$3B in phone-based revenue taught us what AI dialers miss.
CRM Integration

Power your CRM with AI-Driven Conversations

Integrate voice AI with your CRM for smarter conversations that drive revenue.
12-15%
Increase in contact rates
20%+
Reduced sales head count
2-4X
ROI in 30-60
Days
12-15%
Increase in contact rates
20%+
Reduced sales head count
2-4X
ROI in 30-60
Days
Real Cost

Hidden Costs of a Mismanaged CRM

Every missed connection is revenue walking out the door. Your CRM holds the leads, but without instant, intelligent follow-up, they go cold.
Leads Go Cold
Manual follow-up takes hours or days. By then, your prospect has moved on to a competitor who responded faster.
Reps Waste Time
Sales teams spend 80% of their time on activities that don't close deals: dialing, leaving voicemails, updating records.
Marketing Spend Wasted
You paid to generate those leads. If your CRM can't engage them instantly or follow up consistently, that investment evaporates.
Data Sits Idle
Your CRM is full of aged leads, dormant customers, and incomplete records. All potential revenue left on the table without consistent, respectful follow-up.
Leads Go Cold
Manual follow-up takes hours or days. By then, your prospect has moved on to a competitor who responded faster.
Reps Waste Time
Sales teams spend 80% of their time on activities that don't close deals: dialing, leaving voicemails, updating records.
Marketing Spend Wasted
You paid to generate those leads. If your CRM can't engage them instantly or follow up consistently, that investment evaporates.
Data Sits Idle
Your CRM is full of aged leads, dormant customers, and incomplete records. All potential revenue left on the table without consistent, respectful follow-up.
The 2X Solution

AI That Talks to Your CRM in Real-
Time

2X integrates directly with your CRM to handle conversations instantly that your team may not be following up on, then passes qualified prospects to closers at the perfect moment.

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01

Seamless Integration

Connects to Salesforce, HubSpot, Zoho, and any customer CRM. No complex setup. Real-time data sync.

02

Instant Response

New lead enters your CRM? 2X can text and call them within seconds. No delay, no manual intervention, no missed opportunities.

03

Intelligent Qualification

Our AI understands sentiment, preferences, and needs. Qualifies prospects using your criteria, not generic scripts.

04

Automatic Updates

Every conversation updates your CRM in real-time. Call notes, opt-outs, call backs, and more are all logged automatically.

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Real Cost

Built for Revenue Teams Who Need Results

Every missed connection is revenue walking out the door. Your CRM holds the leads, but without instant, intelligent follow-up, they go cold.
Natural Conversations
AI that sounds human. Understands context and objections. Responds naturally, not robotically.
Instant Outreach
Contact leads within seconds of CRM entry. No delays, no manual dialing, no missed opportunities.
Needs Assessment
Conversational AI can help identify preferences, pain points and interest. Help qualifies so quality leads going to SDR's.
Real-Time Updates
Complete call logs, end of call results, and next actions. Marketing can trigger events from the logs.
Smart Routing
Automatically transfers qualified leads to the sales que line based on territory, expertise, or availability.
Compliance Built-In
TCPA, HIPAA, SOC2 Type II certified. Do-Not-Call checks, time-of-day windows, and opt-out handling are architectural.
Natural Conversations
AI that sounds human. Understands context and objections. Responds naturally, not robotically.
Instant Outreach
Contact leads within seconds of CRM entry. No delays, no manual dialing, no missed opportunities.
Needs Assessment
Conversational AI can help identify preferences, pain points and interest. Help qualifies so quality leads going to SDR's.
Real-Time Updates
Complete call logs, end of call results, and next actions. Marketing can trigger events from the logs.
Smart Routing
Automatically transfers qualified leads to the sales que line based on territory, expertise, or availability.
Compliance Built-In
TCPA, HIPAA, SOC2 Type II certified. DNC checks, time-of-day windows, and opt-out handling are architectural.
Trusted by Industry Leaders
How it Works

From Lead to Conversation in
Seconds

2X integrates directly with your CRM to handle conversations your team doesn’t have time for, then passes qualified prospects to closers at the perfect moment.

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01

Connect Your CRM

Easy integration with your existing CRM. We help with the technical setup.

02

Define Your Rules

Set qualification criteria, business hours, call routing logic. Train the AI on your offerings.

03

AI Takes Over

2X monitors your CRM, reaches out instantly, qualifies prospects, and updates records in real-time.

04

Seamless Handoff

Prospects get transferred to your closers at the perfect moment, warm and ready to buy.

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Proven Results

Real Numbers From Real Businesses

$140K

Marketing savings
"$140K in marketing efficiencies in month one. We're writing real business from it."

$220K

Revived Leads Revenue
"The pilot with 2X Solutions delivered immediate value, driving notable success and patient care across key success metrics."

$15K

Reduced monthly SDR costs
“We started with aged leads, but after seeing how effective the system was, we've expanded to nearly every outreach channel. All now run through 2X.
Real Cost

Transform Every Stage of Your Revenue
Cycle

Every missed connection is revenue walking out the door. Your CRM holds the leads, but without instant, intelligent follow-up, they go cold.
New Lead Engagement
Contact new leads within seconds of CRM entry. Strike while intent is hot. 15-20% increase in right-party conversations.
Instant response to form fills
Qualify before human handoff
Eliminate lead decay
Aged Lead Revival
Revive dormant leads sitting in your CRM. Automated outreach campaigns that sound personal, not robotic.
Re-engage cold prospects
Personalized messaging at scale
Recover sunk marketing costs
Customer Reactivation
Win back inactive customers with intelligent, contextual conversations. Reference past purchases and preferences automatically.
Automated win-back campaigns
Personalized offers
Higher LTV per customer
Appointment Setting
Book qualified appointments directly into your calendar. Confirm, remind, and reschedule automatically.
Calendar integration
Automated confirmations
Reduce no-shows
New Lead Engagement
Contact new leads within seconds of CRM entry. Strike while intent is hot. 15-20% increase in right-party conversations.
Instant response to form fills
Qualify before human handoff
Eliminate lead decay
Aged Lead Revival
Revive dormant leads sitting in your CRM. Automated outreach campaigns that sound personal, not robotic.
Re-engage cold prospects
Personalized messaging at scale
Recover sunk marketing costs
Customer Reactivation
Win back inactive customers with intelligent, contextual conversations. Reference past purchases and preferences automatically.
Automated win-back campaigns
Personalized offers
Higher LTV per customer
Appointment Setting
Book qualified appointments directly into your calendar. Confirm, remind, and reschedule automatically.
Calendar integration
Automated confirmations
Reduce no-shows
Enterprise-Grade Security

Built Compliance-First

When regulators increase scrutiny on AI calling, you want to be on the right side of that audit. 2X was architected compliance-first from day one.
TCPA Compliant
Built-in Do-Not-Call checks, time-of-day windows, opt-out handling, 5-year record retention.
SOC2 Type II
Enterprise-grade security and data handling. Annual audits by independent assessors.
HIPAA Compliant
Safe for healthcare organizations handling PHI. BAA agreements available.

See 2X in Action With Your CRM

Schedule a live demo and watch us integrate with your CRM in real-time. See how 2X handles actual conversations from your lead flow.
Book a DemoSee Results
Setup in <1 week
No long-term contract 
90-Day optimization included

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FAQs

What You Need to Know

Which CRMs does 2X integrate with?

We integrate with all major CRM platforms including Salesforce, HubSpot, Zoho, Pipedrive, and any system with an API. Custom integrations available for enterprise clients.

How long does setup take?

Most clients are live within 72 hours. We handle the technical integration, you provide access credentials and qualification criteria. Our team manages the rest.

Does 2X replace my sales team?

No. 2X enhances your team by handling everything up to the moment human judgment matters: prospecting, qualifying, scheduling. Your closers focus on closing.

What kind of support do you offer?

Comprehensive onboarding, training, ongoing technical support, and regular optimization. The 2X team responds instantly. Speed and flexibility are our differentiators.

Is 2X compliant for regulated industries?

Yes. We’re SOC2 Type II certified, HIPAA compliant, and TCPA compliant. Safe for healthcare, financial services, insurance, and other regulated sectors.

Thank you for your interest!

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See 2x In Action

Book a 20-minute demo and see how we can impact your revenue in 48 hours
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