X2 JumpStart packages for $3k, $5k and $8k for CRM GoLive

GoLive with CRM guaranteed within 14 days from kickoff!

Split payment over 3 months or more

Phone system, text messaging, chat, email and social media in ONE channel

Start with only a few features and add more as demand grows

Offer customer and partner login portals with Experience Cloud

Set up a patient friendly intake process with forms, emails, text, chat etc.

Enhance the medical encounter for both patients and doctors

Easily integrate with any EMR for unparallelled reporting & dashboards in Salesforce

Turn complex price quoting exercises into a simple step-by-step process

Generate an accurate quote in minutes and add “approval processes” as desired

Use SFDC to generate a great looking PDF with cover letter, quote & T&C pages in minutes

Personalize digital communications.

Deploy campaigns quickly and analyze results.

Manage B2C or B2B in a efficiently

New 2023 version allows for easy 1-click “deep clone” of complete campaigns

Create interactive and dynamic email and marketing “journeys”

Dynamically assign leads and create follow up tasks for the sales team

One Datasilo for Lead-to-Cash

Dashboards & Reports for Product Delivery, Billing & Accounts Receivable

Automated sending of invoice reminders & more