C2CRM Reviews & Product Details

C2CRM Overview

What is C2CRM?

Clear C2 is a 25yr CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10 user minimum). Customizable CRM that will drive sales, manage customer relationships, and automate internal processes. Affordable, flexible pricing.

C2CRM Details
Website
Discussions
C2CRM Community
Languages Supported
English
Product Description

C2CRM streamlines your sales process by providing real-time information on leads, prospects and customers. It improves and tracks marketing initiatives.

How do you position yourself against your competitors?

We provide the same CRM tools as most of our competitors (and sometimes more). Our business model is unique. We don't outsource any of our services or support to partners. We want to understand your business and make sure our CRM fits your needs. We work together to create a solution that your team will use (and actually like). This allows our team to provide ongoing training and support as your business evolves over time.

Our customer support is exceptional. Try us out and see for yourself. If you don't agree, you can cancel your monthly contract anytime.


Seller Details
Seller
Clear C2, Inc.
Company Website
Year Founded
1993
HQ Location
Coppell, TX
Twitter
@C2CRM
752 Twitter followers
LinkedIn® Page
www.linkedin.com
38 employees on LinkedIn®
Description

Clear c2 provides Cloud Computing for Customer Relationship Management (CRM) and Maintenance Management Solutions(MMS). The award winning C2CRM is widely recognized from industry analysts as a leader in the CRM category of hosted and on-premise software solutions. The solutions provided by Clear C2, Inc. are flexible enough for the largest enterprises, but cost effectively for the needs of a Small to Medium Business.


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Marketing Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

C2 achieves our key objective – Easy to use, with robust features for long-term growth. Review collected by and hosted on G2.com.

What do you dislike?

That I did not find them earlier in our CRM search process. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

For The Peggs Company, C2 was a best-kept secret. We found them later in our search process. Save yourself time and money. Include C2 in your early search. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

- Leads and customers finally reside in a single data base on a dynamic platform

- Totally eliminates redundant tasks

- Organizes workload and activities, so our team can sell more and strengthen their compensation

- Delivers clear visibility into accounts, contacts, leads, activities, communications, etc. This enables us to spend more time with leads and customers and shorten the sales cycle

- Automatically captures leads from all types of marketing campaigns so we can categorize or segment them anyway we like.

- Easy scheduling and managing all activities in one place with a powerful calendar that automatically reminds and alerts our sales team of upcoming events and actions

- Features a robust yet simple marketing management platform

- Seamless integration with other key tools like Outlook

- Customizable dashboards, powerful reports and analytics for guiding our business

- Last but most importantly, mobile optimized. All this can be achieved using any device, particularly mobile phones or tablets when our team is on the go. Full version with the same info no matter which device used

Also want to share our journey:

Why Clear C2 CRM?

In our exhaustive search for the best CRM partner for The Peggs Company, we invested hours seeking detailed feedback from small, medium, and large-size customers regarding their user experience. What did we discover? Every C2 customer we spoke with have been with C2 for lots of years. And C2 has been helping customers achieve their business objectives for over 25 years. And like Peggs, C2 is a family-focused company, treating all team members like one of their own. Which is probably why many of the C2 employees have been there since it was founded.

The path to finding this diamond in the rough as we put over 20 CRM companies through the paces in our search, was through a high recommendation from other users and the unrivaled service received throughout our CRM journey.

We quickly learned that C2 achieves one of our most critical objectives – “Easy to use, with robust features for long-term growth”. And It is refreshing to actually communicate with the brains behind the solution, from brilliant CEO, to the tech and implementation teams to the integration and support teams.

Here are a handful of compelling advantages that led us to partnering with C2:

• Easy to setup and use, focused on manufacturing/service companies, superior live customer support, all implementation/deployment/support is in-house, intuitive interface/easy to navigate.

• Free Post-Implementation Support (software upgrades, tech support, application changes/customization to screens created in initial implementation.

• All Product/Sales Life Cycle R&D/sales/implementation/post-implementation support is performed by a talented in-house team, with delivery of an ERP integration solution.

• Dedicated service including investing the in-house time and resources to ensure successful integration with ERP and other Apps. No need to bring in a 3rd party bridge integrator to achieve our integration objectives.

• With C2 as our partner, we will continuously garner attention from their A+ service organization, making us a very BIG fish in a small pond. Simply pick up the phone.

• Guaranteed quick response with an ALL-inclusive support model as part of the monthly subscription.

We are currently ramping up for deployment as well as bi-directional integration with our back-end ERP system. C2 is delivering above-and-beyond service all the way, just as promised, further reinforcing that The Peggs Company made the right CRM choice. Our pilot “Dream team” is actively involved in shaping this solution and our sales team is already test-driving core features and using it in real time while in demo mode. Truly looking forward to our companywide official launch. Thanks, C2. Anyone wishing to explore our experience further, call Lance at The Peggs Company at 951.903.3871. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

C2CRM is a comprehensive solution tool that offers a platform of the latest technology for the management of graphics and a web browser easy to use, which can also operate and integrate sales, marketing and other services offered to customers only in this interface that is highly intuitive for the management of these functions giving great benefits to users allowing a very good expansion in the market and an attractive customer acquisition Review collected by and hosted on G2.com.

What do you dislike?

C2CRM contains a very solid and striking platform has a disadvantage that certainly slows down a bit the acquisition of the service which is the cost of recruitment that is a bit high compared to other tools, but nevertheless is a very well paid value because C2CRM is fully adapted to the needs you may have within your company Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Despite the high cost that can have C2CRM, this contains many benefits that can help any type of company in the market to obtain optimal profitability, which is why I recommend its use entirely because in our experience we have had quite high results Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Without any doubt we have solved many problems within our company in which C2CRM has been the protagonist of these great advances, what we can achieve is that we strengthen an effective approach to attract and keep both potential and loyal customers thanks to a very easy to use and very intuitive interface in which you can manage the functions from a mobile application or from the desktop application. It is also important to note that this tool is complete in all functions that have an unparalleled technical support, marketing campaigns of various types and a highly qualified sales management that helps expand the profitability of your business Review collected by and hosted on G2.com.

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UE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

C2CRM provides its users with a comprehensive platform where users can manage sales, marketing and customer service processes from a single collaborative operation and quickly, it is also a software with extensive administrative knowledge, is very technological and offers a whole graphic experience in its interface that consists of a web browser this makes it very appealing to users because of its ease of getting functions and technical support, the mobile applications offered are also really good and all its functions are equally effective as those of the web domain Review collected by and hosted on G2.com.

What do you dislike?

The negative points of this software are the calendar and reminder system is confusing and does not have a good design, you need more references for the valuation of prospects because the ones you have are very basic, it has very few integrations with social networks and this point is critical for a marketing management software, it is not very useful for quotes and its technical support takes a long time to solve the problems Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I recommend this software because it is a powerful engine for marketing, sales and customer service management and also because it is a highly technological program with an intelligent interface and a great design, it has a relatively expensive price but it can be an option for both large and small organizations, the mobile applications are excellent and I recommend them one hundred percent as well as many of their tools Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

C2CRM has been the solution to many of our problems that have helped us win and maintain the loyalty of our customers, allowing us to have greater profitability and be leaders in our market, its ability to track sales channels, make quotes, forecasts and drip campaigns have really been very effective to meet our goal before C2CRM our database was very minimal and not very useful to attract customers but now with this software we have been able to collect much more knowledge about our customers and provide better service to each of them Review collected by and hosted on G2.com.

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Information Technology Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The product feels stable and "fully baked" compared to some other CRM/Customer Support applications. Clear C2 seems to find a niche where C2CRM can be configured for your business rules, so real business conformance OR you can go out of the box, best practices. They were great to work with as they guided us through the process of configuration and go-live support. C2CRM is a critical piece to my management of the IT needs for a global work force, especially during these times where everyone is disbursed. With C2CRM Dashboards and Workflow, all IT requests are in a single location, with workflow being the glue that allows us to keep them up-to-date on the current status while my team addressees their request. Data is easily exportable, which then allows me to perform analytics to identify trends to get in front of larger, more global issues which can be escalated to Executive Managment for visibility. Review collected by and hosted on G2.com.

What do you dislike?

To date, we have had no major issues with our configuration or the C2CRM Support Team. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

IT Service Desk management of IT support requests for a globally disbursed workforce Review collected by and hosted on G2.com.

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UM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

C2CRM is a tool that is completely for teams with sales activities where managers can provide quality service to customers by providing a better solution in the advertising issue making more attractive the panel which handles a simple leadership to implement and adapt to the business needs of our organization, mainly for large amounts of internal support documents ensuring remote sales in real time providing solutions and special attention that includes modules designed to solve problems in follow-up stages for electronic payments improving performance in work processes Review collected by and hosted on G2.com.

What do you dislike?

In spite of its qualities, this tool presents functions that need to be improved, such as the advertising design control panel, which does not have a connection between users connected by e-mail, thus leaving an ineffective alternative for customers to provide a better option in their purchases, in this way can cause a delay in the economic statements of the company in question technical documents required by customers is not critical to our business structure custom templates when tracking does not work in real time customer loyalty web-based our business model are always professional to download the products when choosing and retaining communication between the relations of quality sales activities Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It should be noted that this tool is widely guaranteed with a faithful compliance in all communication between client and server, providing quality business activities in the sales work subscribed to the industry spread by email online training has a range of platform subscribed to the different designs with deployment in the cloud improving productivity and increasing sales is why if your company has a deficit in some of these functions is important to take into account a tool with what is C2CRM for better performance Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

C2CRM is an easy to use tool in the modules created for cases of highly adaptable work which has helped us to provide control teams in the integration of internal online chat giving greater performance in the areas of work for our distinguished clientele, where the platform allows us to create custom templates required for the best performance in sales related economic activities of the organization in real time without having to implement alternative systems for the development of text documents required by the client in emails and retain communication between users and the company in business we have obtained superior results as a good business partner server Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Regarding the experience I have had in my company using C2CRM it has been of great help for my growth and development as a marketing and sales project manager, many are the facilities and capabilities that provides this software for users perhaps one of the most prominent undoubtedly is its platform that is highly technological and has some very graphics that have nothing to envy any other software market the next point in the I consider this software is a great option is to work marketing and sales using collaborative tools in which I can mention the integrated internal chat, social networking integration and advertising emails Review collected by and hosted on G2.com.

What do you dislike?

When we talk about C2CRM we understand that it is a complete software in terms of marketing and sales but nevertheless members of my team and I personally have managed to find some shortcomings such as customer service which although it is very good monitoring of after-sales activities is not very effective and needs to be improved as well as advanced ticketing functions, being a software that has very extensive modules we can conclude that the learning curve is steep so that their adaptation phase can be slow and a little complicated Review collected by and hosted on G2.com.

Recommendations to others considering the product:

As a user I have much to recommend C2CRM as software because my experience has been really rewarding mainly I would recommend it as a management tool for marketing and sales which is its greatest strength, it is very flexible which makes it perfect for both small and medium enterprises with this software no doubt that the work within your organization will be much more productive can be difficult at first to adapt quickly to the software but once you get it can make a great tool Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The use of C2CRM is quite extensive since we are talking about a complete software with a variety of functions, the main use we give this program in my organization are for marketing purposes since it is quite simple and fast to generate advertising emails, make an assessment of prospects, make a territorial management and make quotes and proposals just to mention a few things that has facilitated much more our work in addition to helping us work collaboratively through its various communication tools which are very important Review collected by and hosted on G2.com.

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Senior Contract Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

C2CRM is an extremely amazing software to customize business needs and it aids to provide novel strategies for business and guides a flexible price to tag a product. An atomization tool to check the email hub and messages to collaborate with company members. Whole files are highly dependable and available anytime to view the inside information. It is compatible with any other application in its function and unique in all ways for tracking business production. Review collected by and hosted on G2.com.

What do you dislike?

It’s difficult to notice the disadvantages as this is a multi-dimensional application that can store huge files only, it cannot function for a single file and have not easy access to the folder. There must a key in toolbar for immediate action. Its working is easy and can be installed quickly if the internet is available at a good speed. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I employ this application to convey with my customers and team. What an outstanding thing I must sound out. It’s not only easy in working, but I can estimate my production and buying rate on one spot. All multiple effects of tracking production detail can make together. Newmarket trends are at a single click. I don’t see any trouble in setting meetings and a memo alert is always there through email or messages that produce my work easy and pliant. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

This company has been excellent at streamlining my customer service needs and helps increase productivity in my company. Review collected by and hosted on G2.com.

What do you dislike?

At this time I currently have zero complaints. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Streamlining daily functions has often been a problem with several organizations I have been a part of. Having C2CRM showed me functionality I didn't even know I needed! Review collected by and hosted on G2.com.

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Digital Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The integration was extremely easy and required minimal effort. The support is second to none and our questions were answered within an hour and if not by the close of business every day! Review collected by and hosted on G2.com.

What do you dislike?

The most helpful is the ability to teach on the platform. The C2CRM is extremely user friendly making it easy to teach others, and get information in a very quick fashion. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are solving incorrect information being put into our CRM, which is a huge feat in any organization, and the transfer of support tickets to the correct department. This is huge for a company as big and spread out, geographically, as we are! Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Very functional dashboard with solid view of sales funnel, contacts, and interaction timeline storage via each communication channel. A good data collection and retrieval process. Very simply model to get up and running, good clarity in 'what you're getting' and very fair pricing structure(s). Review collected by and hosted on G2.com.

What do you dislike?

There may be customization limitations, possibly around ability to change fields or certain workflows. Not to say change request cannot happen, but customization may be required as opposed to a range of value-add plug and play feature sets Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping track of the customers we deal with. Fields provide an updated view on intel around customer/leads communication but also products and corresponding product micro services we're trying to sell - as well as what has been purchased by each customer. This helps to better understand both our customers and potential customers, and what and where their interest resides with our product line Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

New account additions are simple and straight forward. Has been tailored to our specific needs. Still in early stages of mapping and working within account record fields. Review collected by and hosted on G2.com.

What do you dislike?

Somewhat difficult to find accounts if not spelled correctly. Also difficultly at times of finding past notes and adding new Contacts. It may be how I am submitting notes. Also lag time of notes being saved in account file. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Keep practicing and experimenting. Need to get used to specifics and you will make some mistakes. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking and history. Everything in one place. Because we started new after a download of Salesforce there is clean up that takes time. Review collected by and hosted on G2.com.

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Graphic Designer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

In the past decade, I've worked with pretty much every CRM - and C2 has clear (no pun intended) advantages over most of them. The interface is really nice looking and easy to navigate. The onboarding and training process was a breeze, and their team was very accommodating to our schedules and questions. Review collected by and hosted on G2.com.

What do you dislike?

The only problems I've run into so far were small things - For example, I'd like to be able to select delete multiple dashboards at once. It's a minor inconvenience. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were able to cut several steps out of a process that a part of our team has to do multiple times a day. This results in an increase in productivity, which allows us to handle customer questions and concerns much faster. Review collected by and hosted on G2.com.

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Sales Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

c2crm provides each user there own crm experience by allowing unlimited dashboards and widgets with exactly the data I need to do business. The tech support I receive is always 5 star for even the simple stuff.

I have used Salesforce, Zoho and HubSpot and this CRM UI is easy to master and does not require a "masters degree" in order to navigate. Less overall mouse drag rate witch means I move faster through my environment allowing me to complete tasks and retrieve essential information every time I log in. Review collected by and hosted on G2.com.

What do you dislike?

I wish the powers that be found C2 long ago. So much time and energy was spent working with the "brand names" who seemed like understanding how we do business was less important then how their CRM was supposed to show us how to reinvent the wheel!?!? Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Our first reaction to moving off the brand name was our concern another vendor could actually deliver what we needed. After extensive searching we found C2 and learned very quickly they really cared about how we used software. Their approach to learning our business was key as it relates to the effectiveness of the CRM Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

So far after 8 months we have increased sales revenue by 24%. We have seen a vast improvement in the marketing response of new leads and current clients are finally getting the attention they have paid for because C2 has organized our activity's and have kept our sales reps honest when it comes to using the CRM. C2 has a case management tool that leverages the knowledge-base/AI component to quickly solve issues and points the right people in the right direction. We are keeping our clients happy and our team is enjoying the feeling of solving problems for their customers. Review collected by and hosted on G2.com.

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Vice President Sales
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

C2CRM is intuitive and straightforward unlike many CRMs in this space. Review collected by and hosted on G2.com.

What do you dislike?

Past dislikes have been timely resolved via C2's roadmap and enhancements. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This company is easy to work with and delivers on their commitments. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Collaboration between departments is the biggest benefit to my organization. Review collected by and hosted on G2.com.

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Business Development Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

C2CRM, has changed the way we do business, by Uniting all of our teams. From Marketing, Sales, and Customer Service. The implementation was way easier and faster than we had EVER EXPECTED. I am truly amazed at the capabilities that it has. I wished I could shout from the mountain top to let everyone know that C2CRM is SIMPLY THE BEST!! Review collected by and hosted on G2.com.

What do you dislike?

I have nothing bad to say, if I see something that I need or if something is not working, Clear C2's team handles it right then. Great customer service. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I recommend you know where you are headed as Clear C2 will take you there. Ask their experts and they will guide you thru the whole process.Even if it is just an Idea, ask and they will help. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have eliminated costly marketing software like Constant Contact, because C2CRM does the same thing. It has changed the way we do business. Review collected by and hosted on G2.com.

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Receptionist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

All company and client information is easily accessible with note fields and reminders. Excellent training from Chris Owen who is always available to help and answer questions. Review collected by and hosted on G2.com.

What do you dislike?

During quick find words disappear if clicked on Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Activity reminders/follow-up help keep up communication with multiple clients. Query builder has many options for multiple searches. Review collected by and hosted on G2.com.

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Sr. Sales Executive (23yrs)
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

We love the latest changes to C2-Super Easy to Use. Dashboards make managing my day so simple with only having to go to one screen to access everything I need. Review collected by and hosted on G2.com.

What do you dislike?

The older versions weren't as customizable as the new release, but since we've updated I don't think I've had any issues. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

C2 keeps me organized. And when I have something unexpected come up, like sending out a quote or checking on an order for a customer, it's super fast and easy to get things done. Even my customers are impressed with my response time. Review collected by and hosted on G2.com.

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HRIS Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The C2 tool started out as a ticketing tool for our HR systems department years ago, but has been flexible enough to grow as we grow. C2 is now the tool we use for HR systems, Payroll, Accounts Payable, and our Talent Management team. C2 helps us manage requests from all across our organization, and never shies away from the challenges that we bring. The customer service, support, and creative partnership is also top notch! Review collected by and hosted on G2.com.

What do you dislike?

We are a VERY self sufficient organization, so having to rely on C2 service to execute some of our needs can slow us down, however as mentioned above, their service is always fast and friendly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

C2 provides a centralized repository for all of our HR requests. It provides notifications as the requests moves through the process and when it is complete. C2 provides reporting and metrics that allow us to manage our customer relationships and measure our efficiency. The tool really is great and serves many purposes for our team. Review collected by and hosted on G2.com.

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HRIS Analyst III
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Our company has over 30 users and this system is one in which we have the least number of problems. Typically if we have an issue with this tool, it is due to our network. Anytime we do need assistance from customer support, the issue is resolved quickly. C2 customer support is on top of everything we send in. If they can't resolve it right away, they will let us know when we can expect resolution. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes our tickets will lock up because a user has sent in an image in the body of the email. Occasionally, we will have to have C2 support close these corrupt tickets. It would be nice if the system could support images that are in the body and not just an attachment. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

C2 allows our HR & Payroll groups to keep track of their work in one tool. Managers can monitor work load and progress as well. We also have the ability to go back and pull data when it is requested by employees in the organization or audit teams. The reports and queries also allow us to quickly locate history on an employee/payroll transaction. In addition, it keeps everything in one place so we can easily back up other team members or share ticket boxes when necessary. Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

We use C2CRM as both a CRM tool and a quotation tool for our customer. While the software is very capable out of the box, we did a series of customization to make it better suited for our company. We use the tool thru 3 facilitys and as a way of working with our external partners is Asia. The C2 team was understanding of the changes that we needed to make and also suggest best practice based on their past experiences and in-depth knowledge of the tool. Review collected by and hosted on G2.com.

What do you dislike?

It would be nice to have the ability to customize reports without having to have them customer written. Other tools that I have used in the path, you can manage a report by first selecting the type of report and then by selecting the fields that you might need from different parts of the software. You can always ask for a custom report to be written, but it is hard to ask for customized reports for something that is a one off or infrequently used. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The company uses C2 to maintain a database of all current and past customer that we have worked with. We use a customized feature of Opportunities to manage all the quotations for a specific program in one location so that we can review history, understand past volumes. We have reports that we can use to see how long a quotation is taking from start to finish, help to identify bottlenecks in the process and track our win/loss ratio. Review collected by and hosted on G2.com.

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IT Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Working with the C2CRM team, we were able to quickly create a custom license tracking and secure software distribution system. We use the Form Letter, Communication & Workflow features included with C2 to automate responses to registration and support requests. In the 4 years since implementing C2CRM, the times we have had to call for support/training, they were very responsive, pleasant to work with and resolved items quickly. Review collected by and hosted on G2.com.

What do you dislike?

Not sure that there is anything that we dislike. It just works like we need it to. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are a small, distributed company with a rather complex business model of both consulting and software development. Before implementing C2CRM, it was extremely time consuming to access customer information from disparate systems to pull together a complete picture of our customer base. Using C2CRM, we can effectively track activity and send streamlined communications to customers from both sides of the company. Review collected by and hosted on G2.com.

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GL
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

It is more helpful when it comes to organizing the client's file. In fact, this will help you be systematic and exercise proper time management Review collected by and hosted on G2.com.

What do you dislike?

Always make sure that there will be a 24/7 support that can contact anytime. This will be easier for the users to have knowledge when it comes to navigation Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure to take time on planning, checking, and testing the software before going live Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This is another innovation of paperless works Review collected by and hosted on G2.com.

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Distribution & Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The flexibility and communication from the staff at c2. Whenever there is an issue or a business need I feel confident that C2 has a solution. Review collected by and hosted on G2.com.

What do you dislike?

Years ago I was promised a Texas Rangers hat, I never received it. But it is ok, it has only been 10 years. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have been able to use C2 for many different reports, forecasting, quoting, and marketing email blasts. Review collected by and hosted on G2.com.

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Inside Sales and Support Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Working with C2 to come up with creative solutions to creative needs. Review collected by and hosted on G2.com.

What do you dislike?

Honestly, nothing comes to mind. Big fan for many years. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Will make a positive impact on your management of customers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Project Management. Special offers. Survey eCasts. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

C2 is so easy to use. It organizes my day from contact details to sales and marketing. Review collected by and hosted on G2.com.

What do you dislike?

I would like the ability to to import my own contacts instead of asking our internal admin...but that may be how our security is set up. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have workflows set up to make sure our biz processes are all automated. So I always have real-time info (in the office or in the field on my cell). It also reminds me if/when I haven't communicated with a key customer in a certain amount of time. I am also able to personalize emails and track who reads them and if they click a link! That's super cool. Review collected by and hosted on G2.com.

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Do you work for C2CRM?