Discover Excelerra’s Time-Saving Features

More intuitive features mean less manual work, deeper insights, and faster growth.

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

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

Excelerra is designed to be accessible to everyone, whether you’re a novice sales professional or a seasoned pro. The first time you log in, our straightforward interface will walk you through the entire sales process from start to finish. You’ll be prompted to organize your day, week, month, quarter, and year so you can follow the prompts and the progression of the sales process.

Our valuable insights will help you understand how to engage with the right customers at the right time so you can drive the KBIs that matter. You’ll even receive notifications when customers become inactive or decline in spend so you know when to reach out.

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 unique needs. You’ll have the ability to customize everything from the verbiage you see to the modules you use so you can get the most out of the platform.

Plus, customization is simple. You don’t have to hire a software engineer or be skilled in software building or coding to reap the benefits of Excelerra. You’ll be able to customize your entire CRM within the hour.

Comprehensive dashboards. Real-time sales data and analytics.

Comprehensive dashboards. Real-time sales data and analytics.

Excelerra integrates with your calendar and allows you to take control of your entire sales pipeline. You’ll have the ability to assign revenue dollars and potential to customers and track sales dollars in real time so you can focus on the opportunities that drive revenue.

You’ll no longer have to manually sort through your data customer by customer. You’ll receive the deep insights and up-to-date reports you need to 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.

Activity tracking allows you to see a clear picture of how your sales force manages its time. You’ll learn how to effectively streamline your sales activities and discover where you can effectively cut out time-intensive manual tasks. This means more time engaging with clients and more time spent closing deals.

Features at a glance

Real-time sales data and analytics

Track sales dollars in real time so you can focus on revenue-driving opportunities

Fast customer data uploads

Upload customer data quickly and easily with our easy-import form

Comprehensive dashboards

Up-to-date reports help you proactively modify your sales plan

Built-in triggers

Get notified when customers decline in spend or activity

Activity tracking

A clear view of time spent helps you cut out manual tasks

Client outreach

Assign revenue dollars and potential to customers and learn when to reach out

Easy-to-use interface

No coding skills or software knowledge required

Calendar integration

Integrates with your scheduled tasks, projects, and meetings

Personalized demo

Get a one-on-one demonstration of the platform and its features

Dedicated customer success manager

Contact your personal success manager whenever you need help

Simplified customization

Modify your settings to align with your business goals and preferences

Monthly or annual subscription billing

Choose the billing cycle that’s right for you

Sales process walkthrough

Learn how to drive the KBIs that matter–regardless of previous experience

Ability to add new users at any point

New salesperson joins your team? No problem!

Ready to take your business to the next level?

Excelerra’s affordable, easy-to-use software provides KBI tracking and real-time data so you can make smarter decisions. Learn how to connect with the right prospects at the right time. Every time.

Sign up for Excelerra today and start growing your business.