Exsalerate CRM

Exsalerate CRM

Simple, Effective, Affordable CRM

4.6/5 (5 avis)

Exsalerate CRM - Présentation

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 and the next task your team has planned to win the business. We've also designed a unique dashboard for your account managers that displays how long it's been since you last connected with each customer, and comparatives from Xero so they can see the accounts that are growing and those that need a little more love. Our customers report an increase in revenue of 18% (on average) after implementing Exsalerate CRM.

Prix

À partir de
19,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Europe, Royaume-Uni, États-Unis

Langues

anglais

Exsalerate CRM - Avis

Note globale
4.6/5
100% d'avis positifs
3
Excellent
2
Très bien
0
Moyen
0
Médiocre
0
Horrible
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/04/2018
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Dane B.
Traduire avec Google Translate

I love Exsalerate

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 26/09/2017
Provenance de l'avis : Capterra

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

Avantages

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

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Jill S.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 06/04/2018
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Deane T.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/09/2017
Provenance de l'avis : Capterra

Client history and information available at my fingertips

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Steve L.

Note sans commentaire

Publié le 04/08/2016
Provenance de l'avis

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10

Exsalerate CRM - Prix

À partir de
19,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Access to all features is included in your subscription.

Annual subscription US$19/user/month
Monthly subscription US$24/user/month

Exsalerate CRM - Fonctionnalités

  • API
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Intégration des e-mails
  • Rapports et statistiques
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels automatiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable

Plus d'informations sur Exsalerate CRM

Exsalerate CRM - Principales fonctionnalités

  • Add multiple users
  • Backups available
  • Create notes
  • Create targets
  • Customize your interface
  • Download data
  • Free trial
  • Integrated calender
  • Manage your customers
  • Mapping
  • Mobile optimizable interface
  • Online support
  • Real-time sales stats
  • Sales pipelining
  • Scalable plans
  • Spend history
  • Video tutorials
  • Web based
  • Whitepapers
  • Xero Addon

Avantages

You can embed your sales process into Exsalerate, simply drag and drop each opportunity to the next phase in your sales process and see the next task your team has planned to win the opportunity.

Each user has a colour coded todo list that displays all tasks they have created or been assigned to execute by other team members, each time a activity is completed the user is prompted to create the next activity.

Account Managers have access to a unique dashboard that groups all customers they haven't connected with for 90 days or more, 60 days, last month & this month as well as comparatives from your accounting software so they can visually see the accounts that are growing and those that need a little more love.

Everyone works from the same page with all client correspondence saved in against the company's profile, your team has the latest up do date information available to them no matter their location.

Exsalerate CRM - FAQ

Voici quelques-unes des questions fréquentes sur Exsalerate CRM.

Q. Quels sont les types de licence disponibles pour Exsalerate CRM ?

Types de licences disponibles pour Exsalerate CRM :

À partir de: 19,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Access to all features is included in your subscription.

Annual subscription US$19/user/month
Monthly subscription US$24/user/month

Q. Quelles sont les principales fonctionnalités du logiciel Exsalerate CRM ?

Fonctionnalités du logiciel Exsalerate CRM :

  • Add multiple users
  • Backups available
  • Create notes
  • Create targets
  • Customize your interface
  • Download data
  • Free trial
  • Integrated calender
  • Manage your customers
  • Mapping
  • Mobile optimizable interface
  • Online support
  • Real-time sales stats
  • Sales pipelining
  • Scalable plans
  • Spend history
  • Video tutorials
  • Web based
  • Whitepapers
  • Xero Addon

Q. Qui utilise Exsalerate CRM ?

Utilisateurs habituels du logiciel Exsalerate CRM :

Entreprises de taille moyenne, PME

Q. Dans quelles langues Exsalerate CRM est-il disponible ?

Langues dans lesquelles Exsalerate CRM est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Exsalerate CRM ?

Types de licences disponibles pour Exsalerate CRM:

Abonnement

Q. Exsalerate CRM prend-il en charge les appareils mobiles ?

Appareils pris en charge par Exsalerate CRM :

Android, iPhone, iPad

Q. Avec quelles applications Exsalerate CRM peut-il s'intégrer ?

Applications s'intégrant à Exsalerate CRM :

9 Spokes, Gmail, Mailchimp, Mailchimp, WorkflowMax, WorkflowMax, Xero, Xero

Q. Quelles sont les ressources d'aide disponibles pour Exsalerate CRM ?

Ressources d'aide disponibles pour Exsalerate CRM :

Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo