View sales history
You’re able to import historic sales data & view sales by product / services over the last 12 months.
Manage your Sales Team's performance
Track the value of new business and set individual targets for everyone in your team.
Combine financial data from Xero with customer engagements from Exsalerate to help you understand the cost of servicing your customers.
Quickly view Aged Receivables.
We also display all overdues on your customers dashboard and provide a link back to the invoice in Xero
Import Xero Customers & Historical Sales Data
Login to Xero from our integration page and authorise Exsalerate to import your customers and historic sales data.
Add new clients to Xero
When a new lead becomes a customer you can quickly add their details to Xero and send out an invoice.
Exsalerate is simple, effective, affordable online CRM software created especially for small to medium businesses.
Exsalerate CRM will increase sales and improve client retention.
It is all in the cloud—logon from any device, anywhere.
Exsalerate will be your reps’ best friend.
Exsalerate optimises your sales process.
All for only $30/month for the first five seats.
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
- Invite your team and work together on financials. You can collaborate over your uptodate numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.