Retail & Wholesale Trade
CRM and Workflow integrated software
Spend Less Time Doing More
Xapsys CRM for retail & wholesale trade gives you a platform to proactively manage your clients from one secure, cloud based database whether in the office or on a mobile device. Sales staff can spend more time selling and less time on admin tasks with ultra fast order entry and customer order history. Xapsys CRM & Xapsys Live Dashboard provides live stock information to the team so the information provided to your customers is always up to date.
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.
Fast Order Entry
Xapsys CRM features ultra fast order processing and automatically updates your finance package.
Proactive Client Management
Ensure your customers are up to date with real time data on their orders.
Real Time Reporting
Stop using manually compiled reports and replace them with real time KPI’s instantly visible in your Xapsys system.
Xapsys CRM integrates with major finance software packages including Sage, Xero and Quickbooks.
Xapsys enables you to continue daily operations during stocktakes to avoid any downtime.
Xapsys Live Dashboard provides you with live and interactive data allowing you to manage from anywhere.
Real Time Data
Xapsys Workflow for trade businesses provides a great platform for operations teams to keep up to date with pick lists, stock locations and despatch dates whilst feeding sales staff with live order updates to pass on to your customers. Xapsys Workflow also enables your business to keep moving by removing any downtime during stocktakes through Xapsys’ smart stock taking system.
Manage your business from anywhere with Xapsys Live dashboard! Sit on the beach and access live and interactive data from your business.
Who else is this for?
It’s not specifically the retail and wholesale trade 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.