The Growing CRM for Sage

Contact Management 
All your contacts are imported from Sage and synchronised both ways with Xapsys CRM. Instantly find your contacts through the intuitive search engine or filter by company type, account manager or city. Save time with the ‘find on maps’ widget which will populate all known fields from a company’s name.

Sales Pipeline 
In a few simple steps move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customised to reflect the stages of your sales funnel together with the certainty percentage you typically experience for each stage.

Always on track 
Within an opportunity you can log your activity with the prospect, create and retrieve your quotations, add notes and upload any relevant documents. All of this can be done in one screen.

Sell more, faster & smarter 
In under a minute you can raise a quotation directly from an opportunity, add standard items from Sage 50/200 with up to date prices or free text items and additional charges. Your quotation can then be emailed to the customer and synchronised with Sage. Upon approval, convert to a proforma invoice or sales order. All of this can be done without leaving CRM.

Track emails, appointments and tasks
reate an appointment in either Xapsys CRM or outlook and it will fill your calendar in both applications. Creating a task automatically creates a reminder in Outlook or onscreen notification in Xapsys CRM. 
Setup in minutes. Xapsys CRM is intuitive and easy to use and will leave your Sales team wondering how they ever coped without it.

Find out more by calling your Account Manager on 01423 330335 option 1 or by email on

Making Tax Digital 

Making Tax Digital is an HMRC initiative that aims to revolutionise the UK tax system and ultimately bring an end to self-assessment.
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