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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Here you can find a list of client accounts and view their fiscal records with your company. Accounts are generally companies or organizations whose associates are your contacts. These records are easily created with a minimum of required fields.
Read MoreThe Dashboard is the homepage of X2CRM. With it, you can instantly see the newest leads, notifications, reminders, calendar events, user location check-ins, and so much more as soon as you login. Like many features within X2CRM, the dashboard is fully customizable so you can easily change or reorganize the widgets to work best for your business.
Read MoreCalendar provides a simple overview of actions and events that you or members of your team have created. Easily view all of your company’s upcoming events, meetings, or important dates on a single calendar.
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