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

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

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

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.

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.

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.

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.

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.

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
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