Xapsys CRM

Xapsys CRM Hero
CRM
Xapsys CRM is an ERP integrated CRM workflow system and live dashboards

About this App

Simple to use ERP Integrated CRM, Workflow System, and Live Dashboards to help you save time and money

From a results driven team in the business of happiness

Unleash the power of integration with Xapsys CRM and Workflow. Eliminate double data entry, reduce admin tasks, and gain real-time business intelligence with our reliable connectors for Sage 50, Sage 200 or Xero. Customisable to fit your unique needs, Xapsys is the ultimate tool for a smarter way of working.

Intuitive cloud based CRM that seamlessly integrates with your accounting software.

Streamline Your Business Processes with Xapsys CRM and Workflow System.

With Xapsys, manage your customer relationships and workflows effortlessly. Our platform integrates with Sage 50, Sage 200, or Xero to eliminate redundant data entry and offer real-time business intelligence. Plus, customise it to match your unique business operations. From CRM to live dashboards, everything is designed to help you save time and money.

Free, Lightning fast implementation

Give us the green light and you can be up and running within days with no hidden set-up costs!

Real time data

Have confidence in quickly viewing second-by-second critical information

Powerful Customisation

Xapsys CRM and Workflow provides powerful customisation options beyond most CRM providers.

Upmost security for your data

Xapsys infrastructure runs on the very latest cloud platforms and is always up to date

Cloud based

Remove the worry of expensive on site servers and manual backups. Your data is held securely with Microsoft Azure.

Anywhere, from any device

Forget VPN and radio silence, and staff can work anywhere, from train to cafe

User-Centric Business Software

User-oriented functionality is an important aspect of business software, such as CRM and Workflow system that is often neglected by small and medium businesses and entrepreneurs.

We’re subscribed to the fact that software that completes at times very complex tasks does not need to be complicated in itself. Whether we’re simply installing one of our modules with out-of-the-box features, or creating a bespoke suite of tools and automation, a user-centered design is at the heart of each interface and element.

Experience Freedom with Cloud-Based CRM.

Say goodbye to expensive on-site servers and the hassle of manual backups. With Xapsys, our cloud-based CRM and Workflow system ensures your data is safe, secure, and accessible anytime, anywhere. Simplify your business processes and focus more on what really matters – growing your business.

Stay Ahead with Real-Time Data.

In the fast-paced world of business, every second counts. Stay ahead of the curve with Xapsys’ real-time data feature. Gain immediate access to business-critical information, enabling faster decision making and a competitive edge. Let’s optimize your workflow and drive your business forward.

Seamless Integrations

Xapsys is driven by its mission to provide excellence in software which enables business growth. The key to Xapsys’ success is it’s seamless integration and smooth work process. Our CRM and workflow management system is compatible and can seamlessly integrate with any finance software and other office applications.

Cost (from)

£5/month

Free Practice Subscription

Trial

30 day free trial, fully functional, no credit/debit card required

Partner Program

https://www.xapsys.co.uk/partners/, Yes

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Integrations

  • Amazon

  • amazon.com

  • DPD

  • eBay

  • Gmail

  • Google Analytics

  • MailChimp

  • MailerLite

  • Microsoft Azure

  • Microsoft SQL Server

  • MySQL

  • Office 365

  • PrestaShop

  • Shopify

  • SQL Server

  • Show 1 more...

Geographies Served

  • Ireland

  • United Kingdom

Categories

App features per category

CRM

  • Free data transfer

  • Tailored to your business.

  • Integrated with your ERP system

  • Mobile

  • Integrated with Office 365

  • Phone and email support

  • Customer portal

    • Reduce Admin Time

    • Tailored To Your Business

    • Integrated with ERP

    • Case Management

    • Integrated into Your Website

    • Phone and email support

  • Book Appointments – create a new appointment in either Xapsys CRM, Outlook or Google Calendar and it will update in both applications.

  • Organise Tasks – creating a new task automatically adds a reminder in your calendar or sets onscreen notifications in Xapsys CRM.

  • Email Client Integration – By clicking “File Email” in either Outlook or Gmail, the Xapsys CRM management tool will automatically attach the email message(s) to the “activity” tab for the corresponding opportunity. 

  • Share Documents – attach documents from the “files” tab in the CRM system to emails sent from Outlook and Gmail.

Visit Xapsys CRM

Some details on this page are subject to change. If you see something wrong please contact us here.

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