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Description
Safeguard and manage your Xero accounting information effectively. This is essential for scenarios like disaster recovery or when experimenting with new features without impacting your live financial data. You can easily generate a duplicate of your current accounting information or retrieve it as it was at a particular moment. For those who prefer having a backup of crucial data stored on their personal devices, there’s a convenient one-click option to download key accounting data and transactions into a structured Excel spreadsheet. You can also access any of your daily backups to inspect essential accounting reports from a past date. This functionality assists in determining which backup to restore, while also offering quick access to vital reports in case Xero is temporarily unavailable. Additionally, having this backup capability ensures peace of mind, knowing that your important financial information is secure and accessible whenever needed.
Description
Enhance your business success through a sales process that is both repeatable and scalable. Since a significant portion of your revenue is derived from current clients, it is crucial to nurture those relationships. Utilize visual to-do lists to ensure follow-ups on every opportunity and maintain loyalty among your existing customers. Seamlessly integrate Xero, WorkflowMax, Gmail, Office 365, and more to create a cost-effective enterprise solution. Exsalerate CRM is fully synchronized with Xero and serves as an effective CRM tool tailored for Xero users. We developed Exsalerate CRM after realizing that a comprehensive and budget-friendly system encompassing both Pipeline and Account Management was lacking in the market. Originally designed to meet the requirements of a parcel delivery service, the project evolved due to the powerful integrations with Xero, WorkflowMax, and Mailchimp, leading to the creation of the award-winning Exsalerate App, which continues to enhance business efficiency. This powerful tool not only streamlines operations but also empowers businesses to grow and thrive by harnessing the potential of their existing customer base.
API Access
Has API
API Access
Has API
Integrations
Xero
Gmail
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft OneDrive
WorkflowMax
Integrations
Xero
Gmail
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft OneDrive
WorkflowMax
Pricing Details
$7 per month
Free Trial
Free Version
Pricing Details
$24 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ledgerscope
Founded
2010
Country
United Kingdom
Website
www.backupmybooks.com
Vendor Details
Company Name
Solution Source
Country
New Zealand
Website
www.exsalerate.com
Product Features
Backup
Backup Log
Backup Scheduling
Cloud Backup
Compression
Continuous Backup
Encryption
Incremental Backup
Local Server Options
Remote Server Options
Secure Data Storage
Web Access / Restoration
Product 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
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
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
