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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 Kylas?

Selling can often present challenges, but it doesn't have to be overwhelming. By implementing a well-defined strategy, fostering a positive environment, and utilizing sales CRM software, the process can become significantly smoother. Kylas is designed to help you pinpoint the most promising sales opportunities, bolstering your efforts to achieve greater success. It's crucial to monitor your prospects closely and engage with them regularly to transform leads into tangible deals, contacts, and companies. With Kylas, you can efficiently search and filter your data, providing a comprehensive overview of all your leads. The fundamental elements of your sales pipeline—deals, contacts, companies, and leads—are seamlessly integrated within the platform. Kylas also enables you to swiftly gather leads from various channels while assessing their potential for conversion into deals. Moreover, effective management of your sales pipeline is essential to prevent any setbacks in your transactions. You can design multiple, fully customizable lead and deal pipelines tailored to your specific requirements, ensuring that you effectively navigate every stage of the sales process. This flexibility empowers sales teams to adapt and thrive in a competitive landscape.

Media

Media

Integrations Supported

Gmail
Zapier

Integrations Supported

Gmail
Arka
Authkey
CloudShoppy
Gallabox
Google Ads
Gupshup
Mailchimp
Mailjet
Netcore Cloud
Ozonetel
QuickBooks Online
Razorpay
SendGrid
Servetel
Stackreaction
Stripe
Tata Tele Business Services
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

20 GBP / user / month
Free Trial Offered?

Pricing Information

₹12,999 / Month
For Unlimited Users
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

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
Webinars
Online Training

Company Facts

Organization Name

Xapsys

Date Founded

2015

Company Location

United Kingdom

Company Website

www.xapsys.co.uk

Company Facts

Organization Name

Kylas

Date Founded

2021

Company Location

India

Company Website

kylas.io

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Quotes / Proposals
Social Media Integration
Task Management

Field Sales

Activity Tracking
CRM
Dashboard Management
Quoting
Reporting / Analytics
Route Optimization
Visit Scheduling
Workflow Management

Lead Management

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

Sales Force Automation

Contact Management
Customer Database
Lead Management
Proposal Generation

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