CRM software for:

Retail & Wholesale Trade

CRM and Workflow integrated software

Spend Less Time Doing More

Xapsys CRM for retail & wholesale trade gives you a platform to proactively manage your clients from one secure, cloud based database whether in the office or on a mobile device. Sales staff can spend more time selling and less time on admin tasks with ultra fast order entry and customer order history. Xapsys CRM & Xapsys Live Dashboard provides live stock information to the team so the information provided to your customers is always up to date.

We tailor our systems to work perfectly for each businesses’ way of working however, our CRM system allows you to create custom fields to support specific practice data.

Why Xapsys?

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

Fast Order Entry

Xapsys CRM features ultra fast order processing and automatically updates your finance package.

Proactive Client Management

Ensure your customers are up to date with real time data on their orders.

Real Time Reporting

Stop using manually compiled reports and replace them with real time KPI’s instantly visible in your Xapsys system.

ERP Integration

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

Smart Stocktakes

Xapsys enables you to continue daily operations during stocktakes to avoid any downtime.

Manage Remotely

Xapsys Live Dashboard provides you with live and interactive data allowing you to manage from anywhere.

Real Time Data

Xapsys Workflow for trade businesses provides a great platform for operations teams to keep up to date with pick lists, stock locations and despatch dates whilst feeding sales staff with live order updates to pass on to your customers. Xapsys Workflow also enables your business to keep moving by removing any downtime during stocktakes through Xapsys’ smart stock taking system.

Manage your business from anywhere with Xapsys Live dashboard! Sit on the beach and access live and interactive data from your business.

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Who else is this for?

It’s not specifically the retail and wholesale trade 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
Software and tooling for Financial advisers
Software and tooling for Lawyers
Software and tooling for Entrepreneurs
Software and tooling for Finance directors
Software and tooling for Investment consultants
Software and tooling for Education professionals
Software and tooling for Finance managers
Software and tooling for CFOs
Software and tooling for Analysts
Software and tooling for Loan officers
Software and tooling for Venture capitalists
Software and tooling for Stock brokers
Software and tooling for Financial planners
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.