Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
Manage and oversee your aftersales and work tickets, ensuring complete transparency throughout the entire process for all customers. Keep track of customer aftersales inquiries while equipping your teams with essential information, enabling them to respond effectively. Minimize the time spent on coordinating your engineers, empowering them to manage their tasks independently on-site, regardless of whether they are connected to the internet. Achieve comprehensive visibility of the customer experience from initial lead to final invoice, maintaining oversight at every stage. Engage with your customers in real-time, utilizing their preferred communication methods whenever necessary. Additionally, collect actionable and reportable data throughout the process. Connect with customers during crucial moments by setting up customizable triggers, which also provide insights into optimal communication strategies and timings. Furthermore, enhance your ability to make prompt and effective business decisions through access to both detailed data analyses and high-level summaries. This holistic approach ensures that you remain responsive to customer needs while driving operational efficiency.
Description
Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Gmail
No
Microsoft 365
No
Microsoft Dynamics 365
Yes
Microsoft Power Platform
Yes
Sage 50
No
Xero
No
Zapier
No
Integrations
Gmail
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
No
Microsoft Power Platform
No
Sage 50
Yes
Xero
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
20 GBP / user / month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Elite Dynamics
Founded
2015
Country
United Kingdom
Website
www.elitedynamics.co.uk/elitemanufacturers
Vendor Details
Company Name
Xapsys
Founded
2015
Country
United Kingdom
Website
www.xapsys.co.uk
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
No
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
No
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No
Job Shop
Billing & Invoicing
No
Capacity Management
No
Job Costing
No
Job Tracking
No
Order Management
No
Purchasing
No
Quality Control
No
Quotes / Estimates
No
Scheduling
No
Shipping Management
No
Traceability
No
Work Order Management
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Manufacturing
Accounting Integration
No
ERP
No
MES
No
MRP
No
Maintenance Management
No
Purchase Order Management
No
Quality Management
No
Quotes/Estimates
No
Reporting/Analytics
No
Safety Management
No
Shipping Management
No
Transportation Dispatch
Billing & Invoicing
No
Computer Aided Dispatch
No
Customer Database
No
Emergency Dispatch
No
Fuel Management
No
Mileage Tracking
No
Order Management
No
Routing
No
Scheduling
No
Vehicle Tracking
No
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
No
Interaction Tracking
No
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
No
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No