• April 20, 2015

X2Engine Ships Version 5.0.6 of Its Open-Source CRM Sales Software

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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