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 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.
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