A CRM System Built To Grow Your Business — Not Complicate It

No more jumping between tools. Get a clear view of every customer — their messages, calls, notes, order history, preferences, and behavior — all in one place.

Exterly CRM syncs email, WhatsApp, calls, social messages, and website chats automatically so you always know what’s happening.

See who is close to buying, who needs follow-up, and who is at risk of dropping off

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

Prove (And Boost) ROI With Real-Time CRM Insights

Deal Forecasting & Revenue Predictions

Understand your expected revenue for the month based on pipeline stages.

Team Performance Metrics

See who is closing the most deals, handling the most leads, and responding fastest.

Conversion Rate Tracking

Know exactly how many leads convert into buyers and which steps cause drop-offs.

Pipeline Health Overview

Spot bottlenecks instantly so you know where to focus

  • Visual representation of your sales pipeline

  • Track opportunities and progress through each stage

  • Easily identify bottlenecks or opportunities for improvement

  • Improved deal closure rate

Simplify Your Daily Workflow

Automate Follow-Ups

Never chase manually again — let Exterly CRM send reminders or messages.

Auto-Assign Leads to Your Team

Distribute leads based on region, service type, specialization, or availability.

Sync Your Email, Calls & WhatsApp Instantly

Organize your day visually with tasks linked to deals and customers.

Set Reminders, Notes & Task Alerts

Capture leads directly from your website, forms, and other channels

Lead And Appointment Management

Simplify Your Daily Workflow

Automate Follow-Ups

Never chase manually again — let Exterly CRM send reminders or messages.

Auto-Assign Leads to Your Team

Distribute leads based on region, service type, specialization, or availability.

Set Reminders, Notes & Task Alerts

Organize your day visually with tasks linked to deals and customers.

Sync Your Email, Calls & WhatsApp Instantly

Everything is integrated — no switching tabs.

Contact Management

Capture More Leads, Engage Faster & Close More Deals

Web Forms, Landing Pages & Chat Widgets

Capture leads directly into your CRM automatically.

Instant Notifications for New Leads

Your team gets alerts instantly to respond faster.

Lead Scoring (Hot, Warm, Cold)

Prioritize leads most likely to convert.

AI Suggestions

Get recommendations for best contact time, message style, and follow-up strategy.

Retargeting Automations

Deliver A Better Customer Experience

Unified Inbox for All Platforms

Handle email, WhatsApp, SMS, and website chat in one place.

Faster Response With Templates

Create message templates for FAQs, offers, follow-ups, and onboarding.

Smart Customer Segmentation

Group leads based on behavior, location, interest, purchase history, etc.

Personalized Messaging at Scale

Send relevant messages without manual work.

Team Task Management

CRM Automations That Save Hours Every Week

Auto-Update Stages

Move leads to the right stage based on actions.

Behavior-Based Triggers

Send messages when a lead opens an email, clicks a link, or submits a form.

AI Workflows

Reduce manual workload by automating repetitive processes.

Team Task Management

Marketing + Sales + Support — All Connected

Run Campaigns From Your CRM

No need for external tools — email and WhatsApp marketing is built in.

Retarget Cold Leads

Send reactivation campaigns that bring old leads back to life.

Track ROI for Every Channel

Know which campaigns generate the highest revenue.

Convert Existing Customers Into Repeat Buyers

Automations help you upsell, cross-sell, and retain.

Team Task Management

Results That Speak for Themselves

Exterly unified inbox helps clients get

to leads quicker so they don't lose business

Sara

Real Estate Consultant

We increased follow-ups by 78% in two weeks

Zain

Service Business Owner

The most complete CRM we’ve ever used

Start Your Free Demo Today

Submit the form and Start your 14 days free trail - Today!

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