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X2CRM Editions

Choose the right solution for your business

X2CRM comes in two distinct editions with three deployment options. Compare your usage and business needs with the available plans and editions of X2CRM.


Open Source

Ideal For
  • Individuals
  • Small Organizations
  • Developers
    • Account and Contact Management
    • Task Assigning
    • Service Case Management
    • Email, Document, and Quote Templating
    • Products and Quotations
    • Documents and Media Library
    • Importer & Exporter Tools
    • REST-ful API
    • X2Workflow Marketing Automation
    • Email Newsletter and Campaigns
    • Lead Routing Assignment
    • Web and Email Activity Tracking
    • X2Process Sales Funnel and Process Pipeline
    • User and Team Calendering
    • Integrated Email Client with Shared Inboxes
    • Reports and Charts
    • X2Studio Customization Studio
    • Does Not Get Access to X2 Knowledgeable Staff or Engineers for Support

    On-Premise

    Ideal For
  • Sales Teams
  • Service Teams
  • Mid / Large Businesses
  • Marketers
  • Developers
    • Account and Contact Management
    • Task Assigning
    • Service Case Management
    • Email, Document, and Quote Templating
    • Products and Quotations
    • Documents and Media Library
    • Importer & Exporter Tools
    • REST-ful API
    • X2Workflow Marketing Automation
    • Email Newsletter and Campaigns
    • Lead Routing Assignment
    • Web and Email Activity Tracking
    • X2Process Sales Funnel and Process Pipeline
    • User and Team Calendering
    • Integrated Email Client with Shared Inboxes
    • Reports and Charts
    • X2Studio Customization Studio
    • Developer Code Editor
    • X2Workflow Templates
    • Access to X2Engine’s Premium Services
    • Website Landing Page Creator
    • Exclusive X2HubService Integrations
    • Priority Bug Fixes and Troubleshooting
    • Admin Dashboard
    • Paper-White User Interface
    • Advanced Google Mapping
    • Standard and Premium Technical Support from X2Engine’s Development Team




    X2CRM Premium Services

    Work directly with the X2Engine team to get the most out of X2CRM

    X2Engine provides a range of cloud, developer, and administration support products designed to meet the needs of both small businesses and larger corporations. X2Engine’s services can help you achieve your CRM goals.

    X2HubService Cloud Connector

    Introducing a completely new cloud service for both CRM Open Source and X2CRM Enterprise Edition customers. This new cloud connector service provides a one stop connector for Gmail synchronization, Calendar Sync, SMS two factor authentication, interaction location detection, advanced Google mapping and additional social network and data enrichment services.

    Salesforce.com Migration Service

    Have you been using Salesforce but wish to use X2CRM instead? Sometimes a road block can be getting your customer data and customizations out of Salesforce.com. With X2Engine data import service we can help you migrate your Salesforce.com data over to X2CRM quickly and easily. It is also a great opportunity to do some data cleaning and to optimize your CRM processes for your current business needs.

    CRM Migration Service

    Getting started with a new CRM system usually requires migrating existing customer data and customizations into X2CRM. X2CRM includes very easy and advanced data import and data quality tools within X2’s Administration console. Additionally we can import most any customer data you have and also customizations for your business. Get up and going fast with our easy CRM migration service.

    X2Engine Training Service

    Sometimes it is a benefit to have an X2CRM expert help train you on how to best optimize X2CRM for your needs. Our trainers can walk you through every feature of X2CRM and give you advice on how to best utilize X2CRM. Sign up for as many hours as you need to get guided tours through X2CRM and consultation on utilization and configuration approaches. An X2CRM expert will contact you and schedule a web meeting to cover all the training topics you need at your pace that works best for you.

    X2Engine Configuration and Developer Service

    In addition to X2CRM’s powerful out of the box CRM capabilities, X2 is also very extensible. Whether you would like help designing advanced workflow, process or module customizations or if you would like to add your specific customizations – we can help you. Most customer customizations can be done with our standard configuration tools. But sometime code level customizations are required. X2Engine developer services are provide by real X2CRM developers with expert product and development knowledge. Usually we can make customer customizations in a fraction of the time that non-X2Engine developers or consultants require. Most customizations require only a few hours to complete, from one to four hours typically.


    Call our sales line at 1-831-900-5830 Monday to Friday, PST. We contact you form.