What are tailored CRM & workflow solutions?

Xapsys tailored CRM & workflow solutions go beyond basic customisation to make the system and its features fit your unique business processes.

Who needs a custom/tailored CRM system?

A customised CRM system will be a better fit for most businesses versus an off the shelf solution. It is more efficient and easier to implement a system tailored to your business.

How does Xapsys custom CRM & workflow solutions help businesses to grow?

A custom CRM, Workflow and planning system is often easier and more efficient for users as unused features and required fields do not get in the way and disrupt your way of working. In addition, our ERP integrated solutions provide instant real time data and remove double data entry across multiple systems enabling your teams to work smarter and faster to spend more time meeting customer requirements and business targets.

Is there any training required to use customised business software?

Employee training is key to ensuring you get the most from your CRM system. Xapsys will help with training and implementation during installation at no extra cost.

How much do Xapsys custom development services cost?

Basic customisations to suit your way of working are included when you sign up for Xapsys CRM however custom feature developments are designed and created for you at an hourly rate with no added maintenance costs. See our pricing page for more details.

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CRM for Sage

Powerful Sage Connector

Elevate your business to new heights by effortlessly connecting your Sage 50 or Sage 200 accounts solution with Xapsys CRM. Unlock live business intelligence and boost sales efficiency for maximum potential!

Fast Access to Live Data

Xapsys empowers your teams by giving them quick access to vital information. With our platform, users can easily track live Key Performance Indicators (KPIs), swiftly find specific customers, thoroughly review all interactions, and instantly access financial records, including invoices, orders, quotations, and transaction details. This comprehensive tool will boost your team’s efficiency and productivity, ensuring they have the resources they need to succeed.

Improved Productivity

By integrating your Sage 50 or Sage 200 records with Xapsys CRM, you’ll effortlessly maintain up-to-date data across systems, freeing up valuable time to focus on what truly matters – your customers. Say goodbye to double data entry and welcome seamless processes that keep your sales team in the CRM system, not buried in accounts.

With the Xapsys manufacturing module, enjoy faster stock takes, real-time BOM updates, live profitability insights, and instant access to live order status for your sales team. Embrace smoother operations and enhanced productivity with Xapsys – because your time is best spent delighting your customers!

More Flexibility

Xapsys provides an incredibly powerful solution for supercharging your marketing and sales efforts! By seamlessly integrating CRM and accounting data, you’ll unlock the potential to craft sophisticated workflows, perform in-depth searches, segment your target audiences, and produce valuable reports to drive the success of your products or services. Plus, with the platform’s seamless ability to generate sales orders and invoices directly within Xapsys CRM, you can streamline your sales process like never before. Let’s take your business to the next level!

Xapsys is a distinguished Sage Tech Partner known for its exceptional Xapsys CRM, widely regarded as the optimal choice for Sage 50. Notably, Xapsys CRM includes a complimentary Sage connector designed for seamless integration with Sage 50 or Sage 200, underscoring its value and convenience.

Our approved Sage connector is one of the most established and reliable on the market pushing and pulling instant data from your Sage 50 or Sage 200 package.

Xapsys on Sage Marketplace

CRM for Sage FAQs - Your Questions Answered

If you have any questions about Xapsys’ custom CRM and manufacturing module, please see below frequently asked questions. If you don’t find the answer you’re looking for, feel free to ask us directly.

What is a Sage integrated CRM?: Xapsys CRM integrated with Sage 50 or Sage 200 pushes and pulls data directly to and from your Sage accounts software.
Who needs a Sage integrated CRM system?: Any Sage 50 and Sage 200 customer can benefit from integrating a CRM system, which can reduce costs, streamline admin tasks, and provide better data for both remote and in-office management.
How does Xapsys Sage integrated CRM & Xapsys manufacturing module help businesses to grow?: Xapsys CRM for Sage helps businesses grow by providing real-time business intelligence, enabling sales teams to prioritize customer focus, and providing effective tools to manage customer orders.
Is there any training required to use Sage integrated CRM?: Employee training is key to ensuring you get the most from your CRM system. Xapsys will help with training and implementation during installation at no extra cost.
Is my Sage data safe with a Sage integrated CRM?: Xapsys customer data security is a top priority. Xapsys is GDPR compliant and uses Microsoft Azure secure cloud services to ensure the safety and security of our data and our customers’ data.
How much does Xapsys Sage 50 or Sage 200 connector cost?: Xapsys offers reliable and powerful Sage connectors at no additional cost.

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Would you like to save time and money with Xapsys CRM for Sage?

We’d love to speak with you about how we can help you to better understand your unique challenges so we can demonstrate how Xapsys can help you to get the most from your business.