Streamline Your Customer Relationships with Exterly.io’s CRM Tools

At Exterly.io, we understand the importance of managing your customer relationships effectively. That’s why our CRM & Customer Management pillar is designed to help you nurture leads, organize customer data, and automate your workflows. Whether you're tracking sales pipelines, managing appointments, or optimizing your team's productivity, Exterly.io offers a suite of powerful tools to ensure your business stays on top of customer relationships, every step of the way.

Key Features

Pipeline Management

Visualize your entire sales process with ease. Exterly.io’s Pipeline Management feature allows you to track every opportunity, from initial contact to final sale, ensuring that no lead slips through the cracks.

Visual representation of your sales pipeline
Track opportunities and progress through each stage
Easily identify bottlenecks or opportunities for improvement
Improved deal closure rate

Lead And Appointment Management

Managing leads just got easier. Exterly.io’s Lead Management system enables you to capture, organize, and segment your leads based on behavior, interests, and interactions. By personalizing your outreach, you can engage with leads.

Capture leads directly from your website, forms, and other channels
Segment leads based on activity, interests, and other criteria
Automate follow-ups to nurture leads effectively
Improve lead conversion rates

Contact Management

Never lose track of your customer interactions again. Exterly.io’s Contact Management system keeps all your customer information in one centralized location, allowing you to easily access customer details, history, and communication preferences.

Store detailed customer profiles with all relevant information
Track communication history and interactions
Ensure your team has easy access to important data
Improve customer relationships with personalized outreach

Retargeting Automations

Don’t let your leads slip away. With Exterly.io’s Retargeting Automations, you can bring customers back to your website or platform through personalized campaigns. Automatically target visitors who have shown interest but haven’t converted, turning them into loyal customers.

Automatically retarget visitors who have engaged but not converted
Increase the chances of converting leads into customers
Personalize your outreach to specific user behavior
Boost sales with minimal effort

Team Task Management

Organize your team and ensure projects stay on track with Exterly.io’s Team Task Management feature. Assign tasks, set deadlines, and monitor progress to improve collaboration and productivity. With all tasks in one place, you can ensure your team is working efficiently towards shared goals.

Assign and track tasks for your team
Set deadlines and monitor project progress
Improve team collaboration and communication
Ensure timely execution of key tasks

Why Choose Exterly.io for CRM & Customer Management?

Exterly.io’s CRM & Customer Management tools are designed to save you time, streamline your workflows, and enhance customer relationships. By automating your lead nurturing, appointment scheduling, and task management, you can focus on what matters most – growing your business and providing exceptional service to your customers.

Frequently Asked Questions (FAQs)

How can Exterly.io’s CRM tools help my business?

Exterly.io offers an all-in-one CRM solution that helps businesses manage leads, schedule appointments, track sales, and organize customer data. With automation tools for follow-ups and personalized communication, you can build stronger relationships and increase conversions.

Can I automate lead follow-ups with Exterly.io?

Yes, Exterly.io’s Lead Management and Retargeting Automations features allow you to automate follow-ups and reach leads at the right time. This ensures that no lead is forgotten, helping you close deals more effectively.

Is the appointment scheduling feature customizable?

Yes, the Appointment Scheduling feature is highly customizable. You can set your available times, send automated reminders, and even allow customers to book appointments directly from your website or app.

How does Exterly.io improve team collaboration?

Exterly.io’s Team Task Management feature allows you to assign tasks, set deadlines, and track progress. With all tasks organized in one platform, your team can collaborate more effectively and ensure projects are completed on time.

Can I manage memberships and renewals using Exterly.io?

Yes, Exterly.io’s Membership Management tool is perfect for businesses that offer subscription-based services. You can manage memberships, renewals, and billing seamlessly, ensuring that your members receive excellent service and reminders for upcoming renewals.