Migrate your Exsalerate data
Straightforward CRM built for small-to-mid Australian and New Zealand sales teams with strong WorkflowMax and Xero integration, focused on pipeline visibility and account retention.
In its favor
Why people choose Exsalerate
The signal that keeps Exsalerate on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Tight WorkflowMax and Xero integration for professional services firms — Exsalerate was built with New Zealand and Australian service businesses in mind, letting teams close deals in the CRM and have those records flow directly into project management and accounting without manual re-entry.
Flat, opinionated data model that avoids Salesforce-style complexity — small sales teams can set up pipelines and start logging activity without a consultant, and the drag-and-drop pipeline view makes stage progression visible at a glance.
Account-centric approach with a retention focus — Exsalerate explicitly positions account management as a cost-reduction strategy (citing the 5× cost of winning new business), which resonates with B2B service firms managing long-term client relationships rather than high-volume pipeline.
Colour-coded activity tiles prompt daily action without a learning curve — the to-do tile system surfaces overdue items and upcoming follow-ups in a single dashboard view, which reviewers note reduces the cognitive overhead of CRM adoption for non-technical users.
Strong accounting software pairing — the native Xero and WorkflowMax connectors mean firms already in the Xero ecosystem can use Exsalerate as a lightweight sales layer without breaking their existing financial stack.
Reporting depth does not match enterprise CRMs — Exsalerate's built-in analytics are limited compared to platforms like Salesforce or HubSpot, and customers requiring multi-touch attribution, forecasting models, or custom dashboards eventually outgrow what the platform surfaces.
Scalability concerns for teams above 20–30 users — several reviewers note that the platform was adequate at small scale but became slower and harder to manage as headcount and record volume grew, particularly on the pipeline view with large deal counts.
Limited third-party integrations beyond Xero and WorkflowMax — firms that need to connect to marketing automation, telephony, ERP, or other tools report significant friction, and the integration ecosystem is described as underdeveloped relative to major CRM platforms.
Support responsiveness varies — a subset of reviews mention slower response times from the Exsalerate support team, particularly when handling edge cases or technical questions about the WorkflowMax sync.
No native mobile app with full feature parity — field sales teams note that the mobile experience lacks the desktop pipeline view and some activity logging features, reducing utility for users who are frequently off-site.
Reasons to switch
Why people leave Exsalerate
The recurring reasons buyers give for replacing Exsalerate. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Exsalerate fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Exsalerate pricing overview
Exsalerate does not publish pricing on its website. Plans are sold as all-inclusive tiers with unlimited users — there is no per-seat billing model. Pricing is obtained through direct sales contact, and multi-year annual billing is typically available. The platform positions itself as cost-effective relative to enterprise CRMs for small-to-mid teams in the ANZ professional services market.
Starter
Tier 1 of 3
Not publicly listed — contact sales
What's included
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What gets migrated
Exsalerate object support
Object-by-object support for Exsalerate migrations. Per-pair details surface during scoping.
Accounts
Fully supportedAccounts is the primary entity in Exsalerate's data model. We migrate all Account fields including name, contact details, owner assignment, and custom properties with a direct field-to-field mapping in most destination CRMs.
Contacts
Fully supportedContacts are associated to Accounts. We preserve the Account-Contact relationship during migration and handle duplicate detection across the Contact set before import into the destination.
Pipelines
Mapping requiredExsalerate uses named Pipelines as the top-level container for sales activity. We map Pipeline names and their associated stage sequence to the destination CRM's pipeline structure. Where the destination has a different pipeline model, we create a mapping table at the scoping stage.
Pipeline Stages
Mapping requiredEach Pipeline contains ordered Stage labels (for example, 'Qualified', 'Proposal Sent', 'Negotiation'). We preserve stage order and colour-coding metadata. Stage-level automation triggers are not migratable and are flagged for manual rebuild in the destination.
Opportunities
Fully supportedOpportunities in Exsalerate are tied to an Account and a Pipeline Stage. We migrate opportunity records with their associated stage, value, expected close date, and owner. WorkflowMax quote imports that created opportunities retain their cross-reference field.
To-Do Items
Mapping requiredExsalerate uses colour-coded activity tiles as its task model. We map To-Do items to Tasks or Activities in the destination, preserving due date, status, and tile colour as a custom field or tag since not all CRMs support colour-coded task views natively.
Email Activities
Mapping requiredEmail history is associated to Accounts and Contacts. We migrate email subject, body, timestamp, sender, and recipients. Attachments are handled separately as file migrations. Email threading relationships are not preserved in most destination CRMs and are noted as a gap.
Custom Fields
Mapping requiredCustom fields on Accounts, Contacts, and Opportunities are migrated with field-type awareness. Picklist values, date formats, and numeric precision are normalised at import. Any custom field that cannot be matched to a destination schema field is flagged and mapped to a custom properties object.
Users / Owners
Mapping requiredExsalerate user accounts map to Owner or User records in the destination. We create a user mapping table during scoping. Inactive users are flagged — their records can be assigned to a placeholder owner or reactivated in the destination post-migration.
WorkflowMax Integrations
Mapping requiredExsalerate has a documented bi-directional sync with WorkflowMax for contacts, jobs, and quotes. Where customers have imported WorkflowMax quotes as Exsalerate opportunities, we map the cross-reference field and flag any downstream job links that should be rebuilt in the destination project-management tool.
| Object | Support | Notes |
|---|---|---|
| Accounts | Fully supported | Accounts is the primary entity in Exsalerate's data model. We migrate all Account fields including name, contact details, owner assignment, and custom properties with a direct field-to-field mapping in most destination CRMs. |
| Contacts | Fully supported | Contacts are associated to Accounts. We preserve the Account-Contact relationship during migration and handle duplicate detection across the Contact set before import into the destination. |
| Pipelines | Mapping required | Exsalerate uses named Pipelines as the top-level container for sales activity. We map Pipeline names and their associated stage sequence to the destination CRM's pipeline structure. Where the destination has a different pipeline model, we create a mapping table at the scoping stage. |
| Pipeline Stages | Mapping required | Each Pipeline contains ordered Stage labels (for example, 'Qualified', 'Proposal Sent', 'Negotiation'). We preserve stage order and colour-coding metadata. Stage-level automation triggers are not migratable and are flagged for manual rebuild in the destination. |
| Opportunities | Fully supported | Opportunities in Exsalerate are tied to an Account and a Pipeline Stage. We migrate opportunity records with their associated stage, value, expected close date, and owner. WorkflowMax quote imports that created opportunities retain their cross-reference field. |
| To-Do Items | Mapping required | Exsalerate uses colour-coded activity tiles as its task model. We map To-Do items to Tasks or Activities in the destination, preserving due date, status, and tile colour as a custom field or tag since not all CRMs support colour-coded task views natively. |
| Email Activities | Mapping required | Email history is associated to Accounts and Contacts. We migrate email subject, body, timestamp, sender, and recipients. Attachments are handled separately as file migrations. Email threading relationships are not preserved in most destination CRMs and are noted as a gap. |
| Custom Fields | Mapping required | Custom fields on Accounts, Contacts, and Opportunities are migrated with field-type awareness. Picklist values, date formats, and numeric precision are normalised at import. Any custom field that cannot be matched to a destination schema field is flagged and mapped to a custom properties object. |
| Users / Owners | Mapping required | Exsalerate user accounts map to Owner or User records in the destination. We create a user mapping table during scoping. Inactive users are flagged — their records can be assigned to a placeholder owner or reactivated in the destination post-migration. |
| WorkflowMax Integrations | Mapping required | Exsalerate has a documented bi-directional sync with WorkflowMax for contacts, jobs, and quotes. Where customers have imported WorkflowMax quotes as Exsalerate opportunities, we map the cross-reference field and flag any downstream job links that should be rebuilt in the destination project-management tool. |
Gotchas
What to watch for in Exsalerate migrations
Issues we've hit on past Exsalerate migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
WorkflowMax quote-to-opportunity linkage is not a standard CRM field
Exsalerate has no publicly documented bulk export or API endpoint
Colour-coded to-do tiles do not map to standard CRM task priorities
| Severity | Issue |
|---|---|
| Medium | WorkflowMax quote-to-opportunity linkage is not a standard CRM field |
| High | Exsalerate has no publicly documented bulk export or API endpoint |
| Low | Colour-coded to-do tiles do not map to standard CRM task priorities |
Leaving Exsalerate?
Where Exsalerate customers move next
12 destinations Exsalerate can migrate to.
How a Exsalerate migration works
Four steps, Exsalerate-specific
Connect
HTTP Basic Authentication over SSL — credentials passed with every request. No OAuth flow documented. into Exsalerate. Scopes limited to read-only on the data we move.
Map
We translate Exsalerate-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Exsalerate quirks before production.
Migrate
Full migration with Exsalerate rate-limit handling. Rollback available throughout.
FAQ
Exsalerate migration FAQ
Answers to the questions buyers ask most during Exsalerate migration scoping. Not seeing yours? Book a call.
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