The only free CRM for Sage

Empower your sales team in minutes, nurture your
customer relationship and grow your business, the easy way.

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Register Your Free Product

The only free CRM for Sage

Empower your sales team in minutes,
nurture your customer relationship
and grow your business, the easy way.

Register Your Free Product
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Contact management

In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name.

Sales pipeline

Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel. Color coded icons show you exactly where you are with each of your opportunities at a glance.

Log all activity for an opportunity
Easily create and open your quotes
Add some notes
Store all related documents

Always on track

Get the big picture at a glance, and in details too. Within an opportunity, you can log your activity with the prospect, create and retrieve your quotes, add some notes and upload any relevant documents. All accessible on the same screen. That means any member of your sales team can pick up on it  and be up to date in seconds, when covering during holidays or sick leave.

Sell more, the smart way

Save your sales team precious time and allow them to sell more, faster. Under a minute, raise a quotation directly from an opportunity, add standard items from Sage 50 / Sage 200 instantly with up to date prices or free text items and additional charges. Your quotation can now be emailed to the prospect and is synchronized with Sage. Upon approval, convert it in one click to a Proforma invoice or a sales order. All without leaving Xapsys CRM.

Track email, appointment and tasks

  • Booking appointments – create a new appointment in either Xapsys CRM or Outlook and it will fill in your calendar in both applications.
  • Organize Tasks – creating a new task automatically adds a reminder in Outlook or onscreen notification in Xapsys CRM.
  • Track emails – clicking “File Email” in Outlook will attach the message(s) to the “activity” tab for the opportunity in your CRM.
  • Share documents – attach documents from the “files” tab in Xapsys CRM to emails sent from Outlook.

After sales customer care

Improve your customer service level with case management in Xapsys CRM. Easily create and follow support cases for your clients : customize typical problems and solutions scenarios, assign it to any customer service representative or a specific team, define priority and log the progress status to deliver exceptional customer satisfaction. 

Contact management

In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name.

Sales pipeline

Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel. Color coded icons show you exactly where you are with each of your opportunities at a glance.

Log all activity for an opportunity
Easily create and open your quotes
Add some notes
Store all related documents

Always on track

Get the big picture at a glance, and in details too. Within an opportunity, you can log your activity with the prospect, create and retrieve your quotes, add some notes and upload any relevant documents. All accessible on the same screen. That means any member of your sales team can pick up on it  and be up to date in seconds, when covering during holidays or sick leave.

Sell more, the smart way

Save your sales team precious time and allow them to sell more, faster. Under a minute, raise a quotation directly from an opportunity, add standard items from Sage 50 / Sage 200 instantly with up to date prices or free text items and additional charges. Your quotation can now be emailed to the prospect and is synchronized with Sage. Upon approval, convert it in one click to a Proforma invoice or a sales order. All without leaving Xapsys CRM.

Track emails, appointments and tasks

  • Booking appointments – create a new appointment in either Xapsys CRM or Outlook and it will fill in your calendar in both applications.
  • Organize Tasks – creating a new task automatically adds a reminder in Outlook or onscreen notification in Xapsys CRM.
  • Track emails – clicking “File Email” in Outlook will attach the message(s) to the “activity” tab for the opportunity in your CRM.
  • Share documents – attach documents from the “files” tab in Xapsys CRM to emails sent from Outlook.

After sales customer care

Improve your customer service level with case management in Xapsys CRM. Easily create and follow support cases for your clients : customize typical problems and solutions scenarios, assign it to any customer service representative or a specific team, define priority and log the progress status to deliver exceptional customer satisfaction. 

We recently moved away from Sage CRM because we realized we were only using 50% of its features. We were after a straight forward way to handle our customer relationship management. Xapsys CRM gave us just that and more! The sales team can now raise quotes and orders without having to go into Sage 200.

Nigel CoxFounder and CEO at Trifibre

We recently moved away from Sage CRM because we realized we were only using 50% of its features. We were after a straight forward way to handle our customer relationship management. Xapsys CRM gave us just that and more! The sales team can now raise quotes and orders without having to go into Sage 200.

Nigel CoxFounder and CEO at Trifibre

The CRM sales teams actually use

There´s beauty in simplicity. Setup in minutes, Our CRM is so intuitive and easy to use that it instantly give super powers to your salesforce. 
Did we say it´s free for up to 5 users ?

REGISTER YOUR FREE PRODUCT

14 days on us, no credit card required

The CRM sales teams actually use

There´s beauty in simplicity. Setup in minutes, Our CRM is so intuitive and easy to use that it instantly give super powers to your salesforce. 
Did we say it´s free for up to 5 users ?

REGISTER YOUR FREE PRODUCT

14 days on us, no credit card required