CRM Marketing Automation

CRM and Marketing Automation Software that’s
Built Together

Our C2CRM platform and marketing software are already integrated, so all of your customer data is in one central location. Your marketing and sales teams share the same information with contact management, sales CRM and marketing in one database.  

C2CRM’s Marketing Automation allows marketers to plan, automate, and measure marketing campaigns. It supports lead nurturing and management to help sales teams convert leads to customers. Provide ongoing, customized content with personalized email marketing and drip campaigns. Send customized emails and track reactions. View real-time updates of email statistics via ROI reports and dashboard views.

Click on the items above to read more information about each of C2CRM’s marketing automation features, or watch the video below that covers them all:

Email Marketing

C2CRM’s email campaigns are easy to use with drag and drop features. We provide standard marketing templates or create your own communications with our HTML editor. Send emails in a campaign, as a one-off, or from a filtered list. All customer interaction is automatically recorded in our CRM software.


  • Send letters immediately or schedule them for a later date and time.
  • Attach documents from the collateral database to the form letter.
  • Store emails by campaign to facilitate organization.

Drip Campaigns

Orchestrate complex, multi-touch drip marketing campaigns within our CRM solution. Drip campaigns provide a step-by-step process to engage and sell to prospects or existing customersTargeted messaging drips to prospects in a timely way that delivers a cohesive story, enticing them to respond.


  • Workflow provides automated task assignment for each step.
  • Personalize the promotion of your products and services based on a customer’s individual needs.
  • Measure campaign results including a budget, revenue, and profit from lead inception to the final sale.

Lead Management

C2CRM’s marketing automation system gives your sales and marketing teams the prospecting tools they need to turn potential customers into clients. Qualify and rank prospects with lead scoring. Focus on the best leads for quick follow-up. Manage many 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.


  • Contact hot leads first with lead scoring.
  • Automatic notifications when leads move through the sales cycle.
  • Real-time reminders when leads aren’t being worked.

Collateral Management

Store company-wide documents of any format (including Microsoft Word, Excel, PowerPoint, PDF, HTML etc.), in the collateral library for everyone with secured access to view. C2CRM’s query tool can search and locate documents by any parameter. Customer-specific documents are attached and saved on the company and contact records.


  • Apply security rules to make documents public or private.
  • Link collateral/document to specific customers.
  • Version-control documentation.

Form Builder & Survey Tools

Quickly and easily create your own forms and surveys for mass email marketing or for a landing page on your website. Collect the data that automatically creates or updates records in C2CRM. Analyze your form/survey results automatically in analytical charts and graphs. Learn more about the needs of your prospects and customers and market to them based on their interests.


  • Create your own surveys or have Clear C2 Support create them (included in your monthly license fees).
  • Gather feedback via email marketing or weblink/landing page
  • Easy to create and automatically track responses/feedback from leads and customers.