If you work in B2B sales, you know the drill: endless spreadsheets, email chains, and manual follow-up just to keep deals moving. Every new “all-in-one” tool promises to fix the chaos, but most add complexity or just slap another dashboard on your plate. If you’re looking for a no-nonsense take on 2xconnect and whether it’ll actually help your sales team work smarter—not harder—this review’s for you.
Let’s dig into what 2xconnect does, where it helps (and where it doesn’t), and how to decide if it’s worth your team’s time.
What Is 2xconnect, Really?
2xconnect is billed as a go-to-market (GTM) platform for B2B sales teams. In plain English, it’s software that tries to handle prospecting, deal tracking, and team collaboration in one place. The idea is to cut down on all the back-and-forth, automate some grunt work, and give managers a clearer view of what’s actually happening in the pipeline.
At its core, 2xconnect aims to: - Centralize contacts, accounts, and deal activity - Streamline outreach and follow-up - Track deals through the sales funnel - Give sales managers useful (not just pretty) reporting
It’s not trying to be a full-blown CRM replacement for everyone, but it does want to be where your sales team actually spends their day. So, does it deliver?
The Setup: Getting Started (and What’s a Pain)
The Good
- Quick-ish onboarding: You don’t need a team of consultants to get started. Most teams can get 2xconnect up and running in a couple of hours.
- Clean interface: It’s not overloaded with a million options or “advanced” settings that you’ll never touch.
The Not-So-Good
- CRM imports can be glitchy: If you’re coming from Salesforce or HubSpot, expect some fiddling with field mapping or duplicate records.
- Limited integrations: Out of the box, it connects to the basics (Gmail, Outlook, LinkedIn), but anything fancy will need Zapier or custom work.
Pro tip: Do a dry run with a small group before rolling it out team-wide. Fixing data headaches later is a pain you don’t need.
The Core Features: What’s Useful, What’s Fluff
1. Contact & Account Management
- Straightforward, not magical. You get a single workspace for prospects and customers, with fields for everything you’d expect (emails, calls, notes).
- No “AI enrichment”—and that’s fine. Don’t expect it to auto-magically fill in missing info. But at least your data isn’t getting overwritten with bad guesses.
2. Sales Pipeline Tracking
- Visual Kanban-style boards: Drag-and-drop deals through stages. It’s easy to customize, and the UI doesn’t get in your way.
- Real-time updates: Changes are instant and visible to everyone (no more “who moved my deal?” emails).
- Custom metrics: You’re not locked into someone else’s definitions of “qualified” or “closed.”
3. Outreach & Follow-Up Tools
- Basic email sequences: You can set up multi-step emails, but don’t expect the granularity of Outreach or SalesLoft.
- Templates & snippets: Saves time, but nothing revolutionary.
- Task reminders: Helpful, but more “sticky note” than “virtual assistant.”
4. Collaboration
- Shared notes and @mentions: Handy for passing context between reps, but don’t expect Slack-level chat features.
- Activity feed: Keeps a log of who did what, when. Good for managers, or when deals get handed off.
5. Reporting & Analytics
- Pipeline health at a glance: You get the basics—deal values, close rates, activity stats.
- Custom dashboards: Decent, but if you’re a data nerd, you’ll want to export to Excel for anything fancy.
- No vanity metrics: What you see is what you get. No “AI insights” that sound cool but mean nothing.
What Actually Saves Time? (And What Doesn’t)
Where 2xconnect Delivers
- Fewer tabs, less context-switching: Keeping your contacts, deals, and emails in one place means less hunting for info.
- Pipeline visibility: Managers can see who’s doing what, which deals are stuck, and where to help—without nagging.
- Simple automation: Scheduling reminders and basic email sequences reduces dropped balls, especially for SDRs and AEs juggling lots of leads.
Where It Can Fall Short
- No deep CRM muscle: If you need advanced lead scoring, custom objects, or a full-blown marketing automation suite, this isn’t it.
- Limited integrations: If your process relies on tools outside the big email/calendar platforms, expect some manual work or kludgy Zapier setups.
- Not built for big, complex orgs: If you’ve got multiple sales teams, territories, or compliance needs, 2xconnect will feel a bit basic.
Pro tip: Don’t try to bend 2xconnect to fit every edge case. Use it for what it does well, and keep your process simple.
The Honest Pros and Cons
Pros
- No bloat: You don’t need a week of training to get value.
- Affordable: Cheaper than most big-name sales tools.
- Transparent activity tracking: No more guessing who followed up (or dropped the ball).
Cons
- Limited bells and whistles: If you want AI-driven everything, look elsewhere.
- Reporting is basic: Great for snapshots, not great for deep-dive analysis.
- Support is responsive, but not 24/7: You might wait a bit for answers if you’re outside US hours.
Pricing: What’s the Real Cost?
2xconnect lands squarely in the “mid-market” price range. It’s not bargain-basement, but it’s nowhere near Salesforce territory. You pay by the seat, with discounts if you buy annual plans or have a bigger team.
What’s included: - All core features (no nickel-and-diming for basics) - Basic support
Watch out for: - Charges for advanced integrations or customizations - Storage limits if you’re uploading lots of attachments
Pro tip: Start with a monthly plan. If your team actually uses it for 60 days, then lock in annual pricing.
Who Should Actually Use 2xconnect?
Great fit for: - Small to mid-size B2B sales teams (5–50 reps) who don’t want CRM bloat - Teams who need to get organized—fast—and hate overcomplicated software - Managers who want a real look at pipeline without digging
Probably not for: - Enterprise teams with complex hierarchies, legal, or compliance needs - Product-led growth orgs that need tight marketing/sales alignment - Anyone who expects “AI everything” or deep automation out of the box
A Few Workarounds & Power User Tips
- Zapier is your friend: Use it to push leads in from web forms, trigger Slack alerts, or sync with your CRM if you need to.
- Keep your pipeline stages simple: More stages = more confusion. Stick to 4–6 that everyone understands.
- Use custom fields sparingly: Too many, and you’re back to spreadsheet hell.
- Document your process: Write down your team's ground rules for using 2xconnect. Saves headaches later.
Wrapping Up: Keep It Simple, Iterate as You Go
2xconnect isn’t going to revolutionize B2B sales. But if you want a straightforward, affordable way to organize deals, keep your team on the same page, and cut down on manual busywork, it’s a solid bet. Don’t get distracted by the promise of “all-in-one” magic—focus on the basics, roll it out in stages, and tweak as you learn what works for your team. The less you try to overcomplicate things, the more you’ll actually get out of it.