Last Updated
Overview
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.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Sales Pipeline Management
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.
Xero Integration
The 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 department.
Customer Retention Tools
The 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.
Collaborative Task Management
The 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.
Email and Calendar Sync
By 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.
Pros And Cons of Exsalerate CRM
Pros
Calendar and Outlook sync works seamlessly
Client activity tracking boosts team accountability
Mobile app enhances on-the-go access
Cons
Sales pipeline not useful for all teams
Needs customization for maximum benefit
Exsalerate CRM Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small-Business, 11-50 employees
“Effective for customer management!”
Pros
I can build focused pipelines for my team and manage user relationships with solid access controls. The reporting and client monitoring features really help smoothen my daily operations.
Cons
I struggled to get proper support or useful guidance when I ran into issues. Had to rely on former users to walk me through processes but some questions remained unanswered.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
8
Functionality
10
Frequently Asked Questions
Does Exsalerate CRM have a mobile app?
Yes, Exsalerate offers mobile apps for both iOS and Android.
What language does Exsalerate CRM support?
Software is primarily available in English.
What level of support does Exsalerate CRM offer?
Exsalerate CRM provides support through a contact form; submit details, and ticketed assistance will be provided promptly.
What types of pricing plans does Exsalerate CRM offer?
Exsalerate CRM offers a single Pay Monthly plan at $24/user/month. Request a personalized Exsalerate CRM cost quote for your business today!
Does Exsalerate CRM offer an API?
Yes, Exsalerate CRM offers an API.
Who are the typical users of Exsalerate CRM?
Exsalerate CRM features suits professionals in services, trades, distribution, and agencies.
What other apps does Exsalerate CRM integrate with?
Exsalerate integrates with Xero, WorkflowMax, Gmail, Office 365, and MailChimp.