• X2CRM Marketing

    Own Your Marketing Experience

    X2CRM Marketing

    Enterprise Marketing Automation for Small Business


  • X2Workflow Designer

    Business Process Automation

    X2CRM Workflow

    Process & Workflow | Customer Relationship Management Platform


  • X2CRM Team Collaboration

    Empower Individuals & Teams

    X2CRM Team Collaboration

    Activity Feed | Mobile | Email


  • X2CRM for Android and iOS

    Open Source Mobile CRM Apps

    X2CRM for Android and iOS

    Activity Feed | Mobile | Email


  • Make Your Business Go Faster

    X2CRM

    Make Your Business Go Faster

    X2CRM Open Source CRM Software

Welcome to X2CRM

X2CRM is an open source CRM software platform for marketing, sales, customer service and other custom applications powered by an easy to use workflow engine and process management framework. Manage your clients with an endlessly customizable, powerful app, and boost your productivity like never before.



CRM Plus Marketing Automation

Easily automate X2CRM to create, convert, and close any lead or contact, all within a single application

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Social Media and Cloud Artifical Intellegence

Leverage cloud intelligence and social media to create leads and nurture relationship so your business runs smarter

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Multipe Deployment Options

Choose from our multiple deployment options so your business has solution that works best for your needs

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Call (831) 900-5830 for a Free Consultation

Call (831) 900-5830 for a Free Consultation


Marketing

CRM For Your Website – Embed Web Lead Capture Forms, Track Website Visits, and use X2Identity Fingerprinting Technology.
Email Templates – Draft Email Templates Using Variables to be Auto-Replaced With Contact-Specific Details.
Email Tracking – Record Opened Emails.
Create Targeted Campaigns – Market To Specific Contact Segments.
X2Flow Automation – Model Drip Email Marketing Campaigns.

Sales

Full Contact Relationship Management including Key Contacts, Action History Charts, Logged Calls, and Email Correspondence.
Track Deals with Opportunity Management. Forecast your Upcoming Deals using the Process Pipelines & Sales Funnels.
Account Management – Create One-To-Many Relationships between Contacts and Accounts. Send Quotes and Invoices via Email.
Reporting and Charts – Gain Insight into Your Sales using X2CRM Analytics. Drilldown, Summation, and Performance Reports.

Workflow

Automize Your Tasks – Using the Intuitive Drag-And-Drop Interface, Automate Many Tasks Throughout Your CRM.
Build Powerful Workflows – Build Small Concise Workflows that Have the Power of Lengthy Workflows You Would Build Otherwise.
Track Location – Track Records Within a Certain Radius Based on Distance and Time.
Run Asynchronous Flows – Split Your Workflows to Run Asynchronously and Build Your Workflows Your Way.

Service

Service Case Management – Manage and Distribute Service Cases For Your Support Team. Design Service Case Routing Rules.
Escalate Cases to Users Within Your CRM. Notify Service Representatives of New Cases via Automated Email.
Service Web Forms – Embed Service Response Forms on Your Website. Design Forms to Integrate with Your Brand.
Case Updates – Know Where You Stand with a Service Case Using Customized Service Process Stages.

Mobile

Check-In With Location – Check-In From Any Location and Share it With Others Via Activity Feed.
Share Audio and Video Files between Other Users or Records.
Use the Full Power of the Web App on any Mobile Device, Supporting Both Android and IOS.
Scan Bar Codes using the Mobile Device Camera.

Reporting

Grid Reports – Make grid reports from your records with different attributes.
Charting Reports – Data visualization for your reports.
Lead Performance – Create a report for lead performances.
Jasper Reports – Integrate with Jasper reports.

Customization

X2Theme – Pick a personalized/custom color theme for a better X2Experience.
Personalized background images – Upload your own backdrop for the app.
Diverse Login Colors – Login with style. Change it up with our login color palette.
Customized Widgets – Customize your own widgets to fit your needs.

Administration

Connect Your CRM Using The Robust X2CRM REST-ful API to Integrate with External Applications. Make Remote API Calls in X2Flow Automation Sequences and Automate Your Integration.
Brand Your CRM – Build Out Your Branding Identity in Themes. Upload Your Own Logos and Modify Your CRM’s Appearance.
Secure Your CRM – Restrict Access to Sensitive Data. Develop User Roles and Determine Who Can Do What Within Your System.
Build On Your CRM – Customize X2CRM with Your Own Modules, Fields, and Layouts. Modify The X2CRM Base Code When You Host Your CRM System on Your Own Web Server.

Open Source CRM

Open Source CRM

Open Source CRM

Open Source CRM

Open Source CRM

X2CRM CUSTOMER PROFILES

Over
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Deployments
Across
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Countries

X2CRM CUSTOMER PROFILES

Over
0
Deployments
Across
0
Countries