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Xero partner Exsalerate wows judges with account management dashboard

Xero partner Exsalerate wows judges with account management dashboard

A new account management dashboard feature is tightly integrated with Xero's cloud accounting software.

Urgent Couriers entered the software business with its Exsalerate​ CRM system four years ago (Photo - Urgent Couriers)

Urgent Couriers entered the software business with its Exsalerate​ CRM system four years ago (Photo - Urgent Couriers)

A customer relationship management app developed by Urgent Couriers has picked up an international award from Xero.

Auckland based cloud software company Exsalerate headed off 37 other entries to collect the gong for the best enhancement to an existing integration.

Exsalerate won the award as part of Xero's XD HAX Developer Challenger 2017.  XD HAX challenges participants to build innovative apps using cloud technologies to benefit small businesses.

Exsalerate is an online customer relationship management system which integrates with Xero's cloud accounting software.

It all began four years ago when Urgent Couriers CEO Steve Bonnici could not find a CRM system that was easy to use, affordable and met the needs of his business.

The new account management dashboard feature along with the ability to create Xero invoices and track Xero quotes won over the judges.

“Businesses told us they were spending a fortune on acquisition but struggling to keep their existing customers and needed a way to prevent churn proactively," Bonnici said.

The new dashboard is "the missing piece of the puzzle" for most CRM systems, Bonnici said, providing account managers with a snapshot of all customers in their portfolios.

Apps entered in the Xero competition were judged on their usefulness to solve a real problem; whether they were creative and unique; whether they functioned as expected; whether they were free of bugs; and whether their user interface was intuitive and compliant with Xero UI.

“We were pleasantly surprised to win,” said Bonnici. “This is a is a unique tool that responds directly to what our customers wanted.”

The updated system also combines sales information with live communication to clients. Exsalerate, which  integrated with Xero four years ago, is now being used worldwide.

Bonnici said Exsalerate plans more developments for the app including artificial intelligence that will automatically display clients that have stopped spending or failed to spend when expected, along with automated ranking of clients based on predetermined spend thresholds.

Xero broke through the one million subsciber threshhold in May.


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Tags crmCustomer Relationship Managementxeroapppartneradd-onExsalerate​Urgent Couriers

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