Name: X2CRM
Author: X2Engine

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Cross-Browser Testing

Interactive Application Security Testing (IAST)

WebOps

Development

Academic Advising

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Cost Management

Cloud Storage

Converged Infrastructure

Database Load Balancing

Fraud Detection

Hyper-Converged Infrastructure

IT Operations Analytics

Integration Platform as a Service (iPaaS)

MLOps

Managed DNS

Network Performance Monitoring

Release Management

Requirements Management

Solid State Drives

Time Series Databases

Tower Servers

Unified Endpoint Management (UEM)

Value-Added Resellers (VARs)

VoIP Monitoring

Website Hosting

Wireless LAN

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Brand Intelligence

Content Management

Data Management

Email Marketing

Gamification

Marketing Analytics

Marketing Automation

Mobile Advertising

Online Proofing

Press Release Management

Product Intelligence

Social Media Management

Social Media Marketing

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales

Secure Service Edge (SSE)

Security

Financial Services CRM

HIPAA Compliance

Internet of Medical Things

eDiscovery

Vertical-Specific

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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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

X2CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

X2Engine

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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X2CRM

Overview

What is X2CRM?