X2CRM gives you an end-to-end solution that hosts all of your data on one platform. Bypass the hassles and costs of duplicate data entry, incongruent data structures, and integration hassles of enterprise-focused solutions. We help mid-sized companies like yours break free from the cookie-cutter constraints of conventional front-office tools.
Instead, X2 applies a bespoke solution to accelerate your unique business model and domain expertise.
X2Sales allows users to view the entire activity history, look at contacts according to their individual activity or at an account level. All interactions and responses are measured, which equates to contact rating and prioritization.
X2Sales is a highly extendable and scalable platform that will easily configure your entire sales process, performance, and reporting, according to individual needs and requirements. Functions include full customer relationship management, deal opportunity tracking, quoting/invoice, and email correspondence manager.
When using X2Sales for sales management, company revenue and sales performance will excel. X2Sales will show the opportunity pipeline, systemize opportunity growth and improves prospect relationships — all to avoid deals from being lost.
X2Marketing allows creation and tracking of campaigns from a single dashboard.
The X2Marketing module optimizes and manages marketing campaigns through the use of web lead capture forms, landing pages, website activity tracking, lead scoring/lead routing, targeted email marketing campaigns, newsletters, and many other important tools — all within a highly cohesive and encompassing module.
Companies receive benefits including increased reach, improved connections, and increased brand strength — at a reduced expense. Due to the centralized information, campaign accountability, and targeting are improved.
X2Service has complete case management and escalation, plus reporting dashboards.
X2Service is a built-in service module that allows teams to manage support and services cases to ensure customer satisfaction. Functionality of the module includes:
Automated case creation
Case management, assignment, and reporting
Service case web form creation
X2Service benefits include improved customer service/support, elevated customer experience, and more; all through centralized and often automated customer interactions, which are centralized and standardized.
X2Quotes track proposals in real-time, which affects the Opportunities data.
X2Quotes provides a centralized product pricing, quotes, and invoicing system. Functionalities include product tracking (cost, inventory, shipping), quote generation, invoice creation, and reporting.
Through this structured and standardized process, mistakes are eliminated, and opportunities are expedited through accurate information.
Schedule follow up activities with due dates both automatically and manually. Reps see what needs to be done each day so nothing gets ignored and reps know what they need to do.
X2Actions allow individual users to view their own tasks, activities, and to-do lists, along with those made public by teammates in a single data feed, so that one source of information covers the entire set of actions that a user wants to track. Filters allow individual views such as current actions, all actions or everyone’s actions for example. This module will allow staff members to stay on top of all required tasks to help maintain the positive status of the customer experience – improving efficiency and work prioritization.
X2Documents can have custom fields so the documents are presented to the contact as messaging that is specific to them.
X2Documents is a built-in document management system that includes rich text editing tools and document management, to allow the creation of documents, email templates, and quotes. X2Documents helps improve delivering customized messaging because it offers the documents the ability to include custom fields, so the messaging is customized depending upon the recipient. For example, a product guide can have the purchaser’s name embedded in it. Other file types can also be uploaded, audited, managed and shared. Functionality includes:
Google Drive integration
Email template generation
Document accessibility with version control
By centralizing and versioning assets and documents, benefits include improved regulatory compliance, protection from loss/disaster, and enhanced security. Together with its sister module, X2Media, X2Documents provides a rich environment for storing and using any type of document or file type.
X2Workflow does not require coding – every action, trigger, data value and alert are all created by drag-and-drop elements into a workflow.
X2WorkFlow is a universal workflow engine and progress reporting system that automates as many check points in X2Process as possible. X2WorkFlow is simple, fast, and straightforward. Just about any task can be automated with this module including managing records and contacts, handling campaigns, tracking locations, and more. There are over 100 types of Workflow triggers and over 100 types of actions that can be called within X2WorkFlow.
The value of X2WorkFlow is that it allows organizations to scale internal and external activities. It is a tremendous resource and timesaver where it creates consistency at hand-offs or during engagements. X2WorkFlows can be used internally for alerts, data updates, reassignments, escalation, reporting, just about anything. X2WorkFlow can be used to scale external activities such as email campaign triggers, calendaring, quote sending, auto-responders, etc. Only the imagination can limit what X2WorkFlow can automate.
X2WorkFlow is an open-ended set of triggers and actions within a set of steps resulting in a series of actions that are defined for any field or database object. The X2WorkFlow interacts with every aspect of the platform, and is accessible from every X2CRM module. The triggers are specified in a high-level visual tool to eliminate coding. X2 actions can also be saved as MACROS and executed by users wherever needed, such as web forms or customer extensions. Customers can also add PHP code into workflows for more complex tasks or procedures.
Define the different steps you want reps to follow for a successful sales process or any area of the company where following standard procedures lead to success.
The X2Process module will help scale customer interactions through every module and every data object being customized along with automatic interactions that are monitored and reported.
X2Process extends processes beyond roles, locations, and responsibilities so the system is tracking the contact’s progress regardless of the internal responsibility. X2Process puts milestones at each step and validates if a contact matches that criteria for reporting purposes. X2Process engine tracks the objects, by activity through the stages. Each stage can have its own unique WorkFlow process, which are defined by the company to match and augment internal procedures.
This provides companies the transparency on true contact development and progression according to a structured flow. X2Process can be built for lead nurturing, opportunity development, on-boarding, and support. Contacts can belong to multiple processes at once.