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.

---