Xapti

Xapti CRM is a SaaS software solution designed to assist smaller non-profit organizations in managing their relationships, fundraising, and marketing activities. According to the vendor, Xapti provides a complete online CRM solution that allows users to efficiently manage all their contacts, automate processes, collect donations, and send emails and newsletters. This software is primarily targeted towards smaller non-profit organizations with a few hundred to several thousand contacts. Non-profit organizations, fundraising organizations, membership organizations, advocacy groups, as well as cultural and heritage organizations can benefit from Xapti's features.

Key Features

Complete CRM Solution: Xapti is said to offer a comprehensive CRM solution that combines functions for administration, communication, and campaign management. It supports fundraising, membership management, communication, and campaign strategies.

E-mail Newsletters: According to the vendor, Xapti enables users to send newsletters and direct emails to their supporters and members. Users can create and customize email templates, send them individually or in bulk, and track open/click information while flagging bounced emails for follow-up.

Donations, Payments, and Direct Debits: Xapti is designed to support the management of donations, payments, and direct debits. Users can easily create and process automatic direct debits, manage multiple funds and campaigns, and track donation history. The system is claimed to be SEPA compliant and supports various payment methods.

Bank Interface and QR Code Payments: Xapti integrates with Dutch banks and supports bank interfaces such as CAMT, MT940, and PAIN. It allows users to generate and process QR code payments. Users can import and match bank transactions for easy reconciliation.

Data Import and Export: Xapti offers import and export functionalities for various types of data. Users can import and export data in different formats and integrate with other systems using the API. The system also supports data cleansing and deduplication.

Integrated Web Forms and Payment Forms: Xapti provides responsive web forms for newsletter sign-ups, donations, and registrations. Users can easily design and customize these forms and embed them on their website. Data from the submitted forms is directly processed and available in Xapti.

User-Friendly and Intuitive: Xapti features a user-friendly interface with a Dutch language option, according to the vendor. It provides a 360-degree customer view and intuitive navigation for easy use. Users can access online help and receive support from the Xapti helpdesk.

Cloud-Based and Always Up-to-Date: Xapti is a cloud-based CRM solution, eliminating the need for additional platforms. Users can access the system through a browser, requiring only an internet connection. The software is claimed to be always up-to-date, allowing users to benefit from the latest features and improvements.

Compliant with GDPR and Data Logging: According to the vendor, Xapti is compliant with the General Data Protection Regulation (GDPR) and ensures data security. It provides full mutation logging and a complete audit trail for data changes. The system also supports two-factor authentication (2FA) for enhanced security.

Automated Workflows: Xapti offers automated workflows for confirmations, thank you messages, cancellations, and other notifications. Users can customize these workflows based on their organization's needs and branding. According to the vendor, marketing automation is supported for donor and supporter journeys.