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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 Spotler CRM?

Spotler CRM, which was previously known as Really Simple Systems, is a robust CRM solution tailored for expanding teams operating in the B2B sector. This platform equips your sales personnel with all the necessary tools to efficiently oversee prospects, customers, and sales processes, all while maintaining control over their strategic direction rather than being constrained by technology. Additionally, Spotler CRM features integrated email marketing tools and customer service modules, offering seamless accessibility from desktops, tablets, and smartphones. Designed for simplicity, the CRM allows for quick setup and user-friendly navigation, enabling you to train your team in just a matter of minutes, thereby allowing you to concentrate on scaling your business effectively. Furthermore, its versatility ensures that your team can engage with clients and manage tasks on-the-go, enhancing productivity and responsiveness.

Media

Media

Integrations Supported

Gmail
Xero
Zapier
ActiveCampaign
Axis LMS
Chat Agents
Dropbox
Google Sheets
Integrately
KashFlow
Leadinfo
Microsoft 365
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Sage 50
Sage Accounting
Trello
Typeform
X (Twitter)

Integrations Supported

Gmail
Xero
Zapier
ActiveCampaign
Axis LMS
Chat Agents
Dropbox
Google Sheets
Integrately
KashFlow
Leadinfo
Microsoft 365
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Sage 50
Sage Accounting
Trello
Typeform
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$17.00/month
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

Spotler

Date Founded

2004

Company Location

The Netherlands

Company Website

spotler.com/en-gb/crm

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

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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