Exterly for Corporates & B2B Businesses
Automate Your Business with AI Software for Corporate Teams
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.
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.
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
Our Amazing Clients
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.
Sleek Corporate Website
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
Powerful Review & Reputation Management System
View analytics on leads, conversions, revenue, client lifecycle, employee productivity, campaign performance all in one dashboard.
Website Chatbot & Smart Widget
Automatically respond to FAQs like “clinic hours,” “fee,” or “next availability.” Capture leads and appointment requests 24/7.
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.
Does it integrate with other tools we already use?
Yes, Exterly offers API, Zapier, and webhook integrations. You can connect Google Workspace, Stripe, Calendly, Slack, Zoom, and more.
Can I create branded proposals and invoices?
Absolutely. Add your logo, terms, payment links, and notes. Automate sending and follow-ups too.
How is data privacy and client security handled?
Exterly is cloud-based, fully encrypted, with multi-layered access control, backup systems, and secure role management.
Is this scalable for enterprise use?
Yes. You can add unlimited users, manage teams across regions, build custom workflows, and run detailed reporting across departments.
Schedule Your Free Demo Today
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