# eXert CRM Reviews
**Vendor:** eXerterp  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 2
## About eXert CRM
eXert CRM software is designed on the basis of the current lifestyle and trending of the target audience and demographics.




## eXert CRM Reviews
  ### 1. Awesome service and CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris E. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 22, 2022

**What do you like best about eXert CRM?**

I truly enjoy how easy this is to keep my business together

**What do you dislike about eXert CRM?**

no major complaints. Im not tech savvy and it was easy

**What problems is eXert CRM solving and how is that benefiting you?**

Keeping my life and business organized

  ### 2. Affordable CRM

**Rating:** 3.0/5.0 stars

**Reviewed by:** Sourav H. | Junior Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

**What do you like best about eXert CRM?**

The pricing model is unique, can be a potential choice among strong competitors. Ideal for small and mid-size companies. Maintenance is on the lower side with data security protocols in place

**What do you dislike about eXert CRM?**

Developer community is relatively small which can be a major setback.
Resources and debug tools are limited
Website can be enhanced with respect to user interface

**What problems is eXert CRM solving and how is that benefiting you?**

Track sales data and provide a holistic view of configurable time frame through dashboards. Customer service can also be orchestrated and monitored through eXert CRM


## eXert CRM Discussions
  - [What is eXert CRM used for?](https://www.g2.com/discussions/what-is-exert-crm-used-for)

- [View eXert CRM pricing details and edition comparison](https://www.g2.com/products/exert-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-29+14%3A23%3A46+-0500&secure%5Bsession_id%5D=16204f6c-1f8d-4ad7-b452-5c6563fd05b5&secure%5Btoken%5D=c39e1b169aa0dec6721d5c67a1368edb0ae771bda2b3da66eeceab413d916458&format=llm_user)

## eXert CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top eXert CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,608 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,153 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,206 reviews)