Exsalerate CRM enhances relationship tracking, automates follow-ups, and centralizes client data. Although some of its features cannot be adapted to diverse workflows; nonetheless, its contact management, reporting, and integration capabilities make it ideal for teams prioritizing client service over hard selling.
Exsalerate CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Exsalerate CRM?
Exsalerate is a customer relationship management (CRM) platform available as a cloud-based solution, catering to small to mid-sized businesses in industries such as B2B services, consulting, and distribution.
The software offers centralized contact management and visual sales pipelines, allowing users to track opportunities from lead to close. Built-in task reminders ensure timely follow-ups, while its streamlined interface helps teams stay organized and responsive. These tools collectively improve customer engagement and support consistent business growth.
Exsalerate CRM Pricing
The Exsalerate CRM price is straightforward and budget friendly, offering a single, transparent plan, such as:
- Pay Monthly- $24/user/month
Disclaimer: The pricing is subject to change.
Exsalerate CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Xero Accounting Solution
- WorkflowMax
- Google Calendar
- Office 365 Calendar
- MailChimp Software
Who Is Exsalerate CRM For?
The software caters to businesses operating in various industries and sectors, including:
- Professional services
- Wholesale and distribution
- Trades and contracting
- Agencies and marketing
- Hospitality
Is Exsalerate CRM Right For You?
Looking for a CRM built for professional services, agencies, and distribution teams that simplifies sales follow-up and ensures compliance? Exsalerate CRM’s standout task‑reminder system and visual pipelines tackle inefficient follow-ups and lost opportunities.
It offers full GDPR compliance, including Privacy by Design, EU data centers, and data processing roles while its secure architecture scales as businesses grow. Ideal for teams needing clarity, security, and compliant client engagement.
Still have questions about Exsalerate CRM? Call (661) 384-7070 for more details and personalized assistance.
Exsalerate CRM Features
Exsalerate CRM software enables teams to visualize their entire sales funnel through an intuitive dashboard. It tracks leads across stages and promotes consistent follow-up actions, making it easier to convert prospects and forecast revenue more accurately.
See How It WorksThe software native Xero integration streamlines contact syncing and invoice management, ensuring financial and CRM data stay aligned. This feature eliminates the need for manual duplication, improving accuracy and saving time for finance and sales depart
See How It WorksThe system prioritizes retention strategies by helping businesses focus on existing customer revenue. With built-in tracking for engagement and upsell opportunities, teams can nurture loyalty and maximize the lifetime value of each client.
See How It WorksThe platform encourages team collaboration through shared to-do lists, color-coded pipelines, and follow-up scheduling. This visual task tracker ensures responsibilities are clear and that no lead or client task slips through the cracks.
See How It WorksBy integrating with Gmail, Office 365, and other popular tools, Exsalerate CRM simplifies communication and scheduling. Teams can manage emails and appointments within the CRM, reducing context-switching and improving productivity.
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