Customer Relationship Management Database
C2CRM Relationship Management Module
The CORE of C2’s CRM software is all about managing good relationships. Sales teams, marketing, and customer service team members have real-time access to prospect and customer information.
C2CRM’s customer relationship management database allows users to share and manage customer data in a central, secure database. Clear C2 developed the CRM contact management system, allowing complete integration into our Sales, Marketing, and Customer Service modules. Unlimited CRM contacts and data, as well as reports and workflow management.
Scroll down to read more information about each feature, or watch the video below that covers them all:
Key Features:
- Account & Contact Management
- Activity & Task Management
- Lead Management
- GEO Mapping
- Mobile App
- Outlook Integration
Account Management
Account Management stores every detail of your customers and prospects within the contact management software. Users quickly access a single view of customers across products, geographies, and statuses. Unlimited data fields can be customized by field name and pick lists.
Workflow templates automate your processes with reminders, alerts, and notifications. Your organization will build a better customer experience by sharing and accessing critical CRM data across your organization.
Highlights
- Add multiple addresses, phone numbers, and contacts to each account/organization.
- Create parent/child relationships with other accounts/organizations for headquarter/subsidiary relationship/structure.
- Widgets and reporting features highlight pre-set conditions being triggered, e.g., accounts that have not been contacted within two weeks.
Contact Management
Contact Management is your customer contact management database. This is where your customer contacts and prospects’ data are stored. Contacts can be grouped together with a related company record (B2B) or stored as a standalone contact (B2C).
Customer data entry can be quickly created, or use our import tool to download lists of contacts. C2CRM automatically checks for duplicate information to keep your CRM system clean and up to date.
Highlights
- Send contacts or contact groups mail-merged emails using templates created by your marketing department.
- Complex filtering using “and” & “or” can be saved for private or public consumption and archived for future use.
- Upload attachments from your computer to the contact record.
- Contact management tools can manage your large, medium, or small business.
Activity Tracking
Create and store your appointments, tasks, and email correspondence in Activity Management. It provides a structured view of all activities and a complete interaction history between your company and its customers. Activity Management ensures that every employee with secured access has the same information so issues can be handled efficiently.
Highlights
- Access to an activity calendar on the home page with drill-down capability.
- Record, workflow, and view archived sales activities from customer communication to service-related issues.
- C2CRM tracks phone calls, emails, and other communications with existing and potential customers.
Lead Management
Lead Management gives companies the CRM tools to populate the sales pipeline with more qualified leads. Qualify and track leads from multiple campaigns and hand them off to the responsible sales representative.
Ensure prospect lists are valid with lead scoring and marketing offers are coordinated. Leads are created in a separate silo from contacts within C2CRM. They can be promoted to contacts when you feel they are fully qualified.
Highlights
- Easily create and track “prospects” separate from “contacts.”
- Qualify prospects and track the marketing programs and lead sources from which they were generated.
- Import leads from internal and external data sources. For example, upload spreadsheets, websites, emails from contacts, and external databases, and track the source of the lead.
Sales Territory Mapping
C2CRM includes mapping capabilities powered by Google Maps via API integration to give sales reps advanced geo-location features. Display custom information from the CRM platform onto the map for easier planning and analysis. Clicking on a location opens the company record where you can access other pertinent information such as opportunity and activity transactions.
Highlights
- Multi-point pinning/marker clustering for planning multiple customer trips in a day.
- Route planning for multiple locations with step-by-step directions.
- Radius proximity for target marketing of accounts and leads.
Mobile App
The C2CRM Mobile app is critical for relationships with customers and customer support. Real-time access to data helps the sales process and reps stay productive when they’re out on the road. Mobility is offered for cloud and on-premise deployments and is compatible with iOS and Android devices.
Email Integration
Built-in Outlook Integration
C2CRM has the built-in capability to integrate with Microsoft Outlook (included with the core system at no charge) and allows users to have their appointments and tasks flow down to their Outlook application. Appointments will sync to the Microsoft Outlook calendar, and open tasks will sync to the To Do section of Microsoft Outlook. Full advanced bisynchronous calendar and task integration are available with MS Outlook Exchange and Microsoft 365.
C2CRM also has an Outlook plugin that can be accessed in the ribbon of your Outlook client. The plugin contains 3 tabs that provide the following functionality: copy an Outlook email to any type of record in C2CRM (corresponding logging), sync Outlook contacts to C2CRM, and create/access/modify existing records in C2CRM while in Outlook. You technically do not have to open a browser to log into C2CRM since you are already in the system when logged into the Outlook plugin, and you have most of the functionality of the desktop application at your fingertips.
Built-in Google Calendar Integration
C2CRM has the built-in capability to integrate with Google Calendar (included with the core system at no charge) and allows users to have their appointments flow down to their Gmail application. Full advanced bisynchronous calendar integration is available.
Correspondence Logging
If you do not have Outlook as your email client, outgoing and inbound email correspondence logging to C2CRM is available with all mail systems. The full fidelity of the mail, including the entire thread and all attachments, is copied to the C2CRM system and can be viewed in the contact record.
SMS Texting Capability
There are many ways you communicate with your customers when trying to sell and maintain your products and services. Besides phoning and emailing them, SMS texting is becoming more popular, especially with millennials. The C2 desktop application supports SMS texting directly from many types of records in the system. Here is how you can create and manage texts in C2.
- Individual Contact SMS Texting: From the contact, activity, opportunity, or customer support ticket records, you can initiate an SMS text conversation while working on those records. The entire dialog thread is tracked and archived as part of a complete catalog of notes for each customer.
- Group SMS Texting: C2CRM supports the creation of SMS templates that can be sent to a filtered group of contacts. The SMS blast can also be scheduled for a future date and time.
- Marketing Campaign SMS Texting: C2CRM supports sending SMS texts (leveraging SMS templates) as a step in a marketing drip campaign. SMS messages can be part of a hybrid campaign (emails and texts) or a drip campaign dedicated to SMS texts only.
Finally, another way to manage SMS conversations, especially when you will be having conversations with more than one customer consecutively, is to activate the “My Conversations” tab in the SMS module in the User menu. While operating exclusively in SMS mode, you can view all contacts that have SMS conversations attached.
AI Functionality
C2CRM has proprietary AI built into the software. It uses an advanced AI orchestration platform from Euda Systems (a Clear C2 company). The C2CRM AI platform enables organizations to leverage AI-driven business intelligence, analytics, and workflow automation without sending sensitive data to public cloud environments. This is particularly valuable for organizations operating under strict regulatory and security requirements, including legal, defense, healthcare, manufacturing, engineering, and compliance-driven industries.
Users can ask questions in plain English and receive actionable answers, reports, spreadsheets, and executive summaries instantly. Examples include:
- Show me enterprise deals closing this quarter with no activity in 7 days
- Customer health summaries
- Campaign performance analysis
- Forecast variance explanation
- Provide an automatic executive daily brief on the health of the business across the entire organization