Browse Business Software Categories

A
B
C
D
E
F
H
I
M
N
P
R
S
W
Close  

CRM

SALES TOOLS

C2CRM Review

Product Snapshot

Product Pricing
  • REQUIRED – $37/user/month (Core)…includes companies, contacts, leads, activities, custom dashboards, utilities, Outlook/Gmail Integration, Mobile App access, Geo Mapping, Texting
  • OPTIONAL – $15/user/month (Sales Add-on Module)…includes Sales Pipeline Mgt., Opportunity Mgt., Quote Mgt., Forecasting, Contracts, Products & Services Catalogs, Product Sample Requests
  • OPTIONAL – $15/user/month (Marketing Add-on Module)…includes Email Marketing, Drip Campaigns, Lead Importing, Collateral (Document) Mgt., Form/Survey Builder
  • OPTIONAL – $15/user/month (Customer Service Add-on Module)…includes Customer Support Ticketing, Helpdesk/Case Mgt., Knowledge Base Mgt., Project Mgt.
Technology

C2CRM is a browser-independent SaaS application with relational database and modern API. The mobile is available on Android and IOS.

Customer Focus

C2CRM works with small, mid-sized, and enterprise businesses across multiple industries with a focus on manufacturers and distributors.

Select Customers

Verizon Wireless, Aiphone Co., LTD, Technicote, Inc., Red Spot Paint & Varnish Co., Inc., RC Fine Foods, Martin’s Famous Potato Rolls and Bread, DMC Network, Contec, Inc., BAYSTAR Bayport Polymers LLC, ECA, Antibus.

View Vendor's Product Page

 

About C2CRM

C2CRMC2CRM is a comprehensive and customizable cloud-based CRM solution designed to integrate sales, marketing and customer service into one seamless, collaborative operation. It is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. Employing a role-based methodology, the C2CRM UI is intuitive in fostering high user adoption rates. Its mobile app interface allows for similar functionality to the desktop version of the software. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. C2CRM’s modular design allows companies to scale the solution functionality to meet their needs and increase users as their organization grows. Additionally, C2CRM provides the ability to track sales pipelines, quotes, forecasts, marketing funnels and drip campaigns that deliver targeted messaging to potential and existing customers with its powerful broadcast engine.

About the Company

Clear C2 has been in existence for over 30 years beginning in 1993 giving the company not only a lot of experience in the CRM industry but also sustainability. 100% of their workforce is US-based. In their Dallas, Texas area headquarters, Clear C2 develops, sells, implements, trains and supports their products directly—meaning, they do not have any partners that they will pass you off to or outsource any part of their offering. Clear C2 will be the ones supporting you now or ten years down the line. A lot of their customers like having to deal with one vendor that can be held accountable without any finger pointing between vendors. When Clear C2 hosts your cloud-based application, your data is secure since the company owns, manages and maintains their server farm.

 

C2CRM Key Features

Relationship Management

  • Relationship Tracking: access key information about companies and the people who work within them
  • Activity Management: view archived sales activities, record workflow, and assign tasks
    Lead scoring module
  • Outlook & Gmail integration

Sales Management

  • Opportunities & Forecasting: easily create pipeline and forecast reports and track margins, revenue, close probability and date, lead source, and marketing events
  • Quotes & Proposals: quickly generate complex quotes on the fly and tie them to opportunities
  • Create & track revenue and units sales forecasts
  • Contract Management: create and retrieve contracts
  • Products & Services: manage pricing, margins, and maintenance costs with a catalog of the company’s offerings
  • Create & track product sample requests
  • Leverage geo-tracking capabilities for creating routes for sales trips

Customer Service

  • Customer Support: register & tracking of incoming requests and complaints with detailed information
  • Built-in knowledge base system
  • C2 Field Service: track time or incident charges and travel and incidental expenses against customer invoices and contracts
  • Project Management: get a detailed view of project activity with access to information such as associated contracts, activities, services billing, team members, etc.

Marketing Management

  • Marketing & Communications: create targeted communications and broadcast them through various channels, such as email, fax, etc.
  • Lead Management: mine and manage a repository list of campaign leads and prospects

Utilities

  • Workflow Management: automate how tasks, opportunities, activities, and trouble tickets are tracked and distributed
  • Import utility of Excel & CSV files for leads & customers
  • SQL Exporter: export C2CRM data and documents into a relational database server of your choice
  • Security/Team Management: create multiple security profiles on a hierarchical structure
  • Creation of custom dashboards & widgets down to the individual user level
  • Form/Survey Builder
  • Self-service portal for customer & partners
  • RESTful API for integration to ERP and other backend systems

 

C2CRM Screenshots

Pros
  • C2CRM uses a flexible architecture that is built on a role-based methodology, allowing screens, dashboards, drop-down menus, and other elements of the interface to be customized based on the type of user to the system.
  • C2CRM is a web-based solution, but it can be deployed both on-demand or on-premise and also has offline capability.
  • C2CRM integrates with most ERP systems available on the market, and the product already includes pre-defined integration points for systems like JD Edwards, Microsoft Dynamics Great Plains, Lawson, and other major ERP solutions.
Overall

C2CRM is built to work across the entire organization and can be customized for the modules that businesses actually need for their particular requirements. For small or midsized enterprises looking for a complete CRM solution without the hefty price tag and complications, C2CRM delivers the flexibility, integration, and applications they may need to improve productivity, sales, and customer service.

Products Similar to C2CRM

What Others Say about C2CRM