Claims

  • bases the calculation on responses to the question Would you recommend this product to others?

  • calculates the 'Willingness to Recommend' score

  • consists of the opinions of individual end users based on their own experiences

  • displays a critical user review selected from the most helpful one-, two-, or three-star reviews

  • displays a favorable review

  • displays the navigation path 'Gartner Peer Insights > Salesmate vs X2CRM > X2CRM > Top Alternatives'

  • hosts a Salesmate vs X2CRM comparison page

  • hosts a comparison between Salesmate and X2CRM

  • hosts a page comparing Salesmate and X2CRM

  • hosts a page titled 'Salesmate vs X2CRM 2026'

  • hosts the Salesmate vs X2CRM 2026 comparison page

  • hosts the Salesmate vs X2CRM comparison page

  • includes a Likes and Dislikes section for Salesmate

  • is governed by Gartner's Privacy Policy

  • selects favorable and critical reviews based on the review helpfulness score

  • selects reviews from among the most helpful four- or five-star reviews

  • shows an overall rating of 0% willing to recommend for the Salesmate vs X2CRM comparison

  • site is protected by hCaptcha

  • has 17 reviews

  • has a Likes and Dislikes page on Gartner Peer Insights

  • has a rating of 4.3 stars

  • has no alternatives in this category

  • has no reviews in the Likes and Dislikes category on Gartner Peer Insights

  • is compared to Salesmate in Gartner Peer Insights 2026

  • is compared to Salesmate on Gartner Peer Insights

  • is compared with Salesmate on Gartner Peer Insights

  • is compared with Salesmate on Gartner Peer Insights page titled 'Salesmate vs X2CRM'.

  • is included in the Salesmate vs X2CRM comparison on Gartner Peer Insights

  • is listed on Gartner Peer Insights' top alternatives page comparing Salesmate and X2CRM

  • is mentioned on a Gartner Peer Insights page that compares Salesmate and X2CRM

  • is part of the Salesmate vs X2CRM comparison on Gartner Peer Insights

  • has 1 review

  • has a rating of 4 stars

  • has no alternatives in Gartner Peer Insights' top alternatives category for Salesmate vs X2CRM

  • has no alternatives in this category

  • has no reviews in the Likes and Dislikes category on Gartner Peer Insights

  • is compared to X2CRM in Gartner Peer Insights 2026

  • is compared to X2CRM on Gartner Peer Insights

  • is compared with X2CRM on Gartner Peer Insights

  • is compared with X2CRM on Gartner Peer Insights page titled 'Salesmate vs X2CRM'.

  • is included in the Salesmate vs X2CRM comparison on Gartner Peer Insights

  • is listed on Gartner Peer Insights' Salesmate vs X2CRM top alternatives page.

  • is mentioned on the Gartner Peer Insights page that compares Salesmate and X2CRM

  • does not endorse any product depicted in Gartner Peer Insights content

  • does not endorse any service depicted in Gartner Peer Insights content

  • does not endorse any vendor depicted in Gartner Peer Insights content

  • does not make any warranties, expressed or implied, with respect to Gartner Peer Insights content

  • does not provide warranties of merchantability or fitness for a particular purpose with respect to Gartner Peer Insights content

  • may include feedback provided by other readers

  • may include other factors

  • may include the age of the review

  • may include the content in the review

  • is a Gartner Peer Insights comparison page

  • is a page on Gartner Peer Insights

  • includes an Overall Rating section

  • shows 0% willing to recommend

  • applies to Gartner Peer Insights site

  • authored the Gartner Peer Insights page comparing Salesmate and X2CRM

  • applies to Gartner Peer Insights site

  • offers four response options: 'yes', 'yes, with reservations', 'I do not know', and 'no'

  • authored the Gartner Peer Insights page comparing Salesmate and X2CRM

Claims

  • Salesmate has a rating of 4 stars with 1 review.

  • X2CRM has a rating of 4.3 stars with 17 reviews.

  • Salesmate vs X2CRM 2026 is a page on Gartner Peer Insights.

  • Gartner Peer Insights hosts the Salesmate vs X2CRM comparison.

  • Salesmate is included in the Salesmate vs X2CRM comparison on Gartner Peer Insights.

  • X2CRM is included in the Salesmate vs X2CRM comparison on Gartner Peer Insights.

  • Salesmate is compared with X2CRM on Gartner Peer Insights.

  • Gartner Peer Insights hosts the Salesmate vs X2CRM comparison page.

  • Gartner Peer Insights includes a Likes and Dislikes section for Salesmate.

  • Salesmate has no reviews in the Likes and Dislikes category on Gartner Peer Insights.

  • Salesmate vs X2CRM 2026 is a page on Gartner Peer Insights.

  • X2CRM is part of the Salesmate vs X2CRM comparison on Gartner Peer Insights.

  • Salesmate vs X2CRM 2026 is a Gartner Peer Insights comparison page.

  • X2CRM has a Likes and Dislikes page on Gartner Peer Insights.

  • There are no reviews in the Likes and Dislikes category for X2CRM on Gartner Peer Insights.

  • Salesmate is compared with X2CRM on Gartner Peer Insights.

  • X2CRM is compared with Salesmate on Gartner Peer Insights.

  • The Gartner Peer Insights page titled 'Salesmate vs X2CRM' features a comparison between Salesmate and X2CRM.

  • Gartner Peer Insights hosts a page that compares Salesmate and X2CRM.

  • The navigation path on the Gartner Peer Insights page is 'Gartner Peer Insights > Salesmate vs X2CRM > X2CRM > Top Alternatives'.

  • There are no alternatives in this category for Salesmate and X2CRM.

  • Salesmate is mentioned on the Gartner Peer Insights page comparing Salesmate and X2CRM.

  • X2CRM is mentioned on the Gartner Peer Insights page comparing Salesmate and X2CRM.

  • Salesmate is a product compared to X2CRM in Gartner Peer Insights 2026.

  • X2CRM is a product compared to Salesmate in Gartner Peer Insights 2026.

  • X2Engine authored the Gartner Peer Insights page comparing Salesmate and X2CRM.

  • Gartner Peer Insights hosts the Salesmate vs X2CRM 2026 comparison page.

  • The Salesmate vs X2CRM 2026 page on Gartner Peer Insights includes an Overall Rating section.

  • The Salesmate vs X2CRM 2026 page on Gartner Peer Insights shows 0% willing to recommend.

  • Salesmate is compared to X2CRM on Gartner Peer Insights.

  • X2CRM is compared to Salesmate on Gartner Peer Insights.

  • Gartner Peer Insights hosts a page titled 'Salesmate vs X2CRM 2026'.

  • Rapidops authored the Gartner Peer Insights page comparing Salesmate and X2CRM.

  • The Gartner Peer Insights page shows an overall rating of 0% willing to recommend for the Salesmate vs X2CRM comparison.

  • Gartner Peer Insights hosts the Salesmate vs X2CRM comparison page.

  • Salesmate is listed on Gartner Peer Insights' Salesmate vs X2CRM top alternatives page.

  • X2CRM is listed on Gartner Peer Insights' Salesmate vs X2CRM top alternatives page.

  • Salesmate has no alternatives in Gartner Peer Insights' top alternatives category for Salesmate vs X2CRM.

  • Gartner Peer Insights calculates the 'Willingness to Recommend' score based on responses to the question 'Would you recommend this product to others?'

  • The 'Willingness to Recommend' question offers four response options: 'yes', 'yes, with reservations', 'I do not know', and 'no'.

  • Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences.

  • Gartner does not endorse any vendor, product or service depicted in Gartner Peer Insights content.

  • Gartner does not make any warranties, expressed or implied, with respect to Gartner Peer Insights content, including any warranties of merchantability or fitness for a particular purpose.

  • The Gartner Peer Insights site is protected by hCaptcha.

  • Gartner's Privacy Policy applies to Gartner Peer Insights content.

  • The Privacy Policy and Terms of Service apply to Gartner Peer Insights site.

  • Gartner Peer Insights displays a favorable review selected from the most helpful four- or five-star reviews.

  • Gartner Peer Insights displays a critical user review selected from the most helpful one-, two-, or three-star reviews.

  • Favorable and Critical reviews on Gartner Peer Insights are selected based on the review helpfulness score.

  • The helpfulness score factors may include the content in the review, feedback provided by other readers, the age of the review, and other factors.

Scrape History (1)

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1/7/2026, 4:06:45 PM
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Categories</a> &gt; </li><li><a content="[object Object],[object Object],[object Object]" separator="&gt;" data-interaction="bread-crumb level 2" href="/reviews/market/sales-force-automation-platforms" data-metric-breadcrumb="Sales Force Automation Platforms">Sales Force Automation Platforms</a> &gt; </li><li><span>Compare Products</span></li></ul></div></div><div class="col-xs-12 hidden-xs hidden-sm hidden-md hidden-lg mobile-breadcrumb"><div class="piBreadcrumbs"><ul class="uxd-brdcrmb"></ul></div></div><div class="col-xs-12 col-sm-4 "><div class="row"></div></div></div><div class="row"><div class="col-sm-12"></div></div></div><header class="container market-review-header "><div class="page-titles"><h1>Salesmate vs X2CRM</h1></div><div class="compare-description hidden-xs"><p>Based on verified reviews from real users in the  <span class="compare-name"> <!-- -->Sales Force Automation Platforms<!-- --> </span> market.<span><span class="compare-name"> <!-- -->Salesmate<!-- --> </span><span>has a rating of 4 stars with 1 reviews. <!-- -->  </span></span><span><span class="compare-name"> <!-- -->X2CRM<!-- --> </span><span>has a rating of 4.3 stars with 17 reviews. <!-- -->  </span></span><span> <!-- -->See side-by-side comparisons of product capabilities, customer experience, pros and cons, and reviewer demographics to find the best fit for your organization. <!-- --> </span></p></div><div class="see-more-companies hidden-xs"><p>See more companies in the <!-- --> <a href="/reviews/market/sales-force-automation-platforms"><span class="compare-name">Sales Force Automation Platforms</span></a>  market  </p></div></header><div class="compare-menu-container hidden-xs"><div class="container compare-menu-section false"><div class="share-compare"><span class="hidden"><a id="TestLink" href="http://gtnr.it/beta-test" target="_self" class="uxd-link uxd-link-primary" data-interaction="test-link" data-button-name="test">OptimizeTest<!-- --> </a></span><span class="pdfDownloadButton pdfServerSideDownloadButton"><button class="uxd-btn uxd-btn-primary" data-interaction="PDF Download CompareHeader" data-button-name="Download as PDF CompareHeader" data-source-id=" CompareHeader"><span class="material-icons-outlined download-icon">download_2</span>PDF</button></span><span class="mailToLink" data-interaction="Mail Icon"><a class="uxd-icon-link" href="#"><span class="material-icons mail-outline">mail_outline</span><span class="uxd-icon-link-text">Email</span></a></span><span class="compare-filter"><button class="uxd-btn uxd-btn-primary" data-interaction="Compare Filter" data-button-name="Filter by" data-source-id="id"><img src="https://reviews.static.gartner.com/_next/static/media/icon_filter_list.11377263.svg" alt="Filter by"/>Filter By</button></span><span class="compare-clear-filter hidden "><button class="uxd-btn uxd-btn-primary" data-interaction="Compare Clear Filter" data-button-name="Clear" data-source-id="id"><span class="material-icons">clear</span>Clear</button></span></div><div class="filter-section"><div class="rating-info">Higher rated product in this comparison<span><div class="piTooltip "><div class="uxd-tooltip-container"><div><i class="material-icons" data-interaction="select_info_rfr_vpl1"></i></div></div></div></span></div><span class="add-product"><button class="uxd-btn uxd-btn-primary" data-interaction="Compare add products" data-button-name="Add Products" data-source-id="id"><span class="material-icons">add</span>Add Products</button></span></div></div><div class="container compare-filter-section hidden-xs hidden-filters "><div><div class="filter-section-new"><div class="select-filter-container"><div class="filter-container"><div><p>Last Reviewed</p><div class="compare-header-controls"><div class="compare-nav-and-12filter"><div class="row twelve-month-filter-checkbox"><div class="col-xs-12"><label class="uxd-checkbox"><input type="checkbox" data-interaction="VendorCompare-12MonthFiltering"/><span></span><span>Reviewed in Last 12 Months</span></label></div></div><div class="ratings-decay-tooltip"><div class="ratings-decay-text">Review weighting</div><div class="piTooltip "><div class="uxd-tooltip-container"><div><i class="material-icons tooltip-icon"></i></div></div></div></div></div></div></div><div class="companySize-section"><p>Company Size<!-- --> </p><div class="available-filters"><div class="pill-filter-list"><span class="uxd-pill" role="button" tabindex="0" data-filter="1" data-filter-value="&lt;50M USD" data-interaction="filter ComparePage" data-filter-category="companySize">&lt;50M USD</span><span class="uxd-pill" role="button" tabindex="0" data-filter="2" data-filter-value="50M-1B USD" data-interaction="filter ComparePage" data-filter-category="companySize">50M-1B USD</span><span class="uxd-pill" role="button" tabindex="0" data-filter="3" data-filter-value="1B-10B USD" data-interaction="filter ComparePage" data-filter-category="companySize">1B-10B USD</span><span class="uxd-pill" role="button" tabindex="0" data-filter="4" data-filter-value="10B+ USD" data-interaction="filter ComparePage" data-filter-category="companySize">10B+ USD</span></div></div></div><div class="industry-section"><p>Industry<!-- --> </p><div class="available-filters"><div class="pill-filter-list has-hidden-filters"><span class="uxd-pill" role="button" tabindex="0" data-filter="267" data-filter-value="IT Services" data-interaction="filter ComparePage" data-filter-category="industry">IT Services</span><span class="uxd-pill" role="button" tabindex="0" data-filter="272" data-filter-value="Services (non-Government)" data-interaction="filter ComparePage" data-filter-category="industry">Services (non-Government)</span><span class="uxd-pill" role="button" tabindex="0" data-filter="260" data-filter-value="Education" data-interaction="filter ComparePage" data-filter-category="industry">Education</span><span class="uxd-pill" role="button" tabindex="0" data-filter="262" data-filter-value="Finance (non-banking)" data-interaction="filter ComparePage" data-filter-category="industry">Finance (non-banking)</span><span class="uxd-pill" role="button" tabindex="0" data-filter="268" data-filter-value="Manufacturing" data-interaction="filter ComparePage" data-filter-category="industry">Manufacturing</span><span class="uxd-pill" role="button" tabindex="0" data-filter="269" data-filter-value="Media" data-interaction="filter ComparePage" data-filter-category="industry">Media</span><div class="dropdown-pill-wrapper"><span class="uxd-pill" role="button" tabindex="0">...</span></div></div></div></div><div class="deploymentRegion-section"><p>Region<!-- --> </p><div class="available-filters"><div class="pill-filter-list"><span class="uxd-pill" role="button" tabindex="0" data-filter="Europe, Middle East and Africa" data-filter-value="Europe, Middle East and Africa" data-interaction="filter ComparePage" data-filter-category="deploymentRegion">Europe, Middle East and Africa</span><span class="uxd-pill" role="button" tabindex="0" data-filter="North America" data-filter-value="North America" data-interaction="filter ComparePage" data-filter-category="deploymentRegion">North America</span><span class="uxd-pill" role="button" tabindex="0" data-filter="Asia/Pacific" data-filter-value="Asia/Pacific" data-interaction="filter ComparePage" data-filter-category="deploymentRegion">Asia/Pacific</span></div></div></div></div></div><div class="active-filters-container"><div class="pill-filter-list"></div></div></div></div></div></div><div class="compare-menu-container hidden-sm hidden-md hidden-lg "><div class="container compare-menu-section false"><div class="share-compare"><span class="hidden"><a id="TestLink" href="http://gtnr.it/beta-test" target="_self" class="uxd-link uxd-link-primary" data-interaction="test-link" data-button-name="test">OptimizeTest<!-- --> </a></span><span class="pdfDownloadButton pdfServerSideDownloadButton"><button class="uxd-btn uxd-btn-primary" data-interaction="PDF Download CompareHeader" data-button-name="Download as PDF CompareHeader" data-source-id=" CompareHeader"><span class="material-icons-outlined download-icon">download_2</span>PDF</button></span><span class="mailToLink" data-interaction="Mail Icon"><a class="uxd-icon-link" href="#"><span class="material-icons mail-outline">mail_outline</span><span class="uxd-icon-link-text">Email</span></a></span><span class="compare-filter"><button class="uxd-btn uxd-btn-primary" data-interaction="Compare Filter" data-button-name="Filter by" data-source-id="id"><img src="https://reviews.static.gartner.com/_next/static/media/icon_filter_list.11377263.svg" alt="Filter by"/>Filter by</button></span><span class="compare-clear-filter hidden "><button class="uxd-btn uxd-btn-primary" data-interaction="Compare Clear Filter" data-button-name="Clear" data-source-id="id"><span class="material-icons">clear</span>Clear</button></span></div><div class="filter-section"><span class="add-product"><button class="uxd-btn uxd-btn-primary" data-interaction="Compare add products" data-button-name="Add Products" data-source-id="id"><span class="material-icons">add</span>Add Products</button></span></div></div><div class="rating-info">Higher rated product in this comparison<span><div class="piTooltip "><div class="uxd-tooltip-container"><div><i class="material-icons" data-interaction="select_info_rfr_vpl1"></i></div></div></div></span></div><div class="container compare-filter-section hidden-filters "><div></div></div></div><div class="sticky-header-container  "><div class="container header-section "><div class="sticky-header-section hide-sticky-header-container"><div><div class="logo-and-name"><a href="/reviews/market/sales-force-automation-platforms/vendor/rapidops" class="imageContainer  hidden-xs"><img class="" alt="Salesmate" src="https://www.gartner.com/pi/vendorimages/rapidops_1632395607046.png"/></a><div class="product-vendor-name"><a class="comparable-name" href="/reviews/market/sales-force-automation-platforms/vendor/rapidops/product/salesmate"><p>Salesmate</p></a><div class="rating-section hidden-xs"><div class="normal-rating"> <!-- -->4<!-- -->  </div><div> <!-- -->1<!-- --> Ratings </div></div></div><div class="close-icon"><span class="remove-icon-btn" data-product="salesmate"><i class="material-icons">close</i></span></div></div></div></div><div class="sticky-header-section hide-sticky-header-container"><div><div class="logo-and-name"><a href="/reviews/market/sales-force-automation-platforms/vendor/x2engine" class="imageContainer  hidden-xs"><img class="" alt="X2CRM" src="https://www.gartner.com/imagesrv/peer-insights/vendors/logos/x2engine.png"/></a><div class="product-vendor-name"><a class="comparable-name" href="/reviews/market/sales-force-automation-platforms/vendor/x2engine/product/x2crm"><p>X2CRM</p></a><div class="rating-section hidden-xs"><div class="largest-rating"> <!-- -->4.3<!-- -->  </div><div> <!-- -->17<!-- --> Ratings </div></div></div><div class="close-icon"><span class="remove-icon-btn" data-product="x2crm"><i class="material-icons">close</i></span></div></div></div></div></div></div><div class="pdfDownloadModalContainer"><div class="login-modal"><div class="piDialog new-login-design "></div></div></div></div></div><div class="bodyContainer"><div class="container"><div><div class="compare-body-new"><div class="compare-page compare-section-new section-hide"><div class="sticky-header-container"><div class="header-section " style="height:123px"><div><div class="logo-and-name"><div class="imageContainer no-logo"><i class="material-icons">business</i></div><div class="product-vendor-name"><h2><a class="comparable-name " href="/reviews/market/sales-force-automation-platforms/vendor/rapidops/product/salesmate">Salesmate</a></h2><a class="comparable-name " href="/reviews/market/sales-force-automation-platforms/vendor/rapidops">by <!-- -->Rapidops</a><div> <!-- --> ratings  </div></div><div class="close-icon"></div></div></div></div></div><div class="rating-section "><div class="overall-score  zero-rating noReviewCount"><p><strong>Overall Rating</strong></p><div class="avgStarIcon"><div class="ratingNumber"></div><span class="stars-icon stars-icon-star-off"><span class="stars-icon stars-icon-star-on" style="width:0%"></span></span></div></div><div class="rating-distribution"><p class="would-recommend"><span class="wr-percentage">0%</span> willing to recommend </p><div class="hidden-xs noReviewCount"><div class="histogram-wrapper"><div class="histogramTable"><div class="starHistogramTable"></div></div></div></div></div></div><div class="rating-breakdown-section "><h3 class="header-blue-panel">Ratings breakdown</h3><div></div></div><div class="rating-pros-n-cons"><h3 class="header-blue-panel">Likes and Dislikes<!-- --> </h3><div><div class="likesdislikes-text no-reviews"><div class="uxd-truncate-text" style="width:100%">There are no reviews in this category</div></div><div class="likesdislikes-text no-reviews"><div class="uxd-truncate-text" style="width:100%"> <!-- -->There are no reviews in this category<!-- --> </div></div></div><div class="more-pros-cons"></div></div><div class="rating-top-alternatives"><h3 class="header-blue-panel">Top Alternatives<!-- --> </h3><div class="no-alt-row"> <span>There are no alternatives in this category </span>  </div></div><div class="rating-categories"><h3 class="header-blue-panel">Categories</h3></div></div><div class="compare-page compare-section-new section-hide"><div class="sticky-header-container"><div class="header-section " style="height:123px"><div><div class="logo-and-name"><div class="imageContainer no-logo"><i class="material-icons">business</i></div><div class="product-vendor-name"><h2><a class="comparable-name " href="/reviews/market/sales-force-automation-platforms/vendor/x2engine/product/x2crm">X2CRM</a></h2><a class="comparable-name " href="/reviews/market/sales-force-automation-platforms/vendor/x2engine">by <!-- -->X2Engine</a><div> <!-- --> ratings  </div></div><div class="close-icon"></div></div></div></div></div><div class="rating-section "><div class="overall-score  zero-rating noReviewCount"><p><strong>Overall Rating</strong></p><div class="avgStarIcon"><div class="ratingNumber"></div><span class="stars-icon stars-icon-star-off"><span class="stars-icon stars-icon-star-on" style="width:0%"></span></span></div></div><div class="rating-distribution"><p class="would-recommend"><span class="wr-percentage">0%</span> willing to recommend </p><div class="hidden-xs noReviewCount"><div class="histogram-wrapper"><div class="histogramTable"><div class="starHistogramTable"></div></div></div></div></div></div><div class="rating-breakdown-section "><h3 class="header-blue-panel">Ratings breakdown</h3><div></div></div><div class="rating-pros-n-cons"><h3 class="header-blue-panel">Likes and Dislikes<!-- --> </h3><div><div class="likesdislikes-text no-reviews"><div class="uxd-truncate-text" style="width:100%">There are no reviews in this category</div></div><div class="likesdislikes-text no-reviews"><div class="uxd-truncate-text" style="width:100%"> <!-- -->There are no reviews in this category<!-- --> </div></div></div><div class="more-pros-cons"></div></div><div class="rating-top-alternatives"><h3 class="header-blue-panel">Top Alternatives<!-- --> </h3><div class="no-alt-row"> <span>There are no alternatives in this category </span>  </div></div><div class="rating-categories"><h3 class="header-blue-panel">Categories</h3></div></div></div></div><p class="wtr-disclaimer">&quot;Willingness to Recommend&quot; is calculated based on the responses to the question &quot;Would you recommend this product to others?&quot; The options include &quot;yes,&quot; &quot;yes, with reservations,&quot; &quot;I do not know&quot; and &quot;no.&quot; The percentage is calculated as number of &quot;yes&quot; responses divided by total responses for the question.</p><p class="critical-favorable">&quot;Favorable&quot; and &quot;Critical&quot; user reviews are selected using the review helpfulness score. The helpfulness score predicts the relative value a user receives from a given review based on a number of factors. Factors may include the content in the review, feedback provided by other readers, the age of the review, and other factors that indicate review quality. The favorable review displayed is selected from the most helpful 4 or 5 star review. The critical user review displayed is selected from the most helpful 1,2 or 3 star review. </p></div></div><div class="footer-disclaimer-container" data-html2canvas-ignore="true"><div class="container"><div class="row"><div class="col-xs-12 footer-disclaimer">Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. 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It allows us a better view of our customers/members, better reporting, and generally automates a lot of tedious tasks. It provides excellent sets of reports and usable by sales, marketing and customer service. It provides automation to study and track website activities, and email campaign automation. With this tool we can send emails to contacts from one location, access a record of all our previous interactions with that contact, see the entire flow of sales across all teams, and help us forecast.","reviewSourceCode":3,"reviewIncentiveCode":2,"companySize":"50M - 250M USD","companySizeCd":9897,"industryCd":267,"jobTitle":"Data Research Analyst","function":"Data and Analytics","functionCd":226,"answers":{"lessonslearned-dislike-most":"Sometimes the product is slow and slow to recover, it takes multiple full updates to fix it, and their status page is not updated at the time of the incident, and they don't have a proper product outage issue tracked. One thing I don't like is the connectivity when using your voice dialer. It would be great if calls were monitored through the app, but that's a fair observation. Better reporting would be really helpful, it would be nice if we could periodically export data from the tool in a scheduler way.","lessonslearned-like-most":"I love that they have a feature that automatically creates a to-do if the customer doesn't respond to the email, and this is extremely helpful for follow-up and not overwhelming. I like that it streamlines the sales cycle from onboarding leads to various stages to closing the deal. I love that it is incredibly intuitive software that allows you to customize it to your wishes. I like that the email sync works perfectly and syncs all the emails from my email provider. I like that it provides optimization of the sales cycle from onboarding leads to various stages to closing the deal. I love that it's easier to track introductions and deals along with the number of contacts made with customers while tracking calls. I like that it makes it easier to see all the leads on the same page...have access to a dashboard to prioritize relevant activities, has a built-in dialer to make calls."},"partnerReview":false,"formattedReviewDate":"Sep 19, 2022","industryName":"IT Services"}]},"x2crm":{"critical":[{"reviewId":743253,"productNames":"X2CRM","reviewRating":3,"reviewHeadline":"Initial implementation and customization was breeze, needs a well defined roadmap.","reviewSummary":"Two years ago we were looking at a CRM system that was malleable, I evaluated several and found that there is no ideal system. most are service desk applications, with little or no features such as document production and management, being a professional services organization, documents (legal binding contracts)   is what we do day in and day out.\n\nI soon understood that if we were going to deploy a CRM  then we would have to build on to a solid existing framework. X2CRM was the ideal open source platform.\n\nUnfortunately there was a lot of things happening at X2CRM that no one knew about, which left the community forum in a state. The founder, John Roberts  and other senior staff who were excellent communicators, left and newly appointed senior members just \"forgot\" about the developers for around 6 months or more. Letters to the new CEO,  David Buchanan, remain unanswered todate.   SugarCRM and SweetCRM did the same thing and cost them dearly in terms of market share and loyalty. \n\nThe last three upgrades/patches were disastrous, you can imagine the mayhem left behind,  trying to get things to work in a live environment. after applying the upgrades.                   \n\nIn the meantime we forged ahead and have a great working platform, albeit based on and old revision Yii. and a so-so implementation of PHP 7+ support.\n\nI've taken the view that even though the current support from X2CRM is nothing to speak of, with as pretty good direction strategy one can build on to the solid base that John Roberts and his team left behind, to make a functional and reliable application.                  ","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"50M - 250M USD","companySizeCd":9897,"industryCd":272,"jobTitle":"CIO","function":"IT","functionCd":233,"answers":{"lessonslearned-dislike-most":"Old revision of Yii and PHP,  the brand new support for PHP7 is problematic. in order to support newer revisions of Yii will take a complete rewrite.   No clear Roadmap from the vendor      ","lessonslearned-like-most":"Open Source code "},"partnerReview":false,"formattedReviewDate":"Mar 1, 2019","industryName":"Services (non-Government)"},{"reviewId":762056,"productNames":"X2CRM","reviewRating":3,"reviewHeadline":"System not user friendly to figure out functions without support","reviewSummary":"It would be great if the system integrated with my e-mail account. Reporting does not everything we require","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"50M - 250M USD","companySizeCd":9897,"industryCd":260,"jobTitle":"Sales Representative","function":"Sales and Business Development","functionCd":247,"answers":{"lessonslearned-dislike-most":"Cannot integrate with company e-mail","lessonslearned-like-most":"Web based"},"partnerReview":false,"formattedReviewDate":"Mar 16, 2019","industryName":"Education"}],"favorable":[{"reviewId":3472027,"productNames":"X2CRM","reviewRating":5,"reviewHeadline":"HIghly powerful enterprise automation platform","reviewSummary":"very efficient and customer friendly platform . The Crm suite is easily configurable. 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One aspect I have to highlight is that in our company thanks to this service we have experienced a quite favorable growth of our sales and retention of new customers, because we can now give a great experience of satisfaction to all our customers. ","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"1B - 3B USD","companySizeCd":9900,"industryCd":274,"jobTitle":"Marketing Intern","function":"Strategy","functionCd":249,"answers":{"lessonslearned-dislike-most":"X2CRM still does not have a version available for either Mac or Android which is a great outdate of this software, another disadvantage that I can highlight of this service is that it does not have any calendar or reminder system that allows users to remember tasks or things pending, sometimes the service usually works with slowdowns, but because this has happened to me very little has not generated great concern, but in recent months I have been able to visualize that this failure is occurring more frequently.","lessonslearned-like-most":"X2CRM is a service that I define as productive for the growth of business sales and marketing, the tool has an excellent system that allows you to automate tasks, create large workflows, create bids and track. The templates provided by X2CRM are excellent for the creation of email campaigns, as they allow for extravagant and very eye-catching designs to capture the attention of all our customers. I believe that a marketing or sales specialist can represent their work and effort very well through X2CRM, since this platform completely understands our needs and has many resources that are favorable to the development of our work."},"partnerReview":false,"formattedReviewDate":"Sep 10, 2020","industryName":"Telecommunication"},{"reviewId":3469894,"productNames":"X2CRM","reviewRating":4,"reviewHeadline":"X2CRM Engine","reviewSummary":"Used for lead process management,multichannel lead management,analytics and measurement and lead augmentation and deduplication.","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"250M - 500M USD","companySizeCd":9898,"industryCd":267,"jobTitle":"Developer","function":"Research and Development","functionCd":246,"answers":{"lessonslearned-dislike-most":"performance","lessonslearned-like-most":"Integration with other applications"},"partnerReview":false,"formattedReviewDate":"Nov 6, 2020","industryName":"IT Services"},{"reviewId":3421807,"productNames":"X2CRM","reviewRating":4,"reviewHeadline":"Collect data and support your customers.","reviewSummary":"X2CRM is a platform that has benefited us a lot to boost our sales and customer relations, the service is fully productive to meet all our needs, its operation is very good and we have had a very good experience because of how wide is the service to execute all our projects, we really have a high expectation of this service and we hope to continue the next years working with X2CRM as our main sales tool.","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"50M - 250M USD","companySizeCd":9897,"industryCd":269,"jobTitle":"Online Media Consultant","function":"Marketing","functionCd":238,"answers":{"lessonslearned-dislike-most":"X2CRM is a tool that compared to other CRM is very little known, which is a factor by which sometimes people do not trust almost the service to acquire it, the service lacks availability for Mac, which is one aspect by which this outdated and is a disadvantage for users who have only Mac, the learning curve of this service is steep and the software does not have any kind of documentation.","lessonslearned-like-most":"X2CRM is an exponential tool to boost customer relationships and increase business sales, the service allows from automating tasks, workflows, tracking tasks, making newsletters, editing templates to implement campaigns, among others. The service provides easy access to users through computers and mobile devices, the interface of X2CRM I must say that is very well structured, has a very potential design and despite being complex to use when you are inexperienced provides much agility to work."},"partnerReview":false,"formattedReviewDate":"Sep 2, 2020","industryName":"Media"},{"reviewId":3025641,"productNames":"X2CRM","reviewRating":4,"reviewHeadline":"X2 CRM, well distributed service scale for the user.","reviewSummary":"A functional crm as the one that handles the program of appearance of interactive relations with the user with which they are developed to concretize the leveling of reference positions of contribution of deeply integrated relations for managed control of the concrete formalities for the satisfaction and understanding of the presences of the progress that are stabilized when having continuous functionalities of advanced belonging for the mention of primordial relations for the unit of assimilation of progress.","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"50M - 250M USD","companySizeCd":9897,"industryCd":269,"jobTitle":"Ecommerce Manager","function":"Sales and Business Development","functionCd":247,"answers":{"lessonslearned-dislike-most":"Losing acceptances of information for the skillful operational sustenance of the pertinent conductions necessary for the organization, which do not manage to carry out the implantation of development required for the support of leveling rules of organizational content corporately linked to priorities related to the functioning of work actions, having to manage the realization of inquiries about the wrong attempt of communication between users and the sales system.","lessonslearned-like-most":"X2 begins by seeking in the organization the most prudent way to access the routes of presentation of administration of protection of improvement of prestigious relations, managed for the precise understanding of the provision of legitimate modifications subtracted according to the impetus of appreciation efforts of communicative processes for the extensions of proximity of commercially moderate commitments for the alternative achievement of goals."},"partnerReview":false,"formattedReviewDate":"Sep 2, 2020","industryName":"Media"},{"reviewId":3423053,"productNames":"X2CRM","reviewRating":4,"reviewHeadline":"To support customer with x2crm","reviewSummary":"X2crm is meet to productive needs, it uplift the sales and customer relations satisfaction. With the help of this x2crm execution of the data management is very easy.","reviewSourceCode":3,"reviewIncentiveCode":2,"companySize":"3B - 10B USD","companySizeCd":9901,"industryCd":268,"jobTitle":"Design Engineer","function":"Research and Development","functionCd":246,"answers":{"lessonslearned-dislike-most":"Escalation time taken by x2crn is moderated. That's why reaching to the customer taking time longer.collaboration over email is not influenced by real-time and constantly changing customer data or activity.","lessonslearned-like-most":"The most attractive and special thing of the x2crm is we can manage large amount of data with various them with dozen of action.and also providing the alert notification to the critical assign task.    "},"partnerReview":false,"formattedReviewDate":"Sep 4, 2020","industryName":"Manufacturing"},{"reviewId":888100,"productNames":"X2CRM","reviewRating":5,"reviewHeadline":"Ready to use; easy to scale","reviewSummary":"great customer service, very cost effective,  ready to use out of the box, very easy to customize and scale.","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"\u003c50M USD","companySizeCd":9896,"industryCd":262,"jobTitle":"EVP - Transactions","function":"General Management","functionCd":230,"answers":{"lessonslearned-dislike-most":"Lack of existing integrated third party solutions.","lessonslearned-like-most":"Responsive support"},"partnerReview":false,"formattedReviewDate":"May 10, 2019","industryName":"Finance (non-banking)"},{"reviewId":868368,"productNames":"X2CRM","reviewRating":5,"reviewHeadline":"User friendly CRM","reviewSummary":"Always available and keeps up with communications with changes and updates. They go the extra mile to ensure that one is familiar with the system.","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"\u003c50M USD","companySizeCd":9896,"industryCd":272,"jobTitle":"Managing Director","function":"General Management","functionCd":230,"answers":{"lessonslearned-dislike-most":"Takes time to set up the automation, but once done, it works well!","lessonslearned-like-most":"The fact that the CRM is user friendly and interactive. "},"partnerReview":false,"formattedReviewDate":"May 3, 2019","industryName":"Services (non-Government)"},{"reviewId":837645,"productNames":"X2CRM","reviewRating":5,"reviewHeadline":"One system to truly run most area of your marketing, sales, leads, and company automation","reviewSummary":"Fantastic product. Active community for open source version. I my view the best CRM system I have ever seen, even comparing to expensive paid enterprise products. Once you understand the interface and basic capabilities, there is almost nothing you cant achieve through the UI without any coding.","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"\u003c50M USD","companySizeCd":9896,"industryCd":260,"jobTitle":"CEO","function":"Software Development","functionCd":248,"answers":{"lessonslearned-dislike-most":"Reporting, integration with other existing products","lessonslearned-like-most":"The interface and ease of modifying it to adopt to your own business and needs through the UI"},"partnerReview":false,"formattedReviewDate":"Apr 23, 2019","industryName":"Education"},{"reviewId":851836,"productNames":"X2CRM","reviewRating":5,"reviewHeadline":"Young CRM with Robust Functionality and Flexible Support Team","reviewSummary":"X2CRM has provided a solid product with a ton of promise. Coming in as the largest implementation partner to date, we were a bit nervous. But, their team have put those concerns to rest, and continue to adapt to our changing requests and requirements. The CRM is young but shows a lot of promise. New enhancements seem to roll out every month. ","reviewSourceCode":3,"reviewIncentiveCode":1,"companySize":"\u003c50M USD","companySizeCd":9896,"industryCd":272,"jobTitle":"Director of Operations","function":"IT","functionCd":233,"answers":{"lessonslearned-dislike-most":"Inability to do development on our own due to the newness of the system. *Although they have expressed a willingness to train a developer on our end when we are ready. ","lessonslearned-like-most":"Adaptability, ease of use, and ability to quickly make changes. Admin control is pretty straightforward. 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