Tailored CRM & Workflow Solutions
The Software Fit for Your Business
With software, one size doesn’t fit all. Out-of-the-box functionalities are great, but because your business is unique, you might need customised features and tailored functionality to ensure all your needs are covered. That’s what we excel at.
A customised CRM and workflow planning system have endless benefits. It streamlines business operations by facilitating information access and sharing among employees. Moreover, it guarantees up-to-date and accurate customer data.
Overall, a tailored CRM system adapts itself according to your company’s operations to save time and money while boosting employee productivity.
Tailored Functionality - Develop Customised CRM Software
Xapsys offers a comprehensive consultation service to identify each client’s unique pain points and potential automation opportunities. As an independent, UK-based CRM and workflow software provider, we have the flexibility to customise the features and functionality of our software to meet specific requirements.
Our team has expertise in creating custom CRM software for various verticals including manufacturing, services, charity, and retail. Collaborating with prestigious UK-based partners like RixGreen, Advantage Services, Onesys, Roveel, and Century Software has enabled us to deliver these solutions with ease.
A tailored CRM software goes beyond having the necessary features. It is also about understanding your business and getting the right features in place.
Custom Order Entry System
The Pain
This client required a completely bespoke way of entering orders into sage when no internet was present for their sales force.
The Fix
We created a complete offline order entry system that synchronized back to the Sage server for adding new orders on. This reduced licensing and allowed for more custom rules on the way that the client processes their orders.
Custom Stock Valuation
The Pain
Our client had 2 different stock valuations and couldn’t explain the difference in value.
The Fix
We found out that the stock was going in and out of different nominal accounts at different values due to the exchange rate and the different times between purchase order, delivery, invoice, and sale. We created a custom stock valuation report to give our best historical valuation based on PO price and HMRC exchange rates and modified Sage settings to rectify the problem.
Auto BOM Building
The Pain
BOM stock codes would be built at the point of picking and never got built and put into stock, having to build them before picking was slowing down the dispatch process.
The Fix
When the BOM item code gets dispatched, it automatically reduces the stock of the components and creates the BOM before dispatch within Sage to keep the stock system accurate.
Custom Invoice Dates
The Pain
The client had 2 different invoice dates required and needed a new system to set them within Sage.
The Fix
We added a manual invoice date override to the order entry screen and also added new settings to the sales ledger account screen for more control over the two invoice dates.
Customise Your CRM for System Integration
Many businesses have been trading for decades and periodically incorporate new software into their infrastructure, which often does not integrate properly with each other and results in a multitude of data sources. Our experts have a broad experience with data migration, database mapping and software integration. If you feel your business’ software is over complicated or involves repeated data entry, get in touch with us to see how we can streamline your workflow.
Customising your CRM software for integration will make the user experience more seamless and intuitive.
Custom Development Solution for Tweaking Sage
As certified Sage developers, our clients often ask us to undertake specific custom developments to enhance their business systems beyond the native functionalities. Additions that fit perfectly within their business software, turning it into a finely tuned engine that does precisely what standard solutions couldn´t deliver.
Xapsys is an experienced software development service provider specialising in CRM, workflows, ERP integrations, live business intelligence dashboards and custom software functionality. We also offer tailored Sage development solutions to seamlessly integrate with customised functionality within business software.
See some examplesCustomised CRM & Workflow Solutions FAQs - Your Questions Answered
If you have any questions about Xapsys’ custom CRM and workflow solutions, please see below frequently asked questions. If you don’t find the answer you’re looking for, feel free to ask us directly.
- What are tailored CRM & workflow solutions?
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Xapsys tailored CRM & workflow solutions go beyond basic customisation to make the system and its features fit your unique business processes.
- Who needs a tailored/custom CRM system?
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A customised CRM system will be a better fit for most businesses versus an off the shelf solution. It is more efficient and easier to implement a system tailored to your business.
- How does Xapsys custom CRM & workflow solutions help businesses to grow?
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A custom CRM, Workflow and planning system is often easier and more efficient for users as unused features and required fields do not get in the way and disrupt your way of working. In addition, our ERP integrated solutions provide instant real time data and remove double data entry across multiple systems enabling your teams to work smarter and faster to spend more time meeting customer requirements and business targets.
- Is there any training required to use customised business software?
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Employee training is key to ensuring you get the most from your CRM system. Xapsys will help with training and implementation during installation at no extra cost.
- How much do Xapsys custom development services cost?
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Basic customisations to suit your way of working are included when you sign up for Xapsys CRM however custom feature developments are designed and created for you at an hourly rate with no added maintenance costs. See our pricing page for more details.
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.