X2Engine CRM 2.0 ^{(Blog Post)}
Everything is looking good for X2Engine CRM 2.0 release early next week. Stay tuned. http://www.x2engine.com
Last updated: 2012-09-26

X2CRM 2.9 Open Source CRM Yii PHP ^{(Blog Post)}
X2CRM 2.9 Changelog 3/21/2013 Revamped web API now supports operations on any module type, including custom ones Improved stability More user control over the color scheme All new default background images Background fade button (lower right of screen) Changed to Affero GPL v3 license Updated CKEditor to version 4 Spellcheck now available in CKEditor You can now pin activity feed items Enhancements to Requirement Checker on installation Numerous bug fixes Introduction Welcome to X2CRM v2.9! X2CRM is a next-generation, open source social sales application for small and medium sized businesses. X2CRM was designed to streamline contact and sales actions into one compact blog-style user interface. Add to this contact and colleague social feeds and sales representatives become smarter and more effective resulting in increased sales and higher customer satisfaction. X2CRM is unique in the crowded Customer Relationship Management (CRM) field with its compact blog-style user interface. Interactive and collaborative tools which users are already familiar with from social networking sites such as tagging, pictures, docs, web pages, group chat, discussions boards and rich mobile and tablet apps are combined within a compact and fast contact sales management application. Reps are able to make more sales contacts while leveraging the combined social intelligence of peers enabling them to add more value to their customer interactions resulting in higher close rates. System Requirements A web server that can execute PHP A password-protected MySQL database server connection, and a database on which the user of the connection has full permissions rights (i.e. SELECT, DROP, CREATE and UPDATE) PHP 5.3 or later PHP must be run as the same system user that owns the directory where X2CRM will be installed The server must have internet access for automatic updates The server must be publicly accessible for web lead capture, service requests and email tracking to work X2CRM comes with a requirements check script, "requirements.php", which you can upload by itself to your server. Simply visit the script in your browser to see if your server will run X2CRM. Installation Upload X2Engine to the web directory of your choice. Be sure to set your FTP client to use binary mode. Create a new MySQL database for X2Engine to use Browse to the x2engine folder and you will be redirected to the installer. Fill out the form, click install, and that's it! You are now ready to use X2Engine. If you chose to install Dummy Data, you will have about 1100 contacts, 125 actions, and 30 accounts to play with. Creating the Action Reminder Cronjob As we don't have access to your server, you'll need to create a cronjob to make the server send out action reminders. You can either do this on your own server or use a free service on the internet to run it for you. All you need to do is have the cronjob access the url once a day to send out action reminders: http://www.[yourserver].com/[path to x2engine]/actions/sendReminder Languages Most of the included language packs were produced by copy/paste from Google Translate and copy/paste. If you have any corrections, suggestions or custom language packs, please feel free to post them on www.x2community.com We greatly appreciate your input for internationalization! Tips and Tricks X2CRM is designed to be intuitive, but we have included a few tips and tricks to get you started! To change the background color, menu color, language or any other setting, click on Profile in the top right and select 'Settings'. The admin's settings can be found from the admin page, as well as a variety of other tools to help you manage the application. Contacts are ordered by most recently updated by default, but this can be changed by clicking on one of the other attributes to sort them differently. It is not recommended to use the Import Data function on the admin tab UNLESS you are importing data that was exported from a prior version. The template is very finnicky and prone to bugs, so if you do it without using properly exported data, we take no responsibility for errors. Known Issues The .htaccess file may cause issues on some servers. If you get a 500 Internal Server Error when you try to load the installer, delete the .htaccess file (the application will still work without it.)
Last updated: 2014-08-24

X2CRM 4.1 Released ^{(Blog Post)}
Santa Cruz, CA May 22, 2014 X2CRM - View ProfileX2CRM’s intuitive new visual Process Pipeline. The latest addition to the Process module introduces a drag and drop UI with user color-coded stages.“X2CRM 4.1 is a feature-packed release. The intuitive new process pipeline pushes X2Engine into the gamified CRM sphere.” X2CRM - View ProfileProcess integration with X2Flow automation adds a new level of power and sophistication to the intelligence system underlying CRM.“X2Flow automation has become an even more compelling tool in v4.1. The integration of process stages is a ratification of comprehensive business automation.” X2CRM Inc. today announced the general availability of X2engine version 4.1, the follow up to the initial 4.0 release of its next generation open source CRM, sales force, business marketing automation, and service application for large and small businesses alike in both cloud and download editions. Key Features of X2CRM: http://www.x2engine.com Web 2.0 Speed Optimized User Interface Web Tracker and X2Identity Browser Fingerprinting Web and Facebook Lead Capture Form Designer Automatic HTML Web Form Embed Code Generator HTML Targeted Content Specific to Individual Customers Newsletter Recipient List Lead Nurturing, Lead Scoring and Intelligent Lead Routing Contact Activity Management Team Tasks and Actions Time Tracking, Call Logging, Event Scheduling Shared Team Calendars and Event Information Sales Process Workflow Engine Data Import and Export Email Correspondence Email and Quote templates Documents module for shared productivity Media and Media widgets Record tag cloud Products and Sales Quotes/Invoices Customer Service Case Management User Profile Home Pages with Modular Widgets Universal Activity and Event Streams Custom User Role Designer Data Field Security, Team Roles and Permissions Visual “No Code” Content Form Editor for Administrators Both Cloud and On-Premise Optimized Options Mobile Layout with Responsive UI Large Scale Marketing Campaign Management Social Intranet Capability for Sales Teams X2Studio Application Customization Marketing, Sales Force, and Complete Business Automation with X2Flow Full suite of products including Open Source, Professional, and Platinum editions X2Client Services including Administrative Training, Developer Support, and Business Integration Consultancy Default Themes and Partner Branding X2CRMe Authorized Partner Program for Qualified Resellers X2CRM 4.1 Updates: http://www.x2engine.com Drag and Drop Process Pipeline X2Identity 2.0 Web Tracker and Browser Fingerprinting X2Flow Automation upgrades, Process Integration New Leads Module HTTP-based REST-ful API for interfacing with 3rd party software Publisher widget filter additions Email templates for additional modules including Accounts Automated password reset and username recovery process Activity Feed Summary Email Digest Dedicated Activity Feed for mobile layout Process Pipeline and Sales Funnel: Drag and Drop User Interface with Colorful Customization Options Process stages have been completely redesigned for X2CRM v4.1. The latest edition of the company’s open source CRM and process management system includes an all new pipeline view. This is a completely new way to visualize sales and marketing processes in X2CRM. Users may view contacts, opportunities, accounts, and other X2CRM modules in all phases of a business workflow. The new pipeline view, the company says, makes it easier for users to convert records from Lead to Customer, from Prospect to Partner. An intuitive interface displays the deal value of each of the clients in each stage of the process, and additional time filters allow users to view a financial forecast of upcoming business deals. Additionally, the updated process module means users can color code the numerous stages in their own business practices with the pipeline stage color editor. The module allows the creation of a gradient of hues to highlight various process stages and brings a new level of visual insight into sales. X2Flow Process Integration: Automate Business Work Flow Stages X2CRM 4.1 sees the introduction of Process stages as both triggers and flow actions in the X2Flow business automation system. Automated CRM processes will be a big boon to improving efficiency for sales, marketing, and service departments. Process stage status changes are now available as triggers to set off a series of required actions assigned to sales teams, for example. Or users can set X2Flow actions to update process stages and escalate it to customer service department teams. As with everything in X2Flow, the power of CRM automation is vast and open to countless variations. Leads module: Pursue Potential Deals X2CRMe 4.1 includes an entirely new module: Leads. This module allows users to include basic contact and account information before the lead becomes a legitimate potential sale. When it becomes appropriate, leads can be converted into a sales opportunity, providing the avenue for clear and useful documentation of moving a lead through the sales pipeline process. X2CRM’s 2nd generation REST-ful API: An HTTP-based API with numerous improvements The application programming interface (API) in X2Engine v4.1 has been redesigned and overhauled to produce a better and more capable system of communicating with third party software. This new REST-ful API (the most common protocol on the web) standardizes X2CRM fields and makes it easier to connect to apps like Zapier. Thanks to this new class of API, Zapier integration with X2CRM is on the immediate horizon. See http://wiki.x2engine.com/wiki/REST_API_Reference for more information. Activity Feed email summary digest: The news of the day in an email inbox The activity feed on a user’s profile page shows a lot of information. Calendar events, new leads, contact web activity, email correspondence, and much more. In X2CRM 4.1 users can have this information sent directly to their inboxes. Each user has the ability to create an automated email summary of the day’s events, selecting which stories they would like to hear about, and have it periodically sent out on a daily, weekly, or monthly basis. The company says this email digest will help users absorb a greater wealth of information related to the daily operations of their business. X2Identity 2.0 Web Tracking and Browser Fingerprinting X2CRM’s traditional web tracker uses cookie-based web tracking code, installed by a contact submitting a web form or clicking a tracking link. X2Identity uses in-house developed browser fingerprinting as a supplement and alternative method to the cookie-based web tracker. Browser fingerprinting is based on certain browser settings and attributes that make them unique. If browser fingerprinting is enabled, the tracker will attempt to identify a contact based on their browser settings. X2Identity will create a list of matched browser fingerprints, allowing the tracking and management of contacts who have not submitted a web form. Additionally, X2Identity provides access to a list of anonymous contacts. Anonymous contacts are created upon submission of a newsletter form, or when a user who has not yet been associated with a browser fingerprint visits a page embedded with the web tracker. Once these anonymous contacts submit the web lead form, their lead score and activity history will be migrated over to an ordinary contact record. About X2CRM X2CRM, Inc. of Santa Cruz, California, was founded in 2011 by John Roberts, a SugarCRM co-founder and Customer Relationship Management software entrepreneur. The company provides sales & marketing software and cloud hosting services for X2CRM, a next generation open source, sales force and marketing automation customer relationship management system for small businesses. X2CRM has been installed on over 20,000 public and private cloud servers across 160+ countries.
Last updated: 2015-08-11

X2CRM 5.2 Released ^{(Blog Post)}
Hello X2CRM Community, Today we are very excited to release X2CRM version 5.2 in open source, Professional and Platinum Editions. This CRM software release has been over ten months in the making and in addition to a ton of new features and general application improvements we have placed special emphasis on quality including over 1,000 automated software unit tests. We have also updated the overall look and feel of X2CRM to provide a more personalized user experience. We hope you like this new version of X2CRM. X2CRM Team Santa Cruz http://www.x2crm.com Below is a short release highlight summary, you can also see a live demo at http://demo.x2crm.com. X2CRM Release Highlights: – X2Workflow Macros Buttons on Individual Records – Topics Discussion Board and Knowledge Base – New Themes & Color Coded Modules – Major Module Detail View UI Update – Topics Dicussion Module – Campaigns/Marketing Ease of Use Enhancements – Import/Export Worksheets for mass record updates – Mass Action updates for Tags, Actions, Comments – Deduplication Improvements – X2Workflow Robustness Enhancements – User Permissions Roles update performance improvements – New Documentation and Training Videos – Weblead widget for Activity Feed Dashboard – Email Widget for Activity Feed Dashboard – Updated, improved Administration Panel Feature Highlights: X2Workflow Record Macros – Users can now create record specific workflow Macros to perform actions on individual records. For example, a sales rep can activate a Macro on a contact record to automatically create a call back in two weeks, and to send a reminder. By combining the power of X2Workflow marketing automation with Sales and Service interactions users have the ability to trigger any workflow process with one click. Topics/Knowledge Base Module – New in X2CRM 5.2 is a Topics knowledge management, discussion module. Topics combines unstructured content such as product information, or competitive product discussions among users and relates them to individual customer contact records. Users can create new discussion topics, add content, attach files and even relate topics to individual customer records. This is an invaluable feature for knowledge based service organizations.
Last updated: 2015-08-19

X2CRM TechTalk ^{(Blog Post)}
X2CRM, May Developer and Administrator webcast video. https://player.vimeo.com/external/166422316.hd.mp4?s=56a3292e812db1c012d80b20ede6348833a2b701&profile_id=174
Last updated: 2016-05-14

X2CRM 5.0 Released X2CRM ^{(Blog Post)}
Hello Sourceforge Community. We are proud to release, PHP powered X2CRM version 5.0. X2CRM. See: http://www.x2crm.com Demo: http://demo.x2crm.com X2CRM v5.0 Features and Upgrades Integrated Email Client An integrated ​Email Client awaits users of 5.0, doing away with the necessity of switching back and forth between your email inbox and your CRM. 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. This new integrated email client will supersede the email dropbox functionality of previous X2Engine versions. UI Facelift X2CRM 5.0 knows how to make an Entrance. From the first sight of the login screen, the new theme capabilities make an impression. Our new profile theme tools make it more intuitive than ever to revamp the look of your CRM and help it fit into your branding identity. Play with the theme settings in your user preferences, found by clicking your username up in the top right corner. Importer 3.0 Getting up and running with a new CRM can be a challenge. When beginning to use a new system, you want to have your own data in there so you can start using the system! The update to version 5.0 will include an overhauled, intelligent record ​importer ​with automatic field detection. And, if you’re migrating from another CRM, you can use our new pre-built field map. Just select your previous CRM and all the fields of your .csv file exported from that system will be pre-mapped to their corresponding X2Engine field names. Enhanced Reporting Reporting in X2Engine will be re​vamped for this release. New report styles, including the popular Rows & Columns report and new Summation tools will allow in-depth analytics, giving you the tools to investigate your customer demographics. Use Drill-Down columns to get a closer look at a subset of your data. Generate insightful reports and save them for intervallic updates periodically. Craft important information into a regular report and print it for your next presentation, or export your reports to a .CSV. 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 we are introducing deep renaming of modules, with all references to the module being fully replaced with your custom name, including in actionable events, dropdown menus, and relationships. ​​ X2Graph Relationship Visualizer Visualize and analyze your CRM data like never before. The new interactive relationship graph provides the insight and understanding that only a visual graph can provide. Sort and select relationships to single out and display, filter based on relationship types, or create new relationships on the fly. Give your sales force the insight to see who is who within an organization. ​​​Duplicate remover and Record Merge Another pesky issue for CRM users is the issue of duplicate records. X2Engine v5.0 will introduce an enhanced duplicate record checker to identify and remove duplicate contacts, accounts, and more. Additionally, this release will feature a merge tool, allowing you to pick and choose details from multiple records and merge them into a single record, including call logs, emails, interaction history, relationships, and more. ​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 you even more control over data protection, allowing you to ban or whitelist IP addresses accessing your system. ​​​Industry Solutions – X2Packager The ability to customize X2Engine has been one of the most powerful traits of this CRM. The ability to extend and adapt the system to any industry vertical is a now even more powerful with X2Packager. Design your own custom environment and package it up for deployment. Choose from a number of standard X2Engine packages or build out and distribute your own. ​​​Inline Editing Faster record updating means a faster sales force. Giving users the power to edit records on the fly will streamline your sales software and make your team more efficient. This new ability will save you time and allow you to save your data quickly, so you can get right to the important business of your customer relationships.
Last updated: 2015-08-11

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