Xapsys CRM

Sales Representatives Management
Sales Pipeline Management
Lead Nurturing
Contact Management
Reporting and Forecasting
Outlook and Gmail Integrations
Connect to 2000+ Apps
Case Management
Cross Selling
Live Dashboards
Pro-forma Invoicing
Quote
Order Processing
Notes & Notifications
Supplier Performance Dashboard
Marketing Automation

Sales Representatives Management

With real-time data visibility, you can dive into individual rep performance, seeing where deals are at in the sales funnel, if reps are on target to meet quota, and if the team is on track to hit revenue goals.

Additionally, the single source of data means every team has easy access to key insights. This helps strengthen alignment between sales, finance, and marketing teams. Everyone has the same snapshot of sales performance, which allows for more collaborative planning. This way, every team is on the same page and striving for the same goals.

Sales Pipeline Management

Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal.

Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel. Color coded icons show you exactly where you are with each of your opportunities at a glance.

Lead Nurturing

Track leads from first contact to ultimate sales. Lead nurturing is designed to do two things: Convert leads and identify areas of improvement for your sales funnel. Both of these are essential since one gives you an actual customer and the other helps you get more customers later.

Xapsys CRM helps you meet both of these objectives for nurturing leads and unlock huge growth potential for your business.

Contact Management

In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name.

Reporting and Forecasting

Access to a range of pre-built reports, as well as the possibility to create your own, will help your teams to forecast future trends and opportunities, plan commercial actions and monitor their results. Available for Sage, as well as any other data source you wish to connect to Xapsys CRM.

Outlook and Gmail Integrations

Continue to run your emails, calendars and tasks through Outlook or Gmail. If they are related to an opportunity in Xapsys CRM, they will be automatically logged in its activity.

Connect to 2000+ Apps

Our Zapier integration allows you to connect to more than 2000 applications, some you might already be using. Choose from over 200 popular email marketing automation like MailChimp, Campaign Monitor or Active Campaign. Easily connect to Intercom or Zendesk for support.

Case Management

Xapsys CRM includes a Case Management system for tracking and resolving customer service issues. It helps your business identify potential bottlenecks and improve the customer satisfaction.

Cross Selling

Create links within CRM to remind sales staff about potential additional sales through up selling or cross selling associated products.

Live Dashboards

Push and pull data from your ERP system to provide real time performance data accessible from wherever you are.

Pro-forma Invoicing

Allow sales staff to raise pro-forma invoices to pre pay customers from within CRM.

Quote

Raise quotes quickly and easily with no screen popping within Xapsys CRM.

Order Processing

Quickly and easily raise orders and convert quotations in Xapsys CRM.

Notes & Notifications

Receive instant customisable push notifications and reminders. Also set notes against people or companies to ensure key customer details aren't missed.