CRM your team will love
Exsalerate is a live stream of your business that provides your team with the toolkit to capture every opportunity.
Everything you need to build strong relationships
Take the guesswork out of forecasting with our lead scoring, predicted sales and much more.
Our site has been optimized for your device giving you access to our tools and data when you’re on the go.
Where all, communication with every client is recorded so your whole team is working from the same page.
Organise & Prioritize
One place to see everything you need each day to meet your commitments to your clients.
Improve your team’s performance with absolute visibility of everyone’s activity and progress in key performance indicators.
Connect Xero and manage your customer relationships like never before.
Connect WorkflowMax and seamlessly manage your customers and jobs.
Integrate with your favourite apps.
Our integrations with Xero, WorkflowMax and MailChimp connect your business so you can share data, automate tasks, save time and increase productivity with just a few clicks.
You can use integrations to:
* connect to Xero and download all your contacts to Exsalerate
* sync your sales revenue so it is automatically displayed on your client dashboard
* add leads back to Xero once they become paying customers with a single click.
* connect to WorkflowMax and download all of your clients and leads to Exsalerate, create jobs and quotes right from your client dashboard.
* view work in progress and completed jobs right from Exsalerate.
* monitor your MailChimp campaigns and access your key campaign information right from your client dashboard.
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Exsalerate your sales anytime, anywhere
Our mobile site gives you access to all customer information wherever you are. Get directions to your next appointment, use voice recorder to capture meeting notes or download new contacts from photos of business cards—and much more.
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What do our clients say?
Featured Case Study
“Staff use the system to drive their weekly contact schedule. NZCU is in contact with its members regularly throughout the year and members feel valued and more confident about their financial future as Exsalerate has improved their NZCU South experience”
Exsalerate is an online CRM software package that helps small to medium businesses increase sales and improve client retention.
We got tired of complicated, expensive CRM systems that create too much work for our team, so we decided to build our own. Our goal was to keep it simple, effective and affordable—everything we think CRM software should be.
We focused on building the functionality needed to effectively track leads and keep existing customers happy at a fraction of the cost of most CRM software.