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Exa for sales teams

A CRM your reps actually use — and numbers managers can trust.

Most CRMs fail because reps avoid them. Exa is fast enough to keep up with a sales floor, with routing, forecasting and rep analytics built in for managers.

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  • Round-robin routing
  • Roles that match your org
  • Forecasts and rep performance
  • Rotting-deal alerts
A sales manager leading a morning stand-up with four reps in an open office

The problem

Sound familiar?

What gets in the way for sales teams — and what Exa is built to fix.

Reps avoid data entry

Slow, cluttered CRMs mean deals get updated on Friday afternoon — if at all.

Leads aren't distributed fairly or fast

Manual assignment slows response time and creates friction between reps.

Forecasts are based on hope

Without probabilities and activity signals, managers can't trust the number.

A day with Exa

What a better day looks like for sales teams

  1. 8:30 AM

    Stand-up with real numbers

    Pipeline value, the weighted forecast and win rate are ready before anyone opens a spreadsheet.

  2. 9:05 AM

    Fair, fast routing

    New leads are assigned round-robin and the new owner gets a task to respond.

  3. 12:00 PM

    Stalled deals surface

    Rotting alerts flag deals that sat in a stage too long, before they go cold.

  4. 2:30 PM

    Coaching with context

    Rep performance shows leads, conversions, revenue and activities for any date range.

  5. 5:00 PM

    Nothing overdue slips

    Overdue tasks escalate to a manager automatically.

A sales manager coaching a sales rep one-on-one at a desk

How Exa helps

Workflows built for sales teams

1

Round-robin routing

New leads are assigned automatically across reps, and every assignment is visible in the timeline.

2

Roles that match your org

Owner, admin, manager, rep and viewer roles control who can see, edit, export and run automations. Reps see their own and unassigned records.

3

Forecasts and rep performance

Weighted pipeline, revenue forecast by month, funnel conversion and rep leaderboards — filtered by any date range.

4

Rotting-deal alerts

Each stage can flag deals that haven't moved in a set number of days, so nothing stalls unnoticed.

Example pipeline

A pipeline that speaks your language

Start from stages sales teams actually use. Rename, reorder or add stages any time.

  1. Stage 1New
  2. Stage 2Discovery
  3. Stage 3Demo
  4. Stage 4Proposal
  5. Stage 5Negotiation
  6. Stage 6WonWon
  7. Stage 7LostLost

Example automations

Set it up once. Let it run.

Each example uses Exa's built-in triggers and actions. Turn them on as-is or tweak them — or ask the AI assistant to build them for you.

Route and respond

When

New lead is created

Then

  1. Assign owner round robin
  2. Create a call task due in 1 hour

Proposal follow-up

When

Deal moves stage (to "Proposal")

Then

  1. Wait 3 days
  2. Create a follow-up task for the owner

Overdue task escalation

When

Task becomes overdue

Then

  1. Notify the record owner
  2. Notify admins

Text messages are only sent to people with SMS consent and wait for your quiet hours to end.

Ask the AI

Questions sales teams ask every day

Ask in plain English. The assistant answers from your data and asks before it changes anything.

  • “How is the team performing this month?”
  • “Compare revenue this quarter vs last”
  • “Which deals are stalled?”
  • “What is my revenue forecast?”

Custom fields

Track what matters to you

Add custom fields to leads, contacts, companies and deals — text, numbers, currency, dates, yes/no, dropdowns and more. Teams like yours often track:

  • Seats
  • Contract length
  • Decision maker
  • Competitor

Learn more

Guides and data for sales teams

FeaturesGuide

Lead routing and round-robin assignment

How to route new leads to the right rep fast: round-robin, territory and source rules, after-hours and unassigned leads, and measuring response by rep.

7 min readRead FeaturesGuide

Sales forecasting for small teams

A practical guide to sales forecasting for small teams: the weighted pipeline method with a worked example, historical win rates, scenarios and common mistakes.

7 min readRead FeaturesGuide

CRM roles and permissions: who should see what

How to design CRM roles, set record ownership and visibility, apply least privilege, offboard people safely and use audit logs to see who changed what.

7 min readRead Sales statisticsOctober 14, 2026

Sales statistics: data every small team should know

34 verified sales statistics on prospecting, follow-up, buyer behavior, rep productivity and AI, each with its source, year and sample.

7 min readRead

FAQ

Exa for sales teams: common questions

Short answers for sales teams weighing up Exa.

Still have questions?

Start a free trial and see Exa with your own leads and pipeline, or email our team.

Start free trial Email us
Can Exa assign leads round-robin?

Yes. An automation can assign new leads round-robin across your reps and create a follow-up task for the new owner.

Can reps see each other's deals?

Not by default. Reps see records they own or that are unassigned; managers and admins see more, based on their role.

How does Exa forecast revenue?

Exa rolls deal values and stage probabilities into a weighted pipeline and a monthly forecast showing won, weighted and best case.

Can the AI assistant see data a rep shouldn't?

No. The assistant respects each user's role and permissions, so it only works with records that user can see.

More industries

Exa works across industries

Built for sales teams. Ready today.

Set up your workspace in minutes, import your leads from a CSV and let Exa handle the follow-up.

Start free trial