X2CRM

Additional features

Single Database

Ensures easy integration and consistency by building the CRM on a unified data structure.

X2Studio

Custom Defined Modules: Enables users to build custom modules using PHP or have X2Engine create them for unique business processes.

Rapid Modules

Allows for the quick creation and testing of custom modules, forms, and apps in a matter of hours.

X2Sales

A module to manage customer relationships, send quotes and emails, and close more deals.

Opportunity tracking

Allows users to monitor and manage potential sales deals.

Quotes / Invoices

Enables the creation and sending of quotations and invoices to customers.

Sales reports

Provides insights into sales performance through various reports.

X2Marketing

A module focused on generating quality leads, managing marketing campaigns, and measuring their success.

Lead generation

Tools and features to attract and capture potential customers.

Automated campaigns

Allows for the creation and execution of automated marketing workflows.

Landing pages

Enables the creation of dedicated web pages to capture leads and promote offers.

X2Service

A module to connect with customers, manage support cases, and improve customer satisfaction.

Automated case creation

Automatically generates support tickets from various channels.

Service ticket management

Provides tools to organize, track, and resolve customer support issues.

Webform creation

Allows users to build online forms for customer inquiries and feedback.

X2Project Management

A module for team collaboration and tracking tasks, milestones, and deadlines.

Timesheets

Enables team members to track the time spent on projects and tasks.

Project/task management

Provides tools to organize, assign, and monitor project activities.

Notes

Allows for the recording and sharing of important information related to projects and tasks.

Admin

Tools to customize and extend the CRM without requiring coding knowledge.

X2Studio

(Mentioned earlier as a key feature, also part of the Admin tools for customization).

Manage fields and form editor

Enables users to customize data fields and create custom forms.

Create new modules

Allows for the creation of entirely new modules to extend the CRM's functionality.

X2Studio

(Repeated in the text, likely referring to the same set of features for customization).

Lay out the flow of your new X2CRM app

Provides a visual interface for designing custom application workflows.

Manage fields and form editor

(Repeated from the previous "Admin" section).

Create new modules

(Repeated from the previous "Admin" section).

X2SDocSign

A feature to send PDF documents directly from the CRM for electronic signatures and document handling.

Drag and drop fields directly from X2CRM

Simplifies document preparation by allowing users to easily place fields from the CRM onto documents.

Templates reduce agreement prep time

Enables the creation of reusable templates for common documents.

Route documents to multiple people

Allows for sending documents to several recipients in a specific order.

Security, privacy and data residency compliant

Ensures that the electronic signature process meets relevant security and legal standards.

Sign from almost anywhere

Enables recipients to sign documents from various devices and locations.

Sales Forecasting

Predicts future sales trends based on available data.

Automated Workflow Engine

Allows for the creation and automation of business processes.

Pre-built Email Templates

Offers ready-to-use email templates to streamline communication.

Automated Customer Journeys

Enables the creation of personalized and automated customer engagement flows.

Reporting & Analytics

Provides tools to generate reports and gain insights from CRM data.

Customer Support

Offers assistance and resources to users.

Straightforward Implementation

Emphasizes an easy and uncomplicated setup process.

Manage fields and form editor

(Mentioned multiple times, a key feature for customization).

Create new modules

(Mentioned multiple times, a core feature for extensibility).