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CRM-based automation for lead capture and customer follow-up

Sales records with configurable lead qualification and related opportunity creation

Email journeys and broadcasts built around shared customer records

Publish a searchable, multilingual customer help center connected to support conversations and analytics.

Bill software usage and compare each customer's revenue with costs

Instrument API traffic to analyze customer behavior, troubleshoot usage, and build metered API products.

Analyze paid-channel customer acquisition with order, cohort and lifetime-value context.

Analyze themes and sentiment across connected customer-feedback sources.

Transform existing support content into governed, personalized knowledge for agents and customers.

Referral, loyalty and influencer programs with configurable customer rewards

Sales records, quote preparation, and contract follow-up in a shared CRM

Share invoices, payment choices and dispute conversations with business customers

Collect customer events and supply consistent data to analytical and business destinations.

Retail email journeys based on purchases and customer data

Connected sales, marketing, and service around a shared CRM

Email automation using layered customer profiles, decision points, and connected data

Customer-profile orchestration that coordinates campaigns across connected sending systems

Customer communities that connect product ideas, voting and release communication

Lead capture and sales follow-up connected with a broader customer lifecycle

Lifecycle messaging driven by people, objects and their relationships

AI agents with memory for customer service, collections and payments

Customer history and sales opportunities connected with quotes and commercial documents

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

Customer records, sales conversations and follow-up in one workspace