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Sales CRM with account history, opportunity tracking and configurable automation

Coordinate account and buying-group context across sales and marketing

Complex-sales CRM with milestones, sales aids, and account plans

AI sales coaching and practice simulations for inside sales teams

Prioritize account lists while separating data credits from predictive scores

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

Sales beat plans that retain visits and reasons for zero orders

Sales opportunities that continue into orders and delivery projects

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

Custom sales stages, weighted forecasting, and connected email

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

Enterprise sales work with reusable searches that preserve filters and result layout

A sales pipeline workspace with activities, deadline indicators, and reporting

Sales content and value-selling tools with modular learning and coaching

Outbound sales calling, prospect research and coaching in a shared workspace

Sales pipelines connected to Gmail and other customer channels

Customisable sales records with inbox sync, no-reply reminders, and workflow rules

Sales opportunities with guided stages, suggested actions and visible predictions

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

AI sales assistant that runs voice and text conversations

US sales tax reporting, calculation and optional automated return filing

AI email coach that reviews and scores sales emails

Create collaborative sales documents with embedded Salesforce data and discussion.

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