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Community > App Reviews >


Started by Xero API -   in App Reviews |CRM

4.8 out of 5 stars
Based on 35 user ratings
If you are a user of Xero and Exsalerate, tell us how you are getting on and your experience so far. Any tips?

About Exsalerate

Simple, Effective, Affordable CRM software, designed with the small to medium business in mind. Increase sales and improve client retention. For more information, check out Exsalerate.


Remember if you have questions or need assistance with Exsalerate, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, contact the Exsalerate team.

We are a small business using WorkFlowMax, Xero and Spotlight reporting all integrated together, however we were totally missing clarity on our sales process. Adding Exsalerate into our end-to-end business processes as given transparency on our sales process. Working with George and the Exsalerate team has been great to help us get the maximum value from the system. The system was configurable to our sales process, give transparency on the pipeline progress and tracks lead activities and conversions. The to-do list helps keep focus on the tasks and we love that we can create standard jobs in WorkFlowMax straight from Exsalerate.
The visualisation of the customer account management is great keeping focus on the levels of engagement. What a great product so much value for us!

Neil Betts  

Exsalerate adds alot of value to my sales process, I have a project based business so predominately use the Pipeline tool to log opportunities and the "To Do" tool to asist following up opportunities, we have also done some email marketing campaigns, Exselrate links to mailchimp making the process very easy.
The team has been very very good at supporting our migration & customisation, Any queries we've submitted have been dealt with quickly and efficiently, the team are very committed to making the product work well for us.

Grant Dimitriadis  

Great system and very helpful staff.

Lee Stone  

Loving Exsalerate - does all the hard for you and helps to keep track of all customer relations in one place. Has proved to be invaluable and enables more time effecient and accurate work to be done by staff

Pamela Buckingham  

We begun using Exsalerate as we needed a platform that would support our desire to connect with our customers as much as possible. Since using Exsalerate, our team have not only been able to easily keep each other connected regarding each customers details/interactions, any background information we need for future orders, etc., but exsalerate has also allowed us to show an extra level of customer service that we’ve always wanted to provide. We can now use the notes section to keep track of delivery details and/or feedback, and we can also use it to set reminders for ourselves to get in touch with our customers to follow up, organise an automatic order for them, etc. It’s very user-friendly, which is a huge bonus when you’re working in a fast-paced environment and don’t have a lot of spare time to learn how to operate a whole new system.

Foil Me (general)  

Firstly i would like to thank the whole Exsalerate team for their continued support with this fantastic CRM software. when i was starting out in my business 4 years ago, i didn't know much about CRM software and i spent many hours looking into all the leading CRM suppliers to help grow my business and track all my sales/customer activity. i actually went to the head office of exsalerate and sat down with George to discuss my actual requirements. from day one they have given me 10/10 service and support, they set it up exactly how i wanted it and and every time i had a question they answered straight away (which was a lot at the beginning) within 3 months and training my staff to use it every day, i noticed increase productivity & sales. I am able to have detailed weekly reports in my sale meetings on which areas we are doing well and where we could be doing better. exsalerate is good on price, very simple to use and a key brick in our company foundation.

Aaron Murray  

We moved to Xero and desperately needed a simple, affordable CRM that would integrate easily and (most importantly) would be accepted by our staff. Exsalerate fitted the requirements perfectly.
We especially like the ToDo list because it offers a central point to work from and the transition from using Outlook Calendar was super-easy.
The only reason this is not 5-star is that there are a few niggly items that would perfect this program, such as the need for a more clear, user-friendly field app and a few components that are not yet operational in the app for Android.
Thanks Exsalerate!

Anna Beckett  

Exsalerate has really helped us manage leads and keep track of existing clients. It's simple to use and a perfect fit for us being a team of 10. We use Exsalerate all day, everyday as a means to manage all existing client touch points, reporting, documentation and client notes. It has also proved great as a database and pipeline management tool for our sales team managing quotes through to onboarding. The colour coded tiles help with organisation and prioritising, meaning we don't need a secondary project management tool to manage our 'To do' lists. George offers wonderful support when needed also which makes all the difference.

Lisa Jones  

George and the team have done a great job with Exsalerate. Too many CRM systems fail because they are overly complex to use and simply fail to engage users. Exsalerate is a winner because it delivers EXACTLY what a Xero user needs and integrates seamlessly with both Xero and Workflow Max. I have even hooked it up to Mailchimp, too! ***Recommended***

Colin Spooner  

I love Exsalerate, It's Simple, Intergrates with Xero, and WFM - not t mention it captures all the information I need in one place! I Have used this previously and recommended it for this business too!

Krystal Grant  

Brolly Sheets is very glad that it chose Exsalerate to help us manage our wholesale relationships. The programme is both affordable and flexible enough to work for our small team. We loved the service that George gave in getting us up an running. Definitely 5 Stars!!!

Glenn Hawes  

"The customer service George provides is above and beyond and the system itself is simple to use and has seamlessly integrated into our business. We are still only utilising a small portion of what it is capable of but are adding new skills gradually. Its great and very well suited to what we needed it for."

Michelle Lewis  

Exsalerate is truly what is says it is:

"Simple, Effective, Affordable CRM software, designed with the small to medium business in mind. Increase sales and improve client retention."

The integration is seemless, the reporting effortless and it's very easy to use.

Adex Accounts  

As a start up, that didn't fall into the normal catorgies of a traditional sales company we needed something that was easy & customisable with athe added benefit of not being crazy expensive.
Exsalerate have ticked all the boxes for us & we have had nothing but 5 star treatment since we started. The team are fantastic & have been there to help at every stage.
Being new to CRM's has meant a crash course in how to use them to achive the targets you have set. I don't profess to being a master but I can now easily track what, where & how my customers & contacts come from!
We really appricate all they have done for us & we look forward to growing with them in the futrue.

Shane Wyatt  

We have been using Xero with CRM Company Exsalerate and are extremely happy with the way it all works.
We are a rapidly expanding new business and finding that we have ever-changing needs that are rapidly met by the George and his team at Exsalerate.
Looking forward to this continued growth and partnership for years to come!
Highly recommended.
Thanks and regards
John Riemelmoser
General Manager
ScreenAway Pty Ltd

john Riemelmoser  

When we were looking for a CRM system, we wanted something that not only can be used to track sales leads, but also to manage existing customer relations. Exsalerate was exactly what we were searching for. I particularly like its ability to track how often we had contacted a client of a certain segment. It also integrates with Mailchimp which makes our email marketing a breeze. The support team is also amazing and I can just get on the phone and contact someone.

Gordon Tian  

Great system to CRM system to use. Easy to manage with our staff and benchmark all aspects of the sales flow. Cost effective as well.
Do not hesitate, if you are looking for a CRM program or an accounting package.

Dion Kerr  

Exsalerate has saved us so much time and straighten up our business, we have more transparency and control with our business. We have better reporting and highly recomend Exsalerate.

Tony Cotton  

Excellent integration. Love the way it ties in account management and sales in one dashboard so you can see which are your biggest clients - how long it has been since you last spoke with them - and links you to your last conversation. Makes a salesman's life too easy.

Stephen Doedens  

Easy, tha'ts the word that describes how Exsalerate and Xero team up.
Its made our life so much easier. Now our sales, marketing and accounts are all linked together and up to date.
Do not hesitate, if you are looking for a CRM program or an accounting package.

Grant Lewis  

Great integration, excellent support. They are continually improving the CRM and its integration with Xero.
Would recommend this to my clients.

Kevin Medri  

Exsalerate has been a blessing for our business seamlessly and effortlessly combining all information into useful data which has improved our client relationships with our sales team.
The set up process was easy with great quick support.

A cost effective CRM was a big part of our decision saving a large outlay with easy monthly installments.
Great guys and very helpful totally reccommend!

Mark ealam  

I have found Exsalerate to be flexible yet simplistic. It is easy to navigate, and lets me see immediately where I am at with all my prospects and clients. The colour coding and flow of work makes keeping on top of everything a breeze. The To Do List is my best friend, how did I ever manage without it? Great price, and all the team were great to deal with. I still can't believe how easy it was to set up and start using. Very professional and I highly recommend Exsalerate to all businesses!

Stephen Pilcher  

We searched for a CRM system that was compatible with Xero and WorkFlowMax for a long time and settled on Exsalerate. The initial set up meeting and assistance was really helpful and the system is easy to use and inexpensive to run. The to-do lists are great and the trace-ability of customer communications is really good. Exsalerate is like a hub that stores all of our info from the accounts system, the order processing system and our emails. I would highly recommend this system.

Susan Jones  

The Xero integration works perfectly and seamlessly (set and forget). The data is always reliable and delivered fast. Unlike other systems we trialled, Exsalerate has been great for us and our growth. We made the right move and I haven't seen a better combination of integrated applications than Exsalerate and Xero. I highly recommend this app.

Mitch Alagich  

WOW - What a difference EXSALERATE has made to our business both in terms of the CRM functionality as well as Workflow Management. In this day and age accessible, manageable information is a powerful point of difference. EXSALERATE has empowered everyone in our team (24) from the Accounts people (XERO) through to our Broker Sales Force to make more informed decisions when dealing with our Clients and Prospects. Workflow Management has also helped us cater for the rapid growth we are currently experiencing. Any issues have been dealt with effectively and promptly allowing us to stay focused on whats important - More Sales.... thanks BIG time!

Phil Coutts  

This is so fast and easy to set up. The integrations with Xero and Mailchimp are easy and these make the data collected and displayed really useful. It's great to have one place where you can see what is going on.
The support was first rate during the set up stage.
Our sales team is happy as it is so much easier to use than what they were using (Sage) and they have a lot more transparency.
It is also a great price.

Simon Oldham  

Love this CRM! - it's the first one we've used that gets small business. Everything you need without complications. Simple integration with Xero and Mailchimp. Finally we have a system we are confident to move forward with. We were personally contacted when we started our trial also which was nice. Keep up the good work!

Pete Sutton  

Really love the product. We switched to exsalerate due to the Workflowmax integration. The new mailchimp integration is a bonus. Any assistance is instant and always very helpful. Well done team.

Business Buddy  

Hi Philip I appreciate your feedback although a little disappointed that you gave a 1 star review based on a feature which we said was imminent. If you log on now you will see that you have the ability for you to change the currency to GBP.

Kind Regards
Steve Bonnici
CEO Exsalerate

Steve Bonnici  

Not impressed with this system. Asked for help to change the currency over to GBP was told that 'we can make it universal, and there will be a setting soon to change to GBP' Surely that is basics for a CRM system from the start ???

Philip Mowat  

I have been looking for a CRM for some time, and exsalerate sparked my interest due to the integration with both Xero and Workflow Max. The simple thing of my sales team being able to quickly identify if accounts are overdue and where the ops team is at regarding project completion, all from one place is great. The level of support I have received when I have had queries is also fantastic, thanks guys for providing an affordable and easy to use platform.

I look forward to continuing updates as i am sure you will continue to find ways to make the management of both sales and operations teams more seamless.

Tracie Eaton  

I had a chat to the Exalerate at the #XeroRoadshow in Melbourne. I came away impressed from that first chat. The real interest stemmed from this CRM linking to both Xero and WorkflowMax. This swung the deal. Lots of great features. Todo list/Calendar. Emails to clients go into the CRM. Sales information feeds in, jobs flow into WorkflowMax. It is affordable and easy to use.When I've had an query, I've had great customer service.

A perfect complimentary CRM cloud computing solution to businesses using Xero and WorkflowMax.

Martin Tunley  

I trialled 4 CRM systems, and chose Exsalerate because it was the most practical and user friendly, whilst not costing the earth. It helps us keep informed about all communication between all our staff with our customers, highlights when they haven't paid their bill, creates simple "To do" Lists, and lots of other useful features. The Exsalerate team are always open to new ideas for enhancement and love feedback. I would highly recommend this CRM system.


The Exsalerate Xero integration gives us just what we want. When looking at a customer record in Exsalerate it graphs the customers Sales over time and by product/service to give our account managers a clear picture of the clients spend with us and a picture of what products are growing, decreasing as well as opportunities to sell in additional products the client is not using.
Where most of the CRM integration we looked at simply updated customer records, Exsalerate does that plus provides this valuable sales date to our team.

Doug Hanna