C2CRM Sales Automation Software

Powerful Sales Force Automation

  • Easy to Use
  • Automate your Sales Processes
  • Sync with your ERP System
  • Sales Forecasting
  • Pipeline Management
  • Sales Activity Management
  • Complete Mobile App

Opportunity Management

C2’s sales automation tools allows your sales force to easily process their leads through the entire sales cycle.


  • Identify qualified leads with lead scoring
  • Assign leads by territory management
  • Track important data & sales activities
  • View pipeline reports in real-time
  • Quick to access sales app
  • Ensure follow-through with required actions and reminders

  • Create custom opportunity dashboards

Quote & Proposal System

Your sales team can easily create a quote or proposal, securely send to their customer and link to the opportunity.


  • Generate quotes with our products & services catalog
  • Track pricing & discounts by customer
  • Manage multiple quote revisions in one location
  • CRM quoting software
  • Sales Activity Tracking
  • Import information from your accounting or ERP system
  • Create quote templates with Terms & Conditions

Forecasting & Pipeline Management

Sales automation software gives your sales team the ability to generate accurate forecasts based on real-time, consolidated data. Sales managers can view reports on customized dashboards. Managers can roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales reps can input and track their quotas. C2CRM can integrate to your ERP or Accounting system to retrieve sales data (orders book & shipped). With this import of information, executive reports show the entire forecast accuracy landscape.


  • Executive reports using quota, forecast and orders booked
  • Consolidate sales forecasts from individuals, teams or divisions to gain a macro view of how the company is performing relative to quota
  • Generate more accurate forecasts with user-friendly forecast templates
  • Real-time pipeline reports presented on your C2CRM dashboard
  • Sales prospecting tool

C2CRM Sales Automation Features & Functionality

Lead Management

  • Quickly identify qualified leads
  • Reduce manual tasks with sales and marketing automation
  • Prospecting tool moves leads quickly through the sales cycle
  • Improve customer relationships and manage leads
  • Import leads and use email addresses to send custom email campaigns

Opportunity Management

  • 360 degree view of all customer data related to the opportunity (i.e. quotes, tasks, emails, contact information, or other opportunities)
  • New opportunity records inherit each demographic of the company and contact
  • Opportunities can have multiple owners in addition to the account manager
  • Use established sales methodologies or create customized sales process 
  • C2’s Workflow tool can automatically assign “close probability” based on the “stage” chosen
  • Automatic notifications to opportunity team when certain conditions occur
  • Opportunity revenue & margin can be standalone or linked to a quote(s)
  • Attach external quotes to the opportunity


  • Automatically or manually notify others when a quote has been created or modified
  • Issue system-generated quotes numbers or customized per your numbering methodology
  • CRM Quoting software allows multiple versions of the same quote
  • Push CRM quote to your backend Accounting or ERP system through integration
  • Line Item Form with “free form and drop-down field” capability, as well as a built-in capability for a Product and Services Catalog/Warehouse
  • Print CRM quote (with Ts and Cs) utilizing a library of templates based on product/service type
  • Email (within the CRM) quote as a PDF file complete with messaging and attachments capability

Products & Services Catalog/Warehouse

  • Create or import product and services details for real-time information
  • Import product/service data such as product ID, price, cost, etc.
  • Track inventory customer/dealer, quantity allocated, quantity available, quantity back ordered and quantity re-order level fields.
  • Create and configure kits using multiple products and services
  • Catalog data is imported into C2’s quoting system for latest pricing updates


  • Easily create revenue forecasts
  • Tracking reports with sales quotas and booked orders are calculated
  • Product forecasts within products & services catalog
  • Prospecting tool
  • Lead generation is tracked by marketing automation
  • Sales app allows access from anywhere with mobile access

Sales Management Dashboard

  • Sales management dashboards are complete with charts, graphs and record logs for leads and opportunities (i.e. opportunities by stage, won/loss revenue by time period, sales activities by performer, leads by account manager, etc.).
  • Customized dashboards with drag & drop capability
  • Charts and graphs with drill down features to expose underlying records


  • Report templates such as weekly update, customer orders, product orders, YTD forecast, closed opportunities, sales pipeline, won/lost graph, close probability funnel, etc.
  • Real-time, customizable reports
  • Automate current manual tasks
  • Schedule reports or download PDF and MS documents such as Excel




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.