Sales Automation, Marketing Automation, Customer Service
X2CRM is an integrated suite of customer engagement tools in a modular framework. It reduces your subscription costs, obligations, and the workload of hours your administrators spend on tedious tasks. Customers don’t fall between the cracks as it ushers critical tasks along while solving the problems caused by the inflexibility of conventional solutions.
Below are some of the key modules within.
Click HERE for a full list of modules and descriptions.
This is the core module of X2CRM, a highly extensible and scalable platform to configure your entire sales process, performance, and reporting X2Sales gives you full customer relationship management, deal opportnity tracking, quoting, invoicing, and more.
Implement your web lead capture forms, landing pages, and website activity tracking. It's your lead scoring/lead routing, targeted email marketing campaigns, and newsletters, all within one cohesive module.
A built-in service module to manage the support and service cases and ensure customer satisfaction. It's a centralized and standardized force-multiplier for interactions, with many automated functions that improve the customer experience.
Centralize your product pricing, quoting, invoicing systems, and tracking. It eliminates mistakes and expedites opportunities with more accurate information.
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.
A module that gives you built-in document management with rich-text editing tools and document management to create letters, email templates, and quotes.
A universal workflow engine and progress reporting system: It's simple, fast, and straightforward, with automated checkpoints. You can automate just about any task throughout the application with automations created in X2Workflow.
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.
A Better Way to Do Business
X2CRM launched in 2011, and we are now one of the fastest-growing CRM companies with more than 40,000 deployments worldwide. Our mission is to drive our customers’ success and disrupt the complacent and ineffective software industry’s status quo. Our Leadership Team is focused on putting you in command of system deployment, extensions, security, and data optimization.
Tom CarrollDirector of Sales Engineering
Peter CzupilDirector of Engineering
Recognized as an Industry Leader:
A Better Way to Do Business
“X2CRM gives you an end to end solution that hosts all of your data on one platform.”
What Our Clients have to say
A system that adapts to your business process.