eXert CRM Overview

Exert-CRM is a web-based and desktop CRM software offering multiple user accounts, role classification, and mass mailing. It emphasizes security, low maintenance, online support, and transparency.

Use Cases

Customers recommend Onboarding, Proposal & Quote Management, Relationship Management, as the business use cases that they have been most satisfied with while using eXert CRM.

Other use cases:

  • Contact List Management
  • Segmentation And Targeting
  • Distribution Management
  • Lead Tracking
  • Lead Management
  • Engaging And Following Up
  • Campaign Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using eXert CRM.

eXert CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...eXert CRM software is designed on the basis of the current lifestyle and trending of the target audience and demographics...." Peer review

eXert CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on eXert CRM Use Cases

How can eXert CRM enhance your Proposal & Quote Management process?

eXert CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.82/5 ★

Read Reviews (8)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.82/5 ★

Read Reviews (8)

Software Failure Risk Guidance

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for eXert CRM

Top Failure Risks for eXert CRM

EXert Profile

Company Name

EXert

Company Website

https://www.exerterp.com/

HQ Location

Irving, TX

Employees

1-10

Social

Financials

SEED