Convert leads faster with less effort and retain customers longer using X2CRM

X2CRM Partner

Request a demo and learn how X2CRM can help you achieve your business goals

Manage your prospects, sales funnel, and daily tasks with less effort through your customized CRM dashboard. You and your team will track prospects, set actions, and see results on day one because we train you to use X2CRM business processes, automation and reports.

Every business manages contacts and needs a CRM

Small-Medium Businesses

Including B2B, B2C, B2G


Including Donors, Influencers, Members


Including Members, Advocates

Want to get started with segmentation? Start with demographics.

Segmentation is a key component of effective marketing and nurturing customer relationships. It is the way to deliver relevant messaging that meets the needs of specific groups within your audience. According to statistics by Higher Logic and Notify Visitors, 77 percent of email marketing ROI comes from segmented, targeted, and triggered campaigns. ( 49%of participants [...]

Two Ways to Analyze Your CRM Data with Excel

Businesses use CRM software to manage, nurture, and grow customer relationships. Businesses can also use their CRM for internal processes and project management. CRMs have robust tools for automation, segmentation, email, and reporting. However, there are times when you may need to take a deep dive into your CRM data to a level that the [...]

How to create custom funnels for better tracking

What do you need to track in your business? Many businesses use custom funnels to track prospects. Yet, the same funnel can be used to track production stages, recruiting efforts, and client activity. In each case, you can see the stage of completion of a project, or where a prospect or client has progressed in [...]