About Xact Software
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Xact Software by Xact Software Solutions is a versatile CRM platform designed to support small and medium-sized enterprises (SMEs) in managing customer relationships, sales pipelines, and business communications. Developed with the goal of increasing productivity and enhancing customer engagement, Xact Software combines essential CRM functionalities with project management and communication tools in a centralized interface. Its primary features include contact and lead management, sales tracking, task scheduling, document management, and integrated communication logs. Xact is particularly well-suited for companies looking for a customizable, scalable CRM that adapts to different industries and workflows. The user interface of Xact Software is functional, clean, and business-oriented. It emphasizes clarity over visual flair, with a layout that’s designed to reduce clutter and streamline access to key tools. Navigation is straightforward, utilizing a left-hand side menu to switch between modules such as Contacts, Deals, Activities, and Reports. A standout aspect of the UI is its customizable dashboards, which allow users to select which KPIs or metrics they want front and center. For users who are familiar with CRM systems, onboarding is quick.
Pros & Cons
- +All customer info in one place.
- +Better understanding of customer needs.
- +Easier information sharing across teams.
- +Streamlined processes and reduced data entry.
- +Enables quicker and more personalized support.
- −Can involve significant upfront investment.
- −Requires robust measures to protect sensitive information.
- −Connecting with existing systems can be challenging.
- −Employees may resist new software or processes.
- −Too many features can be confusing if not managed well.
Features
Key features
- Integration with Accounting Software
- Seamlessly connects with popular accounting systems like QuickBooks, Xero, MYOB, etc., eliminating dual data entry and improving workflow.
- Centralized Customer Data
- Consolidates all customer-related information, including contact details, communication history, and accounting data, into a single, easily accessible record.
- Enhanced Customer Insight
- Provides a comprehensive view of customer interactions and preferences, enabling businesses to understand their needs better and offer relevant products/services.
- Improved Team Collaboration
- Facilitates information sharing across marketing, sales, and customer service teams, ensuring everyone has access to critical customer data.
- Mobile Accessibility
- Allows users to access and update CRM data from anywhere, on or offline, enhancing productivity for remote or traveling employees.
- Customizable and Adaptable
- Offers flexibility to be configured and customized to meet specific business requirements, ranging from basic personalization to more complex adaptations.
Additional features
- Customer Relationship Management (CRM)
- A system for managing and analyzing customer interactions and data throughout the customer lifecycle.
- Centralized Customer Data
- Stores all customer information (contact details, emails, notes, history, activities, social media) in one place.
- Build Relationships
- Enables personalized interactions with quick access to customer details.
- Higher Level of Service
- Equips businesses with customer knowledge to respond to queries effectively.
- Provide the Right Product
- Tracks customer preferences to anticipate their needs.
- Keep Everyone on the Same Page
- Centralizes information to retain customer knowledge within the business.
- Measure Business Performance
- Provides data for analyzing lead conversion rates, reasons for lost prospects, and response times.
- Integration
- Connects with other business resources like Outlook, QuickBooks Online, Xero, and Wufoo.
- Everywhere Accessibility
- Allows access to CRM data online or offline, from the office, home, or on the road.
- Adaptable
- Can be personalized or customized to suit specific business needs.
- Eliminate Dual Entry of Data
- Updates contact information in one place.
- Improve Office Workflow Experience
- Creates a natural flow for data handling.
- Eliminate Moving Between Applications
- Allows users to perform tasks without switching between different software.
- Controlled Access to Information
- Enables sales staff to access sales data without compromising accounting integrity.
- Marketing Function Integration
- Connects marketing activities with customer data.
- Sales Function Integration
- Integrates sales processes with customer information.
- Customer Service Function Integration
- Links customer service interactions with the CRM system.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Xact Software
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Xact Software Details
Xact Software's In-App Market Place
Does Xact Software have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), SEK (kr), ZAR (R), MXN ($)
Pros & Cons
- All customer info in one place.
- Better understanding of customer needs.
- Easier information sharing across teams.
- Streamlined processes and reduced data entry.
- Enables quicker and more personalized support.
- Can involve significant upfront investment.
- Requires robust measures to protect sensitive information.
- Connecting with existing systems can be challenging.
- Employees may resist new software or processes.
- Too many features can be confusing if not managed well.
Xact Software's Support Options
Email Address
support@xactsoftware.co.nzContact
+64 9-377 6516Xact Software's Alternatives
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