C2CRM Implementation Services
Get Up and Running—Fast, Confident, and Customized to You
Build it right from the start.
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 fast.
With over 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 Our Implementation Approach Works
- Fully customized CRM setup built around your workflows, not ours
- Dedicated U.S.-based project manager guiding every step
- Unlimited, role-based training for the life of your contract
- Seamless integrations with ERP, accounting, CTI, and web systems
- Faster user adoption with clear onboarding and hands-on support
Our mission is simple: deliver a CRM that your team loves to use—and that grows with you.
What’s Included in Every Implementation
C2CRM application-specific delivery services include installation & setup, and configuration/customization of our software to fit your business model. The process begins with your C2CRM project manager formulating a detailed implementation plan after documented discussions regarding your specific requirements are outlined.
A sandbox environment is then built as a working platform to import your existing “scrubbed” data (from outside sources) into the system. Security models and user profiles are constructed to match your organization’s requirements.
Our implementors leverage best practices and experienced consulting techniques with your user groups to determine the data that needs to be captured in the system. Processes that will be used throughout your daily will be designed and implemented.
Ongoing “customer” testing throughout the implementation is deployed to validate and approve changes to the sandbox before a go-live date is given.
Contact our sales department for estimated pricing at sales@clearc2.com.
Custom CRM Training
We provide free, customized, role-based training for the life of your contract. Administrator training focuses on technical content, configuration, and troubleshooting techniques.
Advanced-user training educates power users on how to train others and configure the system as needed. End-user training focuses on internal business processes by departments and roles.
API Integration Services
Clear C2 has over 20 years of experience integrating our CRM with various outside applications. We have integrated many types of systems. Here are some examples:
- ERP/Accounting systems
- CTI – phone systems
- Website – web leads
- Lead systems (i.e., Dodge Reports)
Many modes of integration are supported: C2CRM’s RESTful API, standard web services, direct ODBC connection via VPN, and simple import using batch uploading of Excel or flat files.
Self-Service Portals
Clear C2 can develop a self-service customer or partner portal with the flexibility to customize to specific business requirements/functionality for each portal user type. Each portal can be branded differently depending on who is viewing/accessing it.
Content Management
Integrate with your website to capture pertinent customer and prospect data and automatically update your CRM system. Create forms to capture leads, event registrations, or general company or product questions.
Contact Clear C2 for additional implementation services questions:
- support@clearc2.com
- sales@clearc2.com