Manufacturing & Distribution
CRM & Workflow System Integrated with your Accounting Software
Gurpreet runs a manufacturing business and is frustrated. She feels that too much of her sales team’s time is spent chasing order status and doing admin tasks.
Gurpreet speaks to Phil at Xapsys. Phil finds out that Gurpreet’s existing stand alone systems are creating duplicate tasks and inefficient communications within the business.
Phil demonstrates the Xapsys CRM and Workflow system and following feedback from Gurpreet he customises Xapsys functionality to fit Gurpreet’s business unique requirements. Gurpreet’s teams now have access to live data and can process orders quickly in CRM!
Gurpreet is smart.
All Your Team's Needs In One System
Xapsys allows you to manage your business from marketing and leads right through to quotes, orders and despatch. Manage customers, schedule orders, view live order status, live stock, live profitability figures, and more all in one system. Xapsys synchronises automatically with your finance package Sage 50, Sage 200, Xero or whichever system you use. No switching between CRM and finance systems.
Xapsys already integrates with Sage 50, Sage 200, Xero and can be integrated with any finance package with an open API. Xapsys CRM also synchroises with Office 365 and Gmail to automatically update communications from an email thread into your opportunities. Xapsys can even integrate with 3CX VOIP to track calls and show customer details when receiving calls.
Mobile, Secure & GDPR Compliant
Xapsys uses Microsoft Azure to ensure your data is safe and secure. Cloud technology makes Xapsys completely mobile without the need for VPN or remote desktop so you and your team can access live, role based data wherever you are and from any device with a data connection.
Instant Customisable Notifications
Customise your system to provide you with instant notifications on anything from sales orders, purchase orders, case management, tasks, marketing, invoicing and more.
Xapsys workflow can completely revitalise the way you work and help to maximise turnover and profits. Manage your staff’s workload, plan your upcoming jobs, scan in and out of jobs, create BOM’s on the fly with barcode scanning, view job status, timings and history. View product images stored against SKUs and more with Xapsys workflow. Your shop floor data automatically syncs with the CRM module and your finance system to keep costs, stock and Xapsys’ dashboards live and up to date.
Quality & Case Management
Xapsys web portal can give your customers access to raise and view the status of their own cases. Manage and monitor cases in Xapays CRM and Workflow software. Link NCR’s to jobs or suppliers and view automated supplier evaluations. Xapsys helps with continuous improvement efficiently to ensure happy employees and happy customers.
Switching made easy
Xapsys is tailored to your business. Switching to us is easy! We will handle all data transfer from any other CRM system and manage all of the integrations for you with no additional costs.
Standard Feature List
- Customer Relationship Management Customised To Your Business
- Custom CRM Custom Fields and Tables
- Manage Your Customers Contact Management
- Activity Tracking
- Lead & Opportunity Management
- Document Management
- Raise Quotes In CRM Quotes/Proposal Management
- Pipeline Management
- Sales Analytics
- KanBan Views
- Sales Forecasting
- Multliple Tenants
- Integrate With Sage 200, Sage 50, Xero, Quickbooks ERP Integrations
- Cloud Based
- Marketing Automation
- Mailchimp, MailerLite Integration Email Marketing Integration
- Customisable Reports & Live Dashboards
- Mobile CRM Mobile
- Office 365 & Gmail Integration
- Auto Email Thread Tracking
- Customer Order History
- Raise Sales Orders In CRM Quote To Order Conversion
- Call Centre Integration VoIP Integration
- Microsoft Teams Integration
- Sales Performance Management
- Chat Integration
- Wordpress Integration Web Analytics
- Role Based Views
- Testing Environment
- Raise Proforma Invoices In CRM Proforma Invoicing
- Synchronise Appointments, Meetings, Calls With Your Calendar Calendar Sync
- Workflow and Order Planning
- Fluid BOM Creation
- Live Profitability
- Quality & Case Management
- Integrated Customer Web Portal
- Live Stock Data
- Automated Ecommerce Order Processing
- Live Proactive Notifications
- Ebay, Amazon, Woocommerce Integration Track Stock Across Multiple Marketplaces
- Shop Floor Data Collection
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.