Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Xero
Yes
Gmail
No
Mailchimp
No
Microsoft 365
No
Microsoft Excel
Yes
Microsoft OneDrive
Yes
WorkflowMax
No
Integrations
Xero
Yes
Gmail
Yes
Mailchimp
Yes
Microsoft 365
Yes
Microsoft Excel
No
Microsoft OneDrive
No
WorkflowMax
Yes
Pricing Details
$7 per month
Free Trial
Yes
Free Version
No
Pricing Details
$24 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Yes
Backup Scheduling
Yes
Cloud Backup
Yes
Compression
No
Continuous Backup
No
Encryption
No
Incremental Backup
No
Local Server Options
No
Remote Server Options
No
Secure Data Storage
Yes
Web Access / Restoration
Yes
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes