Automate processes, manage cases, and improve communications.
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.
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.
Xapsys integrates seamlessly with Mailchimp and Mailerlite to enable you to conduct targeted campaigns and track their performance in real time.
Live data at your fingertips from wherever you are enabling you to track KPI’s, employee activities and pipelines.
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
- 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
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.