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Sales CRM with reusable filtered views and linked opportunity records

Account-linked sales opportunities with product quantities and selected-record statistics

Sales records and rule-based assignment for incoming leads, opportunities, and tasks

Sales opportunities that carry their records and tasks into post-sale projects

Sales opportunities that continue into orders and delivery projects

Account-linked sales tracking with quotes, follow-ups and pipeline reporting

Sales CRM with account history, opportunity tracking and configurable automation

Sales pipelines and customer history with hosted or on-premise access choices

Sales records with configurable lead qualification and related opportunity creation

Contacts and sales opportunities linked with tasks, projects, and client documents

Sales opportunities and quotations with separate overwrite and amendment choices

Link call sources with conversation scores, intent and missed-opportunity analysis.

Lead-focused sales tracking with prospect lists and next actions

Route visiting-company activity into an owned sales follow-up

B2B sales CRM with guided workflows and ERP-informed account intelligence

Lead management with separate qualification levels, lifecycle states and guided conversion

Configurable sales and customer-service processes with connected AI-assisted work

Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace

Sales opportunities with guided stages, suggested actions and visible predictions

Find content opportunities and assess SEO changes using connected search data.

Personal AI agent that finds and negotiates paid opportunities

Shared customer history, sales pipelines, and follow-up tasks for growing teams

Sales, service, and customer journeys in X2Engine's CRM platform

Sales opportunities and follow-ups with an optional quoting and invoicing workflow