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About X2CRM

X2CRM is an enterprise CRM, Marketing Automation and Workflow solution that supports every aspect of your customer engagement.

Construct effortless customer experiences by enabling the most optimized process and interactions. X2CRM provides companies with speed and control in a complete, secure and highly customizable CRM suite.

By combining Customer Relationship Management, Marketing Automation and Workflow — all managed on a single, cohesive platform — your company can break down data silos and propel customer relationships to a new level.

X2CRM comes with 8 modules that your company can choose to deploy. All modules are native and cohesively designed to interact with each other, and provides a comprehensive view of the customer journey.

About HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant.

Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • X2Marketing - modern inbound and outbound campaign system

  • X2Sales - client and opportunity management with full team interaction and pipeline progression

  • X2Support - inbound problem/ticket creation to completion system with collaborative and follow-up alert features

  • X2Digital - maximize all online interactions with engagement tracking and custom offers and messaging

  • X2Social - track and interact with your contacts through all inbound channels

  • X2Collaborate - build internal projects and groups to work collaboratively with alerts, milestones and more

  • X2Documents - massive digital repository with audit tracking, sharing rights management and search

  • X2Quotes - helpful product inventory and pricing engine that creates and manages quotes associated to sales opportunities

  • X2Workflow - powerful engine that defines process and procedures that automate and track enagement

  • X2Reports - customizable reporting engine to help your business hit your KPIs

Summary

  • Business Software for Creative Entrepreneurs

  • Freedom to Do More of What You Love

  • Smart Proposals to Book Faster

  • Templates: Create Once. Use Forever.

  • Workflows: Set Your Busywork on Autopilot

  • Built for creative entrepreneurs, HoneyBook is an all-in-one platform that streamlines and automates your business with the tools you need to be flexible and free.

  • HoneyBook helps you serve up your ideal client experience. Every touchpoint is stamped with your brand. Every step of the booking process is seamless.

  • Get your time back, so you can create more and stress less. From invoices that get you paid fast to contracts that create themselves, HoneyBook has everything you need to set your busywork on autopilot.

  • Get up and running within days. Just send us your pricing/services, contracts and questionnaires you use the most, and our concierge team will turn these into re-usable, time-saving HoneyBook templates. We'll also migrate up to 10 of your current projects from whatever system you use now, so there's no break in your flow.

Pricing

Virtual Private Server - Shared SaaS

$35.00
1 user(s) / month
Included in plan:
  • X2CRM's Virtual Private Server is ideal for businesses that want an enterprise CRM, Marketing Automation, and Workflow system, yesterday.
  • Your company's data, workflow, and module design is in its own instance and database, but you share a Virtual Server hosted on AWS with other X2CRM customers.
  • Includes three support cases or 30 minutes of phone technical support per month.
  • Pricing starts at $35 USD per user, per month.

Pricing

7 Day Free Trial

Free
Included in plan:
  • Access to all of our features - totally free. No credit card required

Starter Plan - Monthly

$19.00
1 user(s) / month
Included in plan:
  • Unlimited clients and transactions
  • Invoices and Payments
  • Proposals and Contracts
  • All professional templates
  • Calendar
  • Client portal
  • Basic reports

Essentials Plan

$39.00
2 user(s) / month
Included in plan:
  • Scheduler
  • Automations
  • QuickBooks Online Integration
  • Up to 2 team members
  • Expense management
  • Profit and loss
  • Remove "Powered by HoneyBook"

Premium Plan

$79.00
unlimited user(s) / month
Included in plan:
  • Unlimited team members
  • Priority support
  • Multiple companies
  • Dedicated account manager
  • Advanced reports

FAQs

    What is this service generally used for?
  • To manage customer interactions.

  • Who are the main user groups of this service?
  • Companies who are frustrated with the costs and complexities of relying upon Salesforce.com coupled to additional Marketing Automation tools such as Pardot and Marketo. We have replaced multiple solutions and have saved up to 70%.

FAQs

    What is this service generally used for?
  • HoneyBook offers easy-to-use features that help small business owners run their business more efficiently and seamlessly manage clients from first inquiry to final payment. Learn more about our HoneyBook features
    Core features include:

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we offer support via a live chat, through email, webinars, live demos, and online video tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • You can add another member in the Essentials Plan, and add unlimited team members on the Premium Plan!

  • Who are the main user groups of this service?
  • A variety of small businesses have found HoneyBook helpful for booking clients, staying organized, and streamlining their business. Some of our most popular types of users include: graphic designers, djs, photographers, business coaches, web designers, consultants, interior designers, videographers, calligraphers, business coaches, health & wellness professionals, doulas, caterers, event planners, copywriters, bakers, florists, travel professionals and more.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
6

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.34k

Other

Who uses X2CRM
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
none

Other

Who uses HoneyBook
  • Freelance
  • Startups
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada

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