Exact

By Exact

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Exact for CRM is a comprehensive Customer Relationship Management (CRM) solution developed by Exact, designed to assist businesses in managing and enhancing their customer relationships effectively. This software integrates seamlessly with other Exact products, notably Exact Globe and Exact Synergy, providing a unified platform that consolidates financial, relational, and operational data.

Exact for CRM serves as a centralized repository for all customer-related information, enabling organizations to streamline their sales processes, improve customer interactions, and gain valuable insights into their business relationships. By maintaining a single source of truth for customer data, businesses can ensure that all departments have access to up-to-date and accurate information, fostering collaboration and informed decision-making.

The software offers robust tools for sales management, allowing users to create and maintain sales opportunities, manage pipelines, and generate accurate sales forecasts. Dashboards provide real-time insights into sales performance, enabling managers to identify successful segments and areas needing improvement. Additionally, the ability to create and process quotes directly within the CRM streamlines the sales cycle, reducing delays and potential errors.

Marketing teams benefit from Exact for CRM's capabilities by utilizing standard marketing fields on client cards and advanced customization options. The software supports the creation and processing of campaigns, integration with email marketing solutions, and the ability to analyze customer acquisition costs. These features enable targeted marketing efforts and a better understanding of return on investment.

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Page Last Updated On June 18, 2025

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