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

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features 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 Mokapen?

Organize and delegate tasks while enabling Mokapen to provide real-time updates on your schedule. You can categorize your review sessions by team or individual member, visually organizing all your tasks in a Kanban style. This dynamic interface facilitates effortless task management and movement. Strengthen your organization and collaborate without boundaries with anyone, whether they belong to a large enterprise, a mid-sized firm, or operate as a freelancer. Effortlessly monitor deadlines through a unique CRM platform designed for both in-office and remote settings, ensuring you remain organized consistently. Boost your operational efficiency and refine your workflow, as automated systems will take care of the routine tasks, allowing your team to dedicate their efforts to what truly matters. By integrating this system, you can significantly enhance your productivity and collaboration, propelling your team toward unprecedented success. Ultimately, adopting this approach can help foster a more cohesive and motivated work environment.

Media

Media

Integrations Supported

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations Supported

Google Calendar

API Availability

Has API

API Availability

Pricing Information

20 GBP / user / month
Free Trial Offered?

Pricing Information

€29 per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / 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

Mokapen

Date Founded

2019

Company Location

Italy

Company Website

mokapen.com

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

Not specified

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