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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 Flourish?

Flourish is a dedicated business management application specifically designed for those engaged in direct sales. By leveraging Flourish, you can enhance your organizational efficiency and concentrate mainly on increasing your sales! This tool works flawlessly within your web browser, enabling access from any computer connected to the internet. We prioritize your security, ensuring that all transactions are encrypted with SSL, and your data is backed up securely on a daily basis. Flourish stands out as it is specifically crafted for direct sales professionals, and we are committed to continuously updating the platform with innovative features that cater to your industry. Unlike many direct sales companies that may not equip you with the necessary tools for success, our objective is to provide you with top-notch resources. Flourish serves as a multifaceted assistant, acting as your personal aide, bookkeeper, inventory manager, technical support, and business mentor all in one. While there are many business management tools available, most are too broadly focused and do not adequately address the particular requirements of your business. With Flourish, you can be confident that you have a solution that genuinely understands and accommodates the specific demands of direct sales, helping you thrive in your endeavors. Furthermore, we are dedicated to providing exceptional customer support to ensure you can maximize your use of our platform.

Media

Media

Integrations Supported

Gmail
LeafLink
Microsoft 365
Sage 50
Storydoc
Xero
Zapier

Integrations Supported

Gmail
LeafLink
Microsoft 365
Sage 50
Storydoc
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$10.00/month/user
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

Flourish

Date Founded

2011

Company Location

United States

Company Website

www.flourishapp.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

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

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

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