Xapsys CRM

Xapsys CRM is a Customer Relationship Management (CRM) system designed to streamline and enhance customer interactions for small and medium-sized enterprises (SMEs). According to the vendor, it caters to the needs of sales teams, customer service teams, admin teams, marketing teams, and trade-only supplies businesses. With its customizable features and real-time data access, Xapsys CRM aims to empower businesses to effectively manage customer relationships and drive growth.

Key Features

CRM & Workflow: Xapsys CRM integrates with ERP finance systems, simplifying the management of customer relationships and streamlining processes with automated tasks and real-time data access, according to the vendor.

Time and Cost Savings: Xapsys CRM is designed to save time for sales, customer service, and admin teams, reducing time spent on chasing customers, searching for information, and processing orders, according to the vendor. It also offers real-time data access for efficient customer service levels.

Real-Time Business Intelligence: Xapsys CRM allows businesses to manage their teams, opportunities, and overall performance on any device. According to the vendor, it provides permission-based real-time business intelligence dashboards, enabling proactive decision-making based on live data, enhancing customer service and decision-making.

Sales Pipeline Management: Xapsys CRM enables businesses to easily manage and track sales opportunities. It offers customizable opportunity statuses and certainty percentages, with color-coded icons on the live dashboard to show the progress of each opportunity, according to the vendor. This feature helps prioritize work effort and effectively manage the sales funnel.

Email, Appointments & Tasks Tracking: Xapsys CRM integrates with Outlook and Google Calendar for appointment synchronization, organizes tasks with reminders and notifications, and tracks email correspondence automatically. It also allows for document sharing between the CRM system and Outlook/Gmail, according to the vendor.

Integration with Marketing Tools: Xapsys CRM integrates with Mailchimp and Mailerlite, enabling targeted marketing campaigns to track campaign performance and attract new customers. According to the vendor, it also facilitates marketing relevant products and services to existing customers.

Customer Empowerment: Xapsys CRM offers an optional customer management portal for secure online access. This portal allows customers to view account details, place orders, check order status, and access custom marketing materials and price lists, enhancing their overall experience and engagement, according to the vendor.