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What is eXert CRM?

eXert CRM Software is an advanced web-based solution that combines functionalities for sales, support, and planning to effectively connect with the target audience, thereby enhancing understanding of the company's performance in areas like lead generation, follow-ups, categorization, management of the sales funnel, and forecasting for its varied services. This CRM platform boasts state-of-the-art integration capabilities, ensuring accessibility on multiple devices, such as smartphones and tablets. Tailored to align with modern lifestyles and demographic shifts, eXert CRM significantly improves client and customer management efficiency through its all-encompassing 360-degree integration, which encompasses features like quotations and orders. Additionally, it equips users with the tools to make well-informed decisions driven by real-time data analytics, ultimately streamlining various business processes and enhancing overall productivity. As a result, organizations can expect not only to meet client needs more effectively but also to adapt swiftly to changing market demands.

What is Psalm?

Psalm is an innovative cloud-based CRM and business management solution crafted for small businesses that need to create quotes before finalizing sales. It adeptly manages inquiries, reminders for follow-ups, price quotes based on diverse criteria like size and quantity, as well as sales orders, invoices, and payment workflows. Clients can conveniently accept quotes online, which transition smoothly into orders that allow for deposit and staged payment options, accompanied by invoices that eliminate the need to re-enter line items. Moreover, Psalm tracks outstanding balances and categorizes overdue amounts into 30, 60, and 90-day intervals for better financial oversight. Users can customize their documents by adding their business logos, colors, and letterheads, enhancing brand identity. Additionally, the platform includes a guided importer that integrates with Excel and Google Sheets, and subscribers to paid plans gain access to an AI assistant that utilizes business records to increase operational efficiency. Pricing is structured per organization, featuring a free tier for a single user to manage invoices, quotes, and customer interactions, with paid options available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A 14-day risk-free trial is available without requiring credit card information, giving businesses the chance to explore the platform's capabilities prior to making a commitment. This level of flexibility not only allows small enterprises to select a plan that meets their specific requirements but also equips them with valuable tools to enhance their operational efficiency and growth potential. By utilizing Psalm, small businesses can streamline their processes and improve their overall productivity.

Media

Media

No images available

Integrations Supported

Integrations Supported

Facebook
Google Ads
IndiaMART
Justdial
WhatsApp

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

eXertERP

Company Website

www.exerterp.com

Company Facts

Organization Name

Jordan Labs Ltd

Date Founded

2026

Company Location

United Kingdom

Company Website

psalmcrm.com

Categories and Features

CRM

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

Categories and Features

Billing and Invoicing

Not specified

CRM

Not specified

Quoting

Not specified

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