Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
To streamline your sales process, we've integrated several features into our application. You can conveniently store all your customers' contact details in one location and access them from any device of your choosing. Updating your products and inventory is effortless with just a few taps, and you will receive alerts when stock levels are low. Invoicing for your sales has never been easier, allowing you to send invoices directly to your clients. Even those without technical expertise can navigate these tools with ease. You can generate reports on your sales performance—daily, weekly, monthly, or as you prefer—to monitor your progress effectively. These reports can be exported in formats such as PDF, Text, or Excel. Our app is trusted by entrepreneurs and start-ups who rely on it daily for tracking their sales activities. The Daily Sales Record app is designed to eliminate unnecessary complexities and maintain a straightforward approach. In the customer management section, you can add images and contact details for your clients, which is the essential first step in setting up your sales process. Here, you will also be able to conduct your daily sales transactions efficiently, ensuring a smooth experience overall.
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
No
API Access
Has API
Yes
Integrations
Adobe Acrobat
Yes
Gmail
No
Microsoft 365
No
Microsoft Excel
Yes
Sage 50
No
Xero
No
Zapier
No
Integrations
Adobe Acrobat
No
Gmail
Yes
Microsoft 365
Yes
Microsoft Excel
No
Sage 50
Yes
Xero
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
20 GBP / user / month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Daily Sales Record
Website
www.dailysalesrecordapp.com
Vendor Details
Company Name
Xapsys
Founded
2015
Country
United Kingdom
Website
www.xapsys.co.uk
Product Features
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
No
Interaction Tracking
No
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
No
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No