2x Connect Reviews
& Product DetailsWhat is 2x Connect?
2x Connect is a powerful CRM and marketing platform designed specifically for the financial services industry.
It was created to simplify and optimize client engagement processes. It seamlessly integrates with existing systems while providing a robust toolkit for managing contacts, tracking interactions, and automating marketing campaigns.
The platform offers advanced contact management, targeted email marketing capabilities, and in-depth analytics for monitoring campaign performance and client interactions.
The benefits of using 2x Connect are numerous.
It enables financial service professionals to create personalized client experiences, leading to increased satisfaction and loyalty.
The automation features save time and resources by simplifying routine tasks, allowing teams to focus on more strategic activities.
The platform’s analytics tools provide valuable insights into client behavior and campaign effectiveness, facilitating data-driven decision-making.
2x Connect is well-suited for financial advisors, brokerage firms, and insurance companies seeking to enhance their client engagement strategies and operational efficiency.
Leveraging its comprehensive suite of tools enables organizations to enhance their marketing efforts, streamline client communication, and ultimately drive business growth.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
-
Company Name
XTaaS Corp.
-
Located In
United States
-
Website
2xconnect.io
Starting from:
$149 /user/month/billed annually/
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
2x Connect offers a subscription pricing plan at $249per user per month, with an annual plan available at $149 per user per month.
- Automated Attendant
- Call Analytics
- Call Recording & Rating
- Contact Management
- Interactive Voice Response
Additional Features
- Activity Dashboard
- Auto-Dialer
- Call List Management
- Call Recording
- Call Reporting
- Call Tracking
- Caller ID
- Campaign Management
- CRM
- FTC Compliance
- Predictive Dialer
- Progressive Dialer
- Reporting & Statistics
- Reporting/Analytics
- Third-Party Integrations
Tell us your opinion about 2x Connect and help others.