Sales Automation CRM
Track your sales with C2CRM software.
C2CRM Sales Prospecting Tools
We configure our software to fit your business. Managing your pipeline has never been easier.
Sales Pipeline Management
Manage and track sales in various pipeline stages. Real-time sales funnel at your fingertips.
Create sales forecasts with standard templates or create your own. Generate accurate forecasts based on consolidated sales data.
Easy to use, customizable sales reports that can be automatically scheduled to send out or view anytime on your dashboard.
Quickly search an area to see prospects and customers in the same location for visits or territory plan reviews.
Quotes & Invoices
Use our custom quoting and invoicing system or integrate into your accounting or ERP system.
Products & Services Catalog
View product information details anytime and build quotes with the latest information on all products and services.
Field sales can have a 360-degree view of all of their customer’s sales history within C2CRM by integrating to outside systems (ERP or Accounting ). Seamlessly turn quotes into orders or quickly access shipment information in one system, your sales automation CRM.
Automate Sales Processes
Automating your internal processes will increase efficiency, grow the number of opportunities, make your customers happier. Sales teams, marketing and customer service work together and have access to all of the same important customer information. Create automatic notifications, reminders and assignments through the sales cycle. Sales tracking from leads, opportunity management, and the close of the sale. CRM and sales automation working together to achieve revenue growth.
Sales Activity Management
Coordinate all sales data from contact details, activities, emails, quotes and contracts – in one location. Share sales information with other team members, managers and executives. Automate reports on a custom dashboard. Increase conversion rates by find the decision-maker faster on prospect lists and reduce cold calls with lead scoring.
Access all of your contact information at any time and anywhere. Outside sales reps have real-time access to CRM so there are no surprises before attending meetings and can log information when meetings are over.
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