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John Roberts

Member Since 07 Oct 2011
Offline Last Active Dec 23 2016 10:31 AM
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#12606 X2TechTalk V - X2CRM 6.5 Preview

Posted by John Roberts on 21 December 2016 - 02:12 PM

Hello everyone,

 

Boy this TechTalk is a bit overdue, I delayed it a few week so we could give 6.5 more time. It does provide good introductions to new location or X2Checkin, Google Maps, major Calendaring and Google sync improvements and X2Touch mobile 2.0 features. We are about to release 6.5.2 within the next few days. Over the coming weeks we are planning to do major documentation, video and website updates to help show you how to easily design, deploy and manage your X2CRM system.

 

X2TechTalk V: X2CRM 6.5 Preview

https://player.vimeo...&profile_id=174

 

Best, 

X2CRM Team




#12294 X2TechTalk IV - 30 minute Administrator Wecast

Posted by John Roberts on 08 August 2016 - 05:07 PM

Please join us for our latest X2CRM tech talk. This episode covers:

Click this link to start the webcast: https://player.vimeo...&profile_id=174

  • X2CRM 6.0.3/4 Update

  • X2 Riders Guide for CRM Performance

  • Community Development Framework

  • X2Bulk Email with AWS

  • Jasper Reporting for X2CRM

  • X2CRM 6.1 Roadmap

 

If you would like to participate in a future X2TechTalk, please send an email to techtalk@X2engine.com




#12269 X2CRM | Open Source CRM version 6.0.3 Feature Update

Posted by John Roberts on 02 August 2016 - 02:25 PM

Today we are pleased to release X2CRM version 6.0.3. For a small point release it features a number of new capabilities including updated Android and iOS apps, new X2Workflow mass actions, smart Web Lead Capture forms and a more simplified Administration panel. In addition version 6.0.3 includes two new beta features a new AWS powered bulk emailer and advanced Jasper reporting. 
 
X2CRM Version 6.0.3 Update Highlights:
 
X2CRM Mobile Android and iOS Apps 
X2CRM 6.0.3 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.
 
X2CRM.png
 
 
X2Workflow Automation 
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.
 
New in this release is a "Change Record" X2Workflow Action. This new workflow action allows users to switch to a related record during a workflow execution. Users can use it to do things like update a "total sales" amount on a Contact when a Quote is marked as won or otherwise update related records in response to X2Wofkflow triggers.
 
Additionally a new "Mass Execute Macro" action is available. The record list grid view now supports mass execution of Macro-type workflows. Users can select records using the record grid view checkboxes and click the new "Execute Macro" option to run a Macro-type workflow on multiple records at the same time.
 
massactions.png
 
Secure Web Lead Capture with File Uploads & Workflow Routing 
X2CRM now includes built-in CAPTCHA on weblead forms: Weblead, service, and newsletter forms can now optionally require a CAPTCHA upon submission to prevent spam. This can be configured under the 'advanced' tab of the weblead form designer.
 
Website visitors can now upload files on X2 Web Lead Capture forms. Web lead and service forms can now be configured to allow file uploads. File uploads also include Media virus scanning. 
 
fileup.png
 
Bulk Email Service - With version 6.0.3 X2VPS, hosted customers now can utilize Amazon AWS, Email Send and Receive Service for no additional charge for 50,000 or less emails per month. A one-time $100.00 setup fee is required to activate this service. Support for X2CRM open source users will also be supported based on account verification. With this new mass email capability, users are no-longer required to use third party bulk email services - saving time and money. 
 
Email Correspondence  - X2CRM can now monitor users email inboxes and automatically attach customer emails to CRM records. Marketing workflows can then be triggered create automated responses and alerts. In addition to tracking, alerting and logging when customer emails are opened, users can now add workflow automation triggers to automate responses, alerts or activate other actions within X2Workflow. Emails sent from automated marketing workflows can now activate new workflows when emails are opened by prospects. 
 
Advanced Reporting Server - Version 6.0.3 features a first beta release of the powerful Jaspersoft Reports for X2CRM. This is a free service for X2VPS customers. Support for on-premise/cloud X2CRM open source users is targeted release in September. 
 
Simplified Administration Console - X2CRM now features an updated, streamlined Administration console. All configuration settings have been combined into a single view and allow administrators to rearrange menu items to suit their individual preferences. 
 



#12234 X2CRM version 6.0.2 Feature Update - Tech Talk IV Demos

Posted by John Roberts on 14 July 2016 - 05:29 PM

Hello X2CRM Community,

Yesterday we released X2CRM open source version 6.0.2 in both web and mobile apps. For a dot release it features several new and powerful features. Also checkout another short 16 minute X2CRM Tech Talk video where demo each of the new X2CRM features below.

 

Link to X2CRM 6.0.2 Tech Talk Demo Webcast

 

X2CRM Mobile Android and iOS Apps
X2CRM 6.0.2 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.

 

X2Workflow Automation
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.

 

New in this release is a “Change Record” X2Workflow Action. This new workflow action allows users to switch to a related record during a workflow execution. Users can use it to do things like update a “total sales” amount on a Contact when a Quote is marked as won or otherwise update related records in response to X2Wofkflow triggers.

 

Additionally a new “Mass Execute Macro” action is available. The record list grid view now supports mass execution of Macro-type workflows. Users can select records using the record grid view checkboxes and click the new “Execute Macro” option to run a Macro-type workflow on multiple records at the same time.

 

Secure Web Lead Capture with File Uploads & Workflow Routing
X2CRM now includes built-in CAPTCHA on weblead forms: Weblead, service, and newsletter forms can now optionally require a CAPTCHA upon submission to prevent spam. This can be configured under the ‘advanced’ tab of the weblead form designer.

 

Website visitors can now upload files on X2 Web Lead Capture forms. Web lead and service forms can now be configured to allow file uploads. File uploads also include Media virus scanning.

 

Check out our short Tech Talk demo webcast.




#11958 X2CRM 6.0 Released - now with open source X2Workflow & Mobile

Posted by John Roberts on 02 May 2016 - 04:34 PM

Last week we released X2CRM version 6.0. This release has a number of exciting features but first I would like to provide a general X2Engine | X2CRM update and forward looking road map for the remainder of this year.

 

Founded in 2011 and after five years of growth we are now at the stage where X2CRM Cloud Hosting Services now can fully fund company operations – thank you X2VPS customers. At the same time it was felt 6.0 was the right time to fully open source X2Platinum Edition. With version 6, all commercial X2CRM editions have now been combined into a single release and relicensed under the GNU Affero GPL v3 open source license. X2CRM is fully committed to providing the best open source CRM software. Having one open source edition will make it easier to add new features and also to share the full power of X2CRM as free and open software.

 

As software developers, you not only want to be successful with the applications you create, but also see them used as fully as possible, by as many folks as possible. Now having only one, X2CRM software application will enable a much richer extension ecosystem around the fully open source X2CRM platform. Join us in the coming weeks as we transform X2Community.com into a real thriving code and CRM knowledge sharing destination.

 

The X2CRM 6.0 release centered on user experience improvements with the additional of a new lighter default theme and a new Night theme. X2Touch mobile applications continue to be a priority and are in active development with new versions rolling out over the next few weeks..




#11564 X2CRM 2016 Release Roadmap

Posted by John Roberts on 21 January 2016 - 12:13 PM

With the start of a new year I would like to take a moment to do a quick recap of 2015 and to share our plans for 2016. Before I start I realize that you many not be that interested to know how we create, build and manage X2CRM software and cloud services. Perhaps being a smaller software company with a very high ratio of software developers it is easy for us/me to get very feature vs solution focused. I know I have gotten a little too specific with features and have not also provided more business focused guidance and real world customer examples on how to unleash the power of X2CRM to dramatically impact your customer relationship management goals. 

X2CRM 5.0 released in late 2014 with our latest update 5.4 last week culminated over five years of continuous software and cloud systems development. When you start something from scratch with a very, very large CRM platform ambition it does take a more than a few years to build a long term foundation. Today, five years later I am incredibly pleased with the way that X2CRM has matured into a truly global enterprise CRM platform for small business. While you could say living in two different worlds, one open source and the other a commercial software company, it has been amazing to see X2CRM open source grow to over 24,000 installations around the globe, and also to see our commercial products X2Professional, X2Platinum and X2VPS cloud services grow to over 400+ customers in less then three years. 

Today X2Engine is different company then we were five years ago. Instead of focusing solely on software development, our time and interest is now more focused on customer success. Now 'customer success' is perhaps a little too marketing in its general use. Building a CRM platform for small business has allowed us to work with a lot of interesting CEO's and executives across many businesses types, industries, verticals spanning the globe - with over 60% of our customers residing outside the US. So, one of my real focuses for this year is to share interesting X2CRM customer success stories in order to show how many different ways you can use X2CRM for your business. By building a CRM platform I think we may get lost in the platform while the really exciting action is out on the race track - customer deployments. 

To start I would like to invite you to join us for a very, very interesting joint webinar with one of our go-to services partners, AdvantageCRM. X2Engine and AdvantageCRM have been working together for several years now so we thought it might be interesting to highlight a customer in the healthcare insurance industry. In the USA over the last few years our medical insurance industry has gone through massive changes due to new government legislation. Traditionally medical insurance brokers would sell to companies directly who managed medical plans for their employees. So a broker could have thirty accounts with 100-2000 employees per account. Today, employees can buy their medical insurance directly which means for brokers they have to go from having a relationship with 30 key accounts to over 3000 direct employees. This has turned out to be a big problem for brokers to manage both corporate and individual medical insurance accounts efficiency and profitably. 

David Parker, President of Parker Insurance has graciously agreed to share his story as an owner of an insurance agency and how he has deployed X2CRM to take advantage of this opportunity. I believe the lessons of David's customer case study apply to many other business types as well. I hope you will join us by registering for this webinar at http://www.getcrm.net. 

 

Secondly I would to share your experience with other X2CRM users. As a small software company we have worked to best optimize our software and cloud systems development processes to deliver a very powerful, enterprise grade CRM platform but priced for the budgets of smaller businesses. There is no better validation for X2CRM than through real customer examples. If you would be willing to provide a quote, or perhaps a short case study of how your use X2CRM for your business please send me an email atjohn@x2engine.com

To finish up and to provide a road map for 2016, we are planning release one a final X2CRM 5.4.4 update in the next three weeks. This update features a new X2Touch iOS mobile application, new website visitor tracker controls to make is easier to work with https websites, Microsoft Windows Server support and customer reported issues and enhancement requests.

We have started to development on X2CRM 6.0 with betas starting in May of this year. This is going to be a significant release with a ton of new features and enhancements. I will send out an update with specific features and benefits as we finalize the release over the next few weeks. 

From all of us here at X2CRM/X2Engine, I would like to thank you for another great year. I hope you will join us in sharing your X2CRM story with us.  

Thank you,
John
john@x2engine.com 

X2Engine Team
Santa Cruz, CA 
http://www.x2crm.com 



 




#10852 X2CRM version 5.2.2 Release Roadmap

Posted by John Roberts on 21 September 2015 - 02:50 PM

Today we are very excited to announce X2CRM version 5.2.2 a small feature release set for preview next week and release the first week of October. X2CRM 5.2.2 contains mostly customer requested and funded feature enhancements in addition to several new social networking connectors. Please see the feature list below for more details.

Additionally, several months ago we decided to significantly upgrade our X2CRM Virtual Private Server (X2VPS) cloud service infrastructure. As a result this weekend we are moving all X2VPS accounts from our web severs presently located in a data center here in Santa Cruz, California to a more international, powerful and scalable cloud infrastructure service powered by Amazon Web Services – AWS. The good news for X2VPS customers is that you can expect a significant increase in page load speed and overall application performance.

In the coming weeks we are also going to roll out local X2CRM VPS servers in Europe, North America and Asia to better support our international customers. If you are running X2CRM on-premise this may also be a good opportunity to move your X2CRM system to our new AmazonAWS powered cloud infrastructure. We will be sending out more detail on this exciting new X2VPS\AmazonAWS powered cloud service in the coming weeks.

We hope you like this new version of X2CRM and the new X2VPS cloud service. For more information please visit X2CRM.com.

X2CRM Team
Santa Cruz

Below is a short release highlight summary, you can also see a live demo at http://demo.x2crm.com.

Release Highlights:
– Internationalization/Translation Improvements
– X2Workflow Splitter Allows for Concurrent Actions within a Workflow
– Can Now Set Default Processes for Modules
– Mass Actions on Email Widget
– Social Connector for Google+
– Tower Data Connector Contact Demographic Data
– Topics and Image Management Improvements
– Document Folders Improvements




#10736 X2CRM 5.2 Released

Posted by John Roberts on 20 August 2015 - 11:12 AM

Hello X2CRM Community,
Today we are very excited to release X2CRM version 5.2 in open source, Professional and Platinum Editions. This CRM software release has been over ten months in the making and in addition to a ton of new features and general application improvements we have placed special emphasis on quality including over 1,000 automated software unit tests. We have also updated the overall look and feel of X2CRM to provide a more personalized user experience. We hope you like this new version of X2CRM.

X2CRM Team
Santa Cruz

 

Below is a short release highlight summary, you can also see a live demo at http://demo.x2crm.com.

 

Release Highlights:
– X2Workflow Macros Buttons on Individual Records
– Topics Discussion Board and Knowledge Base
– New Themes & Color Coded Modules
– Major Module Detail View UI Update
– Calendar Enhancements
– Campaigns/Marketing Ease of Use Enhancements
– Import/Export Worksheets for mass record updates
– Mass Action updates for Tags, Actions, Comments
– Deduplication Improvements
– X2Workflow Robustness Enhancements
– User Permissions Roles update performance improvements
– New Documentation and Training Videos
– Weblead widget for Activity Feed Dashboard
– Email Widget for Activity Feed Dashboard
– Updated, improved Administration Panel

 

Feature Highlights:
X2Workflow Record Macros – Users can now create record specific workflow Macros to perform actions on individual records. For example, a sales rep can activate a Macro on a contact record to automatically create a call back in two weeks, and to send a reminder. By combining the power of X2Workflow marketing automation with Sales and Service interactions users have the ability to trigger any workflow process with one click.

 

Topics/Knowledge Base Module – New in X2CRM 5.2 is a Topics knowledge management, discussion module. Topics combines unstructured content such as product information, or competitive product discussions among users and relates them to individual customer contact records. Users can create new discussion topics, add content, attach files and even relate topics to individual customer records. This is an invaluable feature for knowledge based service organizations.




#10698 X2CRM 5.2 Beta

Posted by John Roberts on 07 August 2015 - 12:04 PM

Checkout X2CRM 5.2 Beta II - http://demo.x2crm.com/

 

Looking good to release next week. 




#10513 X2CRM 5.2 Summer Release Roadmap

Posted by John Roberts on 01 July 2015 - 02:22 PM

Hello X2CRM Community,

 

With X2CRM 5.0 release this past December we have been spending most of 2015 working on fine tuning X2 with a number of small releases ending with 5.0.9. On the side we have been working on our next functional enhancement release, X2CRM 5.2 scheduled for release at the end of July or the first week of August. It is likely we will follow 5.2 with 5.3 in September including additional mostly calendar focused enhancements. We will be sending out newsletters and such with more detail, until then here is high level list of the features planned for 5.2-3 later this month. 

 

X2CRM 5.2 - End of July Release

X2Flow Macros Buttons on Detail Records - so user can activate an X2Flow on a record 

Topics Discussion Board, extension of Activity Feed

- Themes - Color Coded Modules
- Major Module Detail View UI Update 
- Calendar Enhancements  
- Campaigns/Marketing Easy of Use Enhancements 
- Packaged Cloud Deployment options - AWS,  Digital Ocean, GoogleCloudCompute, X2VPS 
- Import/Export Worksheets for mass record updates 
- Mass Action updates for Tags, Actions, Comments, more 
- Deduplication Improvements 
- X2Flow Robustness Enhancements
- User Permissions Roles update performance improvements 
- New Documentation and Training Videos - see http://www.x2crm.com...aining-library/
- Weblead widget for Activity Feed Dashboard 

- Email Widget for Activity Feed Dashboard

- Updated, improved Administration Panel 

- X2CRM App Rebrand, removing X2Engine branding. 

X2CRM 5.3 August/September 
- Calendaring 5.3 

- Two way Google Calendar/Contact Synch 
- User Statistics  
- Wordpress Plug-in 
- Reports 3.0
- Scheduled Campaigns 

 

X2CRM 6.0 December/January 2016

- Yii 2.0 

- TBD

 

 

Best,

 

X2CRM Team

Santa Cruz




#9150 X2Engine 5.0.1 Released

Posted by John Roberts on 10 December 2014 - 03:30 PM

We are proud to release X2Engine 5.0.1 today. This is a tested, stable release. For more details on the release please see: http://www.x2engine....e-key-features/

 

 




#2157 Gamification Leaderboard

Posted by John Roberts on 26 October 2012 - 10:37 AM

We have started working on a some new gamification features for X2. Hope to have a 1.0 Leaderboard and such in the next few releases. Please post your feature requests to this forum and we will try and include them in the release.
Thanks,
John


#2156 Japanese translation

Posted by John Roberts on 26 October 2012 - 10:34 AM

We are looking for an upgraded translation...from what we have created ourselves. Please post your translation to this forum and we will includ it in the next release.
-john


#2153 Portugease translation

Posted by John Roberts on 26 October 2012 - 10:32 AM

We are looking for an upgraded translation...from what we have created ourselves. Please post your translation to this forum and we will includ it in the next release.
-john


#2152 New Service App in the works

Posted by John Roberts on 26 October 2012 - 10:30 AM

We are working on a new customer service module for X2EngineCRM. For the 1.0 its is a straight forward case management module. Please feel free to post your requested features to this forum so we can try and include them in the module.
-john