X2CRM Overview
This is a summary of the comprehensive capabilities and benefits of X2CRM based on over 342 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
X2CRM, workbooks.com, Netsuite CRM, Microsoft Dynamics 365 for Sales, Lexicata, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if X2CRM is right for your needs? Our Cuspera AI engine can evaluate how X2CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
X2CRM supports business activities such as:
- Workflow Management
- Engagement Management
- Proposal & Quote Management
- Contact List Management
- Lead Tracking
X2CRM can help you with many business goals, such as Enhance Customer Relationships, Scale Best Practices, Acquire Customers, Increase Sales & Revenue, Improve Internal Communications, etc. It can help manage these activities if you use E-Mail Phone Calls Offline etc. for these needs. As a solution, X2CRM's capabilities include Personalization, Recording, and Templates.
Reviews
"...Automize tasks, build powerful workflows, track deals, draft email newsletters and templates using open source CRM solution...." Peer review from X2Engine
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well X2CRM solved their Marketing Automation needs. Cuspera uses 342 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.
Business Priorities
Enhance Customer Relationships and Scale Best Practices are the most popular business priorities peers achieved using X2CRM.
Use Cases
Peers recommend Workflow Management , Engagement Management , Proposal & Quote Management , as the business use cases that they have been most satisfied while using X2CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Workflow Management |
4.27/5 ★ |
"...Automize tasks, build powerful workflows, track deals, draft email newsletters and templates using open source CRM solution...." Peer review from X2Engine |
| Engagement Management |
4.72/5 ★ |
"...Customer engagements can occur across any channel, such as an in-person meeting, over the phone, chat, email or through social media channels...." X2CRM Features, Functionality and Modules X2CRM |
| engaging and following up |
4.47/5 ★ |
"...Customer engagements can occur across any channel, such as an in-person meeting, over the phone, chat, email or through social media channels...." X2CRM Features, Functionality and Modules X2CRM |
| Proposal & Quote Management with E-Mail and Phone Calls |
4.38/5 ★ |
"...X2CRM Meets and Exceeds Industry Standards X2CRM has been known as a leading enterprise solution because its CRM application spans every aspect of the enterprise (sales, marketing, support), and provides eight main modules including digital, social, documents, products and quotes, and more...." X2Engine Releases X2CRM Enterprise Ver 7.0 |
| PEER EXPERIENCES | |
|---|---|
| Workflow Management |
4.27/5 ★ |
"...Automize tasks, build powerful workflows, track deals, draft email newsletters and templates using open source CRM solution...." Peer review from X2Engine |
|
| Engagement Management |
4.72/5 ★ |
"...Customer engagements can occur across any channel, such as an in-person meeting, over the phone, chat, email or through social media channels...." X2CRM Features, Functionality and Modules X2CRM |
|
| engaging and following up |
4.72/5 ★ |
| Proposal & Quote Management with E-Mail and Phone Calls |
4.38/5 ★ |
"...X2CRM Meets and Exceeds Industry Standards X2CRM has been known as a leading enterprise solution because its CRM application spans every aspect of the enterprise (sales, marketing, support), and provides eight main modules including digital, social, documents, products and quotes, and more...." X2Engine Releases X2CRM Enterprise Ver 7.0 |
|
25+ more Business Use Cases
Our AI advisor, Wyz, harnessed 342 insights from peers and experts to help you assess how these X2CRM use cases fit your Marketing Automation needs.
Peers used X2CRM to Enhance customer relationships and Scale best practices
X2CRM Alternatives
Peer and Expert Opinion on Features
for X2CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (11) |
| Recording | Read Reviews (9) |
| Templates | Read Reviews (8) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (11) |
| Recording | Read Reviews (9) |
| Templates | Read Reviews (8) |
IT and Other Capabilities
for X2CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (42) |
| Data Export | Read Reviews (19) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (42) |
| Data Export | Read Reviews (19) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (38) |
| Email Support | Read Reviews (5) |
| Phone Support | Read Reviews (4) |
| Chat Support | Read Reviews (5) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (38) |
| Email Support | Read Reviews (5) |
| Phone Support | Read Reviews (4) |
| Chat Support | Read Reviews (5) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (54) |
| Analytics | Read Reviews (9) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (54) |
| Analytics | Read Reviews (9) |
Software Failure Risk Guidance
?for X2CRM
Overall Risk Meter
Top Failure Risks for X2CRM
Vendor Profile Details
Company Name
X2CRM
Company Website
https://x2crm.com/HQ Location
501 Mission Street, Suite 5, Santa Cruz, California 95060, US
Employees
11-50
Social
Financials
PRIVATE
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