Last Updated

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.

Xapsys Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

Xapsys Features

Unified Workflow Management

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.

See How It Works
Real-Time Business Intelligence

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.

See How It Works
Built-In Custom Sales Pipeline

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.

See How It Works
Email, Calendar, And Task Sync

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.

See How It Works

Pros And Cons of Xapsys

Pros

  • Highly customizable

  • Easy access from any device and anywhere

  • Modular design tailored to business-specific needs

Cons

  • The feature set may vary by module

  • Initial setup may require coordination

Xapsys Reviews

Total 1 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

MN
Mayur N.

Mid Market, 101-500 employees

5.0

“A unique CRM that has ERP integrated to it”

Pros

The software is easy to use and costs less than most alternatives.

Cons

Interface updates are slow. While they keep adding features, improvements feel like they take forever to roll out.

Rating Distribution

Ease of use

8

Value for money

9

Customer Support

9

Functionality

8

Frequently Asked Questions

What other apps does Xapsys integrate with?

The platform integrates with various third-party applications to support a connected work environment, including Sage, Shopify, WooCommerce, Xero, Gmail, PrestaShop, and eBay.

What language does Xapsys support?

The software supports English only.

What types of Xapsys price plans are available?

The software offers individual pricing for its CRM, Manufacturing, and Customer Portal modules, along with a 14-day free trial. The CRM module is priced at £29.95/user/month (first year for new customers) and £35/user/month thereafter, with all plans billed annually in advance. Contact us to request a personalized Xapsys cost quote based on your institution's requirements.

Who are the typical users of Xapsys?

Xapsys software is suitable for a range of industries, including electrical services, agriculture, retail, manufacturing, and technology.

Does Xapsys have a mobile app?

No, Xapsys does not offer a mobile app.

Does Xapsys offer an API?

Yes, Xapsys offers an API.

What level of support does Xapsys offer?

The platform provides support via email, phone, FAQs, demo, and tutorials.