A simple, effective, affordable online CRM software designed for SMEs.
Exsalerate is simple Client Relationship Management software that will grow your business.
Combine WorkflowMax with Exsalerate to cover all aspects of client management outside your jobs & projects.
Exsalerate allows users to work from a single page, while automatically syncing with WorkflowMax and Xero.
- Add converted leads from Exsalerate to WorkflowMax with a single click.
- Create new jobs and assign to the correct template and team member.
- Everything syncs automatically between Xero, WorkflowMax and Exsalerate.
We also display all quotes and notes created in WFM against your client's profile in Exsalerate. When the quote or job turns into an invoice we’ll display revenue through our Xero integration, and provide a direct link back to the invoice.
It’s easy to import your existing Xero and WorkflowMax clients into Exsalerate, you can get started in five minutes, just enter WorkflowMax login details from our integration page.
Sign up for a free 30 day trial and get started in 5 minutes.