X2CRM Reference Guide

Learn how to customize X2CRM so it fits your business operations and serves your customers well.

X2CRM, a leading Customer Relationship Management, Workflow and Marketing Automation platform is a powerful, customizable and easy-to-use enterprise ready solution. It has been translated into 15 languages and currently has more than 40,000 deployments worldwide.  Learn more about X2CRM’s pre-built modules covering marketing, sales, services and support, digital, social, documents, collaboration, and quotes; plus learn about how flexible it is to create modules that fit your business approach.

X2CRM is built using a single codebase, working with a single database. This ensures consistent and cohesive insight about your customers. It is designed so that it can run in a datacenter of choice, including AWS, GCC, or others.

Need Help? Have more questions?

Suggestions on additional topics for the X2CRM Reference Guide? Connect with us!




X2WorkFlow is a powerful, highly customizable marketing automation module that allows marketers to build preprogrammed marketing campaigns based on customer behaviors.

 Read More


The Marketing Module in X2CRM is a powerful set of tools for both outbound and inbound marketing, disseminating sales offers, and automating responses to leads. Click here for an additional overview of the X2CRM Marketing Module.

 Read More


The Leads module in X2CRM is designed to allow users to track leads separate from the Contact record but still related to Contacts and Accounts.  

 Read More

Scroll to Top