countries

United States, Canada, South Africa, Hong Kong, New Zealand, Malaysia, Philippines, Global, Australia, Singapore, United Kingdom

Languages

English

Categories


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