EXACTA Contact Relationship Manager Reviews, Features & Pricing 2021 - Wheelhouse

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2.26/5
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EXACTA Corporate Organizer CRM &More provides companies with a robust set of CRM tools designed to manage customer relationships, track leads, improve sales workflows, and boost productivity in an organization across various departments including sales, HR, customer relationship management, recr...

What is EXACTA Corporate Organizer CRM?

EXACTA Corporate Organizer CRM &More provides companies with a robust set of CRM tools designed to manage customer relationships, track leads, improve sales workflows, and boost productivity in an organization across various departments including sales, HR, customer relationship management, recruiting, time management, expenses, billing, and more.

What Does EXACTA Corporate Organizer CRM Do?

EXACTA Corporate Organizer CRM offers an easy, seamless set-up process, a very user-friendly experience for employees and customers alike, and helps boost ROI immediately after implementation.

With EXACTA products, you can easily maintain contacts, manage calendars, securely store and share documentation, and access helpful reporting whether you’re using a desktop or mobile devices.

What Features Does EXACTA Corporate Organizer CRM Offer?

Corporate Organizer CRM&More helps companies streamline their workflows with more tools and automations and less manual, error-prone work. Top features in this CRM system include:

  • Account Management
  • Contact Management
  • Customer Interactions
  • Document Management
  • Lead Management
  • Opportunity Management
  • Sales Analytics
  • Workflow Automation
  • Filters
  • Task Management
  • Marketing Automation
  • Campaign Management
  • Lead Management
  • Marketing ROI and Analytics
  • Pipeline Management
  • Sales Pipeline
  • Built-In Dashboards
  • Contract Management ($7)
  • Contact Management
  • Account Management
  • Analytics
  • Email Management
  • Case Management
  • Custom Reports
  • Built-in Reports
  • Data & Administrative Functions
  • System/Management Features
  • Social CRM
  • Activity Tracking
  • Lead Scoring
  • Notifications
  • Data Migration
  • Contact List
  • Deal Scoring
  • Data Exports
  • Tags
  • Custom Fields
  • Email Templates
  • Data Imports
  • Multi Company Management
  • Contacts
  • Rules
  • System Integration

How Much Does EXACTA Corporate Organizer Cost?

The EXACTA Corporate Organizer CRM system is available for an affordable cost of $69.95/month, which gives you access to all the main tools and features you need to best manage contacts, leads, sales.

If you need more specialized tools to fit your business needs, EXACTA also provides add-on bundles that are created with certain processes in mind, from lead management to recruiting, to time tracking, and more. There is also an Enterprise add-on that will empower larger organizations with the more robust tools they need to manage high customer volumes, increased sales demands, and better manage internal and external customer-driven practices across the organization.

EXACTA Add-Ons:

Job Relationship Manager: $3,995/year

Time Relationship Manager: $3,995/year

Enterprise Contact Relationship Manager: $7,995/year

What Integrations Are Available with EXACTA Corporate Organizer CRM?

Corporate Organizer CRM&More integrates with a number of systems to help companies create a solid workflow as needed. Integration options include:

  • QuickBooks
  • SAP
  • Email
  • Constant Contact
  • MailChimp
  • And More…
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