X2CRM Version 5.0.5 Release

X2CRM Ships Version 5.0.5 of Its Open Source CRM Sales Software

The latest edition of X2CRM open source CRM sales software, process management framework, and marketing automation platform is a new release, introducing enhanced reporting and workflow functionality along with other improvements.

The open source sales CRM software project X2CRM< has reached another major milestone in its history with the company’s latest announcement of the availability of version 5.0.5 of its open source CRM software, which includes marketing automation, sales software, process workflow management, and service case management features. “5.0 is a watershed release for X2CRM. Even as an open source CRM offering, this is now a top-tier tool in the sales software market.”

This release, like all X2CRM versions, is available as an open source CRM application as well as in two commercial versions available in both cloud and download editions.

X2CRM 5.0.5 release includes:

  • Charting and Reporting Enhancements
    • New Charts drill-down feature allows you to quickly get a list of records associated with charted data points
    • New scatter plot charting option
    • New column aggregation option for time series charts
  • Improved reports print view adds new configuration options and allows inclusion of charts
  • New X2Flow Periodic Trigger allows workflows to be triggered according to a schedule
  • Redesigned Web Capture Form Designer
    • More intuitive and compact interface
    • Improved style of default web form
  • Record print view given configuration options and an improved look
  • Details of related records can now be viewed from the inline relationships widget
  • New option in transactional view widgets to display actions of related recordKey Features of X2CRM:Integrated Email Client
    Web 2.0 Optimized Responsive UI
    Contact Website Activity Tracking
    Anonymous Website Activity Tracking with X2Identity Browser Fingerprinting
    Web Lead Capture Form Designer with Auto-generated HTML Embed Code
    Targeted HTML Content
    Newsletter Signup Form and Recipient List
    Lead Nurturing, Lead Scoring and Intelligent Lead Routing
    Full Contact Management and Activity Overview
    Team Task Management and Assigned Actions
    Time Tracking, Call Logging, Event Scheduling
    VoIP Integration
    Shared Team Calendar
    User Interface Themes
    Relationship Graphing
    X2GraphWorkflow Engine
    X2Flow Business Automation Designer
    Data Import and Export
    Email Correspondence with Fully Integrated Inbox
    Email and Quote Templates
    Record Tagging and Tag Cloud
    Products, Sales Quotes and Invoices
    Customer Service Case Management
    User Profile Home Pages with Modular Widgets
    Data Field Security, Team User Roles and Permissions
    Both Cloud and On-Premise Optimized Options
    X2Touch Mobile Layout
    Large Scale Drip Marketing Campaign Management
    X2Studio Application Custom Fields and Layout Designer
    Drag and Drop Process Pipeline
    REST-ful API
    Activity Feed Summary Email Digest
    Industry Solutions – X2Packager
    Advanced Security Tools


    About X2CRM
    X2CRM | X2Engine, Inc. of Santa Cruz, California, was founded in 2011 by John Roberts, a SugarCRM co-founder and Customer Relationship Management software entrepreneur. The company provides sales & marketing software and cloud hosting services for X2CRM, an open source, sales  and marketing automation customer relationship management system for small businesses. X2CRM has been installed on over 6,500 public and private cloud servers across 160+ countries.X2CRM is headquartered in beautiful Santa Cruz, California, a short 40 minute drive from San Francisco International Airport.
    For a live demonstration, a detailed feature list, screenshot and video library please visit: http://www.x2crm.com.
    X2CRM takes advantage of the latest open source software including Apache, PHP, MySQL and Linux (LAMP).Additional Resources:
    Follow @X2CRM on Twitter
    Test drive a free trial: http://www.x2crm.com/live-demo-server/
    BitNami X2CRM Stack: http://bitnami.org/stacks/x2crm

Kathy Eckel