Suite of Services

X2CRM covers the entire customer journey with an all-inclusive suite of services for sales, marketing and customer service. Built to handle any type of customer interaction, our platform can optimize your relationships and workflow with easy-to-use, comprehensive modules all provided within a single package. Below you'll find an introduction to the vast offering that X2CRM provides.

X2Sales is an extendable, scalable platform that can easily configure your entire sales process, performance, and reporting according to individual needs and requirements. Functions include full customer relationship management, deal opportunity tracking, quoting/invoices, and email correspondence management.

Capabilities include:

• Contacts
• Accounts
• Leads
• Opportunities
• Quotes
• Documents
• Media
• Actions
• Reports
• Topics
• Process
• Workflow
• Analytics

The X2Marketing suite optimizes and manages marketing campaigns through the use of web lead capture forms, landing pages, website activity tracking, lead scoring/lead routing, targeted email marketing campaigns, newsletters, and other important tools — all within one cohesive, encompassing module.

Capabilities include:

• Campaigns
• Long Term Campaigns
• Drip Campaigns
• A/B Testing
• Webforms
• Web Tracker
• Digital

X2Support is a built-in service suite that allows teams to manage support and services cases to ensure customer satisfaction. Functionality of this suite includes automated case creation; case management, assignment, and reporting; and service case web form creation.

Capabilities include:

• Services Webforms
• Similar Solutions
• Feature
• Knowledge Base
• Portal Access
• User Management
• System Settings

X2Admin offers a wide array of internal managerial capabilities and tools to regulate the details and accessibility of X2CRM. Admins can maintain organizational standards and best practices to maximize productivity and can also use X2Studio to customize and extend the CRM with no coding needed.

Capabilities include:

• Studio
• Customization
• Create new modules
• Manage Fields
• Form Editor