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
No
API Access
Has API
No
Integrations
Xero
Yes
Axis LMS
No
Gmail
Yes
Mailchimp
Yes
Microsoft 365
Yes
QuickBooks Desktop Premier
No
QuickBooks Online
No
QuickBooks Online Advanced
No
WorkflowMax
Yes
Integrations
Xero
Yes
Axis LMS
Yes
Gmail
No
Mailchimp
No
Microsoft 365
No
QuickBooks Desktop Premier
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
WorkflowMax
No
Pricing Details
$24 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$15/month/user
$15 Per Month / $100 Per year
$30 Per Month / $150 Per year
$50 Per Month / $300 Per year
$100 Per Month / $500 Per year
$30 Per Month / $150 Per year
$50 Per Month / $300 Per year
$100 Per Month / $500 Per year
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
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
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes