X2CRM Ships New Version 5.0.6 of Its Open Source CRM Sales Software - Adds Drill Down Reporting

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The latest edition of X2CRM open source CRM sales software, process management framework, and marketing automation platform is a advanced release, introducing major new reporting, API and user interface improvements.

X2Engine CRM

5.0 is an advanced release for X2CRM. Even as an open source CRM offering, this is now a top-tier tool in the sales software market.

The open source sales CRM software project X2CRM has reached another major milestone in its history with the company’s latest announcement of the availability of version 5.0.6 of its open source CRM software, which includes marketing automation, sales force automation, process workflow management, and service case management features.

This release, like all X2CRM versions, is available as an open source CRM application as well as in two commercial versions available in both cloud and download editions.

Release Highlights:

  • New Charts drill-down feature allows
  • A new scatter plot charting option
  • New column aggregation option for time series charts
  • Improved reports print view adds allows inclusion of charts
  • New X2Flow Periodic Trigger allows flows to be triggered according to a schedule
  • Redesigned Web Form Designer
  • More intuitive and compact interface
  • Improved style of default web form
  • Record print view given configuration options and an improved look
  • Details of related records can now be viewed from the inline relationships widget
  • New option in list view widgets to display actions of related records

Key Features of X2CRM:

  • Web 2.0 Optimized Responsive UI
  • Contact Website Activity Tracking
  • Anonymous Website Activity Tracking with X2Identity Browser Fingerprinting
  • Web Lead Capture Form Designer with Auto-generated HTML Embed Code
  • Targeted HTML Content
  • Newsletter Signup Form and Recipient List
  • Lead Nurturing, Lead Scoring and Intelligent Lead Routing
  • Full Contact Management and Activity Overview
  • Team Task Management and Assigned Actions
  • Time Tracking, Call Logging, Event Scheduling
  • VoIP Integration
  • Shared Team Calendar
  • Workflow Engine
  • X2Flow Business Automation Designer
  • Data Import and Export
  • Email Correspondence with Fully Integrated Inbox
  • Email and Quote Templates
  • Record Tagging and Tag Cloud
  • Products, Sales Quotes and Invoices
  • Customer Service Case Management
  • User Profile Home Pages with Modular Widgets
  • Data Field Security, Team User Roles and Permissions
  • Both Cloud and On-Premise Optimized Options
  • X2Touch Mobile Layout
  • Large Scale Drip Marketing Campaign Management
  • X2Studio Application Custom Fields and Layout Designer
  • Drag and Drop Process Pipeline
  • REST-ful API
  • Activity Feed Summary Email Digest
  • X2CRM Authorized Partner Program for Qualified Resellers

About X2CRM
X2CRM | 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 X2Engine CRM, a next generation open source, sales CRM customer relationship management software for small businesses. X2CRM has been installed on over 16,500 public and private cloud servers across 160+ countries.

X2CRM 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 takes advantage of the latest open source software including Apache, PHP, MySQL and Linux (LAMP).

Additional Resources:
Follow @X2CRM on Twitter
Website: http://www.x2crm.com/

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John Roberts
X2CRM | X2Engine Inc.
+1 (831) 222-5333 Ext: 111
Email >
@x2crm
since: 02/2011
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X2Engine, Inc.

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