What is Xapsys CRM?

Sage and Xero's CRM is expanding. Easily empower your sales team, nurture your customer relationships, and grow your business. Contact administration. All of your contacts are imported from Sage and synchronized with Xapsys CRM in minutes. 

Using a powerful search engine, you can quickly find your contacts, or you can filter them by company type, account manager, or city. Create new companies with different currencies, tax rates, and price bands and assign them to your preferred account manager. Use the "find on maps" widget to save time by populating all known fields from a company's name. The sales pipeline. To prioritize your work effort, you can easily manage and track your sales opportunities. Move your prospects from one stage to the next as the deal progresses with a few clicks. Opportunity statuses can be customized to reflect the stages of your sales process, as well as the percentage of certainty you typically experience at each stage of your sales funnel.

Empower your sales teams with an intuitive and simple-to-use CRM that integrates seamlessly with Sage 50 and Sage 200.

  • All customers, suppliers, and contacts are imported and synced directly from Sage.
  • Create and monitor opportunities.
  • Make changes to the sales pipeline to reflect your sales process.
  • Raise quotes in CRM using Sage products, prices, and price bands.
  • Convert quotes to sales orders or proforma invoices with a single click, and have them instantly synchronized into Sage without leaving CRM.
  • Track emails, tasks and appointments from MS Office 365 into CRM
  • Improve after-sales and customer satisfaction with case management

Xapsys CRM is the only free CRM that integrates with Sage - free for as many as 5 users indefinitely.

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