Overview

C2CRM is a comprehensive and customizable cloud-based CRM solution designed to integrate sales, marketing and customer service into one seamless, collaborative operation. It is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. Employing a role-based methodology, the C2CRM UI is intuitive in fostering high user adoption rates. Its mobile app interface allows for similar functionality to the desktop version of the software. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. C2CRM’s modular design allows companies to scale the solution functionality to meet their needs and increase users as their organization grows. Additionally, C2CRM provides the ability to track sales pipelines, quotes, forecasts, marketing funnels and drip campaigns that deliver targeted messaging to potential and existing customers with its powerful broadcast engine. About the Company Clear C2 has been in existence for over 30 years beginning in 1993 giving the company not only a lot of experience in the CRM industry but also sustainability. 100% of their workforce is US-based. In their Dallas, Texas area headquarters, Clear C2 develops, sells, implements, trains and supports their products directly—meaning, they do not have any partners that they will pass you off to or outsource any part of their offering. Clear C2 will be the ones supporting you now or ten years down the line. A lot of their customers like having to deal with one vendor that can be held accountable without any finger pointing between vendors. When Clear C2 hosts your cloud-based application, your data is secure since the company owns, manages and maintains their server farm. C2CRM is a customizable yet powerful solution that is built without the cost and

The problem C2CRM solves

Legal and compliance teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility and execution. C2CRM is relevant because the researched product page documents c2crm is a comprehensive and customizable cloud-based crm solution designed to integrate sales, marketing and customer service into one seamless, collaborative operation. Buyers should validate current pricing, integrations, data handling, and fit before committing.

Best for

B2B teams evaluating legal and compliance software
Teams that need documented workflow capabilities and fit guidance
Organizations willing to validate implementation and plan limits

Not a fit if

Teams seeking a workflow outside the product's documented focus
Teams requiring a permanent free tier
Organizations that cannot validate implementation effort or vendor claims

Why it’s listed

Adds a distinct legal and compliance workflow to the directory
Product page documents positioning, capabilities, and operational fit
Provides comparison context for legal and compliance buyers

Pricing

Starting plan

$37 per month

Public product research lists a starting price of 37 USD; confirm billing period and limits.

Relationship Tracking: access key information about companies and the people who work within them
Activity Management: view archived sales activities, record workflow, and assign tasks Lead scoring module
Outlook & Gmail integration
Opportunities & Forecasting: easily create pipeline and forecast reports and track margins, revenue, close probability and date, lead source, and marketing events
Quotes & Proposals: quickly generate complex quotes on the fly and tie them to opportunities
Create & track revenue and units sales forecasts
Contract Management: create and retrieve contracts
Products & Services: manage pricing, margins, and maintenance costs with a catalog of the company’s offerings

Higher tiers

Custom pricing

Higher tiers and enterprise terms should be confirmed with the vendor.

Outlook & Gmail integration
Opportunities & Forecasting: easily create pipeline and forecast reports and track margins, revenue, close probability and date, lead source, and marketing events
Quotes & Proposals: quickly generate complex quotes on the fly and tie them to opportunities
Create & track revenue and units sales forecasts
Contract Management: create and retrieve contracts
Products & Services: manage pricing, margins, and maintenance costs with a catalog of the company’s offerings
Create & track product sample requests
Leverage geo-tracking capabilities for creating routes for sales trips

Features

Relationship Tracking: access key information about companies and the people who work within themDocumented in the researched product page.

Activity Management: view archived sales activities, record workflow, and assign tasks Lead scoring moduleDocumented in the researched product page.

Outlook & Gmail integrationDocumented in the researched product page.

Opportunities & Forecasting: easily create pipeline and forecast reports and track margins, revenue, close probability and date, lead source, and marketing eventsDocumented in the researched product page.

Quotes & Proposals: quickly generate complex quotes on the fly and tie them to opportunitiesDocumented in the researched product page.

Create & track revenue and units sales forecastsDocumented in the researched product page.

Contract Management: create and retrieve contractsDocumented in the researched product page.

Products & Services: manage pricing, margins, and maintenance costs with a catalog of the company’s offeringsDocumented in the researched product page.

Create & track product sample requestsDocumented in the researched product page.

Leverage geo-tracking capabilities for creating routes for sales tripsDocumented in the researched product page.

Customer Support: register & tracking of incoming requests and complaints with detailed informationDocumented in the researched product page.

Built-in knowledge base systemDocumented in the researched product page.

C2 Field Service: track time or incident charges and travel and incidental expenses against customer invoices and contractsDocumented in the researched product page.

Project Management: get a detailed view of project activity with access to information such as associated contracts, activities, services billing, team members, etc.Documented in the researched product page.

Pros & cons

Pros

Product page documents a concrete business workflow
Documented capability: Relationship Tracking: access key information about companies and the people who work within them
Documented capability: Activity Management: view archived sales activities, record workflow, and assign tasks Lead scoring module
Documented capability: Outlook & Gmail integration
Documented capability: Opportunities & Forecasting: easily create pipeline and forecast reports and track margins, revenue, close probability and date, lead source, and marketing events

Cons

Pricing and usage limits should be checked against the exact plan
Implementation effort depends on the team's data and process maturity
Reported outcomes should be validated with the buyer's own data

What the record shows

—_/5

No reviews yet aggregated

Business-Software.com product page ↗Vendor website ↗

Independent product research describes c2crm is a comprehensive and customizable cloud-based crm solution designed to integrate sales, marketing and customer service into one seamless, collaborative operation.

Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.

User reviews

Written by Audyense accounts · moderated before publishing

No user reviews yet.

Used C2CRM? Be the first to tell other buyers what actually worked.

Compare C2CRM with

Design for Fabrication SAI360 DesignCrowd