X2CRM Small Business Sales & Marketing Software Startup Ships 3.0 Release

X2Engine Inc. introduces new marketing automation workflow designer, sales quotations and invoicing.

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Marketing Automation Designer

X2CRM Marketing Automation Designer

With X2CRM 3.0, now small businesses have the power of both an intelligent marketing automation application combined with a powerful sales force application in one CRM system.

Santa Cruz, CA (PRWEB) May 02, 2013

X2Engine Inc. today announced the general availability of X2CRM version 3.0, an open source, high-performance sales force, marketing and service application for small businesses.

New in X2CRM 3.0 is a Marketing Action Event Designer which allows marketers to build automated marketing campaigns based on customer behaviors. For example when a customer visits a website, marketers can create an automated trigger that sends an alert to the appropriate sales representative, updates the lead score and sends an automated email to the customer in one workflow.

In addition to Marketing, X2’s Quotes module had been enhanced to support line item based pricing adjustments and quote level adjustments. Quotes can then be inserted into custom email templates with an embedded tracker, so sales reps can see when their quote email was opened by their customer. Once Quotes are approved by the customer, they can be converted into X2’s new Invoices module for billing.

X2CRM’s Actions & Activity Feed modules have also been significantly updated with the ability to add pictures, videos, comments, and broadcast email alerts to users. The Actions module now allows representatives to quickly flip through Action lists and edit and complete items from within the list.

Designed for speed and flexibility, X2CRM’s purpose-built compact design eliminates the complexity of traditional monolithic CRM systems, allowing sales and marketing professionals to easily accelerate sales force productivity while lowering costs.

“After two and half years of development and with over 4,500 unique installations across 135 countries, we are incredibly excited to release X2CRM 3.0. With 3.0, now small businesses have the power of both an intelligent marketing automation application combined with a powerful sales force application in one CRM system. By keeping the system compact yet flexible, our goal is for X2CRM to be the fastest sales and marketing application on the planet,” said John Roberts, founder of X2Engine.

X2CRM 3.0 Key Features:
Web 2.0 Speed Optimized User Interface
Web and Facebook Lead Capture Form Designer
Newsletter Generator
Lead Nurturing, Scoring and Intelligent Routing
Marketing Event Workflow Designer
Contact Activity Management
Sales Process Workflow Engine
Customer Service Cases
Email Correspondence
Product, Sales Quotes & Invoices
User Profile Pages and Activity Streams
Custom User Role Designer
Field Security, Roles and Sales Teams
Visual Form Editor for Admins
Reporting Dashboard
iPad and Mobile Apps
Run in the Cloud or on your Servers

Selected Features
Marketing Action Event Designer
New in X2CRM 3.0 is a Marketing Action Event Designer which allows marketers to build automated marketing campaigns based on customer behaviors. For example when a customer visits a website, marketers can create an automated trigger that sends an alert to the appropriate sales representative, updates the lead score and sends an automated email to the customer in one workflow.

Web Lead Capture
X2CRM allows both sales and marketing professionals to easily create web lead capture forms in a graphical form editor. Web lead forms can be versioned, tagged with special attributes and customized with user-specified colors and font styles. The editor generates special, embeddable HTML that users can paste into their website, similar to a Youtube video.

Email Marketing
X2CRM’s Marketing module allows users to easily create contact lists, write an email promotion and then send it to the selected contacts. All emails are trackable, showing if the recipient opened or unsubscribed. Campaigns work with X2CRM’s email server or with third party email applications.

Newsletters
The Newsletter module is both a web capture and email newsletter generator. With a website newsletter sign-up widget, names and email addresses are collected. Newsletters can easily be written and sent to this newsletter list, and interested recipients can be converted into contacts. Newsletters are a great method for establishing relationships with hesitant prospects.

Contact Management
With X2CRM’s ultra fast, Web 2.0 user interface design, sales force professionals can quickly navigate larger contact lists, send emails, create product quotations and manage contacts through custom sales processes workflows.

Product Sales Quotations & Invoicing
X2’s Quotes module has been enhanced to support line item based pricing adjustments and quote level adjustments. Quotes can then be inserted into custom email templates with an embedded tracker, so sales reps can see when their quote email was opened by their customer. Once Quotes are approved by the customer, they can be converted into X2’s new Invoices module for billing.

Reporting
Included in the Professional edition is a custom report grid and chart builder. Sales and Marketing professionals can create, save and share custom reports from any module in the system, including everything from user activity and lead status to sales pipeline forecasting.

X2Studio
Special attention has been paid to keeping X2CRM compact in design. However, there are times when customizing the application to specific business requirements allows companies to create an advantage. X2Studio is a completely visual customization administration tool that allows administrators to modify any module in the system. This includes adding or removing fields, changing page layouts and creating completely new modules from scratch, all without any programming knowledge.

Run Anywhere
X2CRM is designed for today’s open cloud. Available in both cloud and on-premise / downloadable versions, X2CRM puts the customers in complete control of their data.

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 sales & marketing software and cloud hosting services for X2CRM, a next generation open source, customer relationship management system for small businesses. X2CRM has been installed on over 4,500 public and private cloud servers across 135 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 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


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