Solution Source

Exsalerate CRM

4.5 / 5 5 reviews

Who Uses This Software?

Small to medium sized businesses who are Business to Business focused, Exsalerate is a true B2B CRM so every contact is saved to the company they represent.


Average Ratings

5 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
  • Pricing Details
    You get access to all of our features with any subscription
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Solution Source
  • www.exsalerate.com/
  • New Zealand

About Exsalerate CRM

Exsalerate CRM is an Operating System for your Sales Team and Account Managers that's integrated with Xero, WorkflowMax and Mailchimp. We'll help your sales team hunt new business and enable your Account Managers to leverage their existing relationships. We can embed your sales process directly into the software so you can easily identify the number of opportunities in your pipeline. We've also designed a unique dashboard for your account managers that includes comparatives from Xero.


Exsalerate CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Exsalerate CRM Reviews Recently Reviewed!


Capterra-loader

So easy to use and has great functionality. Makes day to day customer contact easy.

Apr 06, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: The calendar integration with Outlook for appointments is excellent. We really like the the Account Management aspect of Exsalerate as this is more of the focus of our sales people. It helps us keep on top of making sure we are contacting our customers on a frequent basis.

Cons: It has a product sales focus in it, which doesn't apply to us, so we do not use the sales pipeline or the sales figures aspect of the application. But this does not matter as all the other features including the Account Management tool meet our needs.

Overall: We can manage our customer contact, therefore assisting with customer retention. As a Manager it also means I can track the contacts that my staff are making.

Great value, Intuitive and simple to use, logical and structured CRM

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is so easy and logical to use. This makes sense and automates the sales process and customer management process. Works a treat and gives full transparency so I can see at a glance whos been doing what, and more importantly, who hasn't, or what's overdue. Simple drag and drop system that encourages you to always schedule a next action.

Cons: To get the most value out of this software, you really need it set up properly. I would definitely recommend paying an Exsalerate partner to set this up for you.

Overall: My sales process is automated, transparent and my sales team is easily managed.
My customers are kept engaged. The sales process is far more successful and my turnover has increased significantly as a direct result. My client retention is now 100% since I started using the system. More sales, stickier customer and a happier far more successful sales team.

Fantastic CRM, easy to use with all my client information at my fingertips

Sep 26, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I could not live without having all my client communications recorded and all their information at my fingertips even with I am out and about.

Cons: On the mobile access, there are no address details for my clients, I have reported this and understand it is getting updated.

Overall: Client history and information available at my fingertips

I love Exsalerate

Sep 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I am hitting budget and making money like never before, it has been super easy to use the new Iphone app is amazing. Obviously a salesperson is only as good as their tools .... I am feeling fantastic about sales

Cons: No complaints it is far less confusing than any other CRM I have used, I would recommend a set up package when getting started especially if you have not set up saas software before. I had the team contact me after signing up for a free trial and it was easy afterwards

Overall: Closing big deals, making sales targets, looking after clients. I have made more effective by my easy access to information from anywhere.

Aug 03, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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