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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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REFERENCE GUIDE CHAPTERS

 
 

User Guide

Modules

Dashboard

Contacts

Accounts

Leads

X2Opportunities

X2Marketing

Quotes

 

Products

X2Documents

X2Media

X2Analytics Engine and X2Reports

Charts

Calendar

Topics

X2Actions

 
 
 

Admin Guide

Administrator Tools

System Settings

Email Configuration

Web Lead Capture and Routing

X2Studio Customization Tools

Data Import and Export Utilities

User Menu

Groups

 

Support

Bug Reports

Activity Feed

X2Process

X2WorkFlow and Process Tools

X2WorkFlow

X2WorkFlow Manual

Quotes
Quotes
X2CRM Reference GuidePhillip KershowJuly 13, 2018X2Engine, Inc. X2CRM Quotes
Products
Products
Phillip KershowJuly 13, 2018X2Engine, Inc. X2CRM reference guide, X2CRM Products Module
Media
Media
Phillip KershowJuly 13, 2018X2CRM Media Module, X2CRM Reference Guid e
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