Expert CRM Implementation for a Seamless, Customized Rollout
At Clear C2, we know that implementing a CRM system is more than installing software—it’s about transforming the way your business operates. Our C2CRM Implementation Services ensure your system is configured, integrated, and adopted with precision so your teams can see results.
With more than 25 years of CRM implementation experience, we deliver a proven, hands-on process—guided by real project managers, not contractors—to make your C2CRM deployment smooth, predictable, and tailored to your business.
Why Choose Clear C2 for CRM Implementation?
Our approach is built around your business, your people, and your long-term success.
Built Around Your Business
Fully customized CRM setup built around your workflows, not ours.
Dedicated Project Management
Work with a U.S.-based project manager who guides you every step of the way.
Training That Continues
Unlimited, role-based training for the life of your contract.
Connect Your Business Systems
Seamless integrations with ERP, accounting, CTI, and web systems.
Faster Adoption, Greater Results
Clear onboarding, hands-on support, and a CRM your team loves to use.
Flexible Onboarding for Your Business
Every business has different needs. That’s why C2CRM gives you the flexibility to start with standard functionality or invest in a more customized implementation.
Get Started Out of the Box
C2CRM can be used with the generic forms built into the software or our manufacturing and distribution vertical forms—with no onboarding cost and no assistance required.
Customize C2CRM to Fit Your Processes
If you’re looking to optimize C2CRM to closely mimic your business model, complete with your business rules, the Clear C2 professional services team has you covered.
Our Proven CRM Implementation Process
A structured, hands-on approach to get your team up and running quickly and confidently.
Discovery & Planning
We learn your goals, data, and processes and create a step-by-step implementation plan with milestones and measurable outcomes.
System Configuration & Sandbox Setup
We configure users, roles, dashboards, workflows, and reports in a secure test environment.
Data Migration & Validation
We assist with cleaning, importing, and verifying your existing customer and prospect data.
Customization
We meet with role subject matter experts, apply best practices, and customize forms, fields, and workflows to fit your business model.
User Testing & Feedback
Your team reviews the system and provides feedback so we can make any needed adjustments.
Go-Live & Training
We train users based on their roles and real workflows, with unlimited training for the life of your contract.
Ongoing Optimization
As your business evolves, we provide ongoing support and training to help your CRM continue to grow with you.
C2CRM Onboarding Pricing
Choose the level of onboarding support that fits your business.
Standard Onboarding
Fewer than 50 usersStandard onboarding. Confirm project scope with your Clear C2 representative.
Standard Onboarding
50+ usersStandard onboarding. Confirm project scope with your Clear C2 representative.
Additional Customization
For onboarding services requiring more complex customization, your sales representative will provide a price proposal.
Optional C2CRM Implementation Services
Extend your CRM’s capabilities with integrations, portals, and website connections.
ERP & Accounting Integration
- ERP and accounting software, including all well-known systems such as Infor, Epicor, Oracle/JD Edwards, QuickBooks, etc.
- Many other types of systems with an API.
Includes C2CRM form customization and custom reports.
Includes form customization and custom reports.
CTI Integration
C2CRM integrates with well-known VoIP telephony systems. Included in the integration are:
- Screen pops
- Push-to-dial functionality
- The ability to attach WAV file voice recordings in C2CRM
Customer & Partner Portal
Give customers and partners access to selected information and self-service functionality through a customized, company-branded portal.
- Account information
- Request submission
- Customer support ticket creation
- Other approved self-service functions
Website Forms & Lead Capture
Connect your website forms to C2CRM to capture leads, event registrations, and inquiries directly in your CRM.
- Automated lead assignment workflows
- Unlimited number of web forms
- Customized form configuration
All prices are estimates based on the services described. Final scope and pricing will be provided by your Clear C2 representative.
Why Companies Choose Clear C2
25+ Years of CRM Experience
Decades of experience developing and implementing CRM solutions.
Hands-On Implementation Team
Work with U.S.-based project managers, not third-party contractors.
Customization That Fits Your Business
Configure your CRM around your processes, roles, and reporting needs.
Training for the Long Term
Unlimited, role-based training for the life of your contract.
Ongoing Support
Get help as your business changes and your CRM needs evolve.
Ready to Get More From Your CRM?
Let’s build a C2CRM implementation plan around your business, your goals, and your team’s needs. Whether you’re looking for a straightforward setup or a more customized solution, Clear C2 can help you determine the right approach.
Have Questions?
Call 972-304-7100
or email sales@clearc2.com