Exsalerate CRM Features

Exsalerate CRM

Simple, Effective, Affordable CRM

4.6/5 (5 reviews)

Competitor Feature Comparison

API
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Appointment Scheduling
Automatic Lead Distribution
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Contact Database
Contact Management
Customer History
Customer Support
Customizable Fields
Data Import/Export
Document Management
Document Storage
Drag & Drop
Duplicate Detection
Email Management
Email Marketing
Email Tracking
FAQ
Goal Setting / Tracking
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Mobile Access
Multiple User Accounts
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Prospecting Tools
Quotes/Estimates
Real-time Updates
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Task Management
Territory Management
Third Party Integrations
To-Do List
Web-based Deployment
Workflow Management
Learn moreCompare App
API
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Appointment Scheduling
Automatic Lead Distribution
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Contact Database
Contact Management
Customer History
Customer Support
Customizable Fields
Data Import/Export
Document Management
Document Storage
Drag & Drop
Duplicate Detection
Email Management
Email Marketing
Email Tracking
FAQ
Goal Setting / Tracking
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Mobile Access
Multiple User Accounts
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Prospecting Tools
Quotes/Estimates
Real-time Updates
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Task Management
Territory Management
Third Party Integrations
To-Do List
Web-based Deployment
Workflow Management
Visit WebsiteCompare App
API
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Appointment Scheduling
Automatic Lead Distribution
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Contact Database
Contact Management
Customer History
Customer Support
Customizable Fields
Data Import/Export
Document Management
Document Storage
Drag & Drop
Duplicate Detection
Email Management
Email Marketing
Email Tracking
FAQ
Goal Setting / Tracking
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Mobile Access
Multiple User Accounts
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Prospecting Tools
Quotes/Estimates
Real-time Updates
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Task Management
Territory Management
Third Party Integrations
To-Do List
Web-based Deployment
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Exsalerate CRM Feature Reviews

4 reviewers had the following to say about Exsalerate CRM's features:

Deane T.

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

2017-09-27

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jill S.

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

2018-04-06

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.

Cons

But this does not matter as all the other features including the Account Management tool meet our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dane B.

I love Exsalerate

2017-09-26

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-04-04

My sales process is automated, transparent and my sales team is easily managed. My customers are kept engaged.

Pros

This makes sense and automates the sales process and customer management process.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more