CRM and Workflow integrated software
Spend Less Time Doing More
Record and share requests for financial support and relevant correspondence to provide forecasts for both your restricted and unrestricted funding. Xapsys CRM for charities coupled with Xapsys Live dashboard will give you, your team and your beneficiaries quick remote access to real time data.
Xapsys’ unique way of implementing tailored software solutions will ensure that your Xapsys system is custom to your organisation and its unique operations.
Xapsys has experience of working many charities including schools, churches and homeless charities.
Stay Up To Date With Funding Requests
Manage and Share Charity funding requests securely with Xapsys CRM
Proactive Client Management
Ensure your beneficiaries are up to date with real time data on their requests visible on your website.
Real Time Reporting
View and interact with live customised forecasts and reports remotely with Xapsys Live Dashboard
Xapsys CRM integrates with major finance software packages including Sage, Xero and Quickbooks.
Xapsys Modules benefit from our one to one free consultations to provide your charity with a system that works for you.
Experience Working With Charities
Xapsys have many years of experience working with a variety of charities.
Xapsys Web Portal For Charities
Xapsys Web portal gives the functionality for potential beneficiaries to submit requests for funding and receive updates on their requirements via the charity’s website.
The web portal is linked with the charity’s Xapsys CRM system which is in turn automatically updated with funding requests to be allocated to relevant staff and departments to handle.
Who else is this for?
It’s not specifically charities 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.