X2CRM Workflow
X2CRM combines the power of both a marketing workflow automation engine with a fast, compact and flexible sales force CRM system - for one low price.
Santa Cruz, CA (PRWEB) October 16, 2013
X2Engine Inc. today announced the general availability of X2CRM version 3.5, an open source, sales force, marketing automation and service application for small businesses in both cloud and on-premise editions.
Key Features of X2CRM:
Web 2.0 Speed Optimized User Interface
Web Activity Tracker, now with Google Analytics Integration
Web and Facebook Lead Capture Form Designer
Automatic Web Form Embedding Code
Newsletter Generator
Lead Nurturing, Scoring and Intelligent Routing
Contact Activity Management
Sales Process Workflow Engine
Email Correspondence
Product and Sales Quotes
Customer Service Management
User Profile Pages and Universal Activity Streams
Custom User Role Designer
Field Security, Roles and Sales Teams
Visual No Code Form Editor for Administrators
Both Cloud and On-Premise Optimized Options
Mobile Access Integration with X2Touch
Large Scale Marketing Campaign Management
Social Intranet Capability for Sales Teams
Shared Calendar and Event Information
Extreme Customization and Marketing Automation with X2Flow
X2Flow: Marketing Action Event Designer
X2Flow is a Marketing Automation Module which allows marketers to build automated marketing campaigns based on customer behaviors. X2CRM believes this feature is a clever and incredibly customizable business tool that places the power of X2CRM marketing and sales campaigns in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform. X2CRM version 3.5 sees some major updates to this module, including a new history execution view for individual workflows and a new view of all records touched by each stage of workflow.
Web Lead Capture
X2CRM 3.5 includes the ability to add hidden fields on to the web lead form editor. Users can now have hidden fields on a web lead form that will always be filled with a user-defined value (e.g. you could set "leadsource" as a hidden field with the value "web").
Salesforce.com Data Migration Service
Every day, more and more CRM users out there are doing the math and realizing that there are alternative solutions to their business needs other than Salesforce.com. X2CRM offers a powerful, intuitive, and lightweight alternative software at a very competitive price. When companies want to switch over, X2CRM has the tools at hand for a smooth and stable transition, allowing for the uninterrupted flow of their business. The new data import service maps the various information fields in SalesForce.com directly into X2CRM keeping your data safe and close at hand.
X2Gridview
The X2Gridview has been updated to allow for mass tagging, field updates, account reassignments and mass deletion of records. UI improvements also include the ability to select multiple records with a shift+click.
Administration
X2CRM adds the ability to, through the administrative user interface, lock X2CRM for periods of time for maintenance so that only administrators can access it.
X2Training
X2Engine now offers group and individual training sessions in the X2CRM Virtual Genius Bar. Training sessions can focus on specific modules or general usage of X2CRM. For both seasoned CRM users and novices, customers can benefit from personalized, in-depth instruction in the powerful toolset of X2CRM. Sessions start at $95.00 per hour of training.
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About X2Engine CRM
X2Engine, Inc. of Santa Cruz, California, was founded in 2011 by John Roberts, a SugarCRM co-founder and Customer Relationship Management software entrepreneur. The company provides sales & marketing software and cloud hosting services for X2CRM, a next generation open source, sales force and marketing automation customer relationship management system for small businesses. X2CRM has been installed on over 6,500 public and private cloud servers across 151 countries.
X2Engine Inc. is headquartered in beautiful Santa Cruz, California, a short 40 minute drive from San Francisco International Airport. For a live demonstration, a detailed feature list, screenshot and video library please visit: http://www.x2engine.com. X2CRM takes advantage of the latest open source software including Apache, PHP, MySQL and Linux (LAMP).
Additional Resources
Follow @X2Engine on Twitter
Test drive a free trial: http://www.x2engine.com/live-demo-server/
BitNami X2CRM Stack: http://bitnami.org/stacks/x2crm