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

X2Actions

Phillip KershowJanuary 30, 2020X2Engine, Inc. X2Actions, X2CRM reference guide

X2Support/Service

Sometimes things need fixing. Support cases are the instances of support and assistance that you and your company might be involved in with your clients. Our built-in service module is the perfect platform for your teams to manage service cases to keep your existing customers satisfied.

Phillip KershowNovember 20, 2019X2Engine, Inc. X2Support, X2CRM Reference Guide

X2Studio Customization Tools

X2CRM 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.

Phillip KershowNovember 20, 2019X2Engine, IncX2CRM Custom Module, X2CRM custom fields, X2CRM Custom Forms, Create a CRM module, CRM Code Editor