Xapsys CRM Reviews & Ratings

Xapsys CRM

5.0 out of 5 stars

Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Xapsys CRM?

Sage and Xero are enhancing their CRM capabilities to provide an effortless solution for empowering sales teams, nurturing client relationships, and expanding business growth. With seamless contact management, you can import all your contacts from Sage in just a matter of minutes and synchronize them with Xapsys CRM quickly. The integrated search functions allow for instant access to contacts, with filtering options available by account manager, company type, or city. Additionally, you can establish new companies with variations in currency, tax rates, and price bands, assigning them accordingly to your account manager. The convenient "find on Maps" feature will streamline your workflow by populating known fields based on the company's name, saving you valuable time. Furthermore, the sales pipeline functionality simplifies the tracking and management of sales opportunities, enabling you to prioritize your tasks effectively. Transitioning prospects through various stages of your sales process takes only a few clicks, and you can also tailor your opportunity statuses to match the specific steps in your sales framework, including the certainty percentage typically associated with each stage. This comprehensive approach not only organizes your workflow but also enhances your ability to convert leads into successful sales.

What is Auric Prospector?

Auric Prospector functions as an all-encompassing CRM platform designed to facilitate seamless connections between individuals and workflows. This customer management solution, accessible on demand, features a range of versatile and innovative built-in tools that help teams optimize their operations while adeptly managing contacts, prospects, and clients. Moreover, it offers a comprehensive array of resources for tracking opportunities and leads, improving customer service and support, managing lists, keeping contact records up to date, integrating with ERP systems, and enabling detailed reporting and analysis. Its intuitive interface allows businesses to boost efficiency and nurture more robust relationships with their clientele, ultimately driving growth and success. By harnessing the power of this platform, organizations can better navigate the complexities of customer management.

Media

Media

Integrations Supported

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations Supported

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word

API Availability

Has API

API Availability

Pricing Information

20 GBP / user / month
Free Trial Offered?

Pricing Information

$20.00/month/user
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Xapsys

Date Founded

2015

Company Location

United Kingdom

Company Website

www.xapsys.co.uk

Company Facts

Organization Name

Auric Technology

Date Founded

2004

Company Location

United States

Company Website

www.aurictechnology.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management
Prospecting Tools

Sales Force Automation

Contact Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

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