WorkflowMax and Exsalerate
Visualise your pipeline
Setup a sales process that is scalable so your team has a consistent approach to every lead, from their first interaction with your company through to closing the deal your team 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.
Account Management
Exsalerate comes with a dedicated Account Management Dashboard to ensure your team nurtures your Clients and communicate with them regularly to maximise the Lifetime Value of your Customers!
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 websites 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, you can get started in five minutes.
Xero
AccountingBeautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.
Zendesk
Customer SupportThe WorkflowMax time widget allows support agents to enter time against the ticket they are working on.
Plan Right
Staff SchedulingPlanRight enables the transparent optimisation of capacity and workload for you and your staff via drag and drop functionality. Learn more about how PlanRight and WorkflowMax below.
Hubspot
CRMCombine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.
