X2CRM Reference Guide
Learn how to customize X2CRM so it fits your business operations and serves your customers well.
X2CRM, a leading Customer Relationship Management, Workflow and Marketing Automation platform is a powerful, customizable and easy-to-use enterprise ready solution. It has been translated into 15 languages and currently has more than 40,000 deployments worldwide. Learn more about X2CRM's pre-built modules covering marketing, sales, services and support, digital, social, documents, collaboration, and quotes; plus learn about how flexible it is to create modules that fit your business approach.
X2CRM is built using a single codebase, working with a single database. This ensures consistent and cohesive insight about your customers. It is designed so that it can run in a datacenter of choice, including AWS, GCC, or others.
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Contacts are the core of your CRM. The initial view of the Contacts module is organized in a grid view. With X2CRM, you can search through contacts based on matching criteria, organize lists of contacts with attribute filters, view contact location heat maps, and more.
Read MoreX2CRM is the most versatile CRM platform available. The standard issue delivers 21 modules, however if those modules do not fit your business needs, your company can automatically create and deploy modules within the X2CRM platform. This helps you learn how to create modules, fields, forms.
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