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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 Distribution Engine?

The Distribution Engine offers a variety of approaches to allocate records among your teams, with several methods detailed below and even more options integrated into the application itself. Fairness is essential for keeping sales teams motivated and successful, and the round robin method emerges as the simplest and most effective way to accomplish this goal. By utilizing round robin distribution, each team member receives a record in succession, returning to the beginning once everyone has had their turn, which helps to eliminate any confusion surrounding the allocation process. Furthermore, load balancing serves as an effective strategy to ensure that workloads are evenly distributed among team members by considering their varying availability and levels of expertise. This method is particularly advantageous for case distribution since it can be adapted to fit assignments beyond the scope of what the Distribution Engine manages, while also accounting for the complexity or value of the records being distributed. Ultimately, the implementation of these distribution methods fosters a more structured and efficient team environment, allowing for enhanced collaboration and productivity. In essence, the right distribution strategy can make a significant difference in how effectively teams operate and achieve their goals.

Media

Media

Integrations Supported

Champify
Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations Supported

Champify
Gmail
Microsoft 365
Sage 50
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

20 GBP / user / month
Free Trial Offered?
Free Version

Pricing Information

$45 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xapsys

Date Founded

2015

Company Location

United Kingdom

Company Website

www.xapsys.co.uk

Company Facts

Organization Name

NC Squared

Company Location

United Kingdom

Company Website

nc-squared.com

Categories and Features

Contact Management

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

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
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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