C2CRM - Modular CRM Built Around You
Streamline your CRM—your way.
C2CRM’s flexible, modular design lets you select only the tools your team needs. Whether it’s Relationship Management, Sales Automation, Marketing Automation, or Customer Service, mix and match modules to scale as you grow.
Why Customers Stick with C2CRM
- All-in-one value: One flat fee, no surprise add-ons. Core features, support, and training are all bundled.
- Transparent pricing: Core package at $37/user/month, with optional $15/user/month add-ons for Sales, Marketing, or Service. Implementation is a one-time fee.
clearc2.com - Modify on demand: Internal forms, workflows, or reports? It’s included. More complex changes get dedicated handling on request
Relationship Management
Unlock a centralized hub for accounts and contacts, real-time activities, and seamless workflows.
Built with flexibility in mind:
- Customizable fields and widget-based alerts
- Duplicate detection and bulk contact import tools
- Geo-mapping for strategic territory management
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.
Supercharge your pipeline management with:
- Opportunity tracking, forecasting, and quote creation
- Product catalog integration and automated sales workflows
- Contract Management
- 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.
Empower smarter campaigns with:
- Drag-and-drop email builder, drip sequences, and SMS outreach
- Lead scoring, surveys, campaign dashboards, and collateral management
clearc2.com - 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
Mobile Access
Take your CRM on the go with the native iOS and Android apps, offering
- Geo-mapping, route planning, and contact capture via business-card photo
- Outlook sync, call tracking, push notifications, and activity alerts
Ready to See It Live?
C2CRM is an affordable CRM for small to enterprise businesses. All industries use our CRM platform to manage customer relationships throughout the sales cycle.
Contact us if you have any questions:
Sales: 972.304.7100
Customer Support: 972.304.7111
