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Exsalerate

Started by Xero API -   in Add-on Reviews |CRM

5 out of 5 stars
 
Based on 4 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.

Tip

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.

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  

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.
 

CATHY VICKERS  

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 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  

As part of the Support and Implementation Team at WorkflowMax, we frequently get asked to recommend a CRM solution. I can't say I have tested the software thoroughly, but what I really like about Exsalerate is that they have an awesome support process - you can even live chat from the home page of their website. Very quick, very responsive and always open to suggestions as to how to improve their already great product.
 

Mark Forbes (Xero Staff)