X2CRM 8.0 Enterprise release announced in December, 2019. These advanced capabilities are exclusive to the Enterprise package, which starts at $35.00 USD user/ month for the hosted solution. The AI, mass email, and portal capabilities are priced separately.

X2CRM Enterprise is an industry-recognized, advanced CRM solution that improves customer engagement by better understanding customer’s intention. The architecture stack, powered by X2WorkFlow, has a new layer of conversational understanding that expands the value of the CRM solution by improving customer service, marketing, and sales responsibilities.

According to many leading analysts, Enterprise CRM solutions must focus upon customer engagement. Businesses will differentiate by responding to customer interests, needs, and demands consistently and successfully.

AI Integration X2CRM has integrated the Amazon Lambda and Amazon Lex to provide a state-of-the-art conversational AI CRM solution. This new AI layer supports every X2 module that is created in the X2Studio, while leveraging any data point managed in X2’s centralized data structure.

Additionally, X2CRM 8.0 Enterprise has also released advanced functionality to further support every aspect of the business that interacts with customers or partners. The user interface has been streamlined and several additional features are now available.

With X2Visualizations, there are over 1,000 data visualizations available to display real-time analytics information so any X2CRM user can click and see the full detail information within the X2CRM forecasts component.

Calendar Sharing with the Public so users’ calendars are now publicly accessible making meeting creation so much easier.

Partner Portal enabling a cohesive customer experience for a complex sales or support cycle by allowing customers to directly access and update X2CRM data.

Support Case Sharing reducing customer support agent response time by searching on the problem symptoms instead of recalling the customer themselves.

X2Knowledge Base – allowing the creation and maintenance of keyword searchable documents and expediting document creation by reusing existing material. Shared Support Cases can be edited and added into the Knowledge for customer search as well.

WYSIWYG Email Template Editor providing full control to Marketing and Sales when creating a mobile responsive template or campaign, Landing Page creator, PDF creation, HTML and iFrames creation.

Enhanced Sales Quotations enabling complex sales quotations with large text based comments per line items and formatted for easy transfer to accounting packages.

Data Management Enhancements expanding Discover.org data integration, GoldMine and HatchBuck data imports, Mass Email campaign manager so all data is centralized within X2

eCommerce Integration with Chargify, so that any X2 web form can submit user-entered form data into Chargify and complete an online payment transaction.

If you would like a demonstration of X2AI or any of the 8.0 functionality, please contact us.

X2CRM 8.0 Announced