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What is X2CRM?

Enhance customer journeys by refining processes and improving interactions. X2CRM provides businesses with the flexibility and control they need through a comprehensive, secure, and customizable CRM solution. This enterprise-grade platform includes essential features like Customer Relationship Management, Marketing Automation, and Workflow, covering all aspects of customer engagement. By centralizing these components into one streamlined system, organizations can break down data barriers and significantly improve their relationships with customers. With more than 20 modules available for selection, X2CRM ensures that businesses can create a cohesive experience tailored to their specific needs, offering a complete perspective on the customer journey. Each communication touchpoint can be customized and automated, guaranteeing a uniform approach across various interactions, such as emails, in-person meetings, website visits, phone conversations, events, chats, and more. In doing so, X2CRM not only enables companies to deepen their connections with customers but also contributes to increased overall satisfaction and loyalty. Ultimately, this powerful platform helps businesses thrive in a competitive landscape by prioritizing customer-centric strategies.

What is 360 View CRM?

Demonstrating an understanding of the unique needs of customers is vital for any business. By improving the relational experience, organizations can effectively drive growth. As the appetite for personalized services continues to rise, financial institutions are compelled to harness customer data to meet these evolving expectations. A key strategy to illustrate genuine understanding to clients is to recommend the most appropriate products exactly when they need them. To ensure ongoing growth, banks ought to implement a system that tracks every customer interaction in real-time, allowing for a nuanced understanding of their preferences. Additionally, it is imperative to build capabilities for personalized outreach at every stage of the customer journey. Through the use of targeted marketing communications, organizations can not only boost customer retention but also reinforce their relationships with clients. Tailoring communications and interactions to reflect each client's distinct profile is crucial for nurturing and enlarging these significant connections. This level of customization not only cultivates customer loyalty but also propels sustained success in a highly competitive environment. Ultimately, the ability to adapt to individual customer needs will set organizations apart as leaders in their fields.

Media

Media

Integrations Supported

FlowUp
ThinkOwl
WhatsWaves

Integrations Supported

FlowUp
ThinkOwl
WhatsWaves

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

X2Engine

Company Location

United States

Company Website

reference.x2crm.com

Company Facts

Organization Name

inBusiness Services

Date Founded

2001

Company Location

United States

Company Website

www.360view.com

Categories and 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

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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