Exact for CRM
Claim ProfileExplore product information, features, pricing, and buyer feedback.
Decision Snapshot
Exact for CRM Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
Your Exact for CRM experience can help other buyers
Used Exact for CRM? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.
Reviews are published after SoftwareWorld moderation.
Write a Review
Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Exact for CRM Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Sponsored Products
Explore Similar Software
Discover sponsored software products relevant to Exact for CRM and its buyer use cases. Review product fit, trial availability, and other profile signals before visiting a vendor website.
Sponsored placements are paid positions and do not influence Exact for CRM profile information, SoftwareWorld’s editorial assessment, or user reviews.
Sponsor
Sponsor
Sponsor
Category-Based Capabilities
Exact for CRM Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Construction CRM Software 24 selected features Open category ↗ ⌄
Project Management
Data Import/Export
Scheduling
Quotes/Estimates
Activity Tracking
Document Management
Job Costing
Buyer Management
Warranty Tracking
Calendar Management
Collaboration Tools
Client Tracking
Contract/License Management
Task Management
Change Order Management
Communication Management
Contact Management
Project Tracking
Subcontractor Management
Sales Pipeline Management
Email Marketing
Bid Management
Lead Management
Procurement Management
Healthcare CRM Software 30 selected features Open category ↗ ⌄
Patient Communications
Alerts/Notifications
Self Service Portal
Records Management
Social Media Integration
Patient Management
Document Management
Predictive Analytics
Lead Management
Live Chat
Forms Management
Physician Management
Contact Management
Client Portal
Forecasting
Chat/Messaging
Appointment Management
Task Management
Referral Tracking
Medical History Records
Campaign Management
Marketing Automation
Calendar Management
Automated Scheduling
Audience Targeting
Email Management
HIPAA Compliant
Multi-Location
Pipeline Management
Billing & Invoicing
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
Pricing Information
Exact for CRM Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Frequently Asked Questions
Exact for CRM FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Exact for CRM is a Customer Relationship Management Software designed to help businesses manage and enhance customer relationships. The platform provides a range of tools for managing contacts, sales opportunities, and customer interactions. Exact for CRM allows businesses to track customer data, including contact details, communication history, and purchase behavior, helping sales teams provide personalized service. The software includes automation features, such as lead scoring, follow-up reminders, and email campaigns, to streamline sales processes and improve efficiency. Exact for CRM also offers analytics tools that provide insights into sales performance, customer trends, and marketing effectiveness, allowing businesses to make informed decisions. The platform integrates with other business systems, such as accounting and marketing software, to create a unified customer experience. With its user-friendly interface and powerful CRM features, Exact for CRM helps businesses build stronger relationships with customers, increase sales, and drive long-term growth.
- Yes, Exact for CRM offers a free version.
- Yes, Exact for CRM offers a free trial.
- No, Credit Card details are not required for the Exact for CRM trial.
- No, Exact for CRM does not offer an API.
-
Exact for CRM offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum
-
Exact for CRM offers training with the following options:
- In-person , Live Online , Webinar , Documentation , Videos
-
Exact for CRM supports the following languages:
- English
-
Following are the typical users of the Exact for CRM:
- Self-Employed , Small-Business , Midsize-Business
-
Exact for CRM supports the following deployment:
- Cloud Hosted , On-Premise
-
Exact for CRM supports the following devices and operating systems:
- Web-Based , iPhone , Android , Windows
Are you an authorized Exact for CRM representative?
Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.
Get Expert Help