Who Uses Exceed.ai?

Technology and financial companies that require human sales reps to close business who have a customer lifetime value of $1000 and above.

What Is Exceed.ai?

Exceed.ai platform helps marketing & sales teams to drive more pipeline from email, SMS & website visitors. Exceed AI Assistant works 24x7 alongside humans to ensures every lead is followed up with, nurtured, and qualified using two-way email, SMS & chat conversations.
When a lead is qualified and ready to talk to a human the assistant will automatically schedule a meeting for your reps.

Exceed automatically updates your CRM and marketing automation platform with the latest lead status

Exceed.ai Details

Exceed.ai

https://www.exceed.ai

Founded 2016

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Exceed.ai pricing overview

See pricing plans

Exceed.ai does not have a free version but does offer a free trial.


Starting Price

Not provided by vendor See pricing details

Pricing Details

Contact Exceed.ai for detailed pricing information.

Free Version

No

Free Trial

Exceed.ai deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Exceed.ai Features

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Billing & Invoicing
  • Booking Management
  • Calendar Management
  • Calendar Sync
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Confirmation/Reminders
  • Contact Database
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Employee Management
  • Event Calendar
  • Event Scheduling
  • Group Scheduling
  • Mobile Access
  • Multi-Location
  • Online Booking
  • Online Payments
  • Real Time Notifications
  • Real Time Reporting
  • Recurring Appointments
  • Reminders
  • Reporting & Statistics
  • Room Booking
  • SMS Messaging
  • Scheduling
  • Social Media Integration
  • Third Party Integrations
  • Website Integration

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  • Chatbot
  • Collaboration Tools
  • Communication Management
  • Content Management
  • Customer Segmentation
  • Customisable Branding
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Storage Management
  • Data Visualisation
  • Document Management
  • Drag & Drop
  • Engagement Analytics
  • For Healthcare
  • For Sales Teams/Organizations
  • For eCommerce
  • Machine Learning
  • Mobile App
  • Monitoring
  • Multi-Language
  • Multiple Data Sources
  • Natural Language Processing
  • Natural Language Search
  • Performance Management
  • Performance Metrics
  • Predictive Analytics
  • Process/Workflow Automation
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Search/Filter
  • Sentiment Analysis
  • Speech Recognition
  • Tagging
  • Third Party Integrations
  • Trend Analysis
  • Virtual Personal Assistant (VPA)
  • Visual Analytics
  • Workflow Management

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  • Chatbot
  • Code-free Development
  • Communication Management
  • Configurable Workflow
  • Contextual Guidance
  • Customer Database
  • Customer Experience Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customisable Branding
  • Drag & Drop
  • Email Management
  • Engagement Analytics
  • Feedback Management
  • For Developers
  • Intent Recognition
  • Knowledge Base Management
  • Lead Capture
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Language
  • Natural Language Processing
  • Natural Language Search
  • Performance Metrics
  • Pre-Configured Bot
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Reporting & Statistics
  • Reporting/Analytics
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  • Campaign Management
  • Campaign Segmentation
  • Chat/Messaging
  • Chatbot
  • Communication Management
  • Contact Database
  • Customer Database
  • Customer Experience Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customisable Branding
  • Customizable Fields
  • Data Import/Export
  • Email Automation
  • Engagement Analytics
  • Event Triggered Actions
  • Group Messaging
  • Human Handover
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Live Chat
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • One-to-One Messaging
  • Product Recommendations
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real-time Conversations
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • Social Media Integration
  • Surveys & Feedback
  • Template Management
  • Third Party Integrations
  • Video Chat

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  • Behaviour Tracking
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  • Chat/Messaging
  • Churn Management
  • Communication Management
  • Community Management
  • Content Creation
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  • Customer Database
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  • Customer Segmentation
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Email Management
  • Engagement Analytics
  • Event Triggered Actions
  • Feedback Management
  • Gamification
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Survey/Poll Management
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  • Video Support
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  • Workflow Management

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  • Campaign Segmentation
  • Click Tracking
  • Contact Database
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  • Customer Segmentation
  • Customer Surveys
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Triggered Actions
  • Image Library
  • Landing Pages/Web Forms
  • Lead Capture
  • List Management
  • Mailing List Management
  • Mobile Optimised Emails
  • Multi-Campaign
  • Multi-Channel Marketing
  • Real Time Analytics
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Spam Blocker
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  • WYSIWYG Editor
  • Web Forms

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  • Chat/Messaging
  • Click Tracking
  • Contact Database
  • Contact Management
  • Conversion Rate Optimisation
  • Conversion Tracking
  • Customer Segmentation
  • Customisable Templates
  • Customizable Fields
  • Customization
  • Data Import/Export
  • Drag & Drop
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Triggered Actions
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Multi-Campaign
  • Multi-Channel Marketing
  • Performance Metrics
  • Personalisation
  • Pipeline Management
  • Real Time Notifications
  • Reporting & Statistics
  • Sales Reports
  • Social Media Integration
  • Template Management
  • Third Party Integrations
  • Workflow Management

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  • Contact Management
  • Conversion Tracking
  • Customer Database
  • Customisable Branding
  • Customisable CTAs
  • Customisable Forms
  • Customization
  • Data Import/Export
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Distribution
  • Email Marketing
  • Email Tracking
  • Engagement Analytics
  • Event Triggered Actions
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Real Time Data
  • SMS Marketing Management
  • Sales Analytics
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Social Promotion
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Website Analytics
  • Website Visitor Tracking
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  • Contact Management
  • Content Delivery
  • Content Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Management
  • Document Storage
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  • Email Management
  • Email Templates
  • Engagement Analytics
  • For Sales Teams/Organizations
  • Goal Management
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  • Reporting & Statistics
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Exceed.ai Reviews for UK Users

Read all reviews

Overall rating

4.8/5

Average score

Ease of Use 4.8
Customer Service 5
Features 4.6
Value for Money 4.8

Review software

Share your experiences with other software buyers.

Write a Review!
Debbie S.
VP Sales and Marketing
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/07/2018

"Breakthrough product with a simple understandable value proposition"

Comments: Make sure every leads is worked followed up and nurtured
Hand over only qualified leads to your inside sales team
Remove repetitive error prone tasks your SDR and rep are performing.

Pros: Little downside using Exceed, since we use it to qualify and nurture our untouched leads.
Several days the product was up and running, it then take a few weeks to fine tune it. After that we were able to increase the number of qualified meetings on the reps calendar by 19%.

Cons: The concept of a virtual rep working you leads is new and it took us time to get used to it. One you get over that concept, it works like a charm.
Exceed.ai requires you SDRs to spend one hour a day on the system approving messages and editing responses when Exceed is unsure what to do.
Overtime Exceed virtual rep becomes smarter and the number of time it needs a rep involved goes down.
The one hour per day is worth the upside n the number of qualified leads in the pipeline

  • Reviewer Source 
  • Reviewed on 17/07/2018
Verified Reviewer
Marketing Manager
Transportation/Trucking/Railroad, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 28/03/2019

"The Most Powerful Software Currently Available, Great Customer Care"

Pros: Simply put, this is the most advanced software we were able to find. There are many AI software platforms, but what really pushed Exceed.AI into the forefront for our team was their exceptional customer service. Their reps took the time to learn and understand our company, our business model, and our goals. Then, they've walked with us through each step of the implementation and continue to monitor our usage to make sure our settings are optimized for our specific use case. They check in at least biweekly, even going as far as logging into our account to make tweaks at our request. They save us time, save us money, and go the extra mile to make sure they're on the same page as us.

Cons: The integration into our CRM system was a bit confusing - it's not readily clear how fields should be mapped. Their team helped out quickly, but ultimately we're still a little in the dark as to how they came up with those code names for each field of our CRM system. The software also has some preset limitations. It's not a wildly flexible platform, so don't try to reinvent the wheel. It's incredibly good at what it does, there's really not much need to venture far from the out-of-the-box functionality.

  • Reviewer Source 
  • Reviewed on 28/03/2019
Ruth B.
Marketing Manager
Telecommunications, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 14/01/2020

"Good Value AI Sales Assistant"

Comments: Exceed has enabled us to book more meetings than we would have otherwise, as contacts often respond to the fourth or fifth message. A human BDM would not have been so persistent. Even if a contact hasn't wanted to book a meeting, they now often give us feedback on why they are not interested, which is very valuable.

Pros: With Exceed, you can create an unlimited number of sequences, covering a whole range of use cases, making it good value for money. The support provided during the on-boarding process was also excellent.

Cons: Sometimes the product seems a little unpolished.

  • Reviewer Source 
  • Reviewed on 14/01/2020
Harold T.
COO
Construction, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 28/03/2019

"Excellent customer service, continual improvement"

Comments: We are solving the issue of website lead conversion and prequalification, which has lead to the benefit of a record number of prequalified leads for the sales reps.

Pros: I like that they are constantly working on improving their system based on customer feedback. Since using Exceed we've been able to significantly increase our website conversion rate, which has led to savings in marketing ad spend. Exceed has been able to pay for itself.

Cons: There are occasional bugs leading to downtime in the service, however they have made up for it by providing an appropriate discount on the related invoice.
Code is on the large side and not fully optimized for fast delivery that slows down the page load time.

  • Reviewer Source 
  • Reviewed on 28/03/2019
Jason B.
Sales Coordinator/Senior Account Manager
Financial Services, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/09/2019

"Easy to Use & So Worth It!"

Comments: It has given us the ability to reach thousands of prospects across the U.S. without having to hit the phones all day. We have closed many accounts, including several large ones! I am looking forward to seeing what else they roll out in 2020!!

Pros: Hadas and the rest of the team are always so quick to respond to any question or need we may have! They always keep us updated on changes or improvements made in the software. What I love most is Exceed is so EASY to use.

Cons: The CSVs are time consuming prior to uploading into the software, but it is unavoidable on our end and essentially has nothing to do with Exceed.

  • Reviewer Source 
  • Reviewed on 24/09/2019