Overview

X2CRM - Sales, Marketing, Workflow, Custom Apps, PHP, Yii, MySQ

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X2CRM Open Source Sales CRM: X2Engine, X2CRM is an Open Source PHP Customer Relationship Management, Sales, Contact Management, Customer Service and Marketing CRM software application. X2Engine CRM helps you optimize your contacts to help you sell more and grow your business. Very powerful B2C and B2B sales management app. Build on top of the Yii framework. Supports all browsers, iPads, iPhones and most mobile devices.

X2Engine CRMKey Features
Web and Facebook Lead Capture Forms
Lead Nurturing, Scoring and Intelligent Routing
Contact Activity Management
Sales Process Work-flow Engine
Email Correspondence
Product and Sales Quotes
User Profile Pages and Activity Streams
Field Security, Roles and Sales Teams
Visual Form Editor for Admins
Reporting Dashboard
iPad and Mobile Device Apps

X2Studio, an administrative tool, allows developers to create and share new application modules without any programming knowledge.

Features

  • Easy to use interface
  • Modular, customizable widgets
  • Flexible search and sort capabilities
  • Import your contacts, capture them directly from the web, or input them manually
  • Streamlined data entry form
  • Record contacts' social media and keep up with them in real time
  • Quickly and easily schedule Actions to be completed
  • Actions can be associated with specifics contacts, sales, or accounts or just be a standalone task
  • Users can conveniently only view actions due today, all of their actions, and everyone's actions
  • Easy to create sales opportunities, assign them to users, and associate them with contacts and/or accounts
  • Users can effortlessly create shared documents which make information easy to view
  • Documents allow for HTML formatting and exporting
  • Application wide Chat allows for users to communicate in real time
  • Social feed with more permanent and direct posts and the ability to reply directly
  • Specially designed mobile application designed for ease of use
  • Customizable user profiles which allow for profile pictures as well of a variety of appearance customization for colors and backgrounds
  • Administration Panel allows for easy management of the application
  • Ability for admin to create custom modules
  • Manage mobile application, menu top bar, and import/export features
  • Support for 9 different languages and template files for other translations
  • Built on the powerful Yii framework

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Reviews (6)

Write a Review
anitahulsey
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

Easy for use.

Posted 06/18/2013
rusik1978
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

Thanks for great project! Simply the best.Good,good,good.+1

Posted 05/19/2013
alexvinn11
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

very good project, thanks!Good,good,good.+1

Posted 04/15/2013
jimi78
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

very good project, thanks!

Posted 04/09/2013
blaskrusik1978
1 of 5 2 of 5 3 of 5 4 of 5 5 of 5

very good project, thanks!

Posted 04/05/2013
All Reviews

Resources

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X2Engine Inc.

X2Engine Inc.

X2CRM, the software and X2Engine Inc., the company were started in February 2011, by John Roberts in Santa Cruz, California. Previously, John co-founded and was CEO of SugarCRM Inc. X2Engine is a C class corporation with the main office located in beautiful Santa Cruz, California. X2CRM is designed as an enterprise class application for sales forces up to five hundred members. Our most typical use is for sales or customer service teams between five to fifty people.