X2CRM gives you an end-to-end solution that hosts all your data on one platform. Bypass the hassles and costs of duplicate data entry, incongruent data structures, and integration hassles of enterprise-focused solutions. We help mid-sized companies like yours break free from the cookie-cutter constraints of conventional front-office tools.
Instead, X2 applies a bespoke solution to accelerate your unique business model and domain expertise.
X2Sales allows users to view the entire activity history and look at contacts according to their activity or account level. All interactions and responses are measured, equating to contact rating and prioritization.
X2Sales is a highly extendable and scalable platform that will easily configure your entire sales process, performance, and reporting, according to individual needs and requirements. Functions include full customer relationship management, deal opportunity tracking, quoting/invoice, and email correspondence manager.
When using X2Sales for sales management, company revenue and sales performance will excel. X2Sales will show the pipeline, systemize opportunity growth and improve prospect relationships — all to avoid deals from being lost.
X2Marketing allows the creation and tracking of campaigns from a single dashboard.
The X2Marketing module optimizes and manages marketing campaigns using web lead capture forms, landing pages, website activity tracking, lead scoring/lead routing, targeted email marketing campaigns, newsletters, and many other important tools within a highly cohesive and encompassing module.
At a reduced expense, companies receive benefits including increased reach, improved connections, and increased brand strength. Due to the centralized information, campaign accountability and targeting are improved.
X2Service has complete case management and escalation, plus reporting dashboards.
X2Service is a built-in service module that allows teams to manage support and service cases to ensure customer satisfaction. The functionality of the module includes:
Automated case creation Case management, assignment, and reporting service case web form creation
X2Service benefits include improved customer service/support, elevated customer experience, and more through centralized and often automated customer interactions, which are centralized and standardized.
X2Quotes track proposals in real-time, which affects the Opportunities data.
X2Quotes provides a centralized product pricing, quotes, and invoicing system. Functionalities include product tracking (cost, inventory, shipping), quote generation, invoice creation, and reporting.
This structured and standardized process eliminates mistakes, and opportunities are expedited through accurate information.
Schedule follow-up activities with due dates both automatically and manually. Reps see what needs to be accomplished each day, so nothing gets ignored, and representatives know what they need to do.
X2Actions allow individual users to view their tasks, activities, and to-do lists, along with those made public by teammates in a single data feed, so that one source of information covers the entire set of actions a user wants to track. Filters allow individual views such as current actions, all actions, or everyone’s actions, for example. This module will enable staff members to stay on top of all required tasks to help maintain the positive status of the customer experience – improving efficiency and work prioritization.
X2Documents can have custom fields, so the documents are presented to the contact as messaging that is specific to them.
X2Documents is a built-in document management system that includes rich text editing tools and document management to allow the creation of documents, email templates, and quotes. X2Documents helps deliver customized messaging because it allows the documents to include custom fields, so the messaging is customized depending upon the recipient. For example, a product guide can have the purchaser’s name. Other file types can also be uploaded, audited, managed, and shared. Functionality includes:
Google Drive integration
Email template generation
Document accessibility with version control
Benefits of centralizing and versioning assets and documents include improved regulatory compliance, protection from loss/disaster, and enhanced security. Together with its sister module, X2Media, X2Documents provides a rich environment for storing and using any document or file type.
X2Workflow does not require coding – every action, trigger, data value, and alert are created by drag-and-drop elements into a workflow.
X2WorkFlow is a universal workflow engine and progress reporting system that automates as many checkpoints in X2Process as possible. X2WorkFlow is simple, fast, and straightforward. Any task can be automated with this module, including managing records and contacts, handling campaigns, tracking locations, and more. Over 100 types of Workflow triggers and over 100 varieties of actions can be called within X2WorkFlow.
The value of X2WorkFlow is that it allows organizations to scale internal and external activities. It is a tremendous resource and timesaver where it creates consistency at hand-offs or during engagements. X2WorkFlows can be used internally for alerts, data updates, reassignments, escalation, reporting, and just about anything. X2WorkFlow can scale external activities such as email campaign triggers, calendaring, quote sending, auto-responders, etc. Only the imagination can limit what X2WorkFlow can automate.
X2WorkFlow is an open-ended set of triggers and actions within a set of steps resulting in a series of actions that are defined for any field or database object. The X2WorkFlow interacts with every aspect of the platform and is accessible from every X2CRM module. The triggers are specified in a high-level visual tool to eliminate coding. X2 actions can also be saved as MACROS and executed by users wherever needed, such as web forms or customer extensions. Customers can also add PHP code into workflows for more complex tasks or procedures.
Define the different steps you want reps to follow for a successful sales process or any area of the company where following standard procedures lead to success.
The X2Process module will help scale customer interactions through every module and every data object being customized along with automatic interactions that are monitored and reported.
X2Process extends processes beyond roles, locations, and responsibilities so the system is tracking the contact’s progress regardless of the internal responsibility. X2Process puts milestones at each step and validates if a contact matches that criteria for reporting purposes. X2Process engine tracks the objects by activity through the stages. Each stage can have its unique WorkFlow process, which the company defines to match and augment internal procedures.
This gives companies transparency on proper contact development and progression according to a structured flow. X2Process can be built for lead nurturing, opportunity development, onboarding, and support. Contacts can belong to multiple processes at once.