Name: Xapsys CRM
Author: Xapsys

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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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.

Xapsys is an integrated CRM System to be aligned with the user's ERP to offer a single customer relationship management tool.  Managing multiple systems can be hard on an entrepreneur with limited resources. Xapsys CRM software is presented as a tool for businesses that want to grow and maintain customer relationships. It is also very important for small businesses who want to offer an efficient service in today’s market, without investing a lot into it. The CRM is designed to help SMEs manage their contacts, leads, sales cycles, and prospects as well as their customer data in a single database.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Xapsys CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Xapsys

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Xapsys CRM

Overview

What is Xapsys CRM?