--- title: "Exact for CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Exact for CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/232056/Exact-for-CRM/" page_type: "product" language: "en" --- # Exact for CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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)[Support](#support)[Reviews](#reviews) Exact for CRM ## What is Exact for CRM? Exact for CRM is a customer relationship management (CRM) system that helps you manage your sales, marketing and operations processes. With Exact for CRM, you can simply manage every single detail of your customers and prospects with one system. It has a good range of features like lead management, eCommerce and reporting capabilities to suit different businesses ## What is Exact for CRM used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available 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 Exact for CRM?[Manage this product listing](https://www.g2.com/products/exact-for-crm/claim_requests/new?auto=true) ## Exact for CRM Overview Updated August 2026 AI summary Exact for CRM is a cloud-based solution designed for organizations of all sizes seeking to manage customer relationships, sales pipelines, and leads. It offers core CRM features such as contact management, reporting, calendar integration, workflow tools, and third-party integrations. Notable capabilities include marketing automation, customizable fields, forecasting, and real-time data access, with deployment across web, desktop, and mobile platforms. ## 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. ### Exact for CRM 4.5 (4) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (4) Ease Of Use 4.5 (6,068) Value For Money 3.8 (4) Value For Money 4.3 (4,685) Customer Service 4.8 (4) Customer Service 4.4 (4,478) ## Exact for CRM alternatives Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% 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 ## FAQs about Exact for CRM Features and Usability ### What are the key features of Exact for CRM? Exact for CRM offers CRM, contact management, lead management, and opportunity management for sales tracking. It also includes pipeline management, sales forecasting, reporting and analytics, marketing automation, appointment scheduling, calendar sync, document management, workflow management, access controls/permissions, and third-party integrations. Getting Started and Support ### What training and onboarding options does Exact for CRM offer? Exact for CRM provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs. Getting Started and Support ### What customer support options does Exact for CRM offer? Exact for CRM provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available here to describe support quality, response times, or common user frustrations, so only the listed support channels can be confirmed. ## Features AI summary Based on 14,838 CRM reviews Not all CRM systems cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Exact for CRM includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access up-to-date information for sales and service work. However, it does not offer **Data Security**. Instead, it provides other important CRM features that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize customer details, find records faster, and manage day-to-day interactions more efficiently, allowing teams to respond quickly and keep customer information easier to use. Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 Ad hoc Reporting Generate one-off reports that meet information requirements Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Exact for CRM 81 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - 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 - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - 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 - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Estimating: Estimate expected cost based on various factors before a project begins - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - 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 - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Location: Manage and support multiple locations - 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. - Predictive Analytics: Predict future data based on historical data sets - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Records Management: Ability to record, store, update, and retrieve information - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - 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 - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduling: Plan availability and assign specific time slots for tasks and resources - 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 - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Website Integration: Seamlessly integrates with 3rd party websites - 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 4.8 (4) 4.8 Based on 4 reviews ## Pricing Value for money 3.8 (4) ### Starting price Free trial not available Value for money 3.8 (4) 3.8 Based on 4 reviews 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 4.8 (4) 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 4.8 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 4.5 Based on 4 reviews Filter by rating 5(2) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JA Juan Antonio G. Director Desarrollo de Negocio Oil & Energy ### "crm oficina tecnica" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 6, 2021 las ventajas es que es adaptable a nuesta necesidad. Pros obtener informacion simpre actulidad y bien sesgada a nuestra necesiad. ademas de aportar movilidad dado que podemos acceder desde el telefono movil dado mi puesto en la empresa. Cons traspaso de informacion exintente en la empresa al nuevo sistema. hay que pensar bien la organizacion de los datos para no trabajar en balde. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MG Mario G. IT Manager Management Consulting ### "Sistema perfectamente integrado y con "infinitas" posibilidades de configuracion" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 29, 2021 Pros Las posibilidades de personalización y automatización de procesos, al estar integrado en la plataforma Synergy que usamos para casi todos los procesos de la empresa Cons Como pro y como contra, las posibilidades de personalización también requieren un esfuerzo en la implantación, Reasons for choosing Exact for CRM Ni nos plantemos usar una herramienta externa, ya esta, está perfectamente integrada en Synergy Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AM Antonio M. IT Manager Pharmaceuticals ### "El CRM que no para de crecer con tu empresa" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 27, 2021 Somos clientes desde hace muchos años y no solo consideramos que se trata de un gran producto, sino que estamos muy contentos con Exact como proveedor tecnológico. El servicio de soporte de Exact en España es de los mejores que conozco. Pros El hecho de que sea una herramienta web y el diseño de los flujos de proceso, que es fácil y rápido, y dota de una enorme potencia a la herramienta, ya que le permite ir creciendo junto con las necesidades de la organización. Así, se puede empezar a usar con los flujos más sencillos y predefinidos e ir creando nuevos flujos conforme se van requiriendo, hasta automatizar cualquier proceso interno. En los procesos de ventas esto ofrece un enorme dinamismo. La gestión de oportunidades de negocio se beneficia mucho de este dinamismo en la definición de procesos. Cons La documentación y facilidad de acceso al SDK para poder realizar desarrollos más complejos es el aspecto que menos me gusta, aunque con la mencionada potencia de diseño de flujos de trabajo y las posibilidades de personalización de las entidades maestras (productos, clientes, prospectos, distribuidores...) se suelen hayar formas de customizar el software a un nivel bastante alto. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Reasons for choosing Exact for CRM Por la funcionalidad y las altas posibilidades de personalización sin necesidad de desarrollos basados en SDK que impidan posteriores upgrades. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GP Guillermo P. Director de Marketing Health, Wellness and Fitness ### "Modernización de procesos de ventas " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 September 22, 2021 Está llenando un vacío que teníamos a la hora de dar visibilidad al equipo comercial sobre sus clientes. Tanto información básica del cliente como situación detallada de facturación. Pros Nos ha ayudado a dar un paso más en nuestros procesos de ventas. Dando información al minuto de la situación de cada cliente, nuestros comerciales han podido personalizar sus propuestas de venta, consiguiendo resultados inmediatos. Además, su fácil uso e implementación nos ha ayudado a implementar su uso rápidamente y sin problemas con el equipo comercial. Cons Echamos de menos la posibilidad de tener una aplicación portátil (móvil, tablets...) que permita consultar y generar informes sin necesidad de acceder a la web personal de cada empleado. Reasons for choosing Exact for CRM Por la fácil integración con nuestro sistema de gestión, GLOBE. Ninguna información se pierde por el camino. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## 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.