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Track Deals with Opportunity Management. Forecast your Upcoming Deals using the Process Pipelines & Sales Funnels.
Account Management – Create One-To-Many Relationships between Contacts and Accounts. Send Quotes and Invoices via Email.
Reporting and Charts – Gain Insight into Your Sales using X2Engine Analytics. Drilldown, Summation, and Performance Reports.
Email Templates – Draft Email Newsletters and Templates Using Variables to be Automatically Replaced With Contact-Specific Details.
Email Tracking – See When Contacts Open Emails.
Create Targeted Campaigns – Market To Specific Contact Segments using Dynamic Attribute Lists.
X2Flow Automation – Model Drip Email Marketing Campaigns.
Escalate Cases to Users Within Your CRM. Notify Service Representatives of New Cases via Automated Email.
Service Web Forms – Embed Service Response Forms on Your Website. Design Forms to Integrate with Your Brand.
Case Updates – Know Where You Stand with a Service Case Using Customized Service Process Stages.
Brand Your CRM – Build Out Your Branding Identity in Themes. Upload Your Own Logos and Modify Your CRM’s Appearance.
Secure Your CRM – Restrict Access to Sensitive Data. Develop User Roles and Determine Who Can Do What Within Your System.
Build On Your CRM – Customize X2Engine with Your Own Modules, Fields, and Layouts. Modify The X2Engine Base Code When You Host Your CRM System on Your Own Web Server.
X2Engine Customer Profiles – Over 13,000 Users Across 160 Countries