The universal workflow engine and progress report that focuses on what your business needs to accomplish.
X2WorkFlow is an easy-to-use, drag-and-drop workflow designer and engine that is included with every version of X2CRM. With X2WorkFlow, users can leverage all the data within X2CRM to easily model both simple and complex process flows. You start by selecting a “Trigger”, such as “Campaign Web Activity”, along with any associated conditions that must be met before any flow is activated. Then you simply drag-n-drop actions that will be automatically performed whenever the Trigger conditions are met, and configure parameters associated with each flow action.