Powerful Automation Solutions
Whether you’re a small business owner or part of a large enterprise, our platform is built to handle any type of customer interaction with easy-to-use, comprehensive modules provided in one single package.
X2CRM was built from the start for unmatched flexibility and extensibility. Learn how our powerful platform can help you fully automate every aspect of your business.
Single Database
Some CRMs were built in pieces that don’t quite work together, resulting in expensive and drawn-out implementations. X2 was built on a single database to ensure easy integration and consistency.
X2Studio:
Custom Defined Modules
Does your business have a unique process or workflow? Why get a cookie-cutter CRM that sells the same solution to everyone? Build your own custom modules using common programming language (PHP) with X2Studio, or have us create them for you.
Rapid Modules
X2Engine’s rapid module capabilities allow users to build and test custom modules, forms and apps in a matter of hours, rather than weeks or months.
From sales and marketing automation to customer service and project management, X2CRM includes all the tools and features you’d expect from a CRM – and so much more.
Manage customer relationships, send quotes and emails, and close more deals.
Features:
- Opportunity tracking
- Quotes / Invoices
- Sales reports
Get quality leads, manage marketing campaigns, and measure success.
Features:
- Lead generation
- Automated campaigns
- Landing pages
Connect with customers, manage support cases, and increase customer satisfaction.
Features:
- Automated case creation
- Service ticket management
- Webform creation
Collaborate with teammates and track tasks, milestones and deadlines.
Features:
- Timesheets
- Project/task management
- Notes
Use X2Studio to customize and extend the CRM with no coding needed.
Features:
- X2Studio
- Manage fields and form editor
- Create new modules
Manage, customize and extend the CRM with no coding needed.
Features:
- Lay out the flow of your new X2CRM app
- Manage fields and form editor
- Create new modules
X2SDocSign:
Send a PDF directly from your CRM
Agreements are everywhere, from sales contracts and real estate agreements to loan documents and offer letters. X2DocSign offers a superior solution for electronic signature and document handling.
- Drag and drop fields directly from X2CRM
- Templates reduce agreement prep time
- Route documents to multiple people
- Security, privacy and data residency compliant
- Sign from almost anywhere
Modest implementation fee, then
$65*/user/month
Includes everything we offer:
- All X2CRM Modules and Features
- Sales Forecasting
- Automated Workflow Engine
- Pre-built Email Templates
- Automated Customer Journeys
- DocSign Capabilities
- Reporting & Analytics
- Customer Support
- Straightforward Implementation
- And more!
*Everything is included for $65/mo, up to 25,000 email sends/mo.
Save time and money with X2CRM
With all modules included in the platform for the same cost, X2Engine is the most cost-effective CRM on the market. You’ll reduce subscription costs and time spent on administrative tasks, and — unlike our competitors — there’s no need to hire a costly implementation partner.