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ease
features
design
support

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Description

Enterprise Resource Planning (ERP) is a methodology employed by organizations to oversee and unify critical aspects of their operations. On the other hand, Customer Relationship Management (CRM) is a technology designed to facilitate the management of a company's interactions with both current and prospective customers. An integrated ERP/CRM platform equips employees across various departments, such as sales, customer support, business development, and marketing, with improved tools to handle external communications and foster relationships. According to forecasts by Gartner, CRM is poised to become the largest segment of enterprise software expenditure by 2021. For a business aiming for longevity, it is essential to have a forward-thinking strategy. Implementing a cloud-based, open-source ERP/CRM solution can provide access to over 30 foundational modules tailored to your business needs, in addition to more than 500 add-ons that support expansion. This system accommodates all industry sectors and features flexible integration options, as well as support for multiple languages and currencies, ensuring that your business can adapt to a diverse market landscape. Ultimately, such a comprehensive toolset empowers companies to navigate growth and maintain competitive advantages effectively.

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

Screenshots View All

Screenshots View All

Integrations

FlowUp

Integrations

FlowUp

Pricing Details

$60 per month
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

Unbox ERP

Country

United States

Website

unboxerp.com

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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse 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

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