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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Email configuration is a somewhat technical process. It requires knowledge about transfer protocols, servers, and ports. As such, a more technical breakdown of all the terms and settings is available on the X2CRM wiki. This reference guide contains a less technically detailed manual / overview.
Read MoreLearn how to customize your user experience in X2CRM. The User Menu shows how to set up your profile as a CRM user, set up your notification preferences, and how to manage X2 applications. The X2 User menu also explains helpful icons for managing CRM.
Read MoreManaging X2CRM’s system settings is imperative to create a secure and stable CRM experience. The System Settings cover general setting information, security, updater information that CRM Administrators must know.
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