CRM & Workflow for

Service Providers

Automate processes, manage cases, and improve communications.

Meet Morgan...

Morgan is the Managing Director of a financial service provider but has no visibility of enquiries, work in progress and daily activities of his employees. Morgan is frustrated and feels as though he is constantly fire fighting.

Morgan contacts Xapsys and speaks to Tom to explain the issues they are having and that he his team are potentially missing out on opportunities and client deadlines.

Having discussed the features of Xapsys CRM & Workflow and the benefits of a cohesive system that integrates with their Xero package. Morgan realises that Xapsys can help to provide him with tools that empower him and his employees to be more efficient. The Xapsys team make a few custom tweaks and implement the CRM & Workflow system fully integrated with their Xero package. Morgan is happy.
Morgan is smart.

Be like Morgan

Schedule Activities

Work efficiently, Xapsys gives you the power to schedule activities and tasks against specific jobs & clients to ensure you don’t miss important client deadlines.

Targeted Marketing

Xapsys integrates seamlessly with Mailchimp and Mailerlite to enable you to conduct targeted campaigns and track their performance in real time.

Live Data

Live data at your fingertips from wherever you are enabling you to track KPI’s, employee activities and pipelines.

Organised Storage

Don’t waste time filing and looking documents. Xapsys allows you to securely store important documents and track communications against a company or on a case by case, job by job basis.

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
Support
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

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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.