# Exact for CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Exact for CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/232056/Exact-for-CRM/alternatives --- # Exact for CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.exact.com&name=Exact for CRM) ## 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 (5,720)](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 (5,671) Value For Money 3.8 (4) Value For Money 4.3 (4,311) Customer Service 4.8 (4) Customer Service 4.4 (4,113) ## Exact for CRM alternatives [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 80 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Automatically create schedules based on business needs or employee availability and qualifications Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Track delivered, received, and opened emails Estimate expected cost based on various factors before a project begins Monitor and record expenses such as purchases or charges incurred Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Database of members to track personal information of individuals and families Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage and support multiple locations Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Predict future data based on historical data sets Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Track information, qualifications, and contact details of subcontractors Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons SaaS, web-based, online deployment Seamlessly integrates with 3rd party websites 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 Contact vendor for pricing Free trial 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 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. 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 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. 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 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. 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 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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