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eXert CRM Review

eXert CRM
Our score: 8.0 User satisfaction: 100%

What is eXert CRM?

eXert CRM Is an advanced web-based customer relationship management system that integrates sales, support and planning processes into a single, unified platform. By centralizing multiple systems, eXert CRM takes out duplicity in any process and task while bridging various stages smoothly and seamlessly for enhanced information accessibility.

This CRM system makes customer information a total breeze by providing users the tools needed to monitor sales leads from sales start to sales closures. With eXert CRM, users can easily and effectively assess their sales teams, including their approach and interaction with prospects.

eXert CRM enables you to incorporate every aspect or element of customer relationship details, letting you manage and control your sales process in all phases, ensuring that no opportunity slips through the cracks.

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Overview of eXert CRM Benefits

eXert CRM puts all your customer information and all related processes and tasks into a single environment, helping you ensure data integration and making it easy for you and your team to access a single, unified version of the truth. Thus, the software eliminates duplicity from the picture, which means all actions and decisions are based on the same information available to everyone. eXert CRM automates all your processes, accelerating all your workflows and tasks, enabling you to do more and accomplish more.

Having a centralized system for your Leads, Deals, and Contacts, it speeds up all your processes and tasks without worrying about the accuracy of your information. Communication and collaboration between members are smooth and frictionless, more productive than ever. eXert CRM employes tight security measures to ensure the protection of all information processed and stored on the platform.

You can monitor the results of your leads generation and sales and marketing efforts, create reports and derive high quality and highly actionable insights. From there, you can create new strategies, make tweaks and adjustments to your existing campaigns, and ditch efforts that just don’t work. Bottomline, eXert CRM helps you find ways to make more leads, implement effective strategies, and maximize customer relationships to grow your business.

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Overview of eXert CRM Features

  • Automated Marketing
  • Lead Management
  • Deal Management
  • Sales Management
  • Automated Customer
  • Document Management
  • Project Preparation
  • Employee Support Management
  • Dynamic Reports
  • Contact Management
  • Track record maintenance
  • Sales Estimation
  • Quotes & Orders
  • Dashboard
  • Outbound Call Handling
  • Data Import
  • Customizations
  • Case Management
  • Knowledgebase Management
  • Campaign Management
  • Tasks
  • Mass Email
  • User Management
  • Security Management
  • Templates
  • Report Generator
  • Calendars

What Problems Will eXert CRM Solve?

1) eXert CRM Empowers User Experience and provides high-value experience with multiple user and roles. The software offers benefits not provided by other systems, including Low Maintenance, No Hidden Charges, and totally Secure.

2) eXert CRM lets you use Charge Report generator to generate reports and send mass emails for higher efficiency. Online support is top class and user-friendly.

3) eXert CRM grants you full Control and Transparency over your data, workflows, and processes.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

eXert CRM Position In Our Categories

Since companies have special business-related needs, it is logical they abstain from deciding on a one-size-fits-all, “perfect” software system. Nevertheless, it would be difficult to try to chance on such an app even among recognizable software systems. The right step to do should be to spell out the various significant functions which need consideration such as major features, packages, skill capability of the employees, company size, etc. Thereafter, you should double down on the product research fully. Read some eXert CRM review articles and scrutinize each of the software products in your shortlist more closely. Such detailed research ascertains you steer clear of unfit software products and subscribe to the system that delivers all the features your company requires for success.

Position of eXert CRM in our main categories:

TOP 200

eXert CRM is one of the top 200 CRM Software products

If you are considering eXert CRM it could also be a good idea to analyze other subcategories of CRM Software gathered in our database of SaaS software reviews.

It is essential to realize that almost no software in the CRM Software category is going to be an ideal solution able to fulfill all the goals of all business types, sizes and industries. It may be a good idea to read a few eXert CRM CRM Software reviews first as some software can perform well exclusively in a very narrow group of applications or be prepared with a really specific industry in mind. Others can operate with an intention of being easy and intuitive and as a result lack complicated functions desired by more experienced users. You can also come across software that cater to a broad group of customers and provide a rich feature toolbox, however this in most cases comes at a more expensive cost of such a solution. Be certain that you're aware of your needs so that you buy a solution that has exactly the functionalities you look for.

How Much Does eXert CRM Cost?

eXert CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are eXert CRM pricing details?

eXert CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Contact eXert CRM for more information on their basic and enterprise pricing packages. You can also submit a request for a demo to see if the software is a perfect fit for your business.

User Satisfaction

Positive Social Media Mentions 4
Negative Social Media Mentions 0

We realize that when you choose to get a CRM Software it’s important not only to see how experts rank it in their reviews, but also to discover whether the real users and businesses that use this software are genuinely content with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and eXert CRM reviews across a wide array of social media sites. The information is then featured in an easy to digest form indicating how many people had positive and negative experience with eXert CRM. With that information at hand you should be equipped to make an informed purchasing choice that you won’t regret.

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Technical details

Devices Supported

  • Windows

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for eXert CRM?

eXert CRM integrates with the following business systems and applications:

  • Product Configuration Management
  • Enterprise Performance Management
  • Supply Chain Execution (WMS)
  • Sales & Operations Planning
  • E-Commerce

eXert CRM User Reviews

eXert CRM average rating:

Average score
5/5 (1 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

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More reviews from 1 actual users:

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eXert CRM is a excellent product

Read full review >
Yaseen Mohammed
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 30.04.2021 Company Size: 51-100 Employees Industry: Pharmaceuticals

PROS: This is a centralized product which is integrated with Financial Accounting System and other eXert products which gives us easy accessibility.

CONS: If they launch the product on cloud with mobile apps then it would be awesome.

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eXert CRM user reviews

eXert CRM is a excellent product

Read full review >
Yaseen Mohammed
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 30.04.2021 Company Size: 51-100 Employees Industry: Pharmaceuticals
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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