X2Engine Sales CRM Customer Relationship Management Site

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X2Engine Sales CRM

X2Engine Sales CRM is an intuitive solution for managing your contacts, accounts, sales opportunities, marketing projects, calendar and more.

Your administrator will have a great set of tools to define user roles and permissions, set up workflow, and automate important tasks.

Users will appreciate the drag & drop interface for moving around fields and columns, an activity feed that keeps them up-to-date with peers, and the ability to generate meaningful reports.

X2CRM is an open source CRM software platform for marketing, sales, customer service and other custom applications powered by an easy to use workflow engine and process management framework.

Manage your clients with an endlessly customizable, powerful app, and boost your productivity like never before.


Write to us and ask for your credentials to the admin interface of an X2Engine Sales CRM Demo Environment.

Your credentials will be valid for 1 day after which the Demo Environment will reset itself.

Marketing

CRM For Your Website – Embed Web Lead Capture Forms, Track Website Visits, and use X2Identity Fingerprinting Technology.

Email Templates – Draft Email Templates Using Variables to be Auto-Replaced With Contact-Specific Details.

Email Tracking – Record Opened Emails.

Create Targeted Campaigns – Market To Specific Contact Segments.

X2Flow Automation – Model Drip Email Marketing Campaigns.

Sales

Full Contact Relationship Management including Key Contacts, Action History Charts, Logged Calls, and Email Correspondence.

Track Deals with Opportunity Management. Forecast your Upcoming Deals using the Process Pipelines & Sales Funnels.

Account Management – Create One-To-Many Relationships between Contacts and Accounts. Send Quotes and Invoices via Email.

Reporting and Charts – Gain Insight into Your Sales using X2CRM Analytics. Drilldown, Summation, and Performance Reports.

Workflow

Automate Your Tasks – Using the Intuitive Drag-And-Drop Interface, Automate Many Tasks Throughout Your CRM.

Build Powerful Workflows – Build Small Concise Workflows that Have the Power of Lengthy Workflows You Would Build Otherwise.

Track Location – Track Records Within a Certain Radius Based on Distance and Time.

Run Asynchronous Flows – Split Your Workflows to Run Asynchronously and Build Your Workflows Your Way.

Service

Service Case Management – Manage and Distribute Service Cases For Your Support Team. Design Service Case Routing Rules.

Escalate Cases to Users Within Your CRM. Notify Service Representatives of New Cases via Automated Email.

Service Web Forms – Embed Service Response Forms on Your Website. Design Forms to Integrate with Your Brand.

Case Updates – Know Where You Stand with a Service Case Using Customized Service Process Stages.

Mobile

Check-In With Location – Check-In From Any Location and Share it With Others Via Activity Feed.

Share Audio and Video Files between Other Users or Records.

Use the Full Power of the Web App on any Mobile Device, Supporting Both Android and IOS.

Scan Bar Codes using the Mobile Device Camera.

Reporting

Grid Reports – Make grid reports from your records with different attributes.

Charting Reports – Data visualization for your reports.

Lead Performance – Create a report for lead performances.

Jasper Reports – Integrate with Jasper reports.

Customization

X2Theme – Pick a personalized/custom color theme for a better experience.

Personalized background images – Upload your own backdrop for the app.

Diverse Login Colors – Login with style. Change it up with our login color palette.

Customized Widgets – Customize your own widgets to fit your needs.

Administration

Connect Your CRM Using The Robust X2CRM REST-ful API to Integrate with External Applications. Make Remote API Calls in X2Flow Automation Sequences and Automate Your Integration.

Brand Your CRM – Build Out Your Branding Identity in Themes. Upload Your Own Logos and Modify Your CRM’s Appearance.

Secure Your CRM – Restrict Access to Sensitive Data. Develop User Roles and Determine Who Can Do What Within Your System.

Build On Your CRM – Customize X2CRM with Your Own Modules, Fields, and Layouts. Modify The X2CRM Base Code When You Host Your CRM System on Your Own Web Server.

Your Virtual Machine Specs

Your X2Engine Sales CRM Server will be running on an isolated and secure Virtual Machine with the following configuration 1 :


  • CPU: 1 vCPU on 7th Generation Intel® Core™ i5-7260U Physical Processor(s)
    • Base Frequency: 2.20 GHz
    • Max Turbo Frequency: 3.40 GHz
  • Memory: 512 MB on 32 GB DDR4-2133 Physical Memory Chip(s)
    • DDR4-2133 1.2V SO-DIMM
    • Max Memory Bandwidth: 34.1 GB/s
  • Disk Size: 15.56 GB on 1TB M.2. SSD Physical Storage Chip(s)
    • M.2 Solid-State Drive (SSD)
    • Sequential Read: 530 MB/s
    • Sequential Write: 510 MB/s
    • Random Read IOPS: 92 K
    • Random Write IOPS: 83 K

Note 1 : Virtual Machine Resources are already optimized for performance. Under extreme usage or circumstances, more resources can be easily acquired via our Add-ons section.

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