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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Create and share email templates, standardize quotes, upload preexisting or manifest new documents in a rich text editor. Our Documents module acts as a document repository for all of your important business documents so all of your employees can access a centralized information library.
