UK CRM FOR SALES & OPERATIONS

One CRM for Sales, Pipelines and UK Accounting Compliance

Xapsys helps UK SMEs manage leads, pipelines, quotes, orders and service jobs in one secure place. Optional free sync with Sage 50, Sage 200 and Xero keeps finance compliant, while UK hosting and GDPR-ready controls keep data safe.

GDPR Ready
UK Hosted Data
ISO 27001 Aligned Security
Free Sage & Xero Sync

Trusted by UK manufacturers, distributors & service teams

Book Your Free Demo

See Xapsys in action. No obligation.

20-min intro call. No hard sell

  • SSL secure
  • No credit card required
  • UK data residency
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Trusted by UK businesses
ready to grow beyond Xero alone

Sales Pipeline

Sales Pipeline

Track leads, stages and forecasts with clarity.

Quotes & Orders Automation

Quotes & Orders Automation

From quote to order to invoice without rekeying.

UK Accounting Sync

UK Accounting Sync

Free sync with Sage 50, Sage 200 and Xero.

Secure & GDPR Compliant

Secure & GDPR Compliant

UK hosted data with role based permissions.

Stop Losing Track of Opportunities

Most SMEs outgrow spreadsheets but get stuck with CRMs that are too complex or not built for UK sales teams.

Leads Slip Through Cracks

Follow ups are missed and hot prospects go cold because your team is juggling emails, spreadsheets and notes.

No Single Customer View

Sales, accounts and service hold different information. No one knows the full history or what was promised.

Manual Double Entry

Copying orders from CRM to accounting wastes hours and creates errors. Your team needs sync, not retyping.

Everything You Need to Sell Smarter

Purpose built for UK B2B sales teams. Configurable without IT.

Sales Pipeline & Lead Management

Capture leads from web, email and phone. Drag and drop stages with automated tasks.

Quotes Orders & Jobs Automation

Build quotes in seconds, convert to orders, track jobs and deliveries from one screen.

Centralized Customer Database

360 view of contacts, communications, documents, transactions and service history.

Custom Dashboards & KPIs

See pipeline value, win rates, sales activity and forecasts tailored to your process.

Workflow Automation

Auto assign leads, send follow ups, create tasks and trigger reminders without code.

Mobile Access For Field Teams

Reps can update deals, log visits and access customer info on the go.

Why Teams Switch to Xapsys

Built Around Your Process

We configure pipelines, fields and automations to match how you sell. No forced workflows.

UK implementation team

Fast to Go Live

Most customers are live in weeks, not months. We migrate your data and train your team.

No per user hidden fees

Support That Answers

UK based phone and email support from people who know your setup. No ticket black hole.

Dedicated success manager

Optional Free Sync With Sage & Xero

Already using Sage 50, Sage 200 or Xero? Xapsys offers free bi-directional sync for customers, products, prices, orders and invoices. You can start standalone and add accounting sync later when ready.

How the sync works

Customers and products stay aligned. Orders raised in Xapsys flow to Sage or Xero. Invoices and payment status sync back to the CRM so sales see real account status without asking accounts.

  • Bi-directional, scheduled sync
  • Field mapping included
  • No extra integration fees
  • Start CRM first, connect later

★★★★★
The guys at Xapsys are so helpful, friendly and talk in layman’s terms too. I have worked with them on a number of projects for my own business and they are helping and support a few clients too. 100% recommend Xapsys
Thank you Guys
S

Sue Green

Person

★★★★★
Xapsys is a great reporting software that we use every single day, it’s slick, easy to use and we have added customer features easily which enable us to measure our business performance, could not run our business now without these features and saves me a lot of time
A

Andrew Burdett

CEO

★★★★★
Been with Xapsys since April21 after spending a while searching the market for options, previous CRM had ceased operation Experience to date is all positive, from walking through data import, regular meetings with my team using Xapsys to enhance their journey, beneficial updates and financial integration to accounting system
We are now seeing the results of our input into changes from simple user functions, bespoke user interfaces and beyond
The Xapsys team are great to work with, always available, and more than willing to help or advise, very responsive

P

Philip Dainty

Person

★★★★★
Both Jack and Phil at Xapsys have been superb at developing a CRM system for our complex business model. It links in well with Sage back office and now gives us a day-to-day view of our business reporting. What we particularly liked was it isn’t as complex as some other leading brands for our guys to complete – I wanted the sales guys out selling, not completing a CRM system. I would recommend anyone to put Xapsys on their preferred list when shortlisting for a new or improved CRM system
D

David English

Commercial Director

★★★★★
We recently partnered with Xapsys to design and implement a new CRM system, and the experience has been excellent from start to finish. Their team took time to really understand our business needs and translated them into a solution that is both intuitive and scalable. Communication was clear throughout the project, with regular meetings and a strong focus on delivering value at each stage. Since going live, the system has streamlined our processes and improved visibility across our teams. Xapsys provided not just technical expertise, but genuine support in helping us adopt and make the most of the new platform. A highly capable and reliable partner—we are so pleased we found this company.
M

Simon Smith

Director

Simple Pricing, Real Value

No per module upsells. Everything you need is included.

All Core CRM Features

Pipeline, quotes, orders, dashboards, automation and mobile included as standard.

Free Accounting Sync

Sage 50, Sage 200 and Xero integration is included at no extra cost.

UK Onboarding

Data migration, configuration and training delivered by our UK team.

How Xapsys Compares

data-table

Common Questions

How long does implementation take?

Most UK SMEs are live in 3 to 6 weeks. We handle data import, pipeline setup and team training. Complex integrations may take longer.

Do we have to use Sage or Xero?

No. Xapsys works perfectly as a standalone CRM. You can add the free accounting sync now or later, or not at all.

Can you migrate our existing data?

Yes. We regularly migrate from spreadsheets, Access, Act!, GoldMine and other CRMs. We clean and map your data as part of onboarding.

See Xapsys in Action

Book a free 30 minute demo with our UK team. We will show you how Xapsys fits your sales process and answer your questions.

Book Your Free Demo