What it does
X2CRM brings sales opportunities, quotes, marketing, customer service and project work into one platform. X2Studio changes tables, forms and modules, while X2DocSign connects completed PDFs back to CRM data. Access has a per-user subscription and an implementation fee.
X2CRM keeps sales, service and delivery records in the same commercial package. The package includes workflow automation, email campaigns, reporting and document signing, with up to 25,000 emails per month.
Documents that update the record
X2DocSign can place CRM database fields in a PDF for a client to update and sign. Returned changes and signatures synchronize with the database. For example, the document can collect corrected customer information while recording the signed agreement.
X2Studio changes tables and forms and supports custom modules, including modules written in PHP. A Rapid Module consultation offers a tailored demonstration without obligation, followed by an implementation proposal.
The commercial service charges per user per month after an implementation fee. Use Get a demo or Talk to Sales to discuss the configuration and arrange access.
Strengths
- Sales, service, and project functions share one platform package
- Field, form, and module tools support a business-specific record
Watch out for
- An implementation fee applies in addition to recurring user charges
Best for
- Businesses connecting customer sales with service and delivery records
Sources
- X2CRM subscription scope (Oct 27, 2026)
- X2Studio customization and document workflow (Oct 27, 2026)
- X2CRM Overview - X2Engine (Oct 25, 2026)