Exsalerate tracks a lead through your sales pipeline until you win their business.
Initially you will connect your Xero file to Exsalerate in order to bring through all your existing Xero customers who have been invoiced
Then when a new lead becomes a customer you add them directly to your Xero account and issue a draft invoice from Exsalerate
The invoice appears in your Xero account for approval and a Xero client profile is created
To add a customer to Xero click the yellow Xero icon and it will turn green
Information flows between the connected client profiles, updating every 12 hrs automatically or instantly via clicking the green Xero icon.
Sales revenue is displayed by Xero account code with direct links to all invoices issued
To learn how to create a draft invoice click here
To create notification settings for draft invoices click here
Please Note:
When you initially connect your Xero file to Exsalerate we only bring across customers who have already been invoiced
If you wish to add clients who haven't spent with you yet we can bulk upload these into your Exsalerate account