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CRM Software

1 user review

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.

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.

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


eXert CRM Position In Our Categories

Position of eXert CRM in our main categories:


eXert CRM is one of the top 200 CRM Softwareproducts


eXert CRM is one of the 200
CRM Software products

If you are considering eXert CRM it may also be sensible to investigate other subcategories of Best CRM Software listed in our database of SaaS software reviews.Customer Service Software, Social CRM Software, Feedback & Reviews Management Software

Every enterprise has its own characteristics, and may require a particular type of CRM Software solution that will be fit for their company size, type of clients and staff and even specific industry they deal with. It's not wise to count on finding an ideal solution that will work for every company regardless of their history is. It may be a good idea to read a few eXert CRM reviews first and even then you should keep in mind what the software is supposed to do for your business and your staff. Do you need a simple and straightforward app with only elementary functions? Will you really use the advanced tools needed by experts and big enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a solid app that will match your budget.

How Much Does eXert CRM Cost?

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

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and eXert CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with eXert CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


eXert CRM User Reviews

Yaseen Mohammed

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.

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

User reviews

1 Review


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Yaseen Mohammed
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Published 1 year ago
This is a centralized product which is integrated with Financial Accounting System and other eXert products which gives us easy accessibility.

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