CRM software for:

Charities

CRM and Workflow integrated software

Spend Less Time Doing More

Record and share requests for financial support and relevant correspondence to provide forecasts for both your restricted and unrestricted funding. Xapsys CRM for charities coupled with Xapsys Live dashboard will give you, your team and your beneficiaries quick remote access to real time data.

Xapsys’ unique way of implementing tailored software solutions will ensure that your Xapsys system is custom to your organisation and its unique operations.

Xapsys has experience of working many charities including schools, churches and homeless charities.

Why Xapsys?

Business can be technical at times, but that doesn’t mean you need to be...

Stay Up To Date With Funding Requests

Manage and Share Charity funding requests securely with Xapsys CRM

Proactive Client Management

Ensure your beneficiaries are up to date with real time data on their requests visible on your website.

Real Time Reporting

View and interact with live customised forecasts and reports remotely with Xapsys Live Dashboard

ERP Integration

Xapsys CRM integrates with major finance software packages including Sage, Xero and Quickbooks.

Tailored Service

Xapsys Modules benefit from our one to one free consultations to provide your charity with a system that works for you.

Experience Working With Charities

Xapsys have many years of experience working with a variety of charities.

Xapsys Web Portal For Charities

Xapsys Web portal gives the functionality for potential beneficiaries to submit requests for funding and receive updates on their requirements via the charity’s website.

The web portal is linked with the charity’s Xapsys CRM system which is in turn automatically updated with funding requests to be allocated to relevant staff and departments to handle.

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Who else is this for?

It’s not specifically charities that can benefit, Xapsys software modules and custom developments are individually tailored to suit almost any businesses individual requirements…

Software and tooling for Credit controllers
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Software and tooling for Bookkeepers
Software and tooling for Statisticians

Would you like to save time and money?

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.