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What is Vistr?

With intuitive and intelligent forecasting features that integrate smoothly with Xero, this solution significantly improves the efficiency of financial planning and management processes. Additionally, users can expect a more streamlined approach to their financial operations.

What is Exsalerate CRM?

Boost your business's success by implementing a sales process that is both easily repeatable and scalable. Given that a large portion of your income comes from existing clients, it's essential to cultivate those relationships diligently. Make use of visual to-do lists to track follow-ups on every opportunity, thereby reinforcing loyalty among your current customers. Integrate platforms like Xero, WorkflowMax, Gmail, Office 365, and others for a cost-effective solution tailored for enterprises. Exsalerate CRM is fully integrated with Xero and acts as a robust CRM tool specifically designed for Xero users. We created Exsalerate CRM after identifying a gap in the market for a complete and affordable system that includes both Pipeline and Account Management. Initially tailored for a parcel delivery service, the project expanded due to its strong compatibility with Xero, WorkflowMax, and Mailchimp, ultimately resulting in the award-winning Exsalerate App, which consistently boosts operational efficiency. This dynamic tool not only streamlines business processes but also provides firms with the means to flourish by maximizing the potential of their existing customer relationships. As businesses adopt this innovative approach, they can expect to see measurable improvements in customer retention and overall revenue growth.

Media

Media

Integrations Supported

Xero

Integrations Supported

Xero
Gmail
Mailchimp
Microsoft 365
WorkflowMax

API Availability

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

$24 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Vistr

Date Founded

2013

Company Location

Australia

Company Website

www.vistr.co

Company Facts

Organization Name

Solution Source

Company Location

New Zealand

Company Website

www.exsalerate.com

Categories and Features

Budgeting

Not specified

Sales Forecasting

Not specified

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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