X2CRM 4.1 is a feature-packed release. The intuitive new process pipeline pushes X2CRM into the gamified CRM sphere.
Santa Cruz, CA (PRWEB) May 22, 2014
X2Engine Inc. today announced the general availability of X2CRM version 4.1, the follow up to the initial 4.0 release of its next generation open source CRM, sales force, business marketing automation, and service application for large and small businesses alike in both cloud and download editions.
Key Features of X2CRM:
X2CRM Open Source CRM
Web 2.0 Speed Optimized User Interface
Web Tracker and X2Identity Browser Fingerprinting
Web and Facebook Lead Capture Form Designer
Automatic HTML Web Form Embed Code Generator
HTML Targeted Content Specific to Individual Customers
Newsletter Recipient List
Lead Nurturing, Lead Scoring and Intelligent Lead Routing
Contact Activity Management
Team Tasks and Actions
Time Tracking, Call Logging, Event Scheduling
Shared Team Calendars and Event Information
Sales Process Workflow Engine
Data Import and Export
Email and Quote templates
Documents module for shared productivity
Media and Media widgets
Record tag cloud
Products and Sales Quotes/Invoices
Customer Service Case Management
User Profile Home Pages with Modular Widgets
Universal Activity and Event Streams
Custom User Role Designer
Data Field Security, Team Roles and Permissions
Visual "No Code" Content Form Editor for Administrators
Both Cloud and On-Premise Optimized Options
Mobile Layout with Responsive UI
Large Scale Marketing Campaign Management
Social Intranet Capability for Sales Teams
X2Studio Application Customization
Marketing, Sales Force, and Complete Business Automation with X2Flow
Full suite of products including Open Source, Professional, and Platinum editions
X2Client Services including Administrative Training, Developer Support, and Business Integration Consultancy
Default Themes and Partner Branding
X2CRM Authorized Partner Program for Qualified Resellers
X2CRM 4.1 Updates:
Drag and Drop Process Pipeline
X2Identity 2.0 Web Tracker and Browser Fingerprinting
X2Flow Automation upgrades, Process Integration
New Leads Module
HTTP-based REST-ful API for interfacing with 3rd party software
Publisher widget filter additions
Email templates for additional modules including Accounts
Automated password reset and username recovery process
Activity Feed Summary Email Digest
Dedicated Activity Feed for mobile layout
Process Pipeline and Sales Funnel: Drag and Drop User Interface with Colorful Customization Options
Process stages have been completely redesigned for X2CRM v4.1. The latest edition of the company's open source CRM and process management system includes an all new pipeline view. This is a completely new way to visualize sales and marketing processes in X2CRM. Users may view contacts, opportunities, accounts, and other X2Engine modules in all phases of a business workflow. The new pipeline view, the company says, makes it easier for users to convert records from Lead to Customer, from Prospect to Partner. An intuitive interface displays the deal value of each of the clients in each stage of the process, and additional time filters allow users to view a financial forecast of upcoming business deals. Additionally, the updated process module means users can color code the numerous stages in their own business practices with the pipeline stage color editor. The module allows the creation of a gradient of hues to highlight various process stages and brings a new level of visual insight into sales.
X2Flow Process Integration: Automate Business Work Flow Stages.
X2CRM 4.1 sees the introduction of Process stages as both triggers and flow actions in the X2Flow business automation system. Automated CRM processes will be a big boon to improving efficiency for sales, marketing, and service departments. Process stage status changes are now available as triggers to set off a series of required actions assigned to sales teams, for example. Or users can set X2Flow actions to update process stages and escalate it to customer service department teams. As with everything in X2Flow, the power of CRM automation is vast and open to countless variations.
Leads module: Pursue Potential Deals
X2Engine 4.1 includes an entirely new module: Leads. This module allows users to include basic contact and account information before the lead becomes a legitimate potential sale. When it becomes appropriate, leads can be converted into a sales opportunity, providing the avenue for clear and useful documentation of moving a lead through the sales pipeline process.
X2CRM's 2nd generation REST-ful API: An HTTP-based API with numerous improvements
The application programming interface (API) in X2Engine v4.1 has been redesigned and overhauled to produce a better and more capable system of communicating with third party software. This new REST-ful API (the most common protocol on the web) standardizes X2CRM fields and makes it easier to connect to apps like Zapier. Thanks to this new class of API, Zapier integration with X2CRM is on the immediate horizon. See http://wiki.x2crm.com/wiki/REST_API_Reference for more information.
Activity Feed email summary: The news of the day in an inbox
The activity feed on a user's profile page shows a lot of information. Calendar events, new leads, contact web activity, email correspondence, and much more. In X2CRM 4.1 users can have this information sent directly to their inboxes. Each user has the ability to create an automated email summary of the day's events, selecting which stories they would like to hear about, and have it periodically sent out on a daily, weekly, or monthly basis. The company says this email digest will help users absorb a greater wealth of information related to the daily operations of their business.
X2CRM 2.0 Web Tracking and Browser Fingerprinting
X2CRM's traditional web tracker uses cookie-based web tracking code, installed by a contact submitting a web form or clicking a tracking link. X2Identity uses in-house developed browser fingerprinting as a supplement and alternative method to the cookie-based web tracker. Browser fingerprinting is based on certain browser settings and attributes that make them unique. If browser fingerprinting is enabled, the tracker will attempt to identify a contact based on their browser settings. X2Identity will create a list of matched browser fingerprints, allowing the tracking and management of contacts who have not submitted a web form. Additionally, X2Identity provides access to a list of anonymous contacts. Anonymous contacts are created upon submission of a newsletter form, or when a user who has not yet been associated with a browser fingerprint visits a page embedded with the web tracker. Once these anonymous contacts submit the web lead form, their lead score and activity history will be migrated over to an ordinary contact record.
X2CRM, 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 the X2CRM family of products, including its a next generation open source CRM, small business sales force, marketing, workflow automation, and process management framework. Open source X2CRM has been installed on nearly 10,000 public and private cloud servers across 170+ countries.
X2CRM 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.x2crm.com.
X2CRM and X2CRM take advantage of the latest open source software including Apache, PHP, MySQL and Linux (LAMP).