X2Engine CRM is a compact, high performance open source Customer Relationship Management application and development framework.

X2Engine is designed to be both compact yet incredibly easy to run and extend. X2Engine is centered around two objects, Contacts and Actions. By condensing the core features of today's far more complex and costly CRM systems into two hi-performance modules, Contacts and Actions. X2CRM provides twice the power of traditional CRM systems with a fraction of the complexity.

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Capture leads with custom lead routing rules and sales processes. Customize X2Engine to your business needs with easy administration tools.

Individual & Team Calendar 

An intuitive and flexible daily/weekly/monthly calendar allows users to schedule individual and group actions and events within X2CRM, selecting a range of options including priority, visibility and reminders. Easy synchronization with Google Calendar. Authorized managers can see individual and group calendars.

 

A Central Place for all of your Contacts and Accounts 

  • Contacts can be captured directly from the web, imported from different applications or file types, or manually entered
  • Streamlined Contacts entry form significantly reduces manual data capture time and effort
  • Range of Contact data can also be captured whenever relevant, including lead source, rating, background info, etc. Including a phone number or email allows users to directly connect with the Contact through a simple mouse click.
  • Users can also include a Contact’s info for social media sites including Skype, Twitter, LinkedIn, Facebook and Google+ . When the appropriate social media address info is included, a Contact’s Twitter Feed will automatically appear in a Twitter widget whenever the record is viewed, and the Contact can be reached directly via Skype (clicking on Phone also launches Skpe using the Contact’s phone number instead of the Skype Name).
  • Users can also attach any type of file to the record, and can easily “Share Contact” which sends an email with the record info along with a personal note to an input email address (e.g., “please follow up with the following lead”).
  • Contacts can also be assigned to specific users along with a priority and a flag indicating whether Contact is visible to other users or not.
  • Contact fields can easily be customized as needed to meet organization, company, or industry-specific requirements

Visual Admin and Developer Tools 

The Admin interface provides administrators and developers a range of tools, resources and documentation to manage and extend X2CRM including:
  • Add and manage users
  • Manage session and chat options
  • Create new Modules with X2Studio
  • Send bulk emails
  • Manage X2Touch mobile web application
  • Import/Export X2CRM data into standard CSV files\
  • Add and manage menu items, as well as modules and pages through X2Studio
  • Manage administrator Profile and Account options
  • Customize application logo
  • How-to documentation, community support forums and other resources
  • Create and Manage custom lead routing rules and sales processes

New in X2Engine CRM 1.3 GA

  • New Wide Screen/Small Screen Dynamic UI
  • New Widgets
  • Contact Zone Viewer
  • Doc Viewer
  • Enhanced List Builder
  • Numerous Bugs Fixes

What we are working on now:

  • Chart and Report Builder
  • Email Campaigns
  • Workflow Enhancements
  • X2VPS - Virtual Private Server Hosting

Live DemoServer

 "One of the best FOSS projects that have launched within the last couple of years"

San Jose BMW

San Jose BMWsells and services BMW motorcycles for the San Francisco bay area and has been using a pre-release version X2CRM for the past six months.“As an early customer design partner, I have been very impressed with the compactness of X2CRM coupled with it’s results-oriented sales management foundation,” said Chris Hodgson, owner of San Jose BMW Motorcycles.

Why X2Engine CRM?

CRM Must Evolve User needs and habits change over time and yesterday's solution may be a hinderance today. X2Engine CRM is a totally new alternative designed to address the shortcomings of existing CRM products. Two of the biggest problems, which have killed or at least reduced the effectiveness of many a CRM system, are complexity and usability. From the very beginning X2Engine was designed and built to be easy to run and easy to use.
Users Are Everything It doesn't matter how elegant an application's design is or how rich the feature set is if people don't actually use it or they ultimately use only a portion of the application. At X2Engine we are dedicated to users and usability, and we always favor simplicity. Whether you're logging a call, collaborating with a co-worker, or sending product quotes to prospects, X2Engine CRM allows you to accomplish the task quickly and effectively. Take a look for yourself with our Live Demo.
Costs That Don't Kill CRM licensing costs can be merely the tip of the iceberg as many large CRM systems cost far more to implement and maintain, and the sizable Total Cost of Ownership (TCO) can kill any hope of a return on your investment. When starting X2Engine we wanted the application to be broadly applicable to, not just large businesses and organizations, but also the many underserved small and medium sized business and organizations and we realized the total cost had to be within their reach.
It's Brand New + It's for Sales + It's Social + It's Mobile + It's for the Cloud + It's Open Source