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X2Sales: Drive Success Forward

Optimize your sales workflow with our easy-to-use tools that reduce time spent on administrative tasks, allowing you to focus on what’s most important: your customers.

TALK TO SALES

X2SALES MODULE

Work Smarter. Close Deals Faster.

With automation built into our platform, X2 can streamline your entire sales process, boost customer engagement, and drive revenue growth—all while saving you time and money.

Communication Tools Automate your outreach to prospective clients.
Performance Tracking Unlock valuable insights across the sales cycle.
Customizable Dashboards Work the way you and your team want to.
Email Templates Create templates you can personalize and share with teammates.
Document Signing Send a secure PDF directly from X2CRM, using our exclusive X2DocSign.
Smart Lead Scoring Identify the leads most likely to become your newest customers.
Create Quotes Send and track quotes and proposals.
Webform Builder Create simple web forms to capture new prospects.
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Identify, Nurture and Convert Leads

Say goodbye to clunky spreadsheets. X2Sales will help you focus on the right prospects, manage multiple sales pipelines, and close more deals.

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Drive Productivity With Automation

X2Sales helps you minimize busy work. Easily customize workflows, automate tasks and correspondence, and track performance across your team.

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Better Insights, Better Results

Centralize your sales data and get a real-time snapshot of sales activity and KPIs, anytime you need it.

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A Workflow That’s Just for You

By providing a user-friendly interface for customization and personalization, we’ve made it easy for businesses to adapt their CRM system to their unique needs.

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Send More Emails in Less Time

Close more deals by creating email templates you can personalize and share with your team. When you’re ready to reach out, simply customize and hit send!

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CASE STUDY: TRANSWORLD

“We saved $250,000 by switching to X2CRM.”

After spending a lot of money and four years trying to make another CRM work, Transworld switched to X2Engine, which had them up and operating in just two months. Years later, X2 is still used to automate multiple aspects of their business.

X2Marketing

Get quality leads, manage marketing campaigns, and measure success.

Features:

  • Lead generation
  • Automated campaigns
  • Landing pages

EXPLORE X2MARKETING

X2Service

Connect with customers, manage support cases, and increase customer satisfaction.

Features:

  • Automated case creation
  • Service ticket management
  • Webform creation

EXPLORE X2SERVICE

X2Studio

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

SEE HOW IT WORKS