Streak by Streak
Streak puts CRM work inside Gmail, which can appeal to teams that already manage most customer conversations by email. It is worth testing if pipeline tracking should live near the...
CRM Software
eXert CRM software review and summary
eXert CRM is a fully-featured, web-based customer relationship management software from eXertERP, designed to give businesses comprehensive control over their sales processes and customer interactions. As a 'complete' solution, it likely offers a wide arr
Best for
This web-based CRM is suitable for small to medium-sized businesses across various industries that need a full-suite CRM accessible from anywhere. It is a good fit for sales managers and teams who require detailed tracking and control over every aspect of the sales cycle and customer relationship.
Category
CRM Software
Vendor
eXertERP
About eXert CRM
eXert CRM is a fully-featured, web-based customer relationship management software from eXertERP, designed to give businesses comprehensive control over their sales processes and customer interactions. As a 'complete' solution, it likely offers a wide array of modules covering contact management, opportunity tracking, sales forecasting, customer service, and reporting—all accessible through a standard web browser. The platform emphasizes organization, management, tracking, and control, suggesting strong administrative and oversight capabilities that allow managers to monitor team activity, pipeline status, and customer engagement metrics closely. Its web-based nature ensures accessibility from any location, facilitating remote work and real-time collaboration.
Key takeaways
Our verdict
eXert CRM presents itself as a robust, all-inclusive web CRM aimed at providing granular control. Its completeness and accessibility are key strengths, though such extensive functionality must be balanced with an intuitive user experience to ensure high adoption rates among sales teams.
Quick facts
eXert CRM at a glance
Vendor
eXertERP
Category
CRM Software
Ratings
eXert CRM ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
eXert CRM pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses eXert CRM?
This web-based CRM is suitable for small to medium-sized businesses across various industries that need a full-suite CRM accessible from anywhere. It is a good fit for sales managers and teams who require detailed tracking and control over every aspect of the sales cycle and customer relationship.
Feature research
eXert CRM features
These are common features buyers compare in CRM Software. Product-specific availability should be confirmed with the vendor.
Calendar/Reminder System
Helps teams coordinate dates, availability, assignments, and follow-up without moving scheduling work into a separate system.
Document Storage
Keeps important files and records close to the workflow, with easier search, review, and handoff between teams.
Email Marketing
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Internal Chat Integration
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Lead Generation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Lead Qualification
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Marketing Automation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Mobile Access
Helps buyers evaluate how access, control, and evidence are handled for sensitive or regulated work.
Quotes/Estimates
Connects money-related work with the rest of the crm process so charges, approvals, and records are easier to review.
Segmentation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Social Media Integration
Helps the right people get updates, respond to requests, and keep communication attached to the underlying record.
Task Management
Makes handoffs and approvals easier to follow, especially when several people need to move work from request to resolution.
Compare
eXert CRM alternatives
Compare eXert CRM with other CRM Software tools that buyers often evaluate.
HubSpot Sales Hub by HubSpot
HubSpot Sales Hub is for sales teams that want outreach, prospecting, document sharing, and call activity tied into CRM records. It deserves a close look if reps need fewer gaps be...
SugarCRM by SugarCRM
SugarCRM is a CRM platform for teams that need customer processes to be easier to manage and adapt. Buyers should look closely at customization effort, deployment preferences, and...
BoomTown by BoomTown
BoomTown is built for real estate agents, teams, and brokerages that want lead generation, CRM, IDX search, marketing automation, and follow-up tools tied together. It is best eval...
FollowUp CRM by Followup CRM
FollowUp CRM is a focused CRM for commercial construction teams that need tighter follow-up on leads, bids, and client activity. It is a better match for sales discipline than for...
Velocify by Velocify
Velocify is a sales acceleration tool for teams that need tighter control over lead response, routing, follow-up, and rep activity. It fits best when speed-to-lead matters more tha...
vcita by vcita
vcita brings client management, scheduling, invoicing, payment processing, and customer communication into one app for service businesses. It is worth a look when admin work is cro...
SAP Customer Experience by SAP
SAP Customer Experience is a CRM suite for organizations managing complex customer journeys across sales, service, marketing, and commerce. It fits best when SAP alignment and proc...
Software reviews
eXert CRM software reviews
No software reviews yet
No software reviews have been submitted for eXert CRM yet.
Write the first review
FAQ
eXert CRM FAQs
eXert CRM is a fully-featured, web-based customer relationship management software from eXertERP, designed to give businesses comprehensive control over their sales processes and customer interactions. As a 'complete' solution, it likely offers a wide array of modules covering contact management, opportunity tracking, sales forecasting, customer service, and reporting—all accessible through a standard web browser. The platform emphasizes organization, management, tracking, and control, suggesting strong administrative and oversight capabilities that allow managers to monitor team activity, pipeline status, and customer engagement metrics closely. Its web-based nature ensu...
This web-based CRM is suitable for small to medium-sized businesses across various industries that need a full-suite CRM accessible from anywhere. It is a good fit for sales managers and teams who require detailed tracking and control over every aspect of the sales cycle and customer relationship.
eXert CRM is listed in CRM Software.
eXert CRM is listed with eXertERP as the vendor.
Buyers often compare eXert CRM with other CRM Software tools such as Streak, HubSpot Sales Hub, SugarCRM, BoomTown. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for eXert CRM.
Trust and data
How we build software profiles
Catalog data
Software profiles can include software facts and public catalog information.
User reviews
Software reviews are submitted by users and moderated before publication.
Vendor updates
Claimed vendors can update profile details and respond to reviews.
This profile can include catalog facts, aggregate ratings, submitted software reviews, and vendor profile updates when available.
For Vendors
Manage this software profile
Claim this profile to update pricing, screenshots, features, and respond to reviews.