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
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.
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.
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.
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.
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.
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