A Unique
Solution

“The solution leverages one database, accessible to all authorized users.”

What Makes Our Solution Different

X2CRM is more than a platform. It’s an extensible and responsive front-office solution that is deployable to the data center of your choice: Cloud, hosted, or on-premise. Select the appropriate modules and go! The solution leverages one database, accessible to all authorized users. The latest release includes an unparalleled new level of functionality, with unique capabilities for customer portals, Artificial Intelligence, and mass mailings you can add as your business grows.

An Integrated Suite of Customer Engagement Tools

X2CRM offers more than twenty native, cohesively designed modules, each module with a shared database platform that facilitates all of your critical tasks. It solves the problems caused by the inflexibility of conventional solutions for a new alignment across marketing and sales. Your whole team sees the big picture. Your organization achieves more with fewer expensive managerial work hours.

“It solves the problems caused by the inflexibility of conventional solutions.”

“You reduce the workload it takes to delight your customers.”

The Meaning of End-to-End Customer Engagement

X2CRM is a proven solution with more than 40,000 deployments. Companies around the world have built their customer engagement by partnering with X2CRM. See for yourself how we can help your company create limitless relationships with your customers. You reduce the workload it takes to delight your customers.

The Modules of the X2CRM Suite

X2Support

A built-in module to manage support and ensure customer satisfaction. It’s a centralized and standardized force-multiplier for interactions, with many automated functions that improve the customer experience.

X2Sales

This core model is highly extensible and scalable to configure your entire sales process and reporting. It prioritizes according to individual user-requirements, with complete CRM, deal opportunity tracking, quoting, invoicing, and more.

X2Quotes

Centralize your product pricing, quoting, invoicing systems, and tracking. It eliminates mistakes and expedites opportunities with more accurate information.

X2Marketing

Implement web lead capture forms, landing pages, and website activity tracking. It’s your lead scoring and routing, targeted email marketing campaigns, and newsletters, all within one cohesive module.

X2Documents

Work visually and stay organized with this rich text editing tool and document management system. Set up quotes, document, and email templates, as well as upload any other type of file you might want.

X2Sign

The module provides built-in document management with rich text-editing tools. It gives you document management tools to create letters, email templates, and quotes.

X2Workflow

A universal workflow engine and progress reporting system. It’s simple, fast, and straightforward, with automated checkpoints. You can automate just about any task with this module.

X2KnowledgeBase

The portal for your customers. Give your users the self-help access to information they crave. Organize your help section, publish FAQs, and post tutorials that empower customers and reduce their reliance on your managed support system.

Next Steps

Schedule a Live Demo

Schedule a 15-minute session with our experts and see for yourself how X2CRM can better support every type of customer interaction to enable better relationships.

Download the Overview

The X2CRM Process Modeling Workshop identifies all of the entities and relationships of your workflows. Download this PDF overview of the Process Modeling Workshop and find out the potential benefits it holds for your organization.

Download the Ebook

Read how X2CRM eliminates the duplications and disconnects of conventional MA and CRM solutions. Instead, X2CRM helps you grow your business efficiently and without adding to the administrative burden.

Download the Ebook

Read how the modular functionalities of X2CRM cover your business process needs end-to-end. It frees you to advance the interests of your business.

Download the Ebook

Read how X2CRM frees up employees for creative innovation and customer-facing time that yields market gains as it grows.

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