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.
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.
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 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.
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.
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.
X2Theme – Pick a personalized/custom color theme for a better experience.
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.
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.