Unique Solutions, Just for You
X2CRM was built from the start with customization in mind. Instead of simply building another CRM, we built X2Studio first, which was the platform we used to build X2CRM. And then we included the X2Studio so you can use it to customize a solution to your company’s unique needs and workflow.
X2Studio:
The Heart of X2CRM
X2Studio is the heart of our platform, allowing you to effortlessly extend and tailor your CRM without any coding expertise. With our Studio, you can define or tweak tables and forms, or build your own custom module using common programming language (PHP).
Open Source Solutions
X2’s tools are open source compatible, which means you can easily customize and extend the platform. Our competitors mostly use closed, proprietary toolsets that are complex and expensive to implement.
X2DocSign
Using X2Studio, we built X2DocSign for a client and now it’s a regular feature in our CRM. Send a PDF directly from X2CRM for clients to update and sign, and the data automatically syncs back to your database.
Automatically Insert Fields into a PDF
X2DocSign provides a whole new way of exchanging information with your clients. Our unique input-output data flow means that you can click on any field in your database and drop it directly into a PDF.
Real-time Database Updates
Any changes, additions, or signatures from your client get updated in real-time back to your CRM. No other CRM provider offers this capability.
Securely Sign from Almost Anywhere
Manual paper-based agreement processes create legal and compliance risks. X2DocSign is a new way to transact business that is digital, reliable and safe.
Rapid Modules
No more wondering how your CRM will look or work. X2’s innovative design allows you to create new modules, apps or form fields — or customize existing ones — in a matter of hours so you can visualize exactly how your platform will operate.
- Improved product quality: Quick testing and iteration of designs means a higher quality product and better user experience
- Reduced development costs: Reducing the need for extensive development and testing processes reduces development costs and time
- Increased collaboration: Real-time collaboration between developers and stakeholders means a smoother development process for you.
Get a FREE Rapid Module
Here’s how it works: set up a time to talk with X2 and identify specific needs you want to address. X2 creates a X2CRM module tailored to you — with no obligation. After we demo your module, we’ll send a proposal for the implementation.