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.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
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.
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.
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.
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.
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
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 101-500 employees
“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 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.
Does Xapsys offer an API?
Yes, Xapsys offers an API.
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.
What language does Xapsys support?
The software supports English only.
What level of support does Xapsys offer?
The platform provides support via email, phone, FAQs, demo, and tutorials.
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.