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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Contacts are the core of your CRM. The initial view of the Contacts module is organized in a grid view. With X2CRM, you can search through contacts based on matching criteria, organize lists of contacts with attribute filters, view contact location heat maps, and more.
Read MoreModules are the core unit of how X2CRM presents data to the user and organizes functionality, such as Marketing, Contacts, Action and so on. Each Module will be displayed in the middle of the screen with the same static left and right columns as in the Dashboard. A Module view works the same no matter what Module the user has chosen.
Read MoreX2Opportunities are sales leads that have have met the company’s criteria that they are legitimate sales opportunities. An Opportunity typically is associated with an Account but it also could be associated with a Contact. You can search through Opportunities based on matching criteria just like the other Modules.
