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Average Ratings 2 Ratings

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ease
features
design
support

Description

Imagine being able to access your contacts seamlessly from any device at your convenience. Instantly find your clients by their profiles to make calls, send WhatsApp messages, emails, or SMS, visit their websites, or navigate using Google Maps, all from wherever you are, whenever you need to. This includes a variety of contacts such as clients, suppliers, sellers, creditors, debtors, employees, branches, shipping agencies, and banks. Additionally, you can manage your appointments and meetings within a planner that offers monthly, weekly, daily, and agenda list views. For each event, you can record important details such as the title, description, color coding, participants, location, website, and attach relevant files. The platform also allows you to save links or codes for joining online meetings on platforms like Google Meet, Microsoft Teams, or Zoom, and offers a user-friendly drag-and-drop interface for event management. Furthermore, you can organize and save important documents related to each contact, such as contracts, offers, and reports, ensuring that everything is easily accessible. Your data is securely stored in the cloud, allowing for instant availability whenever you need it. Finally, the multi-device feature ensures that you can access your information from any device, whether it be a computer, tablet, or smartphone, making it a truly versatile solution for all your contact management needs.

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

API Access

Has API

Screenshots View All

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Integrations

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

20 GBP / user / month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

My Contacts Cloud

Founded

1994

Country

Spain

Website

mycontacts.cloud/

Vendor Details

Company Name

Xapsys

Founded

2015

Country

United Kingdom

Website

www.xapsys.co.uk

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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