Set up a sales process that is scalable so your team has a consistent approach to every lead. From the first interaction with your company through to closing the deal, you can recreate the winning formula every time. We also import quotes issued to existing clients to your pipeline and assign a follow up activity to the account manager.
Exsalerate comes with a dedicated Account Management Dashboard to ensure your team nurtures your clients and communicates with them regularly to maximise lifetime value.
1. Add converted leads from Exsalerate to WorkflowMax with a single click.
2. Create new jobs and assign to the correct template and team member.
3. Import quotes for existing customers to the correct stage in your pipeline.
4. Compare live sales data with each customer so you can identify the accounts that are growing and those that need your attention.
5. Sync your website's contact form with Exsalerate to reduce data entry.
6. Everything syncs automatically between Xero, WorkflowMax and Exsalerate.
It’s easy to import your existing Xero and WorkflowMax clients into Exsalerate and you can get started in five minutes.
Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.
The time widget allows support agents to enter time against the ticket they are working on.
Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.
For an integrated solution add this powerful CRM & Marketing platform to the mix.
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