- Products
- CRM & Job Systems
Bridge the gap between jobs, clients, and operations.
Exsited connects your CRM and job management systems to the rest of your business — so quotes, jobs, and customer data flow without rework or missed steps.
Context & Problem
If your leads, jobs, or customer records live in one system — and your orders, POs, and invoices live in another — you’re wasting hours every week. Exsited keeps them in sync.
- Sync jobs, quotes, and client data from tools like HubSpot or simPRO
- Push updates to operations, inventory, or finance teams automatically
- Reduce handovers, miscommunication, and double data entry
Built for visibility across the full customer/job lifecycle
1. Client Record Sync
Sync contacts, companies, and tags across CRM and Exsited
2. Quote-to-Order Flow
Turn approved quotes or jobs into live orders with one click
3. Job Status Mapping
Reflect job status (e.g., “in field”, “awaiting parts”) inside Exsited
4. Custom Field Support
Map CRM/job custom fields into workflows or triggers
5. Multi-System Logging
View job history, linked POs, and approvals across platforms
6. Integration Templates
Built-in support for HubSpot, AroFlo, Salesforce, simPRO, ZohoCRM
From lead to job to invoice — one continuous flow.
Whether you run projects, services, or internal jobs, Exsited ensures client data, project updates, and operational records stay aligned.
Example scenarios:
- CRM quote → becomes an Exsited order → triggers inventory or PO
- Job marked complete in AroFlo → triggers invoice in Xero via Exsited
- Update to client address in CRM → syncs across finance + fulfilment
Exsited fits between your CRM and your ops.
Exsited connects directly with Shopify, Amazon, Square, HubSpot, Xero, and more — so order creation, fulfilment, and invoicing all stay in sync across your systems.
