Effective CRM Features Dashboard An overview that displays key metrics on your business performance, from sales pipeline to Key Performance Indicators, Exsalerate display’s the information that matters the most.
ToDo List & Calendar Stay organised with our To-Do List. All of your followups and notes are in one place so you can stay on task. We also integrate with your calendar so that all meetings are displayed both in Exsalerate and your preferred Calendar.
Email Integration Every email sent to your customers is saved in Exsalerate so everyone can work from the same page.
Reporting We have a range of reports to provide insight into your business performance from high level overviews to KPI and activity details.
Mobile Our mobile site gives you access to all customer information wherever you are. Some key features include; turn by turn directions to your next appointment, voice recording of meeting notes and new contact entry from business card photo capture.
File Storage Store documents against your clients profile, we have unlimited storage and a maximum document size of 3MB.
Performance Tracking You can set goals for your team like KPI’s and sales targets, and with live sales information from Xero meaning everything happens in real time.