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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 IrisAPT?

IrisApt is a customer relationship management (CRM) solution developed from our extensive experiences and more than 15 years of expertise in small business sales. This cloud-based platform is crafted to be user-friendly and sales-oriented, ensuring accessibility for individuals from various backgrounds. Getting started with IrisApt is incredibly simple, as it requires no installation; users just need to register their organization to begin using the software immediately. The platform eliminates cumbersome workflows and processes, focusing instead on a clear understanding of deals and categorizing them into easily navigable visual formats. IrisApt provides businesses with the tools to efficiently handle customer orders and inquiries while also enabling effective management of customer accounts. Furthermore, it boosts companies' capabilities to nurture relationships with their customers, covering the stages of initiation, maintenance, and closure of these connections. Built with cutting-edge technology and in line with top CRM practices, IrisApt also offers users the flexibility to customize the application to meet their unique needs in just a few clicks, guaranteeing a tailored experience. By integrating these various features, IrisApt not only streamlines customer management but also significantly improves overall productivity within organizations, paving the way for greater success in customer engagement.

Media

Media

Integrations Supported

Microsoft 365
Amazon Web Services (AWS)
Archer
BlackBerry Access
Cisco AnyConnect
Gmail
Google Cloud Platform
IBM Cloud
OmegaCube ERP
Oracle Cloud Infrastructure
SAP Cloud Platform
Sage 50
Xero
Zapier

Integrations Supported

Microsoft 365
Amazon Web Services (AWS)
Archer
BlackBerry Access
Cisco AnyConnect
Gmail
Google Cloud Platform
IBM Cloud
OmegaCube ERP
Oracle Cloud Infrastructure
SAP Cloud Platform
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

Pricing not provided.
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

IrisLogic

Date Founded

2014

Company Location

United States

Company Website

irislogic.com/irisapt/

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

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

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