Kies een ander land of andere regio als je de producten en prijzen voor jouw locatie wilt zien.

Nederland Choose another country or region
Ga door

Exact CRM converts sales opportunities into deals

Do you want to increase the strength of your sales organization? Do you put your customer first and is lasting relationships part of your business strategy? Then a good CRM system can not be missed.

Features & prices

Have any questions about our packages? Check out our FAQ page.

 

Basic

Free

Included as standard in all editions of Exact Online.

Ultimate

Price on request Request a quote
Request a demo

Top features

Features
  • Maintaining accounts and contacts
  • Sales opportunity management: pipeline & sales forecast dashboards
  • Creation and processing of quotes
All features of Basic
  • Ability to link contact person to multiple clients
  • Workflow based on activities
  • Integration with Microsoft Office

Features

Creation and modification of accounts and contacts
Use of activities/requests
Email storage
Social media integration
Google Maps integration
BCC integration
Ability to merge email with account and contact
Mother/child relationship between clients
GDPR – anonymisation of personal information (accounts, contacts, employees and users)
Ability to link contact person to multiple clients
Ability to create contacts without account
Flexible adjustment of screens and activities (e.g. blank fields, mandatory fields, drag & drop information blocks)
Role-based rights for modifying client contacts
Ability to merge Word with account and contact
Workflow based on activities
Integration with Microsoft Office calendar, Word, Excel

Sales features

Creation and maintenance of sales opportunities
Sales opportunity management: pipeline & sales forecast dashboards
Creation and processing of quotes
Ability to merge Word with quotes
Document version management
Integration between quote and sales opportunity process
Integration between sales opportunities, quotes and project management process, sales order and sales invoice (promotion of quote to project, sales order or sales invoice).
Sales opportunity management: Workflow-based phase approval
Sales opportunity management: Multiple sales opportunity cycles
Sales opportunity management: Multiple turnover distribution (including split on product (group) turnover, consultancy turnover & service turnover)

Marketing features

Standard marketing fields on client card (e.g. sector, sub-sector, source)
Advanced use of blank fields on client and contact cards
Creation and processing of campaigns where contacts, documents and activities/requests can be registered
Integration with email marketing solution(s)

CRM app

View clients, contacts, sales opportunities, documents and activities/requests
Process clients, contacts, sales opportunities, documents and activities/requests
Create clients, contacts, sales opportunities, documents and activities/requests
'Nearby' function, including card
Insight into employees
Document overview and creation
Request overview and creation
Available for Android (smartphone/tablet)
Available for iOS iPhone
Available for iOS iPad
Available for Windows 10 (smartphone/tablet/desktop)

Deployment options

A fast, secure Exact cloud solution that evolves with your business. Scalable solution in the Exact Cloud or your own cloud, or an on-premise solution.

FAQ

Do you have any questions about our packages and/or specific Exact functions?
Our FAQ list has the answers you need.

No trial subscription is available for Exact for CRM. You may, however, request an online demo. Your questions will be answered directly by a specialist.

It is entirely up to you. You can cancel your Exact for CRM subscription on a month-by-month basis.

During implementation of the Ultimate edition, the consultant will decide which data should be imported and how this will be performed.

Exact applies strict security measures. All data from our cloud products is stored in a data centre managed by Amazon Web Services in Ireland. Everything is stored in an encrypted format, with no involvement from anyone – not even when making an emergency back-up. In addition, all Basic, Advanced and Premium accounts have been protected through two-step verification since 25 May 2018 (GDPR). You can opt for Exact Cloud or On Premise with the Ultimate edition. Exact Cloud has been awarded ISAE 3402 Type II certification. This safeguards the security and continuity of our framework, making the Exact Cloud a secure, future-proof choice.

A range of apps is available for Exact for CRM on iOS, Android and Windows 10. These apps are available specifically for CRM or HRM. A general app is also available that contains all information, documents, workflows and even a social timeline.

Business software

Consultants help you get off to the perfect start

Our consultants are Exact experts. It's their job to ensure you get the most out of your business software. They share their product knowledge, offer specific advice and help you set up the software.

EN Select your country