C2CRM

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Take a Modular Approach to Customer Relationship Management (CRM).

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Decision Snapshot

C2CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$15 / month
Free TrialNot available
Free VersionNot available
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

C2CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About C2CRM

C2CRM is a comprehensive customer relationship management (CRM) platform that helps growing businesses automate sales, marketing, and service processes from a unified dashboard. With modular CRM components for contact management, sales forecasting, workflow automation, and case resolution, C2CRM enables teams to manage customer lifecycles, nurture leads, and close deals more efficiently. Its flexible architecture allows organizations to tailor the platform to unique business models and data structures without extensive customization or IT overhead.

Built for scalability, C2CRM includes advanced tools such as visual process automation, customizable dashboards, marketing campaign management, and deep reporting, helping teams optimize performance across departments. By consolidating CRM, sales automation, and service case management into a single solution, C2CRM reduces tool fragmentation, improves data consistency, and accelerates customer engagement — making it a strong fit for businesses seeking a configurable, extensible CRM platform.

Core Capabilities

  • Centralized contact and account management
  • Sales pipeline and forecasting tools
  • Visual workflow automation builder
  • Campaign management and lead nurturing
  • Customer service case tracking
  • Customizable dashboard and reports
Company Clear C2
Founded 1993
Headquarters United States
Employees 1-10

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Linux

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Information Services Information Technology & Services

Why Choose C2CRM

Problem it Solves

  • Problem it Solves Unifies Sales
  • Problem it Solves Marketing
  • Problem it Solves And Service Workflows With Flexible CRM Automation

Target Users

  • Target Users Sales Leaders
  • Target Users Marketing Teams
  • Target Users Customer Service Managers
  • Target Users Operations Teams
  • Target Users SMB Executives

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Automate Sales Pipelines
  • Core Use Case Run Marketing Campaigns
  • Core Use Case Track Support Cases
  • Core Use Case Generate Performance Reports

USP

  • USP Highly Configurable CRM With Modular Automation And Reporting

Editorial Buyer Guidance

Who Is C2CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Unifies Sales

Marketing. And Service Workflows With Flexible CRM Automation

Target Users

  • Sales Leaders
  • Marketing Teams
  • Customer Service Managers
  • Operations Teams
  • SMB Executives

Core Use Cases

  • Manage Customer Relationships
  • Automate Sales Pipelines
  • Run Marketing Campaigns
  • Track Support Cases
  • Generate Performance Reports

Unique Selling Point

Highly Configurable CRM With Modular Automation And Reporting

Category-Based Capabilities

C2CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Management Software 28 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Marketing Automation Software 30 selected features Open category ↗ ⌄
Drip Campaigns Customizable CTAs Email Marketing Engagement Tracking Customizable Forms ROI Tracking Website Visitor Tracking Lead Capture Marketing Calendar Dynamic Content Event Triggered Actions SMS Marketing AB Testing Lead Qualification Data Import/Export Conversion Tracking Social Marketing Landing Pages Template Management Segmentation Campaign Analytics Lead Generation Multi-Channel Communication Sales Analytics Lead Management Multi-Campaign Multi-Channel Marketing Marketing Automation Campaign Management CRM
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Pricing Information

C2CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Monthly Payment
Sales Add On
$15 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

C2CRM Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a C2CRM Review ↗
5.0
Based on 1 approved review
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Anonymous reviewer
Anonymous Reviewer Owner

All My Customer Info in One Place!

I’ve been using C2CRM for a few weeks, and it’s made managing leads and clients so much easier. Everything is organized, and I can track interactions without any hassle. Really helpful!

Reviewed on February, 2024
Frequently Asked Questions

C2CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

C2CRM is a comprehensive customer relationship management (CRM) platform that helps growing businesses automate sales, marketing, and service processes from a unified dashboard. With modular CRM components for contact management, sales forecasting, workflow automation, and case resolution, C2CRM enables teams to manage customer lifecycles, nurture leads, and close deals more efficiently. Its flexible architecture allows organizations to tailor the platform to unique business models and data structures without extensive customization or IT overhead.

Built for scalability, C2CRM includes advanced tools such as visual process automation, customizable dashboards, marketing campaign management, and deep reporting, helping teams optimize performance across departments. By consolidating CRM, sales automation, and service case management into a single solution, C2CRM reduces tool fragmentation, improves data consistency, and accelerates customer engagement — making it a strong fit for businesses seeking a configurable, extensible CRM platform.

Core Capabilities

  • Centralized contact and account management
  • Sales pipeline and forecasting tools
  • Visual workflow automation builder
  • Campaign management and lead nurturing
  • Customer service case tracking
  • Customizable dashboard and reports

  • No, C2CRM does not offer a free version.

  • No, C2CRM does not offer any free trial.

  • C2CRM offers the following pricing plans & packages:

    Sales Add On

    $15 Per Month

  • C2CRM supports the following payment frequencies:

    • Monthly Payment

  • Yes, C2CRM offers an API.

  • C2CRM offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • C2CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • C2CRM supports the following languages:
    • English

  • Following are the typical users of the C2CRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • C2CRM supports the following deployment:
    • Cloud Hosted

  • C2CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Linux
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