C2CRM Features
What are the features of C2CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
Reporting & Analytics
- Reporting
- Dashboards
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Technology Glossary Features
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C2CRM Categories on G2
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Platform
Customization | Based on 23 C2CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 97% (Based on 23 reviews) | |
Workflow Capability | Based on 21 C2CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 91% (Based on 21 reviews) | |
User, Role, and Access Management | Based on 22 C2CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 22 reviews) | |
Internationalization | Based on 11 C2CRM reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 94% (Based on 11 reviews) | |
Sandbox / Test Environments | Based on 13 C2CRM reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 92% (Based on 13 reviews) | |
Document & Content Mgmt. | Based on 18 C2CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 87% (Based on 18 reviews) | |
Performance and Reliability | Based on 22 C2CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 86% (Based on 22 reviews) | |
Output Document Generation | Based on 15 C2CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 93% (Based on 15 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Integration | Integrates with other customer service software to improve support and enhance functionality | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress | Not enough data | |
Dashboards | Displays important metrics relating to performance | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 39 C2CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 91% (Based on 39 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 22 C2CRM reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 84% (Based on 22 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 35 C2CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 84% (Based on 35 reviews) | |
Task / Activity Management | Based on 39 C2CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 89% (Based on 39 reviews) | |
Territory & Quota Management | Based on 28 C2CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 78% (Based on 28 reviews) | |
Desktop Integration | Based on 28 C2CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 84% (Based on 28 reviews) | |
Product & Price List Management | Based on 27 C2CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 81% (Based on 27 reviews) | |
Quote & Order Management | Based on 28 C2CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 86% (Based on 28 reviews) | |
Customer Contract Management | Based on 29 C2CRM reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 85% (Based on 29 reviews) |
Marketing Automation
Email Marketing | Based on 35 C2CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 90% (Based on 35 reviews) | |
Campaign Management | Based on 32 C2CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 89% (Based on 32 reviews) | |
Lead Management | Based on 31 C2CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 92% (Based on 31 reviews) | |
Marketing ROI Analytics | Based on 26 C2CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 85% (Based on 26 reviews) |
Customer Support
Case Management | See feature definition | Based on 29 C2CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 86% (Based on 29 reviews) |
Customer Support Portal | Based on 30 C2CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 91% (Based on 30 reviews) | |
Knowledge Base | Based on 33 C2CRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 83% (Based on 33 reviews) | |
Call Center Features | Based on 24 C2CRM reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 81% (Based on 24 reviews) | |
Support Analytics | Based on 30 C2CRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 81% (Based on 30 reviews) |
Integration
Data Import & Export Tools | Based on 21 C2CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 94% (Based on 21 reviews) | |
Integration APIs | As reported in 16 C2CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 96% (Based on 16 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data | |
Data Import & Export Tools | Not enough data | ||
Integration APIs | Not enough data | ||
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data |
Mobile & Social
Social Collaboration Features | Based on 19 C2CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 83% (Based on 19 reviews) | |
Mobile User Support | Based on 27 C2CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 87% (Based on 27 reviews) |
Reporting & Analytics
Reporting | Based on 38 C2CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 85% (Based on 38 reviews) | |
Dashboards | Based on 39 C2CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 93% (Based on 39 reviews) | |
Forecasting | Based on 28 C2CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 87% (Based on 28 reviews) | |
Basic Reporting | Not enough data |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | Not enough data | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | Not enough data | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. 10 reviewers of C2CRM have provided feedback on this feature. | 87% (Based on 10 reviews) | |
Building and Personalizing Emails | This feature was mentioned in 10 C2CRM reviews. | 73% (Based on 10 reviews) | |
Sending Outbound Emails | This feature was mentioned in 10 C2CRM reviews. | 83% (Based on 10 reviews) | |
Manage Email Deliverability | Based on 10 C2CRM reviews. | 78% (Based on 10 reviews) | |
Automated Email Responses | Not enough data | ||
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data |
Ticket and Case Management
Ticket Creation User Experience | User Experience of creating and submitting a ticket | Not enough data | |
Ticket Response User Experience | User Experience of responding and receiving a response | Not enough data | |
Workflow | Route tickets based on values of fields, changes to ticket status and time based conditions | Not enough data | |
Automated Response | Respond to common requests with standard reply | Not enough data | |
SLA Management | See feature definition | Offers tools for managing and tracking service-level agreements (SLAs) | Not enough data |
Attachments/Screencasts | Documents and files can be attached to the ticket to communicate with customer issues/resolutions | Not enough data | |
Ticket Collaboration | Share and collaborate on tickets with multiple customer service representatives | Not enough data | |
Customer/Contact Database | Central repository for account and contact information | Not enough data |
Communication Channels
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Email to Case | Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | Not enough data | |
Live Chat Support | Ability for customer service agents to communicate with customers via live chat to solve problems live | Not enough data | |
Voice | Make and receive calls directly in the application. Track and record calls for analysis. | Not enough data |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Multi-page Forms | Allows users to create forms with more than one page | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
