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 EliteDealers?

Take full control of your customer service division, overseeing everything from resolving engineering service requests to supervising the customer portal. Improve your sales workflow from the initial lead through to scheduling meetings and further follow-ups. Effortlessly elevate your customer interactions while significantly reducing administrative burdens. Ensure you have access to essential data and information whenever needed to achieve your goals and promote business growth. Oversee the entire process of quoting, ordering, and invoicing smoothly at your holiday home dealership. Allocate tasks among your engineers to maintain complete transparency while empowering your team to complete assignments, transfer jobs, or upload images from any device, even in offline situations. This efficient strategy not only increases productivity but also fosters greater collaboration among team members and enhances customer experience. By implementing these practices, you will be well-positioned to respond swiftly to customer needs and improve overall service quality.

Media

Media

Integrations Supported

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

20 GBP / user / month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Xapsys

Date Founded

2015

Company Location

United Kingdom

Company Website

www.xapsys.co.uk

Company Facts

Organization Name

Elite Dynamics

Date Founded

2015

Company Location

United Kingdom

Company Website

www.elitedynamics.co.uk/elitedealers

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

Boat Rental

Not specified

Contact Management

Not specified

Dealership Management

Not specified

Lead Management

Not specified

Quoting

Not specified

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