Last Updated
Overview
X2CRM centralizes customer data, enables custom module creation, and offers real-time tracking to support sales and marketing visibility. Though workflows must be set up manually, this flexibility empowers teams to create CRM processes that drive better customer engagement and business outcomes.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
X2CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is X2CRM?
X2CRM is an open-source customer relationship management (CRM) platform designed for businesses seeking integrated sales, marketing, and customer support tools. It is available as both a cloud-based and on-premise solution, ideal for SMBs and mid-sized enterprises with technical teams. The software offers features such as workflow automation, lead management, and campaign tracking. It enables teams to streamline customer interactions, build tailored business processes, and manage the full customer lifecycle through a unified interface. Its modular design and flexibility make it a strong choice for organizations requiring scalable and deeply configurable CRM solutions.
X2CRM Pricing
X2CRM pricing is simple and all-inclusive. After a modest implementation fee, the platform is available at $65/user/month, which includes access to all modules and features. The platform also offers a free trial to explore committing.
Disclaimer: The pricing is subject to change.
X2CRM Integrations
The software supports integration with multiple systems and platforms such as:
- X2 Social
- Google Calendar
- Zapier
Who Is X2CRM For?
X2CRM is ideal for a wide range of industries and sectors, including:
- Marketing
- Human resources
- Project management
Is X2CRM Right For You?
Nee a unified CRM that simplifies customer engagement and automates business processes end-to-end? X2CRM addresses challenges like disconnected data, rigid workflows, and the need for deep customization through its all-in-one sales, marketing, and support platform.
The platform is GDPR-compliant, supporting secure data handling and user consent controls. It also ensures enterprise-level security and horizontal scalability, making it suitable for fast-growing teams. X2CRM has been recognized as a CRM Rising Star by Destination CRM for its innovative and flexible solutions.
Still not sure if X2CRM is right? Contact the customer support team at (661) 384-7070, who will help make the best decision.
X2CRM Features
Workflow Engine
Automating tasks becomes intuitive with X2Flow’s drag-and-drop interface. It lets you design conditions, splits, and waits to simplify record updates, lead routing, and campaign operations. This functionality boosts efficiency and ensures consistent business processes across all modules.
Mobile Access
X2Touch brings full CRM functionality to mobile devices, adapting desktop layouts for smartphones and tablets. Users can access contacts, pipelines, calendars, and tasks in real time. This empowers field teams to stay productive and informed while on the go.
Reporting And Analytics
Comprehensive dashboards and reporting tools deliver a 360-degree view of sales, marketing, and support activities. Managers and reps gain visibility into performance metrics, campaign outcomes, and workflow results. This drives data-informed decisions and continuous process improvements.
Campaign Management
Running targeted marketing campaigns is simplified with tools for email automation, A/B testing, and landing page creation. Users can segment audiences, schedule campaigns, and monitor performance within the same platform. This ensures greater campaign control and measurable engagement outcomes.
Service Case Management
X2CRM streamlines customer service with case tracking, SLA monitoring, and ticket routing. Support agents can resolve issues faster using a centralized inbox, priority rules, and escalation paths. This ensures prompt, consistent responses and enhances overall customer satisfaction.
Pros And Cons of X2CRM
Pros
Flexible drag and‑ drop‑ workflow automation
Built-in‑ ticket management for service
Custom module builder via X2Studio
Cons
Workflow sequences require manual setup
Task sequence planning could be more advanced
X2CRM Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“This tool is easy to understand”
Pros
The dashboard works really well and fits our needs perfectly.
Cons
Action planning for users could be better, and document dispatch needs improvement.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Frequently Asked Questions
What level of support does X2CRM offer?
X2CRM provides support through email, phone, and ticket system.
What other apps does X2CRM integrate with?
X2CRM integrates with many platforms, including Google Calendar, Zapier, and X2Social.
What language does X2CRM support?
X2CRM primarily supports English Language.
Does X2CRM offer an API?
Yes. X2CRM provides an API.
Who are the typical users of X2CRM?
X2CRM is widely used in human resources, marketing, project management, and many other areas.
What types of pricing plans does X2CRM offer?
X2CRM offers a single all-inclusive plan at $65/user/month after setup. Get a tailored X2CRM price.
Does X2CRM have a mobile app?
No, the mobile is not available.