CRM Modules

Take a Modular Approach to Customer Relationship Management (CRM)

C2CRM consists of four modules that integrate to provide a comprehensive CRM solution:

Choose only the module(s) each user needs.

At Clear C2, we understand that different companies have different business requirements. We designed C2CRM to allow you to choose only the functions you need. Our affordable CRM system is a cost-effective solution that will grow with your business.

Relationship Management

The C2CRM Relationship Management module is the core of our CRM software. It consists of all the logic you need for effective customer and client relationship management. C2CRM includes a mobile app to keep your entire team informed while on the road. Get a 360-degree view of your accounts, contact management, and activity with built-in dashboards, workflow automation, and reports.

Features

Account & Contact Management
Task & Activity Tracking
Texting
Outlook Integration
Lead Management
GEO Mapping
Mobile App

Sales Automation

C2CRM’s Sales Automation module gives your sales teams everything they need to streamline their sales pipeline from lead through close. Opportunities are linked to the lead management system to track activity through each stage of the sales process. The module comes complete with quote and forecasting capabilities as well as a product and services catalog.

Features

Forecasting
Opportunity Management
Quotes
Contracts
Products & Services
Sales Goal Tracking

Marketing

The C2CRM Marketing Automation module is powerful enough for your sharpest marketing guru yet still useful to your busiest salesperson. Our lead management system tracks your prospects through every marketing campaign, opportunity, and beyond and provides real-time reports and dashboard views of status and success rates.

Features

Email Marketing
Drip Campaigns
Lead Management & Lead Scoring
Marketing Reports
Collateral Management
Business Card Reader
Form Builder & Survey

Customer Service

C2CRM’s Customer Service module is the key to customer service relationship management and retention. Our ticketing system, combined with a powerful knowledge base, allows your teams to immediately react with the right responses to customer concerns. Customer inquiries are updated within the C2CRM central repository and can be accessed throughout your organization to provide a unified customer experience.

Features

Customer Support Ticketing
Severity Assignments
Automatic Escalations
Knowledge base
Phone System Integrations
Project Management

C2CRM is an affordable CRM for small to enterprise businesses. All industries use our CRM platform to manage customer relationships throughout the sales cycle.

Sales: 972.304.7100

Customer Support: 972.304.7111