X2CRM 3.0’s New Marketing Automation Designer

Yesterday we released X2CRM 3.0 in both download and virtual private server editions. Below are a few highlights from the press release and a link to the live X2CRM 3.0 demo server.

X2Engine Inc. today announced the general availability of X2CRM version 3.0, an open source, high-performance sales force, marketing and service application for small businesses.

New in X2CRM 3.0 is a Marketing Action Event Designer which allows marketers to build automated marketing campaigns based on customer behaviors. For example when a customer visits a website, marketers can create an automated trigger that sends an alert to the appropriate sales representative, updates the lead score and sends an automated email to the customer in one workflow.

In addition to Marketing, X2’s Quotes module had been enhanced to support line item based pricing adjustments and quote level adjustments. Quotes can then be inserted into custom email templates with an embedded tracker, so sales reps can see when their quote email was opened by their customer. Once Quotes are approved by the customer, they can be converted into X2’s new Invoices module for billing.

X2CRM’s Actions & Activity Feed modules have also been significantly updated with the ability to add pictures, videos, comments, and broadcast email alerts to users. The Actions module now allows representatives to quickly flip through Action lists and edit and complete items from within the list.

“After two and half years of development and with over 4,500 unique installations across 135 countries, we are incredibly excited to release X2CRM 3.0. With 3.0, now small businesses have the power of both an intelligent marketing automation application combined with a powerful sales force application in one CRM system. By keeping the system compact yet flexible, our goal is for X2CRM to be the fastest sales and marketing application on the planet,” said John Roberts, founder of X2Engine.

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Kathy Eckel