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Description
Oversee every lead, opportunity, and client interaction during their journey using Aurea CRM — a robust solution for customer relationship management that includes integrated campaign management features. Aurea CRM empowers you to embed customer engagement tools throughout your sales teams. With comprehensive capabilities for both sales and marketing, we offer a centralized platform that provides a clear snapshot of team activities, sales pipelines, and essential performance metrics, enabling you to prioritize tasks and make well-informed choices. You can conveniently access all necessary customer and prospect information in one place whenever you need it. Utilizing user-friendly mobile tools, sales personnel can retrieve and modify data directly from the field, enhancing their productivity. Furthermore, improve your opportunity management processes with insights driven by data, allowing you to leverage relationship networks effectively and pinpoint the most promising opportunities within your sales funnel. This streamlined approach not only fosters better decision-making but also enhances overall team collaboration.
Description
Create seamless customer experiences by streamlining processes and enhancing interactions. X2CRM equips businesses with agility and authority through a fully integrated, secure, and customizable CRM suite. This enterprise-level solution encompasses Customer Relationship Management, Marketing Automation, and Workflow, addressing every dimension of customer engagement. By unifying these elements on a single, efficient platform, companies can eliminate data silos and elevate their customer relationships significantly. X2CRM offers over 20 modules for businesses to select from, all designed to work harmoniously together, providing a holistic view of the customer journey. You can tailor and automate every communication touchpoint, ensuring a consistent approach throughout the customer's experience, whether it’s via email, face-to-face interactions, website engagement, phone calls, events, chats, or other channels. Ultimately, X2CRM empowers organizations to forge deeper connections with their customers and enhance overall satisfaction.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aurea
Founded
2012
Country
United States
Website
www.aurea.com/library/customer-relationship-management/
Vendor Details
Company Name
X2Engine
Country
United States
Website
reference.x2crm.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management