Open Source CRM Project X2CRM Releases Version 2.8 Introducing New Sales and Marketing Automation Features for Small Businesses

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X2CRM, an open source CRM system, releases the latest update, Version 2.8, including powerful sales and marketing functionality.

CRM Activity Feed

Open Source X2CRM's Activity Feed

"With X2CRM, small businesses have a compact and powerful marketing automation and sales customer information system in one easy-to-use CRM application and all for a fraction of the cost and complexity,” said John Roberts, founder of X2Engine.

X2CRM, a compact open source based customer information system (CRM), boasts some serious firepower with its latest release of Version 2.8. The system is already a triple threat, providing an open source version alongside its hosted and on-premise Professional versions. X2CRM continues to expand into the realm of marketing automation, fully rounding out this CRM for small businesses.

“With X2CRM small businesses have a compact and powerful marketing automation and sales customer information system in one easy to use CRM application” said John Roberts, founder of X2Engine, “and all for a fraction of the cost and complexity.”

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
Newsletter Generator
Lead Nurturing, Scoring and Intelligent Routing
Contact Activity Management
Sales Process Workflow Engine
Email Correspondence
Product and Sales Quotes
User Profile Pages and Universal Activity Streams
Custom User Role Designer
Field Security, Roles and Sales Teams
Visual Form Editor for Admins
Reporting Dashboard
iPad and Mobile Compatibility
Both Cloud and On-Premise Optimized Options

Selected Features
Activity Feed Widget
Previously, the Activity Feed took over X2CRM, greeting users upon logging in with updates from the entire system. Similar to a Facebook wall, the Activity Feed tracks user activity, customer touchpoints and internal social posts in one easy-to-swallow screen. Users can now track activity through a widget on the right hand side of the system, providing real time communication throughout the organization regardless of where they are in the CRM system.

Google Analytics Integration
Google Analytics integration is useful both externally and internally. Users with Admin role permissions can now track website visitors in real time with Google Analytics within X2CRM. This allows users to see locations of visitors and the amount of time spent on the website, while X2CRM notifies sales representatives of their assigned Contact’s activity. Plus, this feature may be used internally by sales managers to track system users’ activity within the application. This provides insights for sales managers about where their sales representatives are spending their time, which modules are being used and what the levels of adoption look like.

Customizable User Interface Themes and Colors
A fun and personable user interface feature, the customizable background allows users to change their backgrounds to customized colors or images. Because honestly, you can’t go longer than 20 minutes without looking at your cute puppy dog.

Unlike other CRM systems, X2CRM was designed to be light and fast, while boasting an intuitive user interface. With X2CRM, users have the ability to capture leads from the web, nurture leads through specified workflows and track these leads as they return to your website, helping to accurately gauge interest and cue sales processes. The inclusion of marketing automation, including a rich campaign editor, into the CRM system ensures a comprehensive picture of leads, customers and everybody in between.

About X2EngineCRM
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 software and cloud hosting services for X2CRM, a next generation open source, sales management system. X2CRM has been installed on over 3,000 public and private cloud servers across 120 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 and screenshot and video library please visit X2Engine CRM 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:
BitNami X2CRM Stack:

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Haley Sedam
X2Engine Inc.
1-831-222-5333 200
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