Exterly for Corporates & B2B Businesses

Smart Automation Software for Corporate Teams, B2B Service Providers, and Enterprise Growth

Exterly is the all-in-one automation and operations platform for corporate and B2B businesses. From client acquisition to onboarding, communication, scheduling, project pipeline, marketing, and reporting everything runs under one centralized system.

Problems Clinic Owners Face Without the Right System

Common Pain Points in Corporate & B2B Operations

❌ Multiple tools = scattered client data

❌ Poor pipeline visibility across teams

❌ No lead-to-client conversion automation

❌ Inconsistent follow-ups = lost deals

❌ Lack of proposal/invoice standardization

❌ No CRM + project tracking under one roof

❌ Manual team coordination and broken workflows

Who Is This Corporate Software Built For?

B2B Service Providers

Whether you offer SaaS, legal, financial, consulting, design, marketing, or HR solutions — streamline your full client journey from lead capture to final invoice.

Corporate Agencies & Teams

If you’re handling internal teams, vendors, partners, and large-scale clients — Exterly helps you track everything with permission-based roles and automation.

01 Tools For Marketing & Sales

Reach the right audience, elevate your brand, and turn visitors into customers with tools tailored for growth

Email Marketing

Create campaigns that connect.

WhatsApp Marketing

Reach customers where they’re active

Social Media Management

Schedule and manage posts with ease.

Sale Funnels

Bring all messaging into one platform—SMS, email, and social.

Website Builder

Build professional, high-conversion landing pages.

Search Engine Optimization

Track and manage customer interactions in a single, organized CRM.

Invoicing & Payment Tools

Monitor reviews and keep your online image shining.

Reputation Management

Engage and grow your loyal audience.

All-in-One Communication Hub

Centralize your messages for smooth communication.

02 Tools For CRM & Customer Management

Stay organized, nurture leads, and deliver exceptional experiences with streamlined customer management

Pipeline Management

Track every stage of your customer journey.

Lead Management

Stay on top of your prospects with ease.

Task Management

Assign and track tasks effortlessly.

Appointment Scheduling

Track every stage of your customer journey.

Contact Management

Stay on top of your prospects with ease.

Retargeting Automations

Assign and track tasks effortlessly.

Membership Management

Manage your customer memberships seamlessly.

03 Tools For Sales & Revenue Optimization

Close deals faster, manage payments seamlessly, and unlock new revenue streams with smart optimization tools

Sales Funnels

Convert leads effortlessly with optimized funnels.

Quoting & Invoicing

Simplify billing and close deals faster.

Payment Integration

Make transactions easy for you and your clients.

Course Sales

Create and sell courses directly from your platform.

Use Cases By Industry

B2B Marketing Agencies

Capture & qualify leads from your website or ads

Track them in pipelines like “Hot Lead → Proposal Sent → Closed”

Automate onboarding, contracts, invoicing & upsell follow-ups

Offer clients a portal to view tasks, timelines, and updates

SaaS & IT Consultancies

Sync inbound demo requests with sales calendars

Build service workflows for different product tiers

Assign project managers automatically on deal closure

Automate ticketing, check-ins, and renewal alerts

Corporate HR, Real Estate, And Staffing Firms

Manage candidate/client pipelines with tags and filters

Book meetings directly from Google or social media

Automate appointment reminders and post-meeting follow-ups

Schedule content and promotions across multiple platforms

04 Tools For Automations & Insights

Say goodbye to repetitive tasks and hello to smarter decisions with data-driven automation

Workflow Automations

Automate repetitive tasks and save time.

AI Assistant

Optimize client interactions with smart tools.

Call Tracking & Recording

Make transactions easy for you and your clients.

Dashboards & Analytics

Gain insights and track progress effortlessly

Funnel & Website Analytics

Understand your performance in real time.

What Our Clients Say

Hassan

CEO, GradeMax Coaching

Our coaching academy went fully digital with Exterly. No more WhatsApp chaos. Now everything — classes, fees, and reports — is automated

Maria S

IELTS Trainer & Online Educator

As a course creator, I love how easy it is to upload lectures, manage batches, and get paid directly. The CRM helps me stay on top of leads too

Watch A Live Demo

Curious how it all works? See our 3-minute video showing how Exterly powers hundreds of growing service businesses.

Why Exterly Wins For B2B Companies

All-in-One Business CRM

Track leads, opportunities, conversion stages, notes, files, communications, and activity — all from a single visual pipeline.

Corporate Website Builder

Launch or revamp your company website using a drag-and-drop builder with integrations like appointment calendars, contact forms, and CRM sync.

Smart Calendar + Booking

Sync with Google. Let prospects and partners book you directly. Reduce back-and-forth with automated time slot allocation.

Unified Chat System

Communicate with leads and clients across platforms like:

✅ WhatsApp

✅ Email

✅ Instagram

✅ Facebook

✅ Google Messages

✅ Website Chatbot

Website Chatbot & Smart Widget

Automatically respond to FAQs like “clinic hours,” “fee,” or “next availability.” Capture leads and appointment requests 24/7.

Review & Reputation Management

View analytics on leads, conversions, revenue, client lifecycle, employee productivity, campaign performance — all in one dashboard.

Easily Connect with the Apps You Love

FAQs – Corporate & B2B Clients Ask

Can Exterly be used across departments (Sales, Marketing, Support)?

Yes. Exterly is modular. You can assign teams, departments, and permission roles. Everyone gets access to what they need — nothing more, nothing less.