Average Ratings 0 Ratings
Average Ratings 3 Ratings
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.
Description
SaasAnt Transactions changes the way you manage accounting operations. Import, export and modify transactions in QuickBooks and Xero using Excel files.
You can handle bulk imports and export data in different formats, such as xlsx and xlsx. You can also export data to txt and zip.
Product Features
Easy File Automations
Bulk Transaction Importer for QuickBooks or Xero
Bulk Transaction Exporter
Bulk Transaction Deleter
Import, export, delete and modify batch transactions
Easy Live Edit Data in Xero/QuickBooks
Import Excel, CSV and PDF files to QuickBooks/Xero
Automated Rules
API Access
Has API
API Access
Has API
Integrations
Xero
Axis LMS
Gmail
Mailchimp
Microsoft 365
QuickBooks Desktop Premier
QuickBooks Online
QuickBooks Online Advanced
WorkflowMax
Integrations
Xero
Axis LMS
Gmail
Mailchimp
Microsoft 365
QuickBooks Desktop Premier
QuickBooks Online
QuickBooks Online Advanced
WorkflowMax
Pricing Details
$24 per user per month
Free Trial
Free Version
Pricing Details
$15/month/user
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
Solution Source
Country
New Zealand
Website
www.exsalerate.com
Vendor Details
Company Name
SaasAnt Inc
Founded
2015
Country
USA
Website
www.saasant.com/app-saasant-transactions-quickbooks-automation.html
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
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management