X2CRM Introduces Location Marketing with V6.5 Open Source CRM

Releases new X2CRM Check-in Location Marketing, Android and iOS Apps, expanded email server support, new X2Workflow location action triggers, Google Sync, SMS, X2Hub cloud connector service.

X2Engine Inc, a global provider of open source Customer Relationship Management (CRM) software, marketing and cloud services, announces the release of X2CRM version 6.5 of its enterprise CRM software with built in workflow and marketing automation workflow.

What makes X2CRM 6.5 one of the world's most powerful open source Marketing and CRM software applications is that in addition to its enterprise grade CRM capabilities, X2CRM also includes both a CRM workflow automation designer and a sales and service process designer in one CRM platform. With an incredibly rich user interface in both web and mobile apps, you can configure X2CRM for practically any CRM use.

X2CRM is clearly the Superior choice for websites and Community Leaders transaction engine and platform, Apicista. The ability to monitor all movement on the site and identify potential clients even before they identify themselves is so powerful. When you combine that with the ability to create marketing automation using X2Workflow, allowing us to identify a potential client by their IP fingerprint and push information to them while they are on the site. This is real cutting edge innovation that we are excited to be a part of.

Craig Robertson, Operations

“With version 6.5, we introducing the powerful tool of location tracking in every customer and user interaction. Combined with Google mapping, this new location CRM capability allows advanced user workflows based on customer and X2 user location tracking.” - John Roberts, CEO, X2CRM

X2CRM Version 6.5 Update Highlights:

X2Workflow Check-in Location Marketing Automation

X2Workflow is a CRM Automation Designer that allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.

New in this release is a "Check-in" X2Workflow Action. This new location workflow action allows users to stay updated with a Notification, Email, SMS, or Activity Feed post that displays which X2 users are nearby as well as Google Map directions to each user using criteria such as distance away or time since last X2 user action.

For example, when a customer opens an email, not only does X2CRM detect that the email was opened but also determines the location of the user and then notifies the closest X2CRM user and also sends the user directions to the customer's address. When buyer attention spans are limited, being able to take advantage of location to create new customer interactions ensures that every opportunity is captured.

X2CRM Mobile Android and iOS Apps

X2CRM 6.5 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. New in version 6.5 is the ability to create audio notes, make video recording and the ability to attach the user's location, or Check-in to account posts.


Introducing a completely new cloud service for both CRM open source and is included free for X2VPS hosting customers. This new cloud connector service provides one stop connector for Gmail synchronization, Calendar Sync, SMS two factor authentication, interaction location detection, advanced Google mapping and additional social network and data enrichment services.

Marketing Campaign Management

New in this release is the ability to schedule email campaigns based on predetermined times. This allows marketers to set up and schedule emails to be sent days ahead of time, saving time and also ensuring emails are sent out at the most optimal times, 4:00AM for example. Additionally, there is new support for open email rates, click rate, and unsubscribe rate metrics for tracking campaign performance. Lastly, weblead form landing pages’ thank you text can now be customized in the weblead form designer.

Email Mail Server Connectors

With version 6.5, X2CRM includes full support for most all email servers to send out email correspondence and email campaigns. In addition to email open tracking, X2CRM also captures the location of the user when emails are open. This intelligence can then be used in X2Workflow to create marketing automation actions. X2CRM includes email server connectors for Gmail, Outlook, Office365, Exchange, Yahoo, Amazon SES, SendGrid, Mandrill, Postfix, Sendmail and many other mail servers.

User Location Check-ins with Google Mapping

New in 6.5 is support for X2 user check-ins. Users can now post location check-ins with photos and voice notes. Additionally user accounts can now be configured to require an SMS based two factor authentication token upon login. Included with user check-ins is a Google Map of users and their location histories. With this feature, managers can look at an X2CRM Google User map at any time and see the location of users and their statuses. This allows managers to know exactly what is going on in the field without having to contact users.

Calendar Improvements

New in version 6.5 is support for multiple shared calendars, event invitations with location tracking and two way Google calendar synchronization.

Email Correspondence - X2CRM can now monitor users email inboxes and automatically attach customer emails to CRM records. Marketing workflows can then be triggered create automated responses and alerts. In addition to tracking, alerting and logging when customer emails are opened, users can now add workflow automation triggers to automate responses, alerts or activate other actions within X2Workflow. Emails sent from automated marketing workflows can now activate new workflows when emails are opened by prospects.

About X2CRM

X2CRM | X2Engine, Inc. of Scotts Valley, California, is a global provider of open source Customer Relationship Management (CRM) software, Marketing Automation and Cloud Services. X2Engine was founded in 2011 by John Roberts a CRM entrepreneur with the mission to create an enterprise CRM platform with built in workflow and process automation designers. Translated into over fifteen languages, X2CRM today is one of the fastest growing open source CRM applications worldwide with over 35,000 deployments. Visit http://www.x2crm.com to learn more.

Source: X2CRM | X2Engine Inc.


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