--- title: "Exsalerate CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Exsalerate CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/156767/Exsalerate-CRM/" page_type: "product" language: "en" --- # Exsalerate CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Exsalerate CRM ## What is 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. ## What is Exsalerate CRM used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $19 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Exsalerate CRM?[Manage this product listing](https://www.g2.com/products/exsalerate/claim_requests/new?auto=true) ## Exsalerate CRM Overview Updated August 2026 AI summary Exsalerate CRM supports small and midsize businesses with tools for managing contacts, leads, and sales pipelines, spanning CRM, contact management, and lead management needs. It offers features such as workflow management, segmentation, and document storage, plus options for campaign management and customizable fields. Exsalerate is available via cloud and mobile platforms, enabling flexible access for teams. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Exsalerate CRM 4.6 (5) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $19 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (5) Ease Of Use 4.5 (6,068) Value For Money 4.8 (5) Value For Money 4.3 (4,685) Customer Service 4.4 (5) Customer Service 4.4 (4,478) ## Exsalerate CRM alternatives Highest Rated [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about Exsalerate CRM Overview ### What company size and specific industries is Exsalerate CRM built for? Exsalerate CRM is designed for small to medium-sized businesses with a business-to-business focus. It suits companies that manage sales through contacts tied to the organizations they represent, making it a fit for B2B teams rather than consumer-facing businesses. Features and Usability ### What are the key features of Exsalerate CRM? Exsalerate CRM offers contact management, lead capture, lead distribution, lead nurturing, and pipeline management for sales tracking. It also includes email management, calendar sync, task management, document storage, reporting and statistics, sales forecasting, and workflow management for managing sales activity and team collaboration. Integrations ### Which third-party tools and platforms does Exsalerate CRM integrate with? Exsalerate CRM integrates with Gmail, Mailchimp, WorkflowMax, and Xero. These connections cover email, marketing, workflow, and accounting tools, giving the platform four third-party integration options for managing sales and business operations in one place. Getting Started and Support ### What training and onboarding options does Exsalerate CRM offer? Exsalerate CRM provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online options support guided instruction, while documentation and videos give users written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does Exsalerate CRM offer? Exsalerate CRM provides Email/Help Desk, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support experience is available for this product, so user sentiment on response times, helpfulness, or common frustrations cannot be summarized. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Exsalerate CRM includes other capabilities that reviewers also value, such as **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). Together, these features help businesses keep contact records organized, find relevant information faster, and manage ongoing customer interactions more efficiently, giving teams a clearer view of their relationships and daily sales activity. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar/Reminder System Notifications/alerts for upcoming events or tasks Calendar Sync Synchronize with other calendars to view mutual availability and schedules Exsalerate CRM 41 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Tracking: Track delivered, received, and opened emails - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (5) 4.4 Based on 5 reviews ## Pricing Value for money 4.8 (5) Free Trial Basic $19.00 Per Feature,Per Month Value for money 4.8 (5) 4.8 Based on 5 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (5) 4.4 Based on 5 reviews ## User reviews Overall rating 4.6 Based on 5 reviews Filter by rating 5(3) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Jill S. Director of Sales Hospitality ### "So easy to use and has great functionality. Makes day to day customer contact easy." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 6, 2018 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Owner ### "Great value, Intuitive and simple to use, logical and structured CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 4, 2018 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DT Deane T. Senior Account Manager Transportation/Trucking/Railroad ### "Fantastic CRM, easy to use with all my client information at my fingertips " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2017 Client history and information available at my fingertips 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DB Dane B. BDM Transportation/Trucking/Railroad ### "I love Exsalerate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 26, 2017 Closing big deals, making sales targets, looking after clients. I have made more effective by my easy access to information from anywhere. 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Steve L. Partner, Managing Director Management Consulting ### "" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 4, 2016 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.