Average Ratings 1 Rating
Average Ratings 2 Ratings
Description
Gather essential details about your clientele by consolidating all your contacts in a single platform. Link your accounts with LinkedIn and various social networks to effortlessly gather important insights. By collecting the necessary customer data, you can gain valuable perspectives. Organize your contacts based on all available information to ensure you never overlook a conversation. Communicate effectively with the right individuals at the optimal moments, enhancing your communication quality while saving time with automation. Engage in real-time discussions and facilitate information sharing among your team. Foster stronger relationships with your clients through consistent communication. Simplify the management of your business relationships by having all your customer interactions accessible in one location. Quickly access everything you need, including an overview of your recent conversations. Utilize various lists to maintain organized discussions and streamline your communication process further. This approach not only enhances efficiency but also contributes to a more structured way of managing customer relationships.
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
Gmail
Yes
Facebook
Yes
GA Connector
Yes
LinkedIn
Yes
Microsoft 365
No
Sage 50
No
X (Twitter)
Yes
Xero
No
Zapier
No
Integrations
Gmail
Yes
Facebook
No
GA Connector
No
LinkedIn
No
Microsoft 365
Yes
Sage 50
Yes
X (Twitter)
No
Xero
Yes
Zapier
Yes
Pricing Details
$8.00/month/user
Free Trial
Yes
Free Version
Yes
Pricing Details
20 GBP / user / month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
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
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
InStream.io
Founded
2015
Country
Poland
Website
www.instream.io
Vendor Details
Company Name
Xapsys
Founded
2015
Country
United Kingdom
Website
www.xapsys.co.uk
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
No
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
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