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.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.
Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.
Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.