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Average Ratings 2 Ratings

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support

Description

Streamline the management of your sales, projects, team, clients, and marketing through a unified platform. This robust, cost-effective, and user-friendly software solution is designed specifically for businesses like yours. Our intuitive visual sales pipeline encourages proactive engagement, helping you stay organized and effectively navigate the intricacies of the sales process. You can effortlessly tailor your sales pipeline, filters, contacts, and deals to accommodate any sales methodology. Monitor hours worked, boost your team's efficiency, and enhance your overall profitability. With our mobile applications, you can access your deals, tasks, projects, and contacts while on the go. Organize and oversee meetings, tasks, milestones, and events for yourself or your colleagues. Collaborate seamlessly with clients, partners, and your team, while maintaining the option to manage privacy settings that determine what clients and team members can view. Consolidate all your contacts in one location, gain a comprehensive perspective, and foster stronger relationships. Ultimately, this solution empowers you to optimize every aspect of your business operations.

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 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Zapier Yes 
Desktop.com Yes 
Dropbox Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Google Workspace Yes 
Integry Yes 
Mailchimp Yes 
Microsoft 365 No 
Nekton.ai Yes 
Quickwork Yes 
Sage 50 No 
Shift Yes 
Slack Yes 
Stackreaction Yes 
Time Doctor Yes 
Wufoo Yes 
Xero No 

Integrations

Gmail Yes 
Zapier Yes 
Desktop.com No 
Dropbox No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Google Workspace No 
Integry No 
Mailchimp No 
Microsoft 365 Yes 
Nekton.ai No 
Quickwork No 
Sage 50 Yes 
Shift No 
Slack No 
Stackreaction No 
Time Doctor No 
Wufoo No 
Xero Yes 

Pricing Details

$39 per month
Free Trial Yes 
Free Version No 

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 No 
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 Yes 
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

TeamWave

Founded

2016

Country

United States

Website

teamwave.com

Vendor Details

Company Name

Xapsys

Founded

2015

Country

United Kingdom

Website

www.xapsys.co.uk

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 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies Yes 

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 

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