X2CRM
Marketing automation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$65 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Information technology and software
- Professional services (engineering, legal, consulting, etc.)
- Public sector and nonprofit organizations
What is X2CRM
X2CRM is an open-source customer relationship management (CRM) platform that includes marketing automation capabilities such as campaign management and email marketing workflows. It is typically used by small to mid-sized organizations that want to self-host and customize a CRM and related automation features. The product emphasizes extensibility through modules and code-level customization rather than a fully managed SaaS experience. Deployments commonly require internal technical resources or a hosting partner to operate and maintain.
Open-source and self-hosted
X2CRM can be deployed on an organization’s own infrastructure, which can help meet specific data residency or internal security requirements. Source availability supports deeper customization than many packaged SMB marketing automation tools. Teams can adapt objects, fields, and workflows to match internal processes. This approach can be useful where vendor lock-in is a concern.
CRM plus automation modules
The platform combines core CRM functions (contacts, accounts, activities) with marketing-oriented features such as campaigns and email marketing. This can reduce the need to stitch together separate systems for basic CRM and outbound communications. It supports process automation through configurable workflows. For organizations that want a single customizable stack, this can simplify architecture.
Extensible via customization
X2CRM is designed to be extended through modules and code customization, enabling tailored UI and business logic. This can support niche workflows that are difficult to implement in more prescriptive SMB suites. Organizations can integrate with other systems using custom development. The flexibility is most valuable when requirements are specific and stable enough to justify build effort.
Higher operational overhead
Self-hosted deployments typically require ongoing administration, patching, backups, and monitoring. Compared with fully managed marketing automation suites, implementation and upgrades can take more time and technical skill. Organizations without dedicated IT resources may need a third-party partner. This can increase total cost of ownership even if licensing costs are low.
Ecosystem and integrations vary
Compared with larger SMB automation platforms, the breadth of prebuilt integrations and marketplace add-ons can be more limited or inconsistent. Teams may need custom connectors for common tools (ads, analytics, accounting, support). Integration maintenance becomes an internal responsibility when APIs change. This can slow time-to-value for multi-system environments.
Unclear current vendor status
Publicly verifiable, up-to-date information about the current commercial owner, product roadmap, and support model can be difficult to confirm from authoritative sources. Buyers may face uncertainty around long-term maintenance, security updates, and availability of enterprise-grade support. This makes due diligence on licensing, hosting, and support arrangements important. Organizations with strict vendor governance may find this a blocker.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| All-inclusive | $65 per user/month | Includes all X2CRM modules and features: Sales Forecasting; Automated Workflow Engine; Pre-built Email Templates; Automated Customer Journeys; X2DocSign (document signing); Reporting & Analytics; Customer Support. Modest implementation fee applies. Includes up to 25,000 email sends per month. Contact sales / get a demo for purchase. |
Seller details
X2CRM (vendor information not consistently verifiable from authoritative sources)
