Average Ratings 5 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.

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

Screenshots View All

Integrations

AMT ERP
Actin Time
BuiltSpace
Codeless Platforms BPA Platform
Cyclr
Datto RMM
Dever Dispatch
Dynasoft Telefactura
Evolve IP
Lyftrondata
My DSO Manager
PEDYN P2000
Ravio
Sage 50
StreetSmart
VendorDesk
Wellspring for IP Management
Xero
Znode

Integrations

AMT ERP
Actin Time
BuiltSpace
Codeless Platforms BPA Platform
Cyclr
Datto RMM
Dever Dispatch
Dynasoft Telefactura
Evolve IP
Lyftrondata
My DSO Manager
PEDYN P2000
Ravio
Sage 50
StreetSmart
VendorDesk
Wellspring for IP Management
Xero
Znode

Pricing Details

$45 per user per month
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

Sage Software

Country

United States

Website

www.sagesoftware.com

Vendor Details

Company Name

Xapsys

Founded

2015

Country

United Kingdom

Website

www.xapsys.co.uk

Product Features

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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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