your data, anywhere, any device
If maximizing customer potential is your goal, you've arrived at the right destination; YapCRM offers custom cloud-based Customer Relationship Management systems tailored to our clients' requirements. Our approach centers on a core online CRM, conceived in the UK in 2008, which has been consistently enhanced for the advantage of all our clients, without additional costs.
For every new client, we identify their CRM goals, and since we create our own software, we tailor the solution with the necessary features to operate their business and handle their customers, all at a fraction of the cost of a CRM with additional add-ons. The foundation of our core system is designed to be flexible and can be customised to meet our client's needs.
YapCRM has deployed over 300 instances, used by more than 4,000 users all over the world.
About Us
YapCRM is a SAAS (Software as a Service) solution. It is designed and developed in the UK. Our aim is to let you access and manipulate your data the way you want, on the device you want, and most importantly, in a secure manner.
We aim to make it as simple to use as possible, if an employee can use Facebook they can use Yap; the principles are the same. Having all your data in a simple to use cloud based system, can reduce your costs, reduce IT overheads and most importantly you can securely access it from any location.
The system is based around 4 core modules, we can then add existing, remove or develop additional modules depending on the client's needs. Over 70% of our clients have bespoke modules developed. We build a system to fit your needs, you do not need to fit our system.
Contact Management
Contacts are the heart of any CRM system and YapCRM is no exception.
Key features include- Multiple contacts per company
- Attach emails to contacts by including the CRM in emails
- Customise what fields are important to your business
- Add files (excel, word, pdf, mp3, mp4 etc.), tasks, sales and more to records
- Set required fields and highlight important fields
- Live dedupe checking to highlight duplication of contacts/companies to users
Tasks & Calendar
View and add tasks via contacts or via the integral CRM calendar, which can also be linked to display as a calendar in your chosen client.
Key features include- Ical feed for your calendar or phone
- Add custom fields to tasks
- Integrated template email that can be set as part of the task
- Integrated with our KPI tools for activity tracking
Marketing
Tailor your marketing to your customers directly from your CRM, with what they have received visible on their contact page.
Key features include- Merging Word, PDF, Excel, Email, SMS, Labels and more options
- Advanced search interface to target the clients you want to
- GDPR functionality including ensuring automatic removal from marketing shots.
- Marketing reports with read receipt, rejected emails, out of office
Forecasting
Record sales figures by stream and manage predicted future forecasts with targets to highlight future success or potential short falls.
Key features include- Provides overview of current position, targets and potential revenue
- Log each forecast with its revenue effect on revenue streams and months
- View potential for your business, team or individual at any time
- Provides reports to discuss in sales meetings
- Can be integrated via API/Import tool with Accounting solutions
Event System
Invite, manage RSVPs and attendance all from your CRM. Communicate each event's dates, times and locations dynamically to your invited clients so that they only receive information that is applicable to them.
Key features include- Run all stages of your event from our system
- Users decide which clients/leads to invite to your event, and qualify them
- Send out invites using the CRM to designated clients/leads
- Confirm client/user booking dates and times with clients
- Manage the front desk using our Matrix interface and send SMS reminders & print name badges
- Management can monitor all stages via our in house reports
- APIs available to export/import data
Client Management
Allocate your clients individually to set categories that you can specify. This helps manage clients by their likelihood to be a sale, their available budget etc. - it's up to you.
Key features include- Users have a one stop interface to find the most critical information
- Transparency in the company of who manages which clients
- Tools for monthly reviews with the ability to have a formal stored report if required
Workflow / Job Pipeline
Create a series of tasks that join up to form a workflow mirroring your processes to check progress and what you have in the pipeline.
Key features include- Join a series of tasks to make a workflow
- Add additional fields as required
- Multiple workflows can be run concurrently
- Track time between each workflow job, and time to completion
- Reports to track the pipeline progress
KPI Reporting
Our Key Performance Indicator system tracks activity based on calendar appointments and lets users confirm activity to management in a simple one-click pop up window along with any other KPI required.
Key features include- Integrated with our Calendar system so no further data entry required
- Various reports to indicate KPI performance
- Ability to customise fields collated
- Automatic email reminders if not completed
Survey System
Build your own survey to record the information vital to your business
Key features include- As many different types as required
- Search tool to find the survey should you forget the contact
- Add more than 19 different data entry types
- Automatic Report PDF generation
- Built-in email tools
In Action..
Work in the Dark
Manage your Clients
Set Tasks
Raise Invoices
We are working on new In Action content showing version 4 of our software
Support & Training
We provide several training solutions depending on your size, location and needs.
- We have an extensive online manual with documents and FAQs, click here to take a look.
- Remote screen sharing training can be provided, either to individuals or groups, to get you started.
- Key Contact Email/Phone Support is provided Free of Charge to a designated user/s to help get the most from the system.
- We can create bespoke training videos for your business*
- On site training is avaliable*.
We aim to offer a CRM solution with clear pricing for all. Need a clean cut, easy to use CRM to manage your customer relationships? Then our Core system will get you up and running quickly and easily. Want to do more with your customers and bring your business online, our Unlimited option gives you all of our modules, and can be on as many CRMs in different locations that you might need.
Make the CRM suit your business
- £50 per hour development fee
- £325 per quarter for 1 development or on-site training day retainer, non-refundable (does not expire if unused)
- £0.05 per CRM generated SMS message. Bulk discounts available
- API development can be setup for 3rd party applications on request
Support
- Unlimited Key Contact email support
- Assigned account manager
- Limited UK office hours Key Contact telephone support, subject to fair use
- Limited UK office hours Key Contact VOIP support, subject to fair use
Core
Unlimited
Core
Everything you need to manage all your contacts
Unlimited
All the tools to help you run your business sales, teams, events, inventory and more
Contact
Elgin House-
111 York Street
Newcastle-Under-Lyme
Staffordshire
ST5 1DE
+44 (0)1782 774 225
Contact
Elgin House*
111 York Street
Newcastle-Under-Lyme
Staffordshire
ST5 1DE
+44 (0)1782 774 225