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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 Odoo CRM

With over 5 million users, Odoo is the #1 Open Source CRM software!

Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance.

With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application.

In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers.

Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes.

The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules.

Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

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

    No key features associated with this application.

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

Subscription

$24.90
1 user(s) / month
Included in plan:
  • New customers get a discount on the initial number of users purchased.

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

    Does this service offer multi-user capability (e.g. teams)?
  • As with all Odoo applications, you can choose the number of users you would like.

  • What are some applications this service is commonly used in tandem with?
  • All Odoo applications can be perfectly integrated, and therefore function very well together.

  • Does this service offer an API?
  • Yes, you can get a web-service API to access all your custom objects easily. No extra code required.

  • Does this service integrate with any other apps?
  • Yes, it integrates perfectly with all of our applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. Our Odoo experts are readily available to provide guidance and free demos of our products. We have an online chat, or you can contact our customer support service during business hours.

  • What platforms does this service support?
  • All Odoo apps support Windows, Android and Cloud-Based.

  • Who are the main user groups of this service?
  • Odoo works for any company that wants to grow/scale without being slowed down by their internal system. There is no time lost on database migration, Odoo offers great usability, and affordable plans for businesses of any size and industry.

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
47.1k

Other

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

Other

Who uses Odoo CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bengali, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Basque, Finnish, French, Hebrew, Hindi, Croatian, Hungarian, Indonesian, Italian, Japanese, Georgian, Korean, Latvian, Macedonian, Dutch, Portuguese, Slovenian, Spanish, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.

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