Features
Everything you need to sell. Nothing you don't.
Leads, pipelines, quotes and invoices, conversations, scheduling, automation, analytics and AI — in one fast, focused CRM.
Leads, contacts & companies
Every lead in one place — scored, deduplicated and attributed
Add a lead in one click from anywhere, or bring your whole list over from a spreadsheet. Exa tells you where each lead came from and how warm it is.
- One-click quick-add and inline editing
- CSV import with column mapping, including custom fields
- Live duplicate detection by email, phone and name — plus merge
- Explainable lead scoring that shows the factors behind each score
- Source attribution with UTM parameters and click IDs
- Custom fields, tags, notes, pinned notes and attachments
- Convert a lead into a contact, company and deal in one step
- Complete activity timelines for leads, contacts, companies and deals
Guides:Lead managementLead scoringContact managementDuplicate records in your CRM
Pipelines & deals
A Kanban pipeline that keeps deals moving
Drag and drop deals through stages you define. Values, probabilities and owners roll up into totals and a weighted forecast.
- Multiple pipelines with custom stages and colors
- Deal values, stage probabilities and weighted totals
- Ownership, expected close dates and lost reasons
- Rotting alerts when deals sit in a stage too long
- Won and lost stages close the deal automatically
Guides:Sales pipeline managementSales forecasting for small teams
Quotes & invoices
Quotes customers sign online. Invoices you can track to paid.
Build a quote from your price book, send it as a branded PDF with a link your customer can open on any device, and turn it into an invoice the moment they accept.
- Price book of products and services, plus tax rates with a default
- Quotes with line items, discounts and tax, sent by email, SMS or WhatsApp
- A hosted customer page to view, download the PDF, accept with a typed-name e-signature or decline
- Accepted quotes can mark the deal won automatically and convert to an invoice in one click
- Invoices with due dates, payment terms and automatic overdue tracking
- Record full or partial payments; your payment instructions show on the invoice page
- Quote, invoice and payment events for automations and webhooks, such as overdue reminders
- QuickBooks Online sync: customers, invoices and payments go to QuickBooks, and payments recorded there update the invoice balance
Exa doesn’t process card or ACH payments — customers pay you the way they do today, and you record the payment or sync it from QuickBooks Online.
Guides:Quote softwareInvoicing in your CRMQuickBooks CRM integration
See the QuickBooks Online integrationUnified inbox
Email, SMS, WhatsApp and calls — one inbox
Every conversation is threaded per contact, with the full history on their timeline. Reply on the channel they used, or start a new one.
- Two-way email, SMS and WhatsApp messaging
- Call history with AI transcripts, recordings and summaries
- Templates with merge tags and saved replies
- Assign, snooze and close conversations; filter by mine or unassigned
- AI-suggested replies based on the conversation
- Consent, opt-outs and quiet hours enforced on every send
Guides:Unified inboxBusiness textingWhatsApp CRMSales email templates with merge tags
Calendar & tasks
Tasks, reminders and appointments that never slip
See what is due today, what is overdue and what is booked — in one calendar alongside your Google Calendar.
- Tasks with types, priorities, due dates and reminders
- Appointments with availability slots and double-booking protection
- Two-way Google Calendar sync
- Private iCalendar (ICS) feed for Apple Calendar, Outlook and more
- Follow-up scheduling from any lead, contact or deal
Guides:Appointment scheduling for sales teamsSales task management
Forms & widgets
Lead capture forms you can embed anywhere
Build a form, paste one snippet on your website and every submission becomes a lead — attributed, tagged, assigned and ready for follow-up. (The contact form on this site is an Exa form.)
- Text, email, phone, select, number, checkbox and consent fields
- Map fields to lead properties or custom fields
- Captures page URL, referrer, UTM parameters, gclid and fbclid
- Per-channel consent checkboxes with stored evidence
- Honeypot spam protection and rate limiting
- Auto-tagging, assignment and form.submitted automations
Guides:Lead capture formsLead source tracking with UTM parameters
<div data-exaclose-form="frm_••••••••"></div>
<script
src="https://api.exaclose.com/api/v1/public/forms/frm_••••••••/embed.js"
async></script>Automations
Simple automations for the follow-up you keep forgetting
Triggers, conditions and actions — no flowchart degree required. Start from a recipe or ask the AI assistant to create one.
- 25 triggers: lead, deal, task, appointment, message, call, form, quote, invoice and payment events
- Conditions on status, source, score, value, tags, custom fields and message content
- Actions: send messages, create tasks, assign owners, notify, move stages, update fields, tag, wait, webhooks and AI calls
- Every run logged step by step
- Quiet hours respected — messages wait until the window opens
Guides:Sales automationLead routing and round-robin assignment
Analytics
Know your numbers without building reports
A dashboard and reports that answer the questions owners and managers ask every week, filtered by any date range.
- KPIs: new leads, pipeline value, weighted pipeline, revenue, win rate and more
- Revenue forecast by month (won, weighted and best case)
- Funnel conversion from lead to won deal
- Rep performance: leads, conversions, revenue, activities
- Lead source performance and conversion rates
- Billing snapshot: outstanding, overdue and collected
AI assistant
An assistant that knows your pipeline
Ask questions, get charts, summarize deals and draft replies. When the assistant wants to change something, it asks first.
- Natural-language questions and analytics with charts
- Lead and deal summaries with highlights, risks and next steps
- Action hub with next best actions for your day
- Creates tasks, notes, leads, messages, appointments and automations — after you confirm
- Answers billing questions like “Which invoices are overdue?” and drafts quotes when you confirm
- Respects your role and permissions
Guides:AI CRMAI receptionist
Explore the AI assistantMobile apps
Your CRM in your pocket — iOS and Android
Work leads between appointments, reply to texts from the truck and update a deal before you leave the driveway.
- Native apps for iPhone and Android
- Leads, pipeline, inbox, tasks and AI on the go
- Same account, same data, same permissions
Guides:Mobile CRM
- Coming sooniOS
- Coming soonAndroid
API & webhooks
Built API-first
Everything in Exa runs on a documented REST API. Connect lead sources, sync with your data warehouse or trigger your own workflows.
- Server-to-server lead API with scoped, hashed API keys
- Outgoing webhooks for CRM events, signed with HMAC-SHA256
- Automatic retries with backoff and delivery logs
- Audit log of changes across the workspace
Guides:CRM API and webhooks
curl -X POST https://api.exaclose.com/api/v1/external/leads \
-H "Authorization: Bearer exa_••••••••" \
-H "Content-Type: application/json" \
-d '{
"name": "Maria Lopez",
"email": "[email protected]",
"phone": "+15552013344",
"source": "partner",
"tags": ["referral"],
"consent": ["email"]
}'CRM guides
Go deeper
Plain-English guides to every feature and the sales process behind it.
CRM evaluation: how to choose the right CRM
A practical CRM evaluation guide: the features to require, a checklist, a six-step process and a weighted scorecard for comparing your shortlist.
7 min readRead FeaturesGuideLead scoring: how to prioritize the leads that close
How lead scoring works, how to build a simple points model from fit and engagement signals, and how to keep scores explainable and fair.
7 min readRead FeaturesGuideSales pipeline management: a practical guide
How to manage a sales pipeline: stages with exit criteria, stage probabilities, deal values, stalled-deal alerts, a weekly review agenda and key metrics.
7 min readRead MessagingGuideBusiness texting: two-way SMS for sales teams
When to text, call or email, how consent and quiet hours work, reply etiquette, SMS templates and what 10DLC registration means for sales teams.
7 min readRead AI & automationGuideAI CRM: what AI can (and can't) do for your sales team
A practical look at AI in a CRM: answering questions, summaries, next best actions, drafting and calls, plus confirmations, permissions and privacy.
7 min readRead AI & automationGuideSales automation: what to automate and what not to
How sales automation works (triggers, conditions, actions), 10 recipes for small teams, the guardrails that keep it safe and what to keep human.
8 min readRead