CRM Marketing Automation

Lead Management CRM

Turn prospects into customers with Clear C2’s CRM with marketing automation. Top marketing software that is powerful and easy to use.  Provide on-going, customized content with personalized email marketing and drip campaigns. Analyze the success of emails and campaigns with real-time reports.

Key Features


  • Personalized email marketing
  • Sales prospecting tools
  • Lead nurturing & lead scoring
  • Real-time reports and analytics

Campaign Management

Automate, execute and analyze marketing strategies with C2CRM’s campaign management tools. Plan simple, personalized email marketing campaigns or complex, multi-touch, drip campaigns. Stay organized and on budget with personalized marketing dashboards. Assign qualified leads to your sales teams with automated tasks to ensure proper follow-up. Track email open rates, click rates and bounce rates with real-time reports. Measure campaign success with ROI charts and graphs.


  • Nurture prospects with targeted, personalized content
  • Automated next steps based on engagement
  • Connect at the right time, with the right products and services
  • Customer interaction automatically updates into the contact database
  • Track and analyze campaigns real-time on custom dashboards

Lead Management

C2’s lead management CRM gives your sales and marketing teams the prospecting tools they need to turn potential customers into clients. Qualify and rank prospects with lead scoring. Prioritize the best leads for quick follow-up. Manage multiple campaigns and automatically assign to the sales reps based on territory or industry.  Populate your sales pipeline with more quality leads at the right time.


  • Prioritize with lead scoring
  • Sales and marketing teams work together with the same message
  • Easily import prospect lists (contact information and email addresses)
  • Personalized emails with targeted content
  • Create leads from landing pages through website integration

Email Marketing 

Use C2’s email automation to create personalized emails with custom content. Schedule emails to be sent in groups or individually. Monitor email open rates, click rates and bounce rates. Custom reports and dashboards show contact behavior for better marketing strategies.


  • Create newsletters and schedule mass personalized communications
  • Update prospect’s information if opt-in or opt-out is selected
  • Use predesigned email templates for consistent messaging
  • Track customer behavior
  • Email marketing statistics

Collateral & Document Management System

Company-wide documents and images are stored in C2’s CRM Collateral library for everyone to view. This collateral can be any format type including Microsoft Word, Excel, PowerPoint, PDFs, and HTML. C2’s query tool can quickly search & locate documents by any parameter. Some examples of these variables are by description, customer, type, version, category, document owner, and account manager. Customer-specific documents will be on the company and contact records. Forms or emails sent from C2’s email marketing system can attach any collateral from the centralized CRM system’s marketing library.


  • Manage documents and collateral in a central repository.
  • Store, access and export files (images, documents, etc.)
  • Apply security rules to make documents public or private.
  • Link collateral and documents to specific customers.
  • Version-control documentation.

C2’s Marketing CRM

Features & Functionality

  • Lead Management System – lead scoring, workflow automation, notifications, website integration
  • Campaign Management – personalized emails, drip campaigns, click rate & bounce rate reporting
  • Email Marketing – real-time notification of opens, opt-in or opt-out, custom content templates, ROI statistics
  • Document Management – access, store and export files, send as attachments or insert in emails
  • Tracking & Reporting – analyze and report on any data in real-time with lists or charts and graphs

Sign Up For C2CRM Free Trial


Clear C2 is excited to offer this 45 day trial so you can take our CRM solution
out for a spin and see for yourself the benefits it can provide for your business.