Close more deals with fewer clicks.
Exa is the simple, fast, AI-powered CRM for closers, realtors, contractors, home services, agencies and sales teams. Capture every lead, reply on every channel and let AI handle the busywork.
On the web today · mobile apps coming soon
- Coming sooniOS
- Coming soonAndroid
Built for teams that sell for a living
One workspace, first touch to closed deal
See every deal. Know what to do next.
A clean sidebar — Home, Leads, Pipeline, Inbox, Calendar, Analytics, AI, Settings — with global search, quick-add and inline editing everywhere. No maze of menus.
Drag, drop, done
Move deals between stages in one motion. Won and lost stages close the deal and log it to the timeline.
Weighted forecast
Stage probabilities turn your open pipeline into a weighted forecast you can actually plan around.
Nothing stalls quietly
Set a rotting threshold per stage and deals without activity are flagged before they go cold.
Everything you need, nothing you don't
The whole sales workflow in one simple app
From new lead to won deal to signed quote and invoice — capture, follow-up, pipeline, quoting, communication and reporting, without the configuration overhead.
Leads & contacts
One-click lead creation, CSV import, custom fields, tags, notes, attachments, lead scoring and duplicate detection.
Learn moreVisual pipelines
Drag-and-drop Kanban with custom stages, deal values, probabilities, owners and alerts for deals that stall.
Learn moreQuotes & invoices
Quotes from your price book that customers sign online, one-click invoices with overdue tracking, and QuickBooks Online sync.
Learn moreUnified inbox
Email, SMS, WhatsApp and call history in one place, with templates, saved replies and assignments.
Learn moreCalendar & tasks
Tasks, reminders and appointments with availability, double-booking protection and Google Calendar sync.
Learn moreForms, API & webhooks
Embeddable lead capture forms that record source, UTM parameters and consent, plus a REST API and HMAC-signed webhooks.
Learn moreAutomations
Triggers, conditions and actions for follow-ups, assignments, notifications and stage changes.
Learn moreAnalytics
Revenue forecast, funnel conversion, rep performance and lead sources for any date range.
Learn moreiOS & Android apps
Check leads, reply to messages and move deals from anywhere — your CRM fits in your pocket.
Learn moreAI that closes
Ask your CRM anything. Then let it do the work.
The Exa assistant has secure, workspace-scoped access to your leads, deals, tasks, conversations and analytics — and the same permissions you do.
Ask questions in plain English
"Which leads are most likely to close?" "What did I earn this month?" "Who needs follow-up?"
Answers with charts and records
Replies include charts, funnels and links straight to the leads and deals they mention.
An action hub for your day
Prioritized next best actions: replies waiting on you, uncontacted leads, upcoming appointments and stalled deals.
Confirmation before changes
Creating tasks, moving deals, sending messages or building automations always waits for your OK.
Communications
Every conversation in one inbox
Calls, texts, WhatsApp and email land on one timeline per contact. Assign conversations, reply from templates and let AI suggest the next message.
AI voice receptionist
Vapi-powered voice agents answer inbound calls, qualify leads, book appointments and save transcripts, recordings and summaries.
WhatsApp Business
Two-way messaging over the WhatsApp Business Cloud API, with approved templates and the 24-hour window handled for you.
SMS
Two-way texting through your Twilio number, with consent checks, quiet hours and STOP/HELP keywords built in.
Send and receive email from the same inbox via SMTP or Postmark, with templates, merge tags and unsubscribe handling.
Automation
Follow-up that runs itself
Pick a trigger, add conditions and chain actions. Start from a ready-made recipe in one click — or just ask the AI to build it for you.
- 25 CRM triggers
- New leads, stage moves, won and lost deals, form submissions, inbound messages, completed calls, accepted quotes, overdue invoices, inactivity and more.
- Actions that matter
- Send messages, create tasks, assign owners, notify the team, move stages, update fields, tag, wait, call a webhook or place an AI call.
- Speed-to-lead text
- 3-day follow-up
- Celebrate won deals
- Stale lead nudge
Industries
Made for the way you sell
Pipelines, automations and AI prompts tailored to your business, ready on day one.
High-ticket closers
Every booked call followed up. Every offer tracked to the close.
Learn moreRealtors
Answer every inquiry first. Nurture every buyer until they're ready.
Learn moreContractors
Win more bids without chasing every estimate by hand.
Learn moreLawn care & home services
Quote faster, book more visits and keep customers coming back every season.
Learn moreAgencies
Deliver leads your clients can see, follow up on and attribute.
Learn moreSales teams
A CRM your reps actually use — and numbers managers can trust.
Learn moreIntegrations
Connects to the tools you already use
- Vapi AI voice
- WhatsApp Business Cloud API
- Twilio SMS
- Postmark
- SMTP email
- Google Calendar
- iCalendar (ICS) feed
- QuickBooks Online
- Claude by Anthropic
- Signed webhooks
- REST API
- CSV import & export
- Embeddable forms
Security & compliance
Compliance built in, not bolted on
Messaging rules are enforced server-side on every send — by people, automations and the AI alike.
Consent per channel
Email, SMS, WhatsApp and call consent is stored on every lead with its source and evidence.
STOP handling
STOP, START and HELP replies update consent automatically. Opted-out numbers are blocked server-side.
Quiet hours
Texts and calls aren't placed during your quiet hours in the recipient's time zone. Automations wait.
Audit logs
Creates, updates and deletes are logged with old and new values, user, IP address and user agent.
Encryption
Integration credentials, calendar tokens and webhook secrets are encrypted at rest. API keys are stored hashed.
Role-based access
Owner, admin, manager, rep and viewer roles. Reps only see records they own or that are unassigned.
FAQ
Questions, answered
Straight answers about how Exa works. Can't find yours? Email us.
Still have questions?
Start a free trial and see Exa with your own leads and pipeline, or email our team.
What is Exa?
Exa is an AI-powered CRM for businesses that sell — closers, realtors, contractors, home services, agencies and sales teams. It combines leads, pipelines, quotes and invoices, a unified inbox, calendar, automations, analytics and an AI assistant in one simple app on the web, iOS and Android.
How is Exa different from GoHighLevel, Pipedrive or Attio?
Exa focuses on doing the core of selling extremely well with as few clicks as possible: a clean sidebar, quick-add everywhere, inline editing and an assistant that can answer questions and take action. You get the communication channels and automation small businesses need without a maze of menus.
Can the AI change my data without asking?
No. The assistant can read your CRM data (within your permissions) to answer questions, but anything that changes data — creating a lead or task, moving a deal, sending a message, booking an appointment or creating an automation — is proposed as an action card that you confirm or cancel.
Can I send quotes and invoices?
Yes. Build quotes from your price book with line items, discounts and tax, then send a branded PDF and a link where the customer can accept with a typed-name e-signature or decline. Accepted quotes convert to invoices in one click, with due dates, overdue tracking and your payment instructions. You record full or partial payments as they come in — Exa doesn't process card or ACH payments.
Does Exa work with QuickBooks?
Yes, with QuickBooks Online. Connect with your Intuit sign-in and Exa syncs customers, invoices and payments to QuickBooks; payments recorded in QuickBooks sync back and update the invoice balance. QuickBooks Desktop and Xero are not supported.
Do I need my own Twilio, WhatsApp or Vapi account?
Yes. You connect your own provider accounts in Settings → Integrations, so your numbers, templates and voice assistants stay yours, and usage is billed by each provider directly.
Can I import my existing leads?
Yes. Upload a CSV, map columns to fields (including custom fields) and choose whether duplicates are skipped, updated or created. Import progress and row-level errors are shown as it runs.
Is there a mobile app?
Yes — Exa has apps for iOS and Android so you can work leads, reply to messages and update deals on the go.
How do you handle texting compliance?
Consent is tracked per channel, STOP/START/HELP keywords are handled automatically, quiet hours are enforced, and WhatsApp opt-in and template rules are applied server-side. You remain responsible for how you use messaging — see our guide to TCPA-friendly texting.
Close more deals with less busywork
Set up your workspace in minutes, import your leads from a CSV and let Exa handle the follow-up.