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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 VARstreet CRM?

VARStreet CRM enhances the management of your quoting process, providing your sales team with greater oversight and capability. With VARStreet CRM, sales representatives can efficiently monitor quotes, engage with opportunities, add pertinent notes and activities, and conduct follow-ups, which leads to deeper understanding and better management of quotations and orders. The system's sophisticated analytics support more effective follow-up strategies for abandoned shopping carts. This holistic approach equips your sales team to perform at their best, ultimately driving increased revenue. Harmoniously integrated with both our quoting and eCommerce modules, VARStreet CRM serves as a natural extension of your existing operations. Moreover, it incurs no extra charges, making it a cost-effective solution. Quotes created in VARStreet automatically generate corresponding opportunities in the CRM, enhancing the control available to your sales staff. Furthermore, when an opportunity's status is updated to closed—whether won or lost—the associated quotes are instantly revised, ensuring that both modules remain perfectly in sync, which significantly optimizes workflow efficiency.

Media

Media

Integrations Supported

Integrations Supported

Autotask PSA
ConnectWise PSA
Punchout Catalogs
VARStreet PunchOut Catalog
VARStreet Sales Quoting

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

eXertERP

Company Website

www.exerterp.com

Company Facts

Organization Name

VARStreet Inc

Date Founded

1999

Company Location

United States

Company Website

www.varstreetinc.com/platform/b2b-crm

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Lead Scoring
Quotes / Proposals
Segmentation
Task Management
Territory Management

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