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Overview
Xapsys provides deep integration with leading ERPs, streamlining data between sales and accounting teams. While the interface can be improved, its fully responsive web-based design ensures complete access on any device. This powerful customization and focus make it a compelling SME CRM solution for unified operations.
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Starting Price
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Xapsys Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Xapsys?
Xapsys is an enterprise resource planning (ERP) integrated customer relationship management (CRM) designed for small and medium-sized businesses that run on Sage or Xero. It helps bridge operational gaps between sales and finance by reducing administrative effort and streamlining quoting and order processing. Sales teams gain access to live financial data without requiring full access to core accounting systems, which helps optimize work.
Xapsys Pricing
The software provides individual pricing for its ‘CRM,’ ‘Manufacturing,’ and ‘Customer Portal’ modules. It also offers a 14-day free trial. The pricing for the CRM module is as follows:
- CRM Module: £29.95/user/month (first year for new customers), £35/user/month thereafter
The plan is billed annually in advance.
Disclaimer: The pricing is subject to change.
Xapsys Integrations
The platform integrates with several third-party applications for an optimized work ecosystem, such as:
- Sage
- Shopify Software
- WooCommerce
- Xero Accounting Solution
- Gmail
- PrestaShop
- eBay
Who Is Xapsys For?
Xapsys software is suitable for a variety of industries and sectors, including:
- Electrical services
- Agricultural operations
- Retail businesses
- Manufacturing companies
- Technology solutions
Is Xapsys Right For You?
If a business operates on Sage or Xero, Xapsys is purpose-built to bridge the gap between its sales and accounting functions.
The software excels by focusing on perfecting the Sage 50 integration and workflow for SMEs. With clients like Hensel and Nutrel, the software provides a single, reliable source of data that aims to streamline operations from lead to final invoice. This makes it a compelling choice for companies seeking to optimize their existing financial and CRM ecosystem. This cloud-based software also implements robust security measures, such as holding data securely with Microsoft Azure.
Still doubtful if Xapsys software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Xapsys Features
Xapsys brings marketing, sales, and order management into a single system. It enables teams to handle leads, quotes, customer data, order scheduling, live order tracking, stock visibility, and profitability insights in an all-in-one CRM system. This streamlines workflows and helps sales, service, and admin teams work more efficiently.
One of the notable Xapsys features, this module offers real-time, permission-based dashboards accessible on any device with a basic data connection. It supports remote management of teams and opportunities, with live data triggering reminders and notifications to enhance responsiveness and support timely, informed decision-making across departments.
The software enables easy tracking of sales opportunities through a visual, stage-based pipeline. Prospects can be moved between stages with just a few clicks, while opportunity statuses and confidence percentages are fully customizable. Additionally, color-coded indicators on the live dashboard provide instant clarity on sales progress and priorities.
Xapsys syncs with Outlook and Google Calendar, allowing appointments and tasks to update across platforms. Tasks automatically generate calendar reminders or CRM notifications. Emails can be filed directly from Outlook or Gmail to relevant opportunities, and documents from the CRM can be easily attached to outgoing emails.
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