X2 Engine CRM

[Guest]

X2Engine Customer Relationship Management CRM

I just came across this CRM. I like it. It is simple to understand and does not have all the bells and whistles that a Sugar or vTiger has and that most folks never use.

It may be too "weak" for those of you with big agencies but for little guys like me who just need to keep track of clients and what they buy and when to call them, it would work well.

I'm somewhat soured on Sugar as it is getting bloated and with bloat comes complexity and with complexity comes bugs created by added-on code that was is not well-engineered.

Check X2 out if interested and let us know what you think.

Al
I am here and one of my businesses is this (but won't work well for ins. shops.)

 

[Norwayguy]

Thanks for posting this Al. Hope your wife is doing better.

 

[Guest]

Thanks for posting this Al. Hope your wife is doing better.

She is making a good recovery. She's up and walking around and stronger each day. She's on a relatively new blood thinner called Xeralto (zer rel toe) that beats the hell out of cumadin/warfarin.

Another 90 days and she should be off of that and not long after that will be about as good as you can be at "our" age... when... if you were a lizard, you be a belt by now!

It's been a tough road, and thank [enter deity of your choice here] for Medicare and Part D.

[editorial]


You younger folks have no idea how fiercely we older citizens will fight you to keep from screwing over "our" Medicare... and if it goes bust, then take the money from the military, or simply tax "you" for it... we don't, won't care. It's a "lifeline" for us and we won't give it up without one hell of a squawk!

Most of you hate the guts of AARP, but they are on OUR side on the Medicare issue and they have the ability and infrastructure to mobilize seniors to write, phone, and even get out there and demonstrate. Who else cares for or about seniors? No one in either political party that I know of.

[/editorial]

Anyway, thanks for asking... she's doing well and will make a full recovery by Jan 1 if not sooner.

Al

 

[Norwayguy]

Two comments

1. Your wife is in my prayers.

2. I don't to take away "your" Medicare but let's be reasonable Medicare is in trouble long term (yes you won't be here then) but your generation contributed to the problem you shouldn't expect my generation to shoulder 100% of the solution.

 

[rousemark]

She is making a good recovery. She's up and walking around and stronger each day. She's on a relatively new blood thinner called Xeralto (zer rel toe) that beats the hell out of cumadin/warfarin.

Another 90 days and she should be off of that and not long after that will be about as good as you can be at "our" age... when... if you were a lizard, you be a belt by now!

It's been a tough road, and thank [enter deity of your choice here] for Medicare and Part D.

[editorial]


You younger folks have no idea how fiercely we older citizens will fight you to keep from screwing over "our" Medicare... and if it goes bust, then take the money from the military, or simply tax "you" for it... we don't, won't care. It's a "lifeline" for us and we won't give it up without one hell of a squawk!

Most of you hate the guts of AARP, but they are on OUR side on the Medicare issue and they have the ability and infrastructure to mobilize seniors to write, phone, and even get out there and demonstrate. Who else cares for or about seniors? No one in either political party that I know of.

[/editorial]

Anyway, thanks for asking... she's doing well and will make a full recovery by Jan 1 if not sooner.

Al

AARP is on "your" side, not mine.. As far as our Medicare goes, they have supported provisions lately that would destroy Medicare as we know it.. But those provisions will be profitable for the people running AARP... That is the only pocket they are interested in.

 

[Guest]

AARP is on "your" side, not mine.. As far as our Medicare goes, they have supported provisions lately that would destroy Medicare as we know it.. But those provisions will be profitable for the people running AARP... That is the only pocket they are interested in.

I think the AARP has a lot of warts... but so does the insurance industry and the agents who represent it.

I don't know of any "provisions" the AARP may have supported that would destroy Medicare, but I do know that many agents on this board over the years have favored privatization, and other "commission-hound" concepts that would increase their income via Medicare over and above the interests of seniors who paid into it and who seek to benefit from it.

As I've said for many years on this board, elections have consequences. Decisions are made by those who either show up or who commit their resources to the outcome. Seniors like me show up... or make the contributions to the candidates or the PACs that help win for "our side."

We so often hear the pejorative cry from both sides of "class-warfare." Well, there has ALWAYS been class-warfare in American politics from the very days of the republic's founding.

If you can get 20, 30, and 40 somethings to the polls to vote for candidates who will abolish Medicare, then more power to you. However, I know for a fact that it would take very little effort on the part of AARP to mobilize 30 million seniors like me to quickly combat you... and easily dispatch you.

AARP has lots of things many seniors don't support... but at the end of the day they are far more "on our side" than most of the agents on this board who are 45 years old or younger.

I know many seniors who would not do business with many of you younger agents because while you will sell us a Plan F, many of you in your conservative heart of hearts would love to see Medicare abolished so that you don't have to pay the taxes (as we have) to support it.

Many conservatives hate Medicare and similar government programs but are happy to make a six-figure living from Medicare if possible.

So many of you think that we gray-beards are stupid old codgers. What many of you don't realize is that most of us are college educated, well-read, well-schooled in political history, have a history of activism, and we don't suffer fools as gladly as many of you think we do.

We don't necessarily share your attitude of entitlement nor your rude conduct, nor your bad behavior. You come into our homes and treat us like we're idiots... when we are not idiots... and as some have found out... many of us simply throw you out on your self-absorbed, entitlement-believing butt.

There has always been conflict between the young and the old... but this time not only are there many more of us "olds" than you "youngs," but so many of us are so better educated than so many of "you" that while you can rant and rave on boards like this one about what is good "policy," we are out there "showing up" at candidate meetings, at public hearings, at town-hall gatherings... and saying in no uncertain terms that if those who seek to represent us try to f---k us over, retribution will be swift... and accomplished with extreme prejudice.

There are those here, especially from the frozen tundras of Canadian border states as well as from the squalid poverty of some Appalachian states all the way to the degeneration of Southern California townships who claim your leadership.... but the fact of the matter is that like it or not, no insurance agent, no matter how popular here, has near the influence or efficacy as the AARP.

Hate AARP if you want, but try to understand that many of your clients have far more favorable opinions of that organization with, as I said earlier, warts and all... than they do about YOU.

Like I'm fond of saying... as the kids put it... "it is what it is." What is even more efficacious is what J.R. Ewing once said... "Power is not something anyone gives you, you have to take it."

We have taken it, we have it now... and we're not going to give it up to you no matter how much you bitch about the AARP... their alliances with NYL... or anything else. We have a strong, potent lobby, and so far by and large they have done well by their membership on the major issues that concern said membership.

Go into some client's home and disparage the AARP and see if you still make the sale. My bet is that most times you won't.



Al
I am at this site.

 

[rousemark]

I think the AARP has a lot of warts... but so does the insurance industry and the agents who represent it.

I don't know of any "provisions" the AARP may have supported that would destroy Medicare, but I do know that many agents on this board over the years have favored privatization, and other "commission-hound" concepts that would increase their income via Medicare over and above the interests of seniors who paid into it and who seek to benefit from it.

As I've said for many years on this board, elections have consequences. Decisions are made by those who either show up or who commit their resources to the outcome. Seniors like me show up... or make the contributions to the candidates or the PACs that help win for "our side."

We so often hear the pejorative cry from both sides of "class-warfare." Well, there has ALWAYS been class-warfare in American politics from the very days of the republic's founding.

If you can get 20, 30, and 40 somethings to the polls to vote for candidates who will abolish Medicare, then more power to you. However, I know for a fact that it would take very little effort on the part of AARP to mobilize 30 million seniors like me to quickly combat you... and easily dispatch you.

AARP has lots of things many seniors don't support... but at the end of the day they are far more "on our side" than most of the agents on this board who are 45 years old or younger.

I know many seniors who would not do business with many of you younger agents because while you will sell us a Plan F, many of you in your conservative heart of hearts would love to see Medicare abolished so that you don't have to pay the taxes (as we have) to support it.

Many conservatives hate Medicare and similar government programs but are happy to make a six-figure living from Medicare if possible.

So many of you think that we gray-beards are stupid old codgers. What many of you don't realize is that most of us are college educated, well-read, well-schooled in political history, have a history of activism, and we don't suffer fools as gladly as many of you think we do.

We don't necessarily share your attitude of entitlement nor your rude conduct, nor your bad behavior. You come into our homes and treat us like we're idiots... when we are not idiots... and as some have found out... many of us simply throw you out on your self-absorbed, entitlement-believing butt.

There has always been conflict between the young and the old... but this time not only are there many more of us "olds" than you "youngs," but so many of us are so better educated than so many of "you" that while you can rant and rave on boards like this one about what is good "policy," we are out there "showing up" at candidate meetings, at public hearings, at town-hall gatherings... and saying in no uncertain terms that if those who seek to represent us try to f---k us over, retribution will be swift... and accomplished with extreme prejudice.

There are those here, especially from the frozen tundras of Canadian border states as well as from the squalid poverty of some Appalachian states all the way to the degeneration of Southern California townships who claim your leadership.... but the fact of the matter is that like it or not, no insurance agent, no matter how popular here, has near the influence or efficacy as the AARP.

Hate AARP if you want, but try to understand that many of your clients have far more favorable opinions of that organization with, as I said earlier, warts and all... than they do about YOU.

Like I'm fond of saying... as the kids put it... "it is what it is." What is even more efficacious is what J.R. Ewing once said... "Power is not something anyone gives you, you have to take it."

We have taken it, we have it now... and we're not going to give it up to you no matter how much you bitch about the AARP... their alliances with NYL... or anything else. We have a strong, potent lobby, and so far by and large they have done well by their membership on the major issues that concern said membership.

Go into some client's home and disparage the AARP and see if you still make the sale. My bet is that most times you won't.



Al
I am at this site.

Al: I think you have forgotten who you are talking to.. I am an old guy on Medicare so I certainly don't want to abolish it.. AARP has supported Obama Care which will strip so much money out of Medicare, it will be close to impossible to find a Dr, who will treat you. Folks around here are dropping out of AARP left and right because they have come to realize that they aren't on the side of seniors but on the side of every left wing cause that comes along. Ben and Jerry are right wing ideologues compared to AARP.. Oh, BTW, the folks around here eat Mayfield's Ice Cream.. You would be hard pressed to find a quart of Ben and Jerry's in anybody's freezer.

I really do hate we are living in our squalid poverty, driving our Lexus, BMW's, etc, cavorting on our Sea Ray boats and living in our 3k+ square foot homes.. it is just terrible.. Do you think you Californians could loan us some money? Oh, I forgot.. You have bankrupted your state.

 

[chicagotom2345]

X2Engine Customer Relationship Management CRM

I just came across this CRM. I like it. It is simple to understand and does not have all the bells and whistles that a Sugar or vTiger has and that most folks never use.

It may be too "weak" for those of you with big agencies but for little guys like me who just need to keep track of clients and what they buy and when to call them, it would work well.

I'm somewhat soured on Sugar as it is getting bloated and with bloat comes complexity and with complexity comes bugs created by added-on code that was is not well-engineered.

Check X2 out if interested and let us know what you think.

Al
I am here and one of my businesses is this (but won't work well for ins. shops.)

X2 is terrific. I've been messing with some custom code on top of it for a few months. It was founded by one of the original Sugar founders so it has a similar but much less bloated style.

I just hope they dont introduce non-community pro versions, thats what kills all open source crms imo.

 

[Guest]

X2 is terrific. I've been messing with some custom code on top of it for a few months. It was founded by one of the original Sugar founders so it has a similar but much less bloated style.

I just hope they dont introduce non-community pro versions, thats what kills all open source crms imo.

I've not installed it but I'm going to give it a try when I get a chance. The problem to me is that they don't have a migration path from SugarCRM into X2... that I know of. I'm sure I can get all my account records into X2, but I'm not sure about their "child" email, notes, and contact records?

Also, X2 only has Contacts and Accounts and no Leads records. That's not really a deal-killer for me, but for many it will be. (Also, I could not figure out how to connect a contact to an Account... or convert an Contact to an Account using their online demo.)

What I'm really looking for and have not found is a CRM that is multi-company (often called multi-tenant) where I can have one install and one database but it can be used by (set up for) different companies and all the data is separate for each company. Some CRMs have "Roles" and/or "Groups" but that is not quite the same ... as those are CRMs are still designed to be single-company with some minor intra-company employee or account separations.

If you know of a multi-company CRM, please contact me. I'll pay almost any reasonable price to license it, so long as I can add to it or modify it. (I thought about doing it to Sugar but it was just way, way, way too much work. If it were easy it would have been done by someone long before now!)

(Yeah, I could have an install AND a database for each company... but that won't work for me... too long to explain why.)

When I wrote JAYA123 (try the free demo if you wish... but application won't work well for an insurance agency) I created the database to be multi-company from the get-go. I'd like to re-write JAYA123 using an 'established' CRM as the base-engine and just "bolt" on other modules... but I've not found one that will work!

Al
I am here.

 

[Norwayguy]

You know Al3 with Frank having passed on and YIO probably not going to move forward ( and it didn't meet my needs anyway) you as an agent with the knowledge to write something like this.