Grow faster. Now.
With Exxas’ comprehensive CRM, you’ll hit your sales targets faster and deliver exceptional customer experiences. Your sales team becomes a powerhouse for driving your company’s growth.
Manage relationships with customers, partners, and the rest of the world.
Manage all your customer and contact data in one place—along with tasks, sales opportunities, proposals, and projects.
Build a high-performing, closing-focused sales team.
Systematize your sales process and accelerate your market approach. With standardized workflows, smart automations, and sales pipelines, every sales professional stays on top of their game.
Create “wow” moments for your customers.
Use templates and product bundles to effortlessly create comprehensive quotes. Deliver beautifully crafted offers with sophisticated details to your customers in no time—ready for signature.
Pitch across all channels.
Communicate with your customers through Exxas and integrate your Microsoft Outlook using the add-in. Use proven email templates within your team, monitor sales progress, and stay engaged across all channels.
Minimizes
routine work.
Maximizes
customer acquisition.
More features
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Products and knowledge
In one of the most advanced product databases, manage all your item data, services, prices, detailed information, images, and more. Share your expertise on products, processes, and competitors with your team in the knowledge base.
Automation
Make the sales process more efficient and straightforward. With automation, you effortlessly distribute inquiries, follow up on sent quotes, and trigger follow-up tasks automatically.
Subscriptions and contracts
Expand your business with recurring revenue from subscriptions. Numerous smart automations make managing and billing your subscriptions especially convenient.
Customer assets
Manage assets such as equipment, systems, and documentation for your customers. Sold products are automatically added to customer assets. Link service orders, subscriptions, and custom fields to assets to maintain a detailed service history.
New Customer Onboarding
Turn quotes into projects, orders, or subscriptions with just a few clicks. With all the details from the sales process, you can effortlessly organize onboarding for your new customers.
Outlook Add-In
Integrate your favorite tool for organizing work. Link emails to contacts and activities, sync contacts with Outlook, create new activities directly from Outlook, and save email attachments to Exxas with just a few clicks.
All features at a glance
Manage companies and contacts
Build a comprehensive CRM database in Exxas with your customers, suppliers, partners, prospects, potential customers and all their contacts. Manage all business activities such as tasks, quotations, sales opportunities, projects, invoices and much more in one place. Get a 360-degree overview of your customers within seconds.
Manage companies and contacts
Build a comprehensive CRM database in Exxas with your customers, suppliers, partners, prospects, potential customers and all their contacts. Manage all business activities such as tasks, quotations, sales opportunities, projects, invoices and much more in one place. Get a 360-degree overview of your customers within seconds.
Groups, segments and categories
Personalise customer interactions by precisely segmenting target groups. Thanks to customer and contact groups, categories and individual additional fields, you can segment very finely in Exxas. Automations allow you to automatically add companies and contacts to groups if they fulfil certain criteria.
Groups, segments and categories
Personalise customer interactions by precisely segmenting target groups. Thanks to customer and contact groups, categories and individual additional fields, you can segment very finely in Exxas. Automations allow you to automatically add companies and contacts to groups if they fulfil certain criteria.
All customer activities in one place
In the customer account, you will find all activities associated with your customer. This includes tasks, offers, projects, tickets and invoices, for example. You can create all activities directly in a company or contact. You can also immediately see what is going on with the customer in the activity history and under open activities.
All customer activities in one place
In the customer account, you will find all activities associated with your customer. This includes tasks, offers, projects, tickets and invoices, for example. You can create all activities directly in a company or contact. You can also immediately see what is going on with the customer in the activity history and under open activities.
Document management system (DMS)
Your documents are exactly where they belong: With your customer data. Save, manage and share your documents with customers, suppliers, business activities such as tickets and projects or customer subscriptions. The right documents can be saved anywhere in Exxas. Open a customer and finally be sure that you can really find all customer data in this customer account. Further information on document management can be found in the Central functional area.
Document management system (DMS)
Your documents are exactly where they belong: With your customer data. Save, manage and share your documents with customers, suppliers, business activities such as tickets and projects or customer subscriptions. The right documents can be saved anywhere in Exxas. Open a customer and finally be sure that you can really find all customer data in this customer account. Further information on document management can be found in the Central functional area.
Manage customer systems
Manage your customers' equipment and link service orders to devices, systems and installations. Have the systems created automatically as soon as an invoice with corresponding items is posted. Manage photos, customised documentation or instructions. Your technicians will love it when they can visit your customers well informed. And so will your sales team, because you need to have an overview of the customer situation in order to provide competent advice. You can also link customer installations with offers and subscriptions in order to better identify potential.
Manage customer systems
Manage your customers' equipment and link service orders to devices, systems and installations. Have the systems created automatically as soon as an invoice with corresponding items is posted. Manage photos, customised documentation or instructions. Your technicians will love it when they can visit your customers well informed. And so will your sales team, because you need to have an overview of the customer situation in order to provide competent advice. You can also link customer installations with offers and subscriptions in order to better identify potential.
Automatic customer history
Every change to a customer account or contact is automatically recorded in the history. Create activities such as tasks or projects, finalise orders, settle your services with invoices - everything is recorded in detail. New team members or a new account manager can quickly familiarise themselves with a customer account.
Automatic customer history
Every change to a customer account or contact is automatically recorded in the history. Create activities such as tasks or projects, finalise orders, settle your services with invoices - everything is recorded in detail. New team members or a new account manager can quickly familiarise themselves with a customer account.
Account and Partner Management
Establish comprehensive customer and partner support with Exxas. Manage priorities, such as ABC segments, or categorise by partner level. Analyse which customers or partners have not been contacted for a long time or which ones cause a lot of administrative effort. This allows you to optimise your relationships and identify potential.
Account and Partner Management
Establish comprehensive customer and partner support with Exxas. Manage priorities, such as ABC segments, or categorise by partner level. Analyse which customers or partners have not been contacted for a long time or which ones cause a lot of administrative effort. This allows you to optimise your relationships and identify potential.
Manage sales opportunities
Create opportunities quickly and easily. Evaluate the probabilities and take your sales team to a new level. The intuitive application enables the use of professional opportunity and pipeline management even in small companies.
Manage sales opportunities
Create opportunities quickly and easily. Evaluate the probabilities and take your sales team to a new level. The intuitive application enables the use of professional opportunity and pipeline management even in small companies.
Manage interested parties (leads)
Turn your prospects into customers even better with Exxas. Lead management is central to any successful sales organisation. Track every contact from the first conversation to the purchase decision. Every interaction can be managed and recorded via Exxas. You never lose sight of a lead, especially during longer sales processes.
Manage interested parties (leads)
Turn your prospects into customers even better with Exxas. Lead management is central to any successful sales organisation. Track every contact from the first conversation to the purchase decision. Every interaction can be managed and recorded via Exxas. You never lose sight of a lead, especially during longer sales processes.
Multiple sales pipelines
Pipeline management is the centrepiece of sales software. You can set up several pipelines to track different offer groups. This is particularly useful if the sales processes differ from one another.
Multiple sales pipelines
Pipeline management is the centrepiece of sales software. You can set up several pipelines to track different offer groups. This is particularly useful if the sales processes differ from one another.
Create, send and track offers
Use quotation templates and article packages to easily create comprehensive quotations. In no time at all, you can provide your customers with beautifully compiled quotations with sophisticated details - ready for signature. You can send the quotations as a PDF or link, which your customers and interested parties can then optionally click on digitally.
Create, send and track offers
Use quotation templates and article packages to easily create comprehensive quotations. In no time at all, you can provide your customers with beautifully compiled quotations with sophisticated details - ready for signature. You can send the quotations as a PDF or link, which your customers and interested parties can then optionally click on digitally.
Multiple templates and designs for offers
You need different quotation templates for recurring services such as subscriptions and contracts than for project quotations. No problem with Exxas. You can create an unlimited number of templates - with or without terms and conditions, with a different company logo, etc. Different quotation templates are also often used for different target countries.
Multiple templates and designs for offers
You need different quotation templates for recurring services such as subscriptions and contracts than for project quotations. No problem with Exxas. You can create an unlimited number of templates - with or without terms and conditions, with a different company logo, etc. Different quotation templates are also often used for different target countries.
Task packages and checklists
Put together task packages for your sales process that are added to new leads and sales opportunities. Distribute the individual tasks within your team. Don't let any step get lost in the acquisition process. Combined with Exxas automations, you can automate repetitive tasks such as sending a follow-up email.
Task packages and checklists
Put together task packages for your sales process that are added to new leads and sales opportunities. Distribute the individual tasks within your team. Don't let any step get lost in the acquisition process. Combined with Exxas automations, you can automate repetitive tasks such as sending a follow-up email.
Optional products, accessories and article sets
Engage in smart upselling to increase your margins. Optional products and services, accessories for articles and article sets help you to do this. Your items can be supplemented with suitable accessories. Your users can display and select the right accessories for an item in quotations and orders with a single click. With article sets, you can combine individual articles into a set. This simplifies quotation and order processing and enables the sale of product or service packages. Prices are calculated based on the individual items or fixed for the entire set.
Optional products, accessories and article sets
Engage in smart upselling to increase your margins. Optional products and services, accessories for articles and article sets help you to do this. Your items can be supplemented with suitable accessories. Your users can display and select the right accessories for an item in quotations and orders with a single click. With article sets, you can combine individual articles into a set. This simplifies quotation and order processing and enables the sale of product or service packages. Prices are calculated based on the individual items or fixed for the entire set.
Discounts, price lists and graduated prices
Enter graduated prices for your items so that the price for 100 units is lower. The quantity units can be finely categorised into pieces, packages, pallets, etc. You can use price lists to define individual prices for customer groups or individual customers. This allows you to implement special prices for certain purchase quantities, permanently agreed customer prices or seasonal promotions. Several price lists with different priorities can be stored for each customer. Last but not least, you can also agree individual discounts with customers or define them for each order.
Discounts, price lists and graduated prices
Enter graduated prices for your items so that the price for 100 units is lower. The quantity units can be finely categorised into pieces, packages, pallets, etc. You can use price lists to define individual prices for customer groups or individual customers. This allows you to implement special prices for certain purchase quantities, permanently agreed customer prices or seasonal promotions. Several price lists with different priorities can be stored for each customer. Last but not least, you can also agree individual discounts with customers or define them for each order.
Digital signature by customers
Send offers as a PDF or link, which your customers and prospects can then optionally confirm digitally. Contracts can also be signed digitally. For a qualified electronic signature, you must use an integration with Docusign or Skribble.
Digital signature by customers
Send offers as a PDF or link, which your customers and prospects can then optionally confirm digitally. Contracts can also be signed digitally. For a qualified electronic signature, you must use an integration with Docusign or Skribble.
Generate orders, projects and subscriptions
You can generate an order, a project or a subscription for the customer from a confirmed offer with just one click. Items and written agreements can no longer be forgotten.
Generate orders, projects and subscriptions
You can generate an order, a project or a subscription for the customer from a confirmed offer with just one click. Items and written agreements can no longer be forgotten.
Price and margin calculation
You can have your sales prices calculated automatically based on the purchase price. You can customise the price calculations for quotations, invoices, etc. Thanks to the price and margin calculation, you can see how high your profit is for each quotation or order.
Price and margin calculation
You can have your sales prices calculated automatically based on the purchase price. You can customise the price calculations for quotations, invoices, etc. Thanks to the price and margin calculation, you can see how high your profit is for each quotation or order.
Customised fields and columns
Do you need additional information about your customers and contacts? Simply create additional fields such as selection fields, descriptions, options and much more. Make these fields mandatory when creating new companies and contacts. The fields can also be shown as columns in the overviews.
Customised fields and columns
Do you need additional information about your customers and contacts? Simply create additional fields such as selection fields, descriptions, options and much more. Make these fields mandatory when creating new companies and contacts. The fields can also be shown as columns in the overviews.
Shared e-mail inboxes
The shared management of general e-mail addresses is particularly interesting for sales teams. Share access to your group mailboxes such as sales@ihredomain.com. Automatically create enquiries or sales opportunities for incoming emails. If your customers reply to emails from Exxas, these replies are automatically saved in the relevant enquiries.
Shared e-mail inboxes
The shared management of general e-mail addresses is particularly interesting for sales teams. Share access to your group mailboxes such as sales@ihredomain.com. Automatically create enquiries or sales opportunities for incoming emails. If your customers reply to emails from Exxas, these replies are automatically saved in the relevant enquiries.
E-mail templates and inserts
Make it easier for your team to send emails by providing them with templates for sending quotes or responding to enquiries. For example, send your customers a comprehensive email for the request for quotation - including data sheets, best practices and checklists. Or thank them in detail for signing the contract.
E-mail templates and inserts
Make it easier for your team to send emails by providing them with templates for sending quotes or responding to enquiries. For example, send your customers a comprehensive email for the request for quotation - including data sheets, best practices and checklists. Or thank them in detail for signing the contract.
Customer maps and vehicle navigation
Open your customers and contacts in the Exxas apps for iOS and Android to start route planning directly. You can also display your customers on maps.
Customer maps and vehicle navigation
Open your customers and contacts in the Exxas apps for iOS and Android to start route planning directly. You can also display your customers on maps.
Microsoft Outlook Add-In
Integrate your favourite tool for organising your work. Link emails with contacts and activities, synchronise contacts with Outlook, open new activities from Outlook and save email attachments in Exxas with just a few clicks.
Microsoft Outlook Add-In
Integrate your favourite tool for organising your work. Link emails with contacts and activities, synchronise contacts with Outlook, open new activities from Outlook and save email attachments in Exxas with just a few clicks.
Synchronising contacts with Outlook
Synchronise your customers and contacts from Exxas with your Outlook. This means you also have all your contact data with you offline and the name of callers is displayed. This applies in particular to Microsoft Teams.
Synchronising contacts with Outlook
Synchronise your customers and contacts from Exxas with your Outlook. This means you also have all your contact data with you offline and the name of callers is displayed. This applies in particular to Microsoft Teams.
Calendar Integration
Thanks to the integration with Microsoft 365 and Outlook, you can also access your diary in Exxas. Organise customer appointments and time slots for pitches without forgetting your other Outlook appointments.
Calendar Integration
Thanks to the integration with Microsoft 365 and Outlook, you can also access your diary in Exxas. Organise customer appointments and time slots for pitches without forgetting your other Outlook appointments.
Save emails automatically
Send and receive emails directly in sales opportunities in Exxas. Automatically assign and save replies from your contacts. Or connect your emails with the Outlook add-in from Exxas. This gives you everything about your leads and opportunities in one place.
Save emails automatically
Send and receive emails directly in sales opportunities in Exxas. Automatically assign and save replies from your contacts. Or connect your emails with the Outlook add-in from Exxas. This gives you everything about your leads and opportunities in one place.
Connection to Microsoft Teams telephony
Call customers and contacts directly in Exxas using the call button. Synchronise your contacts with your Outlook using the Outlook add-in from Exxas to also display incoming calls in Microsoft Teams.
Connection to Microsoft Teams telephony
Call customers and contacts directly in Exxas using the call button. Synchronise your contacts with your Outlook using the Outlook add-in from Exxas to also display incoming calls in Microsoft Teams.
Configurable, graphical dashboards
Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define values for the axes, set filters or group data. This allows you to track the progress of your entire sales team. You can also make dashboards available to your team in the workspaces.
Configurable, graphical dashboards
Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define values for the axes, set filters or group data. This allows you to track the progress of your entire sales team. You can also make dashboards available to your team in the workspaces.
Analyses
Numerous ready-made analyses make it easier for you to manage your customers and sales processes. Use analyses based on PDF or export the data as CSV to Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.
Analyses
Numerous ready-made analyses make it easier for you to manage your customers and sales processes. Use analyses based on PDF or export the data as CSV to Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.
