X2CRM – powerful, intuitive capabilities

Effective marketing ensures quality leads are consistently entering the sales pipeline. Ironically, many sales systems include only the most basic marketing capabilities and companies must purchase and integrate a separate marketing application which, more often than not, is expensive and unnecessarily complex. X2CRM is different: we consider marketing to be an essential component of a sales system and purposefully designed X2CRM with integrated, highly useable marketing capabilities which can be utilized by anyone in your organization.

In order to keep X2CRM compact and easy-to-use we focus on key marketing capabilities, such as email campaigns and web lead capture forms; those features that organizations are most likely to utilize. 

Email Campaigns

While email marketing is certainly efficient it’s not always effective. X2CRM gives you the ability to create and send targeted and compelling email campaigns that are more likely to resonate with prospects and customers. The WYSIWYG editor allows anyone in your organization to focus on the creative aspects of an email campaign most likely to appeal to a particular group of prospects rather than underlying campaign logistics. Users can easily create a collection of targeted campaigns for contacts grouped by different Tags or Contact Lists. Successful campaigns can then be re-used as templates for future campaigns.

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With X2CRM Tags you can easily group contacts, as well as any other records, in any way you might like so you can efficiently communicate or target email campaigns to specific types of prospects or customers. For example, you might want to group leads from a recent tradeshow so you can easily followup with them, or customers who have specific issues with a product so you can provide them the best possible service. Simply drag and drop any appropriate Tags from the Tag Cloud widget onto the contact’s record, or easily create a new tag instantly by double clicking inside the tag field.



Newsletters are an ideal method for building an ongoing relationship with prospects and customers and keeping them informed of news and developments that may be of interest to them. X2CRM gives small- and medium-sized groups the ability to easily create and distribute rich-content newsletters. You can also track newsletter recipients and depending on their actions pursue them accordingly. X2CRM also allows for the creation of customizable email subscription forms to fit within your site’s theme.

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Web Visitor Tracker & Lead Capture

Tracking visitors to your site helps you better understand who they are and what their needs are so you can directly address those needs and secure them as long-term customers. For example, you might decide to send an email or special offer to a prospect who shows interest by re-visiting your web site. With X2CRM you can track website visitors by simply copying and pasting a code snippet onto your site and then configuring tracking settings.

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With X2CRM you can easily capture web leads through different web forms on your website. Easy-to-use drop-down menus and drag-ann-drop capabilities allow you to create web lead forms that capture exactly the information you want. You can also embed your own cascading styles sheets (CSS) to ensure the lead forms maintain the look and feel of your web site. Then you simply copy and paste the provided code snippet onto your web site and you’re done!

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Automated Workflow

X2Flow Spotlight

Automating tasks increases employee productivity and allows you to extend the reach of your organization without hiring and training new employees.X2CRM’s marketing automation, X2Flow, is an intuitive workflow designer and engine where you can leverage all the data in X2CRM to model simple yet sophisticated flows incorporating a variety of actions and conditions. Drop-down menus and drag-and-drop capabilities are used to establish ‘triggers,’ along with associated conditions which must be met before any flow is executed. Then the flow actions will be automatically performed, allowing your team to focus on the more creative aspects of marketing.

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Lead Routing

Even small- and medium-sized businesses need full control over lead distribution to ensure each lead is managed by the individual most likely to move it through the sales funnel. At the same time it needs to be easy for the appropriate individual to modify or add new lead routing rules as needed. X2CRM gives you the flexibility to establish and modify lead routing rules quickly and easily. You can utilize standard lead routing algorithms like “Round Robin”, and you can establish custom rules and conditions with simple drop-down menus. In addition, you can also create more sophisticated lead distribution rules with X2Flow: for example, you might create a flow that re-assigns a lead after one hour if there is has been no associated activity.


X2CRM – Marketing Tools at Your Fingertips

X2CRM’s integrated marketing capabilities allow you to efficiently and effectively connect and communicate with prospects, and ultimately convert them to long-term customers. Instead of worrying about logistics or spending time wrestling a complex marketing application, X2CRM’s simplified, intuitive interfaces enable you to focus your time and energy on developing compelling, differentiating marketing most likely to resonate with prospects and customers.