CRM and Workflow integrated software
Spend Less Time Doing More
Xapsys CRM for accountants allows you to proactively manage your clients from one secure, cloud based database. Practice partners are able to share client data quickly and easily whilst ensuring they are on top of customer’s requirements such as tax returns and year end accounts etc. Our CRM integrates seamlessly with Mailchimp and MailerLite to allow focused marketing and reminders for your customers.
We tailor our systems to work perfectly for each businesses’ way of working however, our CRM system allows you to create custom fields to support specific practice data.
Central Client Data Hub
Xapsys allows practice partners to share and access a secure cloud based database from anywhere at anytime.
Proactive Client Management
Ensure your customers are up to date with key finance deadlines.
Seamless mailchimp integration allows your practice to communicate relevant updates to your contacts.
Xapsys CRM integrates with major finance software packages including Sage, Xero and Quickbooks.
Improve customer retention by white labeling Xapsys CRM to provide added value to your clients.
Xapsys has an open API for integration into other practice solutions such as Iris and Practice Ignition.
White Label Service
Xapsys also provides a white label service for you to offer your customers the opportunity to share live and up to date financial information whilst benefiting from the Xapsys CRM system. This can be a great additional revenue stream and/or improve customer retention.
Who else is this for?
It’s not specifically accountants that can benefit, Xapsys software modules and custom developments are individually tailored to suit almost any businesses individual requirements…
- Software and tooling for Credit controllers
- Software and tooling for Financial advisers
- Software and tooling for Lawyers
- Software and tooling for Entrepreneurs
- Software and tooling for Finance directors
- Software and tooling for Investment consultants
- Software and tooling for Education professionals
- Software and tooling for Finance managers
- Software and tooling for CFOs
- Software and tooling for Analysts
- Software and tooling for Loan officers
- Software and tooling for Venture capitalists
- Software and tooling for Stock brokers
- Software and tooling for Financial planners
- Software and tooling for Bookkeepers
- Software and tooling for Statisticians
Would you like to save time and money?
We’d love to speak with you about how we can help you to better understand your unique challenges so we can demonstrate how Xapsys can help you to get the most from your business.
Initial consultations completely free of charge, and we’ll only ever contact you about your specific enquiry.