X2CRM

X2CRM is a versatile customer relationship management (CRM) platform designed to assist businesses in effectively managing and analyzing customer interactions and data throughout the customer lifecycle. It caters to businesses of all sizes, including startups, growing enterprises, and established corporations. X2CRM is used by sales, marketing, and customer service teams across various industries, as well as small and medium-sized businesses (SMBs) and enterprise-level organizations.

Key Features

X2Sales: X2Sales is a flexible and scalable platform that empowers businesses to customize their sales process, performance, and reporting according to their specific needs. It provides comprehensive customer relationship management (CRM) functionality, including contact and account management, lead and opportunity tracking. X2Sales also includes features for deal opportunity tracking, quoting/invoices, email correspondence management, document management, media management, and actions management.

X2Marketing: X2Marketing is a comprehensive suite of tools that optimize and manage marketing campaigns. It offers a range of features, such as web lead capture forms, landing pages, website activity tracking, lead scoring/lead routing, targeted email marketing campaigns, newsletters, and A/B testing. Businesses can create and manage various types of marketing campaigns, including long-term campaigns and drip campaigns. The platform also provides a web tracker to monitor website visitor activity and digital marketing tools to enhance online marketing efforts.

X2Service: X2Service is a built-in service suite that enables businesses to effectively manage support and service cases. It offers features for automated case creation, case management, assignment, and reporting. Businesses can create service case web forms for customers to submit their support requests. X2Service also includes a knowledge base for storing and accessing information, portal access for customers to track their cases, and user management for managing support team members. The platform provides system settings for customization and configuration of the service suite.

X2Admin: X2Admin provides a comprehensive set of internal managerial capabilities and tools for administrators to regulate the details and accessibility of X2CRM. Administrators can utilize X2Studio, a visual customization tool, to create new modules, manage fields, and customize the CRM application without the need for coding. The platform also offers features for managing system settings, creating custom workflows, and designing forms. X2Admin allows administrators to maintain organizational standards, best practices, and user roles to maximize productivity and ensure data integrity.

X2 DocSign: X2 DocSign allows users to seamlessly send PDF documents directly from X2CRM. It integrates with the CRM platform, enabling users to send important documents, such as quotes, contracts, and agreements, to customers or clients. X2 DocSign simplifies the document signing process and eliminates the need for separate email attachments or external document signing tools. Users can easily track the status of sent documents, ensuring timely follow-ups and reducing administrative tasks.