With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Exsalerate provides a unique combination of sales and account management tools to help you maximise the lifetime value of your customers!

Visualise your pipeline

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.

Visualise your pipeline

Account management

Exsalerate comes with a dedicated Account Management Dashboard to ensure your team nurtures your clients and communicates with them regularly to maximise lifetime value.

Account management

Key features

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.

key features

Other popular integrations

Xero
Accounting

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Zendesk
Customer Support

When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.

PlanRight
Staff Scheduling

Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.

Hubspot
CRM

Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.