CRM FEATURE
A brief overview of some of the key features with Xapsys CRM
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Realtime business intelligence dashboards in CRM
In this video, we guide you through the full process of managing inquiries in Xapsys CRM — from the moment they arrive to converting them into opportunities. A simple way to keep on top of every lead…more
Streamlined Inquiry Management
With a smooth inquiry management system built to effectively collect, monitor, and address each lead, you can take charge of your customer interactions.
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Customize Your Layout
Learn how to personalise your Xapsys CRM layout so it works best for you. This video shows you how to arrange, add, or remove sections to keep your dashboard clean and efficient…more
Customize Your CRM Layout for Maximum Efficiency
With Xapsys CRM, you can easily track every interaction, automate routing, and streamline your customer inquiries. Improve customer satisfaction, speed up response times, and turn more prospects into dedicated customers today!
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Realtime business intelligence dashboards in CRM
Discover the power of real-time business intelligence dashboards in Xapsys CRM in our latest video. As one of the leading CRM (Customer Relationship Management) platforms, Xapsys provides you with a seamless and comprehensive way to manage and analyze your business performance…more
Actionable Insights at Your Fingertips
Take control of your business performance with powerful, live dashboards designed to give you actionable intelligence.
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Creating purchase orders from a sale in CRM
Effectively generate purchase orders from each sale you make through your Customer Relationship Management (CRM) system and increase efficiency. Improve your overall customer service by ensuring that stock is available quickly to supply customers reliably and on time…more
Turn Sales into Seamless Purchase Orders
Simplify inventory management and improve customer service by creating purchase orders automatically from your CRM sales data.
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CRM email integration
CRM or Customer Relationship Management is an incredibly powerful tool that, when used correctly, can greatly improve your business efficiency. One of the most valuable yet often underutilized features is CRM email integration. This feature helps in organizing email threads, tracking activities, ensuring traceability, enhancing sales, and optimizing communications in your company…more
Turn Emails into Actionable Business Insights
Keep every conversation, activity, and opportunity in one place by leveraging Xapsys CRM’s powerful email integration.
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Xapsys Cross selling and upselling feature in CRM
Our CRM is not your typical customer management tool. It’s a comprehensive system designed to optimize your business operations and magnify your sales potential. Whether you’re new to Xapsys or already part of our community, you’ll find immense value in understanding how to fully utilize our CRM’s cross selling and upselling features…more
Unlock Hidden Sales Opportunities
Boost your business efficiency and drive higher sales by leveraging Xapsys CRM’s advanced cross-selling and upselling tools.
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Proformas and Opayo payment links in CRM
Xapsys CRM unique proforma feature with Opayo integration helps to streamline your processes and increase sales…more
Boost Cash Flow with Seamless Proformas
Streamline invoicing, improve cash flow, and enhance customer satisfaction with Xapsys CRM’s integrated proformas and Opayo payment links.
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Live Business Intelligence and customisable proactive notifications
Xapsys allows you to set up customisable email notifications – a powerful tool that provides you with proactive alerts delivered straight to your inbox. These alerts can be customized based on your key performance indicators, tasks, or targets ensuring that you are always in the loop when it comes to crucial business changes…more
Monitor Key Metrics and Stay in Control
Empower your team with timely, personalized notifications and stay informed on crucial business changes with Xapsys CRM.
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Custom CRM Entities
Customer Relationship Management (CRM) systems are a crucial tool for businesses of all sizes. They can help you organise your contacts, manage your sales process, and analyse your performance data. However, every business is unique, and the one-size-fits-all approach may not work for everyone. This is where the powerful customise feature of Xapsys CRM comes into play…more
Customize Your CRM to Fit Your Business
Maximize efficiency and control by designing CRM entities tailored to your workflows and data requirements with Xapsys CRM.
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CRM 3CX VOIP Integration
With the integration of CRM and Voice over IP, your business is set to benefit from seamless communication channels that can significantly boost productivity, efficiency, and the overall success of your sales efforts…more
Track, Report, and Communicate Seamlessly
Connect your voice communications directly with your CRM to improve tracking, reporting, and customer engagement with Xapsys CRM.
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Sales pipeline in CRM
This feature within Xapsys CRM allows users to intuitively navigate and update their sales pipeline, making it easier and more efficient to monitor and manage sales opportunities…more
Take Control of Your Sales Process
Streamline your sales workflow and empower your team to focus on high-value opportunities with Xapsys CRM’s sales pipeline tools.
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Viewing sales invoices in CRM
With Xapsys CRM, your team’s efficiency is our top priority. Our system is specifically designed to allow role-based viewing of customer sales invoices. This feature offers easy access to historical data and the ability to copy invoices, saving you and your team valuable time. No longer do you need to sift through endless files or folders to retrieve necessary invoices – with Xapsys CRM, everything you need is just a click away…more
Simplify Sales Invoice Management Today
Access, manage, and review all your customer sales invoices effortlessly with role-based viewing in Xapsys CRM, saving time and boosting team efficiency.
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Raising an opportunity in CRM
Xapsys CRM is integrated with Sage 50, Sage 200, Xero and more to reduce admin and allow your sales team to spend more time doing what they are best at…more
Turn Opportunities into Revenue with Ease
Empower your sales team to focus on closing deals, not paperwork, by raising opportunities directly within Xapsys CRM integrated with your accounting systems.
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Raising a Case or NCR in CRM
In this video, we take you through the brief step-by-step process of raising a case or NCR in Xapsys CRM, a fundamental practice for sales and customer service teams worldwide. Track, manage and address customer complaints or queries and use Xapsys CRM to assist with your ISO9001 processes…more
Manage Cases and NCRs Efficiently
Enhance your team’s ability to handle customer queries and complaints while maintaining ISO9001 standards with Xapsys CRM.
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Marketing integration in CRM
Xapsys CRM marketing integration imports and exports subscribers to and from your Mailerlite or Mailchimp company profile. View marketing stats stored against each individual subscriber including average open rate, average click rate, opt in date and more…more
Analyze Campaign Metrics Effortlessly
Monitor campaign performance, subscriber activity, and key marketing metrics effortlessly by connecting your marketing tools with Xapsys CRM.
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Finding and importing leads from Google in CRM
In this brief demo, we show off the Xapsys CRM feature of “Finding and Importing Leads from Google in CRM”. This video is a must-watch for all businesses looking to maximize their lead generation and sales efforts using the power of CRM and Google integration…more
Act Faster on New Opportunities
Increase efficiency and sales success by connecting Google leads to Xapsys CRM, enabling your team to act on new opportunities faster.
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Creating custom CRM alerts
As businesses grow, it becomes increasingly challenging to manage and process Customer Data effectively. Leveraging CRM alerts can help you stay on top of your game, ensuring every piece of customer communication is acknowledged and acted upon promptly…more
Stay Ahead with Custom CRM Alerts
Ensure timely actions on important customer activities by creating personalized CRM alerts that keep your business ahead with Xapsys.
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Xapsys Sage integration Demo
We understand the pivotal role that an effective CRM system plays in any business model, which is why we’ve designed our Sage integration to optimize and streamline your customer relationship management. From managing leads, tracking customer interactions, to processing orders, our Sage integration is a game-changer…more
Optimize Your Business Processes Today
Simplify your business operations and enhance customer relationship management by leveraging the power of Xapsys CRM integrated with Sage.
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Raising a quote in CRM
In the fast-paced world of sales, efficiency and accuracy in quoting and order processing are paramount. Xapsys CRM is designed to make these processes easier, empowering you to provide remarkable customer service while maximizing your sales opportunities…more
Generate Accurate Quotes Faster
Generate accurate sales quotes quickly and efficiently while streamlining order processing to maximize opportunities and customer satisfaction with Xapsys CRM.
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Creating a Lead in CRM
We understand that in the competitive world of business, leads are the lifeblood of any organization. That’s where Xapsys CRM comes in. This software is not just a CRM, but a comprehensive platform for your business growth strategy. It is designed to help you maximize your lead generation efforts, manage relationships more efficiently, and drive significant business growth…more
Track and Manage Leads Effectively
Empower your team to capture, track, and nurture leads effectively while streamlining relationship management with Xapsys CRM.
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Converting a quote into a sales order in CRM
By leveraging Xapsys CRM, you can transform your sales orders from a simple quote to a confirmed order in just a few easy steps. This powerful tool is a game-changer for businesses looking to elevate their customer service and order management capabilities…more
Boost Sales Efficiency and Accuracy
Simplify the sales process and elevate customer service by turning quotes into actionable sales orders directly within Xapsys CRM.
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Checking Stock in CRM
Xapsys is a dynamic CRM and Workflow platform that provides real-time, live data, enabling businesses to make informed decisions based on accurate stock analysis. With this demo, you’ll learn how to harness the power of live data and utilise it to optimise your business operations…more
Gain Full Visibility of Stock Levels
Gain complete visibility over your inventory and make proactive business decisions by leveraging Xapsys CRM’s real-time stock monitoring.
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Outlook Calendar Sync in CRM
At Xapsys, we understand the importance of effective CRM (Customer Relationship Management) for every business. That’s why we’ve integrated the convenience of Outlook Calendar synchronization into our robust CRM software. This feature allows you to organize your meetings, follow-ups, and events in one place, ensuring your customer management is always on point…more
Keep Your Team Aligned and Efficient
Enhance your customer relationship management and never miss critical interactions by leveraging Outlook Calendar sync in Xapsys CRM.
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Associated Companies in CRM
As businesses grow, it becomes increasingly important to keep track of your network of associated companies. Whether it’s linking businesses to each other or suppliers required for specific opportunities, Xapsys CRM has got you covered. This feature streamlines your workflow, making it effortless to establish relationships between crucial entities in your CRM. No more wasting time searching for scattered information or struggling to connect the dots. Xapsys CRM makes it simple, efficient, and truly professional…more
Organize Your Business Network Efficiently
Simplify relationship management and establish clear connections between crucial entities in your CRM using Xapsys’s associated companies feature.
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