Revolutionising Business Efficiency: The Journey of Continuous Improvement at Xapsys with ERP Integrated CRM & Workflow Systems

At Xapsys, we take pride in our commitment to continuous improvement. That’s why our dedicated team of UK developers is constantly seeking ways, big or small, to enhance our ERP integrated CRM and Workflow systems. In line with this ethos, we have recently introduced new user interface features that will help our clients work smarter and more efficiently.

One of the exciting additions is the ability to customize the “real estate” and “colour” of custom fields. This empowers businesses to tailor their CRM system to their specific needs and branding, ensuring a seamless user experience.

Furthermore, we understand the importance of collaboration in today’s business landscape. That’s why we have enabled companies to easily associate with each other or with an opportunity. For example, if there is a third-party supplier involved in supplying goods or services for a project, they can now be effortlessly linked within our system.

To further streamline workflow management, we have introduced a bulk update feature for activities. With just a simple click of the “Select” option, users can now update multiple activities simultaneously, saving valuable time and effort.

Lastly, we recognise the significance of seamlessly integrating different aspects of business operations. To facilitate this process, we have enhanced the file attachment functionality within opportunities. Now, files associated with an opportunity can be more easily attached to emails, promoting efficient communication and collaboration among team members.

At Xapsys, these UI enhancements are just one example of how we continuously strive to provide our clients with cutting-edge solutions that optimize productivity and efficiency while delivering superior customer service.