Topics provides an internal place to create forums for discussions. It’s the perfect platform for users to chat and answer internal questions.
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.
Process workflows breakdown business processes into successive stages. Use the X2Process workflow to manage and keep track of your sales, marketing, and even internal business processes. Easily develop custom sales and funnel processes to incorporate your unique methodologies into X2CRM.