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.

Pricing

Price Starts At:
20 GBP / user / month
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Xapsys CRM provides an API
All Xapsys CRM Integrations
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Screenshots and Video

Play Video Xapsys CRM Screenshot 1 Xapsys CRM Screenshot 2

Company Facts

Company Name:
Xapsys
Date Founded:
2015
Company Location:
United Kingdom
Company Website:
www.xapsys.co.uk
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Startup
Supported Languages
English

Xapsys CRM Categories and Features

Sales Force Automation Software

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

Lead Management Software

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

Contact Management Software

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 Software

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

More Xapsys CRM Categories

Xapsys CRM Customer Reviews

Write a Review
  • Reviewer Name: Simon B.
    Position: Managing Director
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    “A great cloud CRM for Sage”

    Updated: Feb 16 2021
    Summary

    A great CRM that is upmost user friendly, dead easy to use, without any upfront scoping or implementation fees and that my teams love to use.

    Positive

    Our business uses Sage 200 for accounting so we previously had Sage CRM installed. Our sales team didn't use it much, arguing it was too complicated and not user friendly. Xapsys CRM was the only CRM we could find that fully integrated with Sage 200 so we gave it a go. Starting at £ 20/user/month, the pricing was attractive and, since the software was designed with end-users, the onboarding was incredibly easy and fast. The user interface is pleasant and optimized to get things done much faster than with the previous CRM, meaning the sales team can process sales documents in CRM before they are synched back to the Sage. The unlimited dashboards and widgets built-in BI allowed us to have real time visibility of our business´ KPIs, giving us a real time 360deg view of how the business is doing. Thanks to its cloud nature, the system is constantly getting better and better as the developing team releases weekly updates with functionality enhancements. Would also vow for their great and responsive customer support.

    Negative

    No native email marketing integration but since Xapsys CRM integrates with Zapier, one can easily choose from 200+ email marketing applications.

    Read More...
  • Reviewer Name: Chris C.
    Position: Managing director
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    “A great CRM my sales teams love to use ”

    Date: Feb 12 2021
    Summary

    We are now more efficient with stronger sales data and reduced Sage license costs.

    Reasons for Choosing Xapsys CRM: More customised to our needs at a fraction of the cost.
    Reasons for Switching to Xapsys CRM: Sage CRM was slow and required large costs for user seats as well as adding to our costs every time we needed to upgrade our Sage 200 system.

    Positive

    We migrated from Sage CRM to Xapsys CRM (without loosing any data) because it was not being used by some sales people of our company. They found the system cumbersome to work with and thought it was taking too much of their valuable "selling time". Because of its simplicity and clean user interface, we now have a system everybody is happy to use. That means we have better data and a real time visibility on the sales forecast. Xapsys CRM is very fast so we also saved on admin time and reduced repeated entries since it integrates seamlessly with our Sage 200 accounting system. We particularly liked the business intelligence capabilities of the system as it has allowed us to create widgets and dashboards that report on any key performance indicator our business needs to monitor. Support is great too.

    Negative

    A mobile App could be good but being web based and responsive, we have no problem using Xapsys CRM on mobiles.

    Read More...
    Official Xapsys CRM Response
    Date: Feb 12 2021
    Thanks Chris for your positive feedback. We built Xapsys CRM with end users, with a view to solve their frustrations and pain points. Your team´ s feedback has been invaluable to us and made a tremendous impact on our product roadmap.
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