Xact Software

Xact Software Solutions is a customer relationship management (CRM) solution designed to assist businesses in managing and organizing customer data, enhancing communication, and improving customer relationships. According to the vendor, Xact Software caters to businesses of various sizes and is utilized by sales and marketing teams, customer service teams, business development professionals, real estate and retail industries, accountants and bookkeepers, business owners and managers, as well as financial and professional services.

Key Features

CRM made easy!: Xact Software Solutions offers a user-friendly CRM solution that aims to efficiently manage and organize customer data, providing quick and organized access to personalized customer details.

Connected: According to the vendor, Xact Software's CRM solution seamlessly integrates with popular business resources such as Outlook, QuickBooks Online, Xero, and Wufoo, allowing for data synchronization and convenient access to customer information from various platforms.

Everywhere: Xact Software's CRM solution is designed to be accessible from anywhere, supporting both online and offline access, enabling users to be productive whether in the office, at home, or on the road.

Adaptable: The vendor claims that Xact Software's CRM solution offers a high level of customization, allowing businesses to configure the system according to their specific requirements and workflows, ensuring it can serve businesses of all types and sizes.

Build relationships: Xact Software's CRM solution enables businesses to build and maintain relationships with customers by providing quick and organized access to rich contact details, email correspondence, notes, history, activities, and social media updates in one centralized location.

Provide the right product to the right customer: According to the vendor, Xact Software's CRM solution helps businesses keep track of their customers' preferences, enabling personalized recommendations and tailored offerings to meet their customers' needs.

Keep everyone in the business on the same page: Xact Software's CRM solution centralizes customer information, ensuring that everyone in the business has access to the same knowledge base, even when an employee is absent or leaves the organization.

Measure business performance accurately: The vendor claims that Xact Software's CRM solution captures and analyzes data to provide valuable insights into business performance, allowing managers and analysts to make data-driven decisions and identify areas for improvement.

Linking CRM and Accounting: According to the vendor, Xact Software's CRM solution offers integrations with popular accounting systems such as QuickBooks, Xero, and MYOB, eliminating the need for dual entry of data and ensuring data consistency and accuracy between CRM and accounting systems.

Custom Solutions: Xact Software offers custom solutions for businesses that require additional functionality or unique workflows in their CRM system, allowing businesses to unlock the full potential of their CRM system.