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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The FSAR system integrates cutting-edge technologies, including the latest smartphones and tablet devices, ensuring that accountability and productivity are maintained even when you're away from the office, as you remain connected to all your business operations. There's no requirement to manually update contact lists among directors, since all phone numbers are consolidated within your web-based Funeral Management System. Moreover, the FSAR system modernizes your communication with its email functionality, enabling you to effortlessly send bills, death notices, product orders, service programs, and virtually any document directly, which not only saves you time but also reduces postage costs. By alleviating the challenges of data maintenance, security, and backup, FSAR ensures your information is replicated across multiple servers situated in various regions of the country and transmitted over the Internet in an encrypted format. You maintain control over access through personalized logon IDs, allowing you to determine "who can do what" within the system. Ultimately, FSAR empowers you with efficiency and peace of mind, knowing your data is both secure and easily accessible.

Description

xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
Microsoft Project No 
Microsoft Word No 
xpdOffice No 

Integrations

Microsoft Excel Yes 
Microsoft Project Yes 
Microsoft Word Yes 
xpdOffice Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FSAR

Website

fsar.com

Vendor Details

Company Name

xpdoffice

Country

United States

Website

xpdoffice.com/crm/

Product Features

Funeral Home

Cemetery Management Yes 
Cremation Management Yes 
Financial Reporting Yes 
Funeral Ledger No 
Lot Management No 
Merchandising No 
Pre-Need Management Yes 
Routing No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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