Order with your potential customers, without the fuss
Contacts, companies and deals with their fit, stages tailored to you, the pro forma and packing list in one click and the creditworthiness of each customer. The AI drafts emails and LinkedIn messages with everything you know about each customer, ready to send from your own email. Coming soon: emails that go out on their own from your mailbox.
How it works
Your contacts come in
From searches, trade shows or your own database.
You move them through stages
A visual board with the real status of each customer.
Nothing slips
Tasks and reminders on every deal.
In detail
Real export terms
Every deal carries Incoterm 2020 with its port ("FOB Valencia"), payment terms (letter of credit, advance, 30/60/90 credit) and the show of origin when relevant. Not a generic CRM with extra fields.
Stages with minimums, and with your names
New, Contacted, Qualified, Proposal, Won, Lost. Each stage requires minimums to enter, so the funnel does not fill with empty deals. You can rename them to what your team calls them and hide the ones you do not use.
The AI drafts, you decide how it goes out
Emails and LinkedIn messages — one, a sequence of three, or in bulk for several contacts — written with everything on the record: notes, enrichment, deals and custom fields. Today you review them and send them from your own email, never from an Exporta domain; coming soon, emails will also be able to go out on their own from your mailbox, during the recipient’s office hours, with a daily cap, stopping as soon as they reply or unsubscribe. It never sends anything or changes any data without your confirmation.
Your figures, your way
Configurable cards at the top of the CRM: weighted sales forecast, amount won, open deals, overdue tasks… And every contact and company carries its fit, with the five criteria in sight.
Pro forma and packing list, in one click
Every deal, company and contact keeps its documents: order, pro forma, bill of lading, certificates… From the deal you generate the pro forma and the packing list as PDF, in Spanish, English, French or Portuguese, with no Exporta branding and with the bank details each country asks for (IBAN, ABA, CLABE…). And the AI reads a document and reviews it for you: correct, to review or at risk.
Will they pay? Creditworthiness and country risk, free
On every company record, the risk of its country (OECD and World Bank) and what public registries say where they exist — the European VIES, GLEIF and those of Brazil, Colombia, Argentina, France or Norway. If a customer’s situation gets worse, it alerts you. And you can ask Xport about it.
What it includes
What it costs in credits
The price is shown before anything runs. If an action fails, you get the credits back.
Frequently asked questions
Connect it. On Business, every company and every contact that comes into or changes in Exporta.ai reaches HubSpot, Pipedrive, Salesforce or Clientify on its own, without duplicating what was already there. It goes one way only, and deals do not travel. On any plan you can also upload your CRM’s export as it is — we recognise its columns and its stages — and from Pro export to Excel or CSV with the columns their importer recognises.
Every opportunity, company and contact has its own documents section: order, pro forma, invoice, packing list, bill of lading, certificates… as PDF, image, Excel, Word or CSV files of up to 25 MB, each with its type and number. From the deal you can also generate the pro forma and the packing list as PDF. For everything else, paste the link to Drive, OneDrive, SharePoint or Dropbox and your documents stay where they already were.
No. The entire CRM — stages, tasks, notes, reminders, figure cards, import and export — is free and unlimited on any paid plan. Only AI actions, such as drafting an email or enriching a contact, have a price.
Bring order to your international prospecting
Start free, no card. Every paid plan includes the tools.