Customer Relationship Management
ERP Integrated CRM System
Align your CRM and ERP with a single customer relationship management system. We’ve got you covered.
Xapsys CRM is well suited to SME’s looking to simplify the management of customer relationships with customisable features and real time data integrated with your accounting software. Our UK developed CRM Software is Sage 50 Approved and integrates seamlessly with Sage 50, Sage 200, and Xero, allowing you to manage contacts, leads, sales cycles, prospects, and customer data all in one place.
Meet Gurpreet...
Gurpreet runs a trade only supplies business and is frustrated. She feels that too much of her sales team’s time is spent chasing order status and doing admin tasks.
Gurpreet speaks to Phil at Xapsys. Phil finds out that Gurpreet’s existing stand alone system is creating duplicate tasks and inefficient communications within the business.
Phil demonstrates the Xapsys CRM Software to Gurpreet and upon receiving feedback, he tailored its functionality to suit the specific needs of Gurpreet’s business. As a result, Gurpreet’s teams can now save time with automated processes and efficiently raise sales orders within CRM and access real-time data.
Gurpreet is smart.
All Your Team's Needs In One CRM System
Xapsys Integrated CRM allows you to manage your business from marketing and leads right through to quotes, orders, and despatch. Manage customers, schedule orders, view live order status, live stock levels, live profitability figures, and more all within one system.
Xapsys CRM management seamlessly integrates with popular finance software like Sage 50, Sage 200, and Xero and reduces the need to switch between systems to streamline processes.
CRM Solution to Save Time and Money
Xapsys CRM business software is designed to save your sales, customer service and admin teams time. As a result, less time is spent chasing down customers, searching for information, and processing orders, and more time is spent selling! Our CRM technology offers real-time data access to your staff for efficient customer service levels. It automatically records and maintains correspondence and activities through email and VOIP integration. The user-friendly interface enables swift quote, order, and invoice generation, integrating directly with Sage or Xero finance software.
CRM with Real Time Business Intelligence
Xapsys CRM (Customer Relationship Management Software) allows you to manage your business, teams and opportunities on any device from wherever you are. Using only a basic data connection Xapsys provides permission-based real-time business intelligence dashboards tailored to your requirements. Xapsys CRM software is a proactive system with instant reminders and notifications based on live data enabling you and your teams to provide great customer service and make decisions based on live, easily accessible data.
CRM Management to Discover & Harness the Sales Pipelines
Easily manage and track your sales opportunities to prioritise your work effort. With a few clicks, move your prospects from one stage to the next as you progress the sale. Opportunity statuses can be customised to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel. Colour-coded icons on the Xapsys CRM live dashboard show you exactly where you are with each of your opportunities at a glance.
CRM Software to Track Email, Appointments & Tasks
- Book Appointments – create a new appointment in either Xapsys CRM, Outlook or Google Calendar and it will update in both applications.
- Organise Tasks – creating a new task automatically adds a reminder in your calendar or sets onscreen notifications in Xapsys CRM.
- Email Client Integration – By clicking “File Email” in either Outlook or Gmail, the Xapsys CRM management tool will automatically attach the email message(s) to the “activity” tab for the corresponding opportunity.
- Share Documents – attach documents from the “files” tab in the CRM system to emails sent from Outlook and Gmail.
Increase Your Revenue Streams with Xapsys CRM
CRM system integration with Mailchimp and Mailerlite provides you the tools to conduct proactive targeted marketing campaigns and track their performance to attract new customers and market your latest and most relevant products and services to existing customers.
At Xapsys, we offer proactive CRM software that caters to businesses of all sizes. Whether you’re a small startup or a large corporation, our software solutions can help you optimise your automation processes and improve your overall efficiency. So contact us to help you get the best project management tool for your business.
The CRM System to Empower Your Customers
With the unique optional Xapsys customer management portal you can allow your customers to log in securely online and view their account details, place repeat orders, view price lists, custom marketing materials and even view their real-time order status.
Custom CRM Solutions Makes Switching Easy
At Xapsys, our CRM technologies are designed to be customisable and adaptable to your unique business needs. Switching to us is easy! We will handle all data transfer from any other CRM system and manage all of the integrations for you with no additional costs.
Transform Your Business - Integrate Your ERP Software with Xapsys CRM & Workflow System
Xapsys business software integrates with your finance software as well as your website and office packages.
By integrating our CRM and Workflow management system with your website and office applications such as Sage 50, Sage200, Xero, Mailchimp, Woocommerce, and many others. You can easily and efficiently handle tasks like sales orders, workflow, order planning, and stock, resulting in a positive experience for you and your customers. It also saves you time manually entering customer data into each system and ensures that all information is correct and up to date.
You can also access live business intelligence data from wherever you are giving you peace of mind about your business’s performance.
FAQs: Your CRM Questions Answered
So, now you have a better understanding of Xapsy’s CRM, you may have some additional questions. Please refer to the FAQs below, if you cannot find the information you are seeking, do not hesitate to ask us directly. We are always available to assist you.
- What is CRM (Customer Relationship Management)?
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CRM is a technology that manages a company’s customer interactions. The aim is to enhance business relationships and increase profitability. A CRM system enables companies to stay connected to customers, simplify procedures, and streamline operations.
- Why CRM is used?
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The main tasks of CRM are to organise and manage customer-related activities, synchronise orders and quotes with ERP accounts packages and provide real-time performance dashboards and forecasts.
- Is Xapsys CRM system Customisable As Per the Business Needs?
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Yes, Xapsys recognises that each business is unique with unique processes and ways of working. We pride our CRM software on being tailored to fit your business processes and not the other way around.
- Can Xapsys CRM Integrate?
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Yes, Xapsys CRM tool integrates with Sage 50, Sage 200, Xero and other ERP software packages as well as other integration features such as email integration and Opayo payment integration.
- How Much Does Xapsys CRM System Cost?
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Xapsys CRM has a simple user-based pricing structure invoiced annually in advance. We don’t limit your system or hide features behind additional paywalls. Custom feature developments are available and charged on development time at an hourly rate.
Standard CRM & Workflow Feature List
Xapsys can develop custom functionality to suit your requirements. Below is a list of standard functionality that can be tailored to your business.
- Customer Relationship Management Customised To Your Business
- Custom CRM Custom Fields and Tables
- Manage Your Customers Contact Management
- Activity Tracking
- Opportunity Management
- Lead Management
- Document Management
- Raise Quotes In CRM Quotes/Proposal Management
- Opportunity Kanban Sales Pipeline
- Sales Analytics
- Sales Forecasting
- Multliple Tenants
- Integrate With Sage 200, Sage 50, Xero, Quickbooks ERP Integrations
- Cloud Based
- Mailchimp, MailerLite Integration Email Marketing Integration
- Customisable Reports & Live Dashboards
- Mobile CRM Mobile
- Office 365 & Gmail Integration
- Auto Email Thread Tracking
- Customer Order History
- Raise Sales Orders In CRM Quote To Order Conversion
- Call Centre Integration VoIP Integration
- Microsoft Teams Integration
- Sales Performance Management
- Chat Integration
- Wordpress Integration Web Analytics
- Role Based Views
- Testing Environment
- Raise Proforma Invoices In CRM Proforma Invoicing
- Synchronise Appointments, Meetings, Calls With Your Calendar Calendar Sync
- Support
- Workflow and Order Planning
- Fluid BOM Creation
- Live Profitability
- ISO9001 Compliance Complaints Management
- Integrated Customer Web Portal
- Live Stock Data
- Automated Ecommerce Order Processing
- Live Proactive Notifications
- Ebay, Woocommerce Integration Track Stock Across Multiple Marketplaces
- Shop Floor Data Collection
- Opayo Payment Link Integration
- Upselling / Cross selling functionality
- Raise purchase orders Inventory management
- Customised alerts
- Find new customers in CRM with Google Google integration
- View historical sales invoices Invoice Sync
- RFM analysis Live marketing kpi
- Non-Conformance Management
- CRM email routing Shared email routing
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.
Initial consultations completely free of charge, and we’ll only ever contact you about your specific enquiry.