Aurea CRM

Aurea CRM

Aurea
Xapsys CRM

Xapsys CRM

Xapsys
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+

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About

Manage every lead, opportunity, and interaction with customers throughout their journey with Aurea CRM — a comprehensive customer relationship management solution with integrated campaign management. Aurea CRM lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, we’ve created a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. Get on-demand access to everything you need to know about customers and prospects in one location. With simple mobile tools, sales teams can access and update information from the field. Optimize your opportunity management processes with data-driven recommendations to help you profit from relationship networks, and identify the best opportunities in the funnel.

About

The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. 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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Life sciences, energy, retail, and insurance industry companies that want an effective cloud CRM solution

Audience

Cloud CRM for SMEs with integrated accounting at the core : Sage & Xero

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

20 GBP / user / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aurea
Founded: 2012
United States
www.aurea.com/library/customer-relationship-management/

Company Information

Xapsys
Founded: 2015
United Kingdom
www.xapsys.co.uk

Alternatives

JustRelate CRM

JustRelate CRM

JustRelate Group

Alternatives

Aurea Monitor

Aurea Monitor

Aurea Software
monday sales CRM

monday sales CRM

monday.com

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Aurea FirstRain
Gmail
Microsoft 365
SALESmanago
SOAtest
Sage 50
Taxi for Email
Xero
Zapier

Integrations

Aurea FirstRain
Gmail
Microsoft 365
SALESmanago
SOAtest
Sage 50
Taxi for Email
Xero
Zapier
Claim Aurea CRM and update features and information
Claim Aurea CRM and update features and information
Claim Xapsys CRM and update features and information
Claim Xapsys CRM and update features and information