About Xapsys
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Xapsys is an all-in-one cloud-based business management and CRM platform tailored for small to medium enterprises, particularly those in manufacturing, distribution, and service sectors. Its core strengths lie in seamless data migration from existing systems like Sage and Xero, integrated order processing, and real-time dashboards that offer actionable insights. Designed to streamline business workflows, Xapsys brings together sales, manufacturing, and customer engagement functionalities within an easy-to-use interface, reducing manual effort and boosting productivity. The platform's user interface is modern, clean, and intuitive, with customizable dashboards and easy navigation that makes complex operations straightforward. It supports integration with popular accounting and productivity tools such as Sage and Office 365, ensuring data consistency and collaborative workflow. Its cloud architecture guarantees compatibility across all devices—including desktops, tablets, and smartphones—facilitating flexible remote working environments. Xapsys offers vital features such as automated notifications, resource management, case handling via customer portals, and performance tracking dashboards. The software's ability to import data from existing systems like Sage or Xero ensures business continuity during transition.
Pros & Cons
- +Real-time KPI tracking & reporting: Provides a 360° view of business performance via dashboards and widgets
- +Strong Sage 200 integration: Seamlessly integrates with Sage 200, reducing admin time and license costs
- +User-friendly interface: Clean, intuitive UI; easy onboarding with no training required
- +Lightweight & fast: Optimized for speed and ease of use, especially compared to Sage CRM
- +Highly customizable: Customizable to specific business needs; customer feedback drives regular updates
- +Gamification & BI tools: Enhances sales team engagement and competitiveness
- +Great support: Highly rated customer service and attentive development team
- +Mobile-compatible: Web-based and responsive for mobile access
- +Easy CRM adoption: Encourages usage among sales teams, improving data quality
- −Limited features vs. larger CRMs: Lacks some advanced functionalities found in more robust systems
- −No email automation yet: Missing built-in marketing automation (Mailchimp integration reportedly coming)
- −Custom reporting may require extra setup: Some plans lack default reports, requiring manual report building
- −Minor Sage integration issues: Occasional turbulence reported when linking with Sage
- −No dedicated mobile app: Though responsive, a native mobile app is not yet available
Features
Key features
- Seamless Data Transfer & Integration
- Easily migrate data from existing systems like Sage or Xero and ensure smooth ongoing data synchronization.
- Sales & Order Processing
- Manage and track sales orders from quotation to delivery with real-time updates.
- Manufacturing & Resource Management
- Create bills of materials, manage resources, and track profitability to optimize manufacturing operations.
- Customer Portal & Case Management
- Enable customers to access portals, submit requests, and reduce admin work through integrated case handling.
- Proactive Notifications & Alerts
- Receive automated alerts about order statuses, financial updates, or operational issues to stay ahead.
- Performance & Reporting Dashboards
- Visual dashboards provide insights into sales, manufacturing, and customer service performance metrics.
- Office 365 & Cloud Integration
- Collaborate via integrated Office 365 tools, ensuring document synchronization and communication.
Additional features
- CRM & Customer Management
- Stores all customer data, interactions, and history in one place for holistic view and improved service.
- Sales Module
- Streamlines quote creation, order management, and sales forecasting.
- Manufacturing & Distribution Support
- Manage bills of materials, work orders, and resource planning.
- Customer Portal
- Allows clients to view their accounts, submit requests, and access relevant information, reducing admin workload.
- Data Transfer & Import
- Simplifies migrating existing data from Sage, Xero, or other systems, ensuring continuity.
- Performance Tracking
- Monitors operational metrics like profitability, resource utilization, and order cycle times.
- Proactive Notifications
- Keeps staff and clients informed through automated alerts for orders, payments, or issues.
- Workflow Automation
- Automates repetitive tasks, data entry, and notifications to increase efficiency.
- Integration with Office 365
- Facilitates document sharing, meetings, and real-time collaboration within familiar tools.
- Mobile & Cloud Support
- Fully accessible via any device, enabling remote working and on-the-go management.
Pricing
Monthly plans
Customer Portal
GBP 20
Subsequent Years
GBP 29.95
Manufacturing Module
GBP 325
Countries & Languages
Interface languages
Billing currencies
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About Xapsys
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Xapsys Details
Xapsys's In-App Market Place
Does Xapsys have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Customer Portal
GBP 20
Subsequent Years
GBP 29.95
Manufacturing Module
GBP 325
Accepted Payment Currencies
GBP (£)
Pros & Cons
- Real-time KPI tracking & reporting: Provides a 360° view of business performance via dashboards and widgets
- Strong Sage 200 integration: Seamlessly integrates with Sage 200, reducing admin time and license costs
- User-friendly interface: Clean, intuitive UI; easy onboarding with no training required
- Lightweight & fast: Optimized for speed and ease of use, especially compared to Sage CRM
- Highly customizable: Customizable to specific business needs; customer feedback drives regular updates
- Gamification & BI tools: Enhances sales team engagement and competitiveness
- Great support: Highly rated customer service and attentive development team
- Mobile-compatible: Web-based and responsive for mobile access
- Easy CRM adoption: Encourages usage among sales teams, improving data quality
- Limited features vs. larger CRMs: Lacks some advanced functionalities found in more robust systems
- No email automation yet: Missing built-in marketing automation (Mailchimp integration reportedly coming)
- Custom reporting may require extra setup: Some plans lack default reports, requiring manual report building
- Minor Sage integration issues: Occasional turbulence reported when linking with Sage
- No dedicated mobile app: Though responsive, a native mobile app is not yet available
Xapsys's Support Options
Email Address
info@xapsys.co.ukContact
+44 116 232 3150Xapsys's Alternatives
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Sense Talent Engagement Platform
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