Streamline your sales process and increase your revenue with less manual work.

Excelerra is the cost-effective, easy-to-use CRM that provides the tools you need to grow your business.

Accessible, built-in sales process. (Zero sales training required.)

Accessible, built-in sales process. (Zero sales training required.)

The first time you log in, our straightforward interface will walk you through the entire sales process from start to finish. Whether you’re a novice sales professional or a seasoned pro, our valuable insights will prompt you to engage with the right customers at the right time so you can drive the KBIs that matter.

Easy-to-use, customizable interface.

Easy-to-use, customizable interface.

Built-in customization allows you to modify your interface to align with your business goals and suit your needs. Customize everything from the verbiage you see to the modules you use–no software or coding knowledge necessary.

Comprehensive dashboards. Real-time sales data and analytics.

Comprehensive dashboards. Real-time sales data and analytics.

Track sales dollars in real time so you can focus on the opportunities that generate revenue. Up-to-date reporting helps you proactively modify your sales plan, drive key business indicators, and manage your revenue pipeline.

Activity tracking for a transparent view of time spent.

Activity tracking for a transparent view of time spent.

See a clear picture of how your sales force manages its time. Learn how to effectively streamline sales activities so you can cut out time-intensive manual tasks and maximize time spent engaging with clients and closing deals.

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We turned to Excelerra to better understand and measure our sales activities, improve customer engagement, and automate and streamline redundant tasks. The new business acquisition, sales, portfolio management widgets, calls to actions prompts, and reports made it easy to manage our sales teams and increase revenue. We saw a 46% increase in productivity, 23% more deals, 35% increase in sales and 90% better pipeline forecasting.

CEO, Insurance Services in San Diego, CA

Connect with the right prospects at the right time. Every time.

Excelerra’s built-in sales process and real-time analytics provide the deeper insights you need to manage and grow your business. Sign up today and discover how easy it is to streamline your sales process and make smarter decisions.