Relationship Management

CORE CRM MODULE OF C2CRM

C2CRM Customer Relationship Management System

Relationship Management is the core of our CRM solution. All of your valuable customer information is in a central, secure repository. Users have quick access to view and share data, providing a unified customer experience. Every detail within our application can be easily modified to fit your unique business processes. Your CRM experience will be unlike any other!

Account Relationship Management

C2’s CRM management of companies and contacts provides users a real-time, 360-degree view of customers and prospects and all of their details.

Workflow Automation

Automate your business processes, reminders, and notifications across the application by using C2’s templates or easily create new ones.

Mobile CRM

Access important customer or prospect information whenever and wherever with C2’s mobile app. Download on your app store.

Task & Activity Management

Create activities, tasks or to-do’s,  view historic information like conversations and email correspondence.

Reports

Easily create and run reports on any data within the application. Reports can be automatically updated and sent out or use on a dashboard.

Dashboards

Unlimited Custom Dashboards across all modules. Use C2’s templates or create your own unique CRM dashboards.

Email Integration

Integrate with your Outlook Mail and Calendar. Send emails directly from C2 or log correspondence directly from your Outlook mail.

Security & Privacy Controls

Our hierarchical security structure is user-definable at every user level and each module of the application suite.

Importing Tool

Our import tool lets you skip manual entering data. Easy to use with duplicate checking. 
See all features included in C2CRM Relationship Management - Core Package
  • Company & Contact Management
  • Task & Activity Management
  • Lead Management
  • Reporting & Analytics
  • Custom Dashboards – unlimited
  • Security – Privacy Controls
  • Workflow – unlimited
  • Geo Mapping
  • Outlook Email Integration
  • Mobile CRM App
  • Unlimited Records
  • Unlimited File Storage

Pricing Details HERE

Add-On CRM Modules

Choose any or all of the additional modules to C2’s Relationship Management.

CUSTOMER SERVICE

Increase customer satisfaction with helpdesk ticketing, case management, customer portals, project management and knowledgebase. 

MARKETING AUTOMATION

Complete marketing solution with email marketing, drip campaign management, collateral database, lead management & more. 

SALES ENABLEMENT

Sales automation system with sales pipeline reporting, opportunity management, quoting and many other features.

Sign Up For C2CRM Free Trial

 

Clear C2 is excited to offer this 45 day trial so you can take our CRM solution
out for a spin and see for yourself the benefits it can provide for your business.