Xapsys CRM

Xapsys CRM

Xapsys
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About

Automatically grow your small business sales and build customer relationships by focusing on what your customers really want, with Reldesk. Reldesk is an easy-to-use, cloud-based sales and relationship management system designed for small businesses. With a focus on building and maintaining business relationships instead of wrestling with spreadsheets, or outdated Customer Relationship Management systems that are difficult to understand and expensive to implement. By tagging and categorising all of your contacts quickly, you’re able to easily filter the opportunities and contacts you want to engage with. Providing better insight into your sales pipeline. So more sales, more quickly. By keeping your sales and contact data in the cloud, you and your team are on the same page instantly. Whether that’s in the car park 5 minutes before the meeting, or on your device during the zoom meeting.

About

The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Cloud CRM for SMEs with integrated accounting at the core : Sage & Xero

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

20 GBP / user / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Reldesk
Founded: 2018
United Kingdom
www.reldesk.com

Company Information

Xapsys
Founded: 2015
United Kingdom
www.xapsys.co.uk

Alternatives

Alternatives

Wakeupsales CRM

Wakeupsales CRM

Wakeupsales
monday sales CRM

monday sales CRM

monday.com
StarterCRM

StarterCRM

Lodestar Technology Labs

Categories

CRM

Categories

CRM Features

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

CRM Features

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

Contact Management Features

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

Lead Management Features

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

Sales Force Automation Features

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

Integrations

Gmail
Microsoft 365
Sage 50
Xero
Zapier

Integrations

Gmail
Microsoft 365
Sage 50
Xero
Zapier
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Claim Reldesk and update features and information
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