--- title: "itmX crm suite Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about itmX crm suite Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10021944/itmX-crm-suite/" page_type: "product" language: "en" --- # itmX crm suite Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) itmX crm suite ## What is itmX crm suite? itmX suite is a CRM suite, that provides great user experience for marketing, sales, service and commerce as well as seamless integration in SAP. This has many advantages, as duplicated data storage and complex interfaces are avoided, and the data are available in real time. This is how single source of truth and 360 degree of view become reality. itmX suite combines the best of both worlds SAP and Microsoft, as the crm suite can be integrated into the modern workplace of Microsoft. In terms of the user experience this applies to many tools such as Microsoft 365, Outlook, Teams or SharePoint. Additionally, it offers mobile solutions for mobile sales apps, product presentations and order taking, as well as for Field Service Management. ## What is itmX crm suite used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for itmX crm suite?[Manage this product listing](https://www.g2.com/products/itmx-crm-suite/claim_requests/new?auto=true) ## itmX crm suite Overview Updated August 2026 AI summary itmX crm suite provides CRM, contact and lead management, opportunity tracking, and sales forecasting for small businesses to enterprises. Covering CRM, business intelligence, marketing automation, and contact management, it includes features like real-time data, segmentation, workflow management, and customizable reports. Deployment options span cloud and multiple devices, supporting teams seeking secure, up-to-date customer engagement and sales coordination. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### itmX crm suite 0.0 VS. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (973) Value For Money 0.0 (0) Value For Money 3.9 (796) Customer Service 0.0 (0) Customer Service 3.8 (768) ## itmX crm suite alternatives Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157279/Dynamics-365/) ## FAQs about itmX crm suite Features and Usability ### What are the key features of itmX crm suite? itmX crm suite offers CRM, contact and lead management, opportunity and pipeline management, and sales forecasting. It also includes marketing automation features such as email campaigns, drip campaigns, landing pages, and web forms, plus reporting and analytics tools like dashboards, KPI tracking, real-time reporting, and custom reports. Getting Started and Support ### What training and onboarding options does itmX crm suite offer? itmX crm suite provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does itmX crm suite offer? itmX crm suite provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback about support experience is available, so response times, helpfulness, and common frustrations cannot be described from user input. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) itmX crm suite supports **Data Security** and **Real-Time Data**, giving teams a more secure way to protect customer information while working with up-to-date records and activity details. However, it does not include **Customer Database**. Instead, it offers other highly rated CRM features, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize contact information, find records faster, and maintain more accurate customer interactions across daily sales and service work. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Ad hoc Query One-off queries made on an as-needed basis Ad hoc Reporting Generate one-off reports that meet information requirements Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges itmX crm suite 118 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Query: One-off queries made on an as-needed basis - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Benchmarking: Compare key metrics for the business against prominent players in the industry - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Blending: Merge data from multiple sources to a single data set - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Mapping: Track the management and flow of data throughout the organization - Data Mining: AI method of discovering or extracting data patterns from larger volumes of data - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Transformation: Translate EDI formats into data suitable for use with company applications. - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Interactive Reports: Edit and personalize data view as needed - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Metadata Management: Collect and maintain structured information that describes data or content - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multiple Data Sources: Allows users to manage data from a number of sources - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Natural Language Processing: Process and analyze human language in text or audio form - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search Marketing: Track visibility and traffic from search engines - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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