Free Lead Form Builder

Populate Exsalerate CRM with ‘qualified leads’ directly from your website

Running 24/7 on your site you can automate the process of capturing leads and assigning follow up activities for team members to establish a connection

No more ‘double entry’ of data 

Customize the look and feel of your Exsalerate webform and generate opportunities for business within different sections of your website or within social platforms such as Linkedin in within seconds

Nothing slips through the cracks 

Track the progress of website leads through the stages of your Exsalerate sales pipeline until you win the business 

Simply click the ‘Form Builder’ button from your settings menu in Exsalerate 

Form Builder.jpg

No technical expertise required

After considering the information you want from potential leads, start adding fields with the appropriate headers and questions

Be as direct and clear as possible, this avoids confusion and simplifies the process for the website visitor 


Avoid ‘only’ asking for just a phone number as this method of communication can put people off completing your form 

Customise the webform to be in ‘keeping’ with the appearance of your website so it flows for the visitor and encourages completion 

Automate lead generation

Get noticed, the more people who fill out the form the more qualified leads you ‘automatically’ generate so place it in an area that makes sense 

Next step is to generate the source code then copy and paste to integrate it into your website/social media post 

Now you’re ready to start converting leads into sales with a powerful, FREE webform tool you can set up in minutes with Exsalerate CRM

Lead Scoring Helps you Cut Through the BS

What is Lead Scoring?

Lead scoring is the process of auto assigning values based on interactions that you have with a lead or prospect. The lead score is an assessment of the quality of a lead and provides an indication of the likelihood of the lead becoming new business.

How many sales managers have asked the question? What leads are going to close this month? And then have the sales rep spout off about all of the leads that they’ve nearly got over the line and are going to close in the imminent future. This is called “The rose tinted glasses phenomenon” (RTGP).  Continue reading

Xero Integration Enhancements

3 New Integration Features

Today we’re excited to tell you about the latest improvements to our Xero integration. Click the links below to view the videos or read the full blog post to learn more.

  • Create invoices  in Exsalerate ready for approval in Xero.
  • Quotes sent from Xero appear in your pipeline and we automatically create a follow-up activity.
  • Make sure your customers are getting enough LOVE with our Account Management Dashboard!

Continue reading