InStream CRM

InStream CRM

InStream.io
Xapsys CRM

Xapsys CRM

Xapsys
+
+

Related Products

  • Pipedrive
    8,713 Ratings
    Visit Website
  • C2CRM
    71 Ratings
    Visit Website
  • Popl
    6,049 Ratings
    Visit Website
  • CallShaper
    25 Ratings
    Visit Website
  • Shape Software
    131 Ratings
    Visit Website
  • Repfabric
    54 Ratings
    Visit Website
  • HubSpot CRM
    24,178 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Pipeliner CRM
    735 Ratings
    Visit Website
  • WinMan ERP
    26 Ratings
    Visit Website

About

Collect valuable information about your customers. Gather all your contacts in one place. Connect your account with LinkedIn and other social platforms to automatically gather useful information. Get the right insight by collecting the customer data you need. Manage your contacts regarding all accessible information. Never miss a conversation. Communicate with the right people at the right time. Improve the quality of communication and save time through automation. Run real-time conversations, and share information with your team. Engage in communication with your clients to build stronger relationships. Manage your business relationships easily. Have access to all your relations with customers in one place. Get immediate access to everything you need. See what, when and with whom you've been talking to lately. Benefit from the use of different lists to keep your conversations in order.

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

Companies seeking a sales, contact management and relationship automation tool

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

$8.00/month/user
Free Version
Free Trial

Pricing

20 GBP / user / month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

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

InStream.io
Founded: 2015
Poland
www.instream.io

Company Information

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

Alternatives

Capsule

Capsule

Zestia

Alternatives

C2CRM

C2CRM

Clear C2
monday sales CRM

monday sales CRM

monday.com
Freshsales

Freshsales

Freshworks
monday sales CRM

monday sales CRM

monday.com

Categories

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

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

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

Gmail
Facebook
GA Connector
LinkedIn
Microsoft 365
Sage 50
X (Twitter)
Xero
Zapier

Integrations

Gmail
Facebook
GA Connector
LinkedIn
Microsoft 365
Sage 50
X (Twitter)
Xero
Zapier
Claim InStream CRM and update features and information
Claim InStream CRM and update features and information
Claim Xapsys CRM and update features and information
Claim Xapsys CRM and update features and information