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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.

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

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

Because companies have unique business needs, it is prudent that they steer clear of going for an all-in-one, “perfect” software system. Nonetheless, it is hard to try to stumble on such an app even among recognizable software solutions. The practical thing to undertake can be to write down the numerous significant factors that require consideration including key features, pricing, skill capability of staff, organizational size, etc. Next, you must do the product research to a full extent. Go over some eXert CRM evaluations and scrutinize each of the applications in your shortlist in detail. Such well-rounded research makes sure you circumvent unfit apps and buy the system which offers all the function you require company requires to be successful.

Position of eXert CRM in our main categories:

TOP 200

eXert CRM is one of the top 200 CRM Software products

If you are interested in eXert CRM it could also be beneficial to analyze other subcategories of CRM Software collected in our base of B2B software reviews.

Companies have diverse wants and requirements and no software application can be just right in such a situation. It is futile to try to find an ideal off-the-shelf software system that meets all your business wants. The smart thing to do would be to modify the solution for your specific requirements, worker skill levels, budget, and other factors. For these reasons, do not hasten and invest in well-publicized leading solutions. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your research, look into each short-listed system in detail, read a few eXert CRM CRM Software reviews, call the seller for explanations, and finally settle for the app that provides what you require.

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

Positive Social Media Mentions 4
Negative Social Media Mentions 0

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.

Video

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

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eXert CRM Comparisons

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: 13.06.2018 Company Size: 51-100 Employees Industry: Pharmaceuticals

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

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

ADD A REVIEW

The most favorable review

Yaseen Mohammed

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.

Reviewed 2 years ago

Read full review >

The least favorable review

Yaseen Mohammed

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.

Reviewed 2 years ago

Read full review >

More reviews from 1 actual users:

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  • Most negative

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: 13.06.2018 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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Reviewed By Jenny Chang
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