X2CRM
X2CRM is an open source customer relationship management (CRM) software designed for small and medium-sized businesses. It features contact management, sales pipeline, marketing tools, and integrations with email and telephony providers.
crm
contact-management
sales-pipeline
marketing-automation
email-integration
telephony-integration
open-source
X2CRM: Open Source CRM Software
X2CRM is an open source customer relationship management (CRM) software designed for small and medium-sized businesses. It features contact management, sales pipeline, marketing tools, and integrations with email and telephony providers.
What is X2CRM?
X2CRM is an open source customer relationship management (CRM) software solution designed specifically for small and medium-sized businesses. It provides a variety of tools to organize contacts, track customer interactions, manage sales opportunities, and automate marketing activities.
Key features of X2CRM include:
- Contact Management - Organize contact details for individuals and companies in a searchable database. Track relationships, interactions, notes, documents, and more for each contact.
- Sales Pipeline - Manage leads, opportunities, and sales processes in the pipeline dashboard. Add deals, track progress, attach files, log calls and meetings, and more to monitor sales performance.
- Marketing Tools - Create targeted email campaigns, landing pages, forms, and surveys to generate and qualify leads. Track interest across campaigns to focus marketing efforts.
- Email Integration - Connect X2CRM with email providers like Gmail or Outlook to instantly log all incoming and outgoing emails with contacts.
- Telephony Integration - Connect phone systems to track call history for contacts automatically and log notes during calls.
- Dashboards and Reports - View real-time summary dashboards for sales pipeline status, open tasks, appointment calendar, and more. Generate reports on contacts, deals, campaigns, and other data.
- Mobile Access - Access contacts, calendar, and other key data on-the-go via the mobile apps for iOS and Android.
- Third Party Integration - Connect with platforms like QuickBooks, MailChimp, Dropbox, and Evernote to extend capabilities.
X2CRM provides strong customer management capabilities out-of-the-box focused specifically on ease-of-use for small business owners and solopreneurs. The open source software is free with no vendor lock-in or monthly subscriptions required.
X2CRM Features
Features
- Contact Management
- Lead Management
- Opportunity Tracking
- Sales Pipeline
- Marketing Automation
- Email Integration
- Telephony Integration
- Calendar
- Reporting
- Custom Fields
Pricing
- Open Source
- Freemium
- Custom Pricing
Pros
Open source and free
User friendly interface
Good for small businesses
Integrates with many apps
Active community support
Cons
Limited customization options
Less features than paid CRMs
May be too basic for larger businesses
Official Links
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