Workflow and planning software
ERP Integrated Order Management System
Intelligent and intuitive business solutions for every industry. Our feature-rich OMS supports businesses through seamless integrations with Xero, Sage, Mailchimp, Woocommerce, MailerLite and many other applications.
Xapsys Workflow enables managers to create workflows, automate tasks, track orders and manage staff improving the efficiency and performance of your business with real time data.
Meet Morgan...
Morgan runs a manufacturing business and is frustrated. Her business is missing customer delivery dates and has no view of invoice forecasts. She feels that too much of her sales team’s time is spent chasing order status from the factory in order to keep their customers up to date.
Morgan speaks to Phil at Xapsys. Phil finds out that Morgan’s existing workflow management systems are outdated creating missed order deadlines, incorrect stock levels and inefficient communications within the business.
Phil demonstrates the Xapsys Workflow management software. Following feedback from Morgan, he customises the system’s functionality to fit Morgan’s business’s unique way of working. Morgan’s teams now have access to live data, improve their profits and provide their customers with great customer service.
Morgan is smart.
Plan to Succeed With Xapsys Workflow!
Xapsys workflow management solution 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 BOMs on the fly with barcode scanning, and view job status, timings and history. View product images stored against SKUs and more with Xapsys workflow module. Your shop floor data automatically syncs with the CRM and your finance system to keep costs, stock and Xapsys’ dashboards live and up to date.
Workflow Planning System for Quality and Case Management
Xapsys workflow web portal can give your customers access to raise and view the status of their own cases. Manage and monitor cases within the workflow management software. Link NCRs to jobs or suppliers and view automated supplier evaluations. Xapsys helps with continuous improvement efficiently to ensure happy employees and happy customers.
Never Miss a Beat with Xapsys Workflow Management Software
Store design documents, job specifications, product images, notes and notifications against SKUs in the cloud with a workflow system allowing your business to stop relying on pieces of paper passed around the shop floor. Through the low-cost shop, floor-based terminals staff are able to view tasks, view worksheets, make stock requests, log issues, scan into jobs and more with permission-based roles. Xapsys workflow management provides instant updates and lines of communication between the office and the shop floor ensuring the heart of your business never misses a beat.
Workflow Management to Keep Your Customer Up to Date
With the unique optional Xapsys customer portal, you can allow your customers to log in and view the up-to-date status of their orders and log their own NCRs(non-conformance reports) to provide them with added value.
Xapasys’ workflow management platform provides instant access to live data, enabling you to respond to your customers’ chats and emails quickly. With real-time updates on their orders, you can keep your customers informed and engaged.
The Ultimate Workflow Solutions to Maximise Your Business's Potential!
Whether your business sells different lines of washing machines or manufactures individual bespoke furniture. Xapsys’ customisable workflow management tool is designed to suit you. We ensure that its system fits your way of working and that the features you need are front and centre. Why get 50% out of an off-the-shelf system when you can get 100% from a customised workflow and planning system?
FAQs: Your Workflow Management Questions Answered
So, you now have a good understanding of Xapsy’s workflow and may have some follow-up questions. You can find the answers to FAQs below, if you can’t find what you’re looking for, please feel free to ask us a question directly.
- What is Workflow Management?
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Workflow management is the process of organising and overseeing a series of tasks or activities to achieve a specific business goal. This involves identifying steps, assigning tasks, setting timelines, and monitoring progress. Xapsys workflow software tool can automate and streamline the workflow management process.
- What are the Basic Components of a Workflow System?
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Usually most workflows consist of three basic components – input, transformation, and output.
Instead Xapasys workflow offers a comprehensive set of components to support efficient business operations. Our workflow includes order and task planning, employee management, stock management, internal communications, document management, quality management, profitability, and reporting. By providing a robust set of components, we aim to help businesses optimise their processes and achieve their goals more effectively.
- Is Xapsys Workflow Customisable?
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Yes, as with our CRM system Xapsys workflow system can be customised to your unique business processes.
- Is Xapsys Workflow Integrated with my other systems?
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Yes, Xapsys workflow management software integrates with ERP software such as Sage 200, Sage 50 and Xero and works seamlessly within Xapsys CRM.
- How Much Does Xapsys Workflow Planning System Cost?
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Xapsys Workflow system is priced at £325 per month for your first 10 users. https://xapsys.co.uk/pricing/
Standard CRM & Workflow Feature List
Xapsys can develop custom functionality to suit your requirements. Below is a list of standard functionality that can be tailored to your business.
- Customer Relationship Management Customised To Your Business
- Custom CRM Custom Fields and Tables
- Manage Your Customers Contact Management
- Activity Tracking
- Opportunity Management
- Lead Management
- Document Management
- Raise Quotes In CRM Quotes/Proposal Management
- Opportunity Kanban Sales Pipeline
- Sales Analytics
- Sales Forecasting
- Multliple Tenants
- Integrate With Sage 200, Sage 50, Xero, Quickbooks ERP Integrations
- Cloud Based
- 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
- Shop Floor Data Collection
- Opayo Payment Link Integration
- Upselling / Cross selling functionality
- Raise purchase orders Inventory management
- Customised alerts
- Find new customers in CRM with Google Google integration
- View historical sales invoices Invoice Sync
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.