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 OutreachCRM?

For twenty years, we have supported businesses and organizations throughout New Zealand, which has endowed us with significant expertise in contact management. Established in Dunedin, NZ, Outreach Software Limited commenced its operations in 2002, focusing on online contact relationship management solutions specifically designed for small businesses. From its inception, OutreachCRM has been crafted as an easy-to-use online platform, allowing users to seamlessly track contacts, clients, customers, members, donors, and any other groups in need of management. With ease of use in mind, you can effortlessly add, manage, and oversee all vital information related to your contacts, customers, members, or donors. Capture essential and relevant data for your organization through customizable fields tailored to your needs. You can enter information using various methods such as drop-down lists, free text, multiple choice, or date fields. Additionally, you can categorize your contacts by grouping or tagging them, which enables you to create targeted contact lists, identify specific markets, or streamline communication with groups. By linking your contacts, you can also clarify the nature of each relationship, ensuring effective management and communication. Our commitment to innovation drives us to continually refine our solutions, adapting to the evolving needs of our clients in this ever-changing environment. We believe that by staying attuned to these changes, we will continue to enhance the value we deliver.

Media

Media

Integrations Supported

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations Supported

ON24
PhoneBurner
Rattle

API Availability

Has API

API Availability

Pricing Information

20 GBP / user / month
Free Trial Offered?

Pricing Information

$50 per month

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
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

Outreach Software

Company Website

www.outreachcrm.co.nz

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

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Group Management
Interaction Tracking
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

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