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X2Engine Ships Version 5.0.6 of Its Open-Source CRM Sales Software
The latest edition of X2Engine open source CRM sales software, process management framework, and marketing automation platform offers new reporting, API, and user interface improvements.
Posted Apr 20, 2015
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The open-source sales CRM software project X2Engine has released version 5.0.6 of its open-source CRM software, which includes marketing automation, salesforce 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.

This latest release includes the following features:

  • New Charts drill-down feature;
  • A new scatter plot charting option
  • New column aggregation option for time series charts;
  • Improved reports print view adds allows inclusion of charts;
  • New X2Flow Periodic Trigger allows flows to be triggered according to a schedule;
  • Redesigned Web Form Designer;
  • More intuitive and compact interface;
  • Improved style of default Web form;
  • Record print view given configuration options and an improved look;
  • Details of related records can now be viewed from the inline relationships widget; and
  • New option in list view widgets to display actions of related records.

Other key features of X2Engine CRM include the following:

  • Web 2.0 Optimized Responsive UI;
  • Contact Web site Activity Tracking;
  • Anonymous Web site Activity Tracking with X2Identity Browser Fingerprinting;
  • Web Lead Capture Form Designer with Auto-generated HTML Embed Cod;e
  • 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;
  • REST-ful API; and
  • Activity Feed Summary Email Digest.

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