Pipeline Dashboard

Drag and drop to progress each lead/opportunity through your sales process, and quickly reference the next task your team has planned to earn the business.

Account Management Dashboard

Each company gets grouped by how long it’s been since you were last in touch, we also import comparative data from Xero so you can see the accounts that are growing and those that need more love. Exsalerate Account Management Dashboard

To-Do list

Everyone gets their own To-Do list that is easy to organise and encourages you to create your next touch-point with the lead/customer.

Email Integration

Automatically save all emails against your contacts company profile though our BCC email integration.

Mobile App

Download our iOS or Android app to your device to access Exsalerate on the go. We can give you directions to your next meeting, convert voice to text, capture business cards and so much more.

Reports

Set goals, then smash ‘em.

We give you the reports you need to stay on target and reward high achievers.

All your files where you need them

Store documents against your client profile, giving your team easy access to relevant materials such as contracts, meeting notes and reports. We offer unlimited storage for documents sized up to 3MB.

Improve your teams performance

Produce a range of reports to provide insights into your business performance from high level overviews to best performing staff members and activity details.

Plan ahead with our sales forecasting

Produce a range of reports to provide insights into your business performance from high level overviews to best performing staff members and activity details.

Embedded WebForms

Send enquiries generated on your website directly to your pipeline and automatically assign an activity to your team so you save time on data entry and ensure your team follow-up quickly.

Get Selling Faster!

Our team of in-house experts can help ensure you're getting the most out of Exsalerate so you can grow your business faster, contact setup@exsalerate.com for more info.

We will embed your sales process so you can convert more opportunities.

Data migration made easy, get us to do the dirty work importing your data.

Supply an integrated WebForm so your team saves valuable time on data entry.

Provide training and premium support for your team.

Save time and money by getting it right the first time.