X2Engine New Version 5.0.6 Adds Drill Down Reporting

X2Engine New Version 5.0.6 Adds Drill Down Reporting : The latest edition of X2Engine open source CRM sales software, process management framework, and marketing automation platform is an advanced release, introducing major new reporting, API and user interface improvements. X2Engine, based of Santa Cruz, California, provides sales & marketing software and cloud hosting services for X2Engine CRM, a next generation open source, sales CRM customer relationship management software for small businesses. X2Engine CRM has been installed on over 16,500 public and private cloud servers across 160+ countries. The open source sales CRM software project X2Engine has reached another major milestone in its history with the company’s latest announcement of the availability of version 5.0.6 of its open source CRM software, which includes marketing automation, sales force 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.

X2Engine

Release Highlights:

• New Charts drill-down feature allows
• 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
• New option in list view widgets to display actions of related records

Key Features of X2Engine CRM:

• Web 2.0 Optimized Responsive UI
• Contact Website Activity Tracking
• Anonymous Website Activity Tracking with X2Identity Browser Fingerprinting
• Web Lead Capture Form Designer with Auto-generated HTML Embed Code
• 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
• Activity Feed Summary Email Digest