X2Engine Inc. Ships Highly-Anticipated Version 5.0 of Its Open Source CRM Sales Software Company Reaches New Milestone

Santa Cruz, CA (PRWEB) December 08, 2014

The open source CRM software X2Engine has reached another major milestone in its history with the company’s latest announcement of the availability of version 5.0 of its open source CRM software, which includes marketing automation, sales force automation, process workflow management, and service case management features.

This release, like all X2Engine versions, is available as an open source CRM application as well as in two commercial versions available in both cloud and download editions.

List of Key Features of X2Engine CRM sales software:

Web 2.0 Optimized Responsive UI

Contact Website Activity Tracking

Anonymous Website Activity Tracking with X2Identity Browser Fingerprinting

Web Lead Capture Form Designer with Auto-generated HTML Embed Code

Targeted HTML Content

Newsletter Signup Form and Recipient List

Lead Nurturing, Lead Scoring and Intelligent Lead Routing

Full Contact Management and Activity Overview

Team Task Management and Assigned Actions

Time Tracking, Call Logging, Event Scheduling

VoIP Integration

Shared Team Calendar

Workflow Engine

X2Flow Business Automation Designer

Data Import and Export

Email Correspondence with Fully Integrated Inbox

Email and Quote Templates

Record Tagging and Tag Cloud

Products, Sales Quotes and Invoices

Customer Service Case Management

User Profile Home Pages with Modular Widgets

Data Field Security, Team User Roles and Permissions

Both Cloud and On-Premise Optimized Options

X2Touch Mobile Layout

Large Scale Drip Marketing Campaign Management

X2Studio Application Custom Fields and Layout Designer

Drag and Drop Process Pipeline


Activity Feed Summary Email Digest

X2Engine Authorized Partner Program for Qualified Resellers

X2Engine 5.0 Major Updates:

User Interface Themes

Integrated Email Client

Enhanced Reporting

Importer 3.0

Industry Solutions – X2Packager

Advanced Security Tools

Relationship Graphing – X2Graph

Module Deep Rename

Inline Editing

User Interface Themes

X2Engine 5.0 has been designed to make an entrance. From the first sight of the login screen, the new theme capabilities make an impression. New profile theme tools make it more intuitive than ever to revamp the look of the X2Engine CRM, says the company. They add that the new tools “help mold the software to match any company’s branding identity.” The new system comes pre-built with several new themes, including the dynamical dark “Termninal” theme.

Integrated Email Client

A fully integrated Email Client awaits users of 5.0, doing away with the necessity of switching back and forth between email and CRM interfaces. This feature will be an expansion upon the one-way email correspondence previously available, offering shared outboxes and inboxes – particularly useful for shared email accounts like support or newsletter addresses, says the company. Users of the sales software can automatically associate emails with existing records, or manually associate them with a click. This new integrated email client will supersede the email dropbox functionality of previous X2Engine versions, though both will still be available.

Enhanced Reporting

Reporting in X2Engine has been revamped for this release. New report styles, including the popular Rows & Columns report and new Summation reporting will allow in-depth analytics, giving users the tools to investigate customer demographics. User can implement Drill-Down columns to get a closer look at customer subsets. Users may also generate insightful reports and save them for periodic updates. Each report type can be generated into a stunning chart, says X2Engine. The completely redone charting features now boast impressive data visualization and includes a custom charting dashboard, where users can save their most insightful charts. Reports can be printed for presentation, or exported to a .CSV.

Importer 3.0

X2Engine say many users tell them that adopting a new sales software CRM can be a challenge. When beginning to use a new framework, many users want to have their own data in the system when they get started, says the company. Users want to start implementing the system and seeing results relevant to their own customer databases. The update to version 5.0 includes an overhauled, intelligent record importer with automatic field detection. This includes new pre-built field map for migrating data exported from other CRM systems. Users just need to select their previous CRM and all the fields of the .csv file exported from that system will be pre-mapped to corresponding X2Engine fields.

Industry Solutions – X2Packager

The ability to customize X2Engine has been one of the most powerful traits of their CRM, says the company. They go on to say that the ability to extend and adapt the system to any industry vertical is a now even more powerful with X2Packager. Users can now design their own custom environment and package them up for deployment. Alternatively, they can choose from a number of standard X2Engine packages, pre-designed and tailored to a number of industry verticals.

Advanced Security Tools

Administrators already have complete control over their users’ level of record access, permissions to edit or update data, and group memberships. In v5.0, X2Engine introduces advanced security tools give them even more control over data protection, allowing users to ban or whitelist IP addresses from accessing the system.

Relationship Graphing – X2Graph

Analytics of CRM data has never been done like this before, claims X2Engine. The new interactive relationship graph provides the insight and understanding that only a visual graph can provide. Users may sort and select relationships to single out and display, filter based on relationship types, or create new relationships from within the graph.

Module Deep Rename

The ability to rename modules has always existed in X2Engine, but thus far, the ability has remained superficial. However, with v5.0 the company are introducing deep renaming of modules, with all references to the module being fully replaced with the custom name, including in actionable events, dropdown menus, and relationships.

Inline Editing

Faster record updating means a faster sales force, says X2Engine. The company adds that giving users the power to edit records on the fly will streamline sale forces and make them more efficient. This new ability allows users to quickly edit record data without having to open the full editor.

About X2Engine

X2Engine, Inc. of Santa Cruz, California, was founded in 2011 by John Roberts, a SugarCRM co-founder and Customer Relationship Management & sales software entrepreneur. The company provides sales force automation & marketing software and cloud hosting services for X2Engine open source CRM, a next generation open source, sales force and marketing automation customer relationship management system for small businesses. X2Engine and open source X2CRM have been installed on over 13,500 public and private cloud servers across 160+ countries.

X2Engine Inc. is headquartered in Santa Cruz, California.

For a live demonstration, a detailed feature list, screenshot and video library please visit: http://www.x2engine.com.

X2CRM takes advantage of the latest open source software including Apache, PHP, MySQL and Linux (LAMP).

Additional Resources:

Follow @X2Engine on Twitter

Test drive a free trial: http://www.x2engine.com/live-demo-server/

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