# C2CRM Reviews
**Vendor:** Clear C2, Inc.  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 73
## About C2CRM
Clear C2 is a 30-year-old, privately-owned 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). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich.



## C2CRM Pros & Cons
**What users like:**

- Users value the **customizability** of C2CRM, enhancing operations and adapting to unique business needs effectively. (5 reviews)
- Users value the **ease of use** of C2CRM, facilitating organization and efficiency in workflow management. (5 reviews)
- Users value the **easy customization** of C2CRM, enhancing functionality and optimizing lead generation for their specific needs. (5 reviews)
- Users value the **responsive customer support** from C2CRM, ensuring a smooth and effective CRM implementation. (4 reviews)
- Users value the **customization capabilities** of C2CRM, enabling tailored solutions that enhance business processes and workflows. (4 reviews)
- Users value the **customization options** of C2CRM, enhancing functionality and ensuring a tailored experience for their needs. (4 reviews)
- Users find C2CRM to be **extremely helpful** , supporting lead generation and enhancing daily tasks for successful outcomes. (4 reviews)
- Affordable (2 reviews)
- Easy Implementation (2 reviews)
- Easy Tracking (2 reviews)

**What users dislike:**

- Users find the **learning curve steep** for C2CRM, making it challenging for beginners to navigate effectively. (3 reviews)
- Users feel that C2CRM has **feature issues** due to an outdated interface and limited customization options. (2 reviews)
- Users find C2CRM **not intuitive** , as it can be challenging for beginners and requires manual effort. (2 reviews)
- Users find C2CRM to be **not user-friendly** , especially for beginners, requiring manual work and lacking mobile compatibility. (2 reviews)
- Users find the **customer support lacking** , indicating that improvements are needed for better assistance and user experience. (2 reviews)
- Users note the **frequent changes** in C2CRM can complicate integration with Outlook and the C2 Calendar. (1 reviews)
- Users experience occasional **connectivity issues** when disconnected from VPN, though such glitches are infrequent. (1 reviews)
- Data Entry (1 reviews)
- Users find the **difficulty of use** challenging, especially for beginners lacking prior experience with the product. (1 reviews)
- Incomplete Information (1 reviews)

## C2CRM Reviews
  ### 1. Customizable CRM with Strong Integration but Needs UI Improvements

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lalit  K. | Telecom, Automotive, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2026

**What do you like best about C2CRM?**

I really appreciate C2CRM’s customizability and integration capabilities. It's easy to shape to the specifics of my business processes and integrates seamlessly with our ERP and accounting systems, providing a complete 360° view of the customer. The dashboards are clear, showing opportunities by stage, deal size, and industry, which helps in prioritizing sales efforts. Their forecasting tools are very helpful for predictability and sharpening decision-making. Administrators can easily create custom objects, fields, rules, and workflows, with the option to test in sandbox environments before production, making it adaptable across various industries.

**What do you dislike about C2CRM?**

Customer service consistency needs improvement; some users have experienced delays or inconsistent support quality. The documentation is sometimes thin, making self-service troubleshooting harder. The mobile app is prone to crashes and connectivity issues, making it difficult for field teams to access dashboards or update records on the go. The user interface looks outdated compared to modern CRMs like Zoho or HubSpot. Navigation is not intuitive, requiring users to click around to access common functions, which adds friction to the onboarding process, especially for teams new to CRM systems.

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM consolidates customer data, improves sales tracking, and unifies workflows, cutting down on wasted effort. It connects campaigns to sales for clear ROI and enhances automation for personalized outreach. Its customizability and integration offer a 360° customer view, boosting cross-department visibility.

  ### 2. Streamlined Recruitment with Easy Tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Khushbu B. | HR Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 28, 2026

**What do you like best about C2CRM?**

I like that C2CRM is an easy tracking system and a centralized platform that makes recruitment simple and efficient. It helps me manage candidate details, monitor hiring stages, and access all information quickly. The initial setup was smooth and easy for our team, with a simple onboarding process and user-friendly features. We switched to C2CRM for its better organization, easy tracking, and centralized data management. I appreciate that it helps us organize candidate data, track hiring progress easily, and maintain smooth communication with clients all in one place.

**What do you dislike about C2CRM?**

It works well overall, but improving system speed and making the interface more user friendly.

**What problems is C2CRM solving and how is that benefiting you?**

I use C2CRM to organize candidate data, track hiring progress easily, manage candidate details, and maintain smooth client communication, all in one centralized platform.

  ### 3. Efficient and User-Friendly, But Needs Better Integration

**Rating:** 3.5/5.0 stars

**Reviewed by:** Samar C. | Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2026

**What do you like best about C2CRM?**

I like that C2CRM is easy to use and the flow is easy to understand. The headcount planning feature is particularly beneficial as it allows me to easily plan and check headcounts. I find C2CRM acts as a single source of truth, which prevents the need for juggling multiple files. I also like that it provides management with insights on how many people are billable and who are on the bench. Additionally, setting up C2CRM was easy compared to Kytes.

**What do you dislike about C2CRM?**

If HR reports are delayed, headcount planning becomes misleading. Integration with ERPs or SuccessFactors needs to be improved.

**What problems is C2CRM solving and how is that benefiting you?**

I use C2CRM for managing contracts and pipeline. It acts as a single source of truth, providing monthly allocations and revenue forecasts for future projections. It makes handling headcount reports and pyramids straightforward.

  ### 4. Centralizes CRM Tasks Efficiently, Despite Dated Interface

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aditya  P. | Data Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about C2CRM?**

I like how C2CRM keeps everything in one place, making it easy to track all leads and follow-ups. Its lead tracking dashboard and automated reminders are very helpful as they simplify tracking and viewing leads. I mainly integrate it with email and spreadsheet tools to sync contacts and manage more easily. The initial setup was fairly straightforward, which helped us transition smoothly from our previous basic CRM.

**What do you dislike about C2CRM?**

The interface feels a bit dated and reporting could be more flexible and faster to customize.

**What problems is C2CRM solving and how is that benefiting you?**

I use C2CRM to manage customer relations, track leads, and sales follow-up in one place. It helps me manage client data and sales leads well, with lead tracking dashboard and automated reminders making it easy to track and see leads.

  ### 5. Effortless Customer Data Management with C2CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rishi S. | Product Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 31, 2026

**What do you like best about C2CRM?**

I use C2CRM to manage my customer data in one place and track all interactions easily, which helps me follow up on my leads, manage my sales pipeline, and keep everything organized without missing anything. I like that C2CRM saves time by reducing manual work and improves team coordination. It's simple and easy to use; I can see all customer details, follow-ups, and deal statuses in one place, which keeps me organized and saves a lot of time. The initial setup was quick and smooth, all perfect.

**What do you dislike about C2CRM?**

Sometimes the system feels a bit slow, especially when loading data or switching between screens. The UI can be more modern and easy to understand for new users.

**What problems is C2CRM solving and how is that benefiting you?**

I use C2CRM to manage customer data in one place, track interactions easily, and solve issues like scattered information and missed follow-ups. It saves time, reduces manual work, and improves team coordination.

  ### 6. Organized CRM with Intuitive Interface

**Rating:** 4.0/5.0 stars

**Reviewed by:** Juman D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2026

**What do you like best about C2CRM?**

I like C2CRM's easy-to-use interface and how it keeps everything organized in one place. The lead tracking and follow-up reminders are especially helpful as they save me time, help me stay consistent, avoid missing opportunities, and close deals more efficiently. The transition to C2CRM was smooth, with the interface making it easy for my team to adapt quickly.

**What do you dislike about C2CRM?**

Sometimes the interface feels a bit outdated, and customization options could be more flexible. Improving the reporting features and adding more modern integrations would make it even better.

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM helps me manage leads, track customer interactions, and organize my sales pipeline, making sales management more organized and efficient. It keeps all customer data in one place, helps track follow-ups easily, and avoids missing leads, improving my follow-ups.

  ### 7. Practical, Operations-Focused CRM That Runs Our Workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pankaj M. | Senior Quality Engineer, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2026

**What do you like best about C2CRM?**

One thing I like most about C2CRM is how practical and operations-focused it is compared to many modern CRMs. Instead of being only a sales pipeline tracker, it tries to run a large part of the business workflow inside the CRM.

**What do you dislike about C2CRM?**

One thing I dislike about C2CRM is that its user interface feels a bit outdated compared to more modern CRM platforms.

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM solves the problem of scattered customer data and inefficient sales processes by centralizing all customer information, leads, and interactions in one system, which helps me track opportunities more easily, improve team collaboration, and provide better customer service.

  ### 8. Amazing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aayushi C. | Assistant Research Scientist, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2026

**What do you like best about C2CRM?**

I appreciate its versatility. It’s both perfect and easy to use, with a user-friendly interface that makes everything straightforward.

**What do you dislike about C2CRM?**

nothing, it's perfect and easy to use. The interface is user-friendly.

**What problems is C2CRM solving and how is that benefiting you?**

helps businesses track customer information and interactions. 

More than just a digital address book, a good CRM software provides a single source of truth that can help any business

  ### 9. Powerful ERP Integration and Custom Workflows, but the Interface Feels Outdated

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about C2CRM?**

Customized Work Flows
Strong Integration with ERP
Minimal dependancy on IT

**What do you dislike about C2CRM?**

Outdated Interface
Not user friendly
Not suitable for Mobile phone

**What problems is C2CRM solving and how is that benefiting you?**

S&OP, Sales Planning and Customer Service Integration is the biggest problem which is resolved by C2CRM and it has helped us in improving our service levels

  ### 10. Affordable, Reliable CRM with Seamless Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** siva kumar a.

**Reviewed Date:** September 09, 2025

**What do you like best about C2CRM?**

I appreciate how C2CRM provides reliable and accurate information efficiently. Its user-friendly platform allows easy data management. C2CRM is affordable and offers market reliability. I like the reduced headcounts and cost savings it enables, along with advanced AI features that smoothen operations, data privacy, and comprehensive dashboard for all data.

**What do you dislike about C2CRM?**

I find that C2CRM needs to update its software to align with new technologies.

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM reduces headcount by 70% and costs while providing reliable, user-friendly data management. It integrates smoothly, ensuring all client information and invoices are on one dashboard, enhancing data privacy and reducing dependency on multiple vendors.

  ### 11. Highly Customizable CRM That Adapts to Your Business Needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Saniya S. | Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 20, 2025

**What do you like best about C2CRM?**

C2CRM supports creation of custom objects, fields, workflows, rules, and views so you can adapt the system to your business processes.

**What do you dislike about C2CRM?**

For teams that are often out of the office or rely heavily on mobile access,

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM solution: Centralises account/contact/interaction data, giving a 360‑degree view of the customer across functions.

  ### 12. Useful for Lead Calculations, But Needs Better Usability

**Rating:** 2.5/5.0 stars

**Reviewed by:** Harsh D. | Product Researcher, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 20, 2025

**What do you like best about C2CRM?**

It provides me in lead calculations and even in accounting

**What do you dislike about C2CRM?**

It is less user-friendly and sometimes requires manual work

**What problems is C2CRM solving and how is that benefiting you?**

Helping me close leads fast

  ### 13. Best Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aaron D. | .NET Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2025

**What do you like best about C2CRM?**

I am frequently C2CRM for Customer Relationship
A great tool to manage multiple roles in Customer Relationship, Ease of Integration and 
Ease of Implementation, Ease of use is the key Feature of C2CRM

**What do you dislike about C2CRM?**

Sometime it gets complicated to use C2CRM. They can work on customer support for their clients.

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM is helping me with managing email marketing for my firm as well as it helps me with relationship management with the clients

  ### 14. Great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kanishk D. | Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 16, 2024

**What do you like best about C2CRM?**

Better to use with bugs with timely disposition

**What do you dislike about C2CRM?**

Takes time to get refresh when the lead get disposed

**What problems is C2CRM solving and how is that benefiting you?**

It really helps for managing sales activities and performing marketing activities smoothly

  ### 15. It's great and proven software for Customer Relationship Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sattwik M. | Review Freelancer(Specialist), Mid-Market (51-1000 emp.)

**Reviewed Date:** November 29, 2023

**What do you like best about C2CRM?**

C2 CRM platform is very easy to use and it is also a value for money product for our company. After using this product our growth has increased up to 8 to 10% so we are happy with their products and hope our company will continuously make new collaborations with c2crm

**What do you dislike about C2CRM?**

The portal is not mobile friendly. The customer support team is good but they can be better. This product is hard to use by beginners so you need I experience to use this seamlessly.

**What problems is C2CRM solving and how is that benefiting you?**

They are providing all in one services in a single package. It save our money. The email marketing facility of c2crm is far more better.

  ### 16. Great Sales tracking tool and User friendly!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tara D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2023

**What do you like best about C2CRM?**

My position with my company entails mainly cold calling, Lead Generation. Customized to our business model, C2 has assisted me with building a solid pipeline, which allows me to track all of my leads and run successful email drip campaigns. Tons of tools and support are available to improve my daily tasks consistently.

**What do you dislike about C2CRM?**

The only downfall was the way Outlook and the C2 Calendar coincide. We found our way around it to where it still worked for our team. Outside of that, C2 is constantly making new changes every month!

**What problems is C2CRM solving and how is that benefiting you?**

Nothing currently, but I constantly email support for items we need assistance with, and there is always a solution. I am still waiting to hear more about Zoominfo, and hopefully, being available soon.

  ### 17. Affordable Management Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Krunal S. | Sales coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 29, 2023

**What do you like best about C2CRM?**

It is great service provider and it is useful for sales pipelines, marketing &customer interactions

**What do you dislike about C2CRM?**

it takes timeto resolve regarding the CRM Solutions

**What problems is C2CRM solving and how is that benefiting you?**

it possess various features & it provides a great service for lead generation process also gives accurate statistical results.

  ### 18. We have been with C2CRM since 2018 and they have been fantastic!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2023

**What do you like best about C2CRM?**

The customizable aspect that C2CRM has delivered for our industry and the developers continue working to create new functionality and technology integrations.

**What do you dislike about C2CRM?**

There isn't anything to dislike. With customization, you have to understand development can take some time to complete, test and implement. In the big picture, you need to know what your deliverable dates are and what you need immediately and what can be implemented and tweaked on an ongoing basis.

**What problems is C2CRM solving and how is that benefiting you?**

We use this CRM to manage staying in front of potential customers and win the sale, communicate with our sales department, and services.

  ### 19. C2 provided the support we were looking for and were extremely flexible and easy to work with.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2023

**What do you like best about C2CRM?**

It was able to be customized to meet the needs of our specific industry. It's also intuitive to a sales person making it a quick learn.

**What do you dislike about C2CRM?**

I would like to see an online or written guide book on how the different functions work so I don't always have to call and take notes.

**What problems is C2CRM solving and how is that benefiting you?**

We are an exhibit builder for customers going to tradeshows. C2 is the first software program that allows us to enter our client's show schedules and track them in the system. Our sales team must stay on top of upcoming shows. Shows drive everything we do. The mobile app is also great for our sales people walking tradeshows to be able to access our customer database.

  ### 20. Needs improvements, but everything is coming along nicely

**Rating:** 4.0/5.0 stars

**Reviewed by:** Danielle J. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2023

**What do you like best about C2CRM?**

Each role in my company has different modules/needs to be met. The C2 team has consistently worked with employees to either update user modules or create new ones as needed.

**What do you dislike about C2CRM?**

I'm not very sure what C2 offers until I've already requested that module to be created. Knowing what modules are readily available and work with people in other companies would be a huge benefit so that we could work on our own processes.

**What problems is C2CRM solving and how is that benefiting you?**

C2 is acting as a storage and documentation system for my company. Before, we relied on the use of emails, and emails can be doctored, displaced, or disappear all together over time.

  ### 21. User friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 26, 2023

**What do you like best about C2CRM?**

Automation facility into C2CRM is amazing.

**What do you dislike about C2CRM?**

I didn't find anything that help me to dislike everything works smoothly.

**What problems is C2CRM solving and how is that benefiting you?**

Data segmentation

  ### 22. Great experience overall with the entire C2 team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff H. | Vice President Marketing, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2023

**What do you like best about C2CRM?**

Mackenzie, Lindsay and everyone at C2 worked with our CRM launch committee and still work closely with our team to ensure the system was customized for our platform and works flawlessly.  It's been a fantastic experience and I wish we had chosen C2 sooner.

**What do you dislike about C2CRM?**

I don't have anything negative to say about using C2...maybe the weekly reporting could be improved but I'm working closely with Lindsay to make that happen.

**What problems is C2CRM solving and how is that benefiting you?**

ECA had never implemented a CRM, so executing with our team has been a hurdle.  Our group meets each month with Lindsay and talks about lessons learned and what works best for us.

  ### 23. Highly Recommend!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2023

**What do you like best about C2CRM?**

The product and the ease of use has made this a success for our company. The team is very knowledgable and responsive. They are a please to work with.

**What do you dislike about C2CRM?**

I do not have anything I can say I dislike about C2CRM.

**What problems is C2CRM solving and how is that benefiting you?**

We use this for our CRM, forecasting, submitting sample requests to our ERP system. C2CRM has helped keep key stakeholders current regarding what is happening in the market and our business. It has streamlined many of our processes and provided much needed efficiencies.

  ### 24. The BEST Customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paulette N. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 26, 2023

**What do you like best about C2CRM?**

They assign you a project manager who is very responsive, even after the original orientation.

**What do you dislike about C2CRM?**

The only downside is the inability to map correctly at this time.

**What problems is C2CRM solving and how is that benefiting you?**

They are always updating the product and we  are often pleasantly surprised with changes.

  ### 25. C2 has amazing potential

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 02, 2023

**What do you like best about C2CRM?**

The Customer Support. They have been amazing and always respond to my random ideas and questions.

**What do you dislike about C2CRM?**

It is super slow due the amount of information and heavy usage. We would like to use it for more but can not.

**What problems is C2CRM solving and how is that benefiting you?**

Keeps p all our dealer (Customer) information and requests in one central location. Helped to cut down the amount of places info is kept and people being emailed unnecessarily.

  ### 26. My Amazing C2 Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arminda D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 24, 2023

**What do you like best about C2CRM?**

C2 has fantastic information and usage that is simple to use.

**What do you dislike about C2CRM?**

Nothing, C2 is really an amazing software

**What problems is C2CRM solving and how is that benefiting you?**

There is no problem with C2; everything with the software is beneficial to the business.

  ### 27. Great CRM ease of use Software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael Z. | Investment Banking Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 20, 2022

**What do you like best about C2CRM?**

The customization relationship management aspect with impressive implementation capabilities that help us automate marketing

**What do you dislike about C2CRM?**

Sometimes there were glitches when not connected to our VPN, but these were rare

**What problems is C2CRM solving and how is that benefiting you?**

The automation of marketing and implementation throughout all of our various softwares. It allows us to easily track items.

  ### 28. C2CRM experience Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Darshan M. | Asst Area Sales Manager, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2022

**What do you like best about C2CRM?**

It is one of the most flexible tool to manage customer cloud data in complete Sales Cycle.
Tools like Lead creation, Opportunity management, Pipeline review and Dashboard helped me alot

**What do you dislike about C2CRM?**

Nothing as such is noticed till date that I can dislike.
Everything worked well.
No betterment suggestion.
This product has no area of improvement as of now according to me.

**What problems is C2CRM solving and how is that benefiting you?**

Problem solving like Daily Sales Data Entry, Monitoring & Management was executed using this software.
It definitely added to my productivity and enhanced my performance.

  ### 29. Simple, easy, and measurable as you hold yourself and team accountable to you work with.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2021

**What do you like best about C2CRM?**

It's super simple, smooth, clean in and out, and nothing too complicated some of CRM's are. also, updated in its features and resources

**What do you dislike about C2CRM?**

It's pretty slow, somedays better than others but it takes time to load up when login in, looking up names, and uploading their info, and when opening multiple names to input info it runs even slower. BIGGEST issue our team has faced.

**Recommendations to others considering C2CRM:**

Get it, use it, and see the difference it will make in your team for accountability.

**What problems is C2CRM solving and how is that benefiting you?**

The problems we are solving are: 
1. Better knowing who our people are before it was FB and pen and paper with no real follow up actions to those convos 
2. Better notes to fall back on 
3. Knowing more and more of our leaders who are in the network but not as active and getting to know them better
4. Less running around to other reports to find numbers and having it in all 1 spots 

Benefits have been clear notes, follows up, forgetting about someone and remember them, seeing who is active or not so much at quick glance, and have better relationships with out leaders as we ask or focus on thing we forget about.

  ### 30. C2CRM as the best tool for your marketing and support campaigns.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2021

**What do you like best about C2CRM?**

I like this system because it is coupled to the needs of each organization, depends on support or a more performed marketing, has a fluid trading system through emails, with powerful procedures that access the extraction and generation of potential customers, without excluding that I love this platform due to the information of the specific follow-ups that it provides, in order to determine an accurate process and increase the effectiveness of each campaign launched and each doubt resolved.

**What do you dislike about C2CRM?**

If this platform allowed a functionality that supports marketing through telephone text messages, it would be incredible to promote campaigns in a faster way and boost sales in large quantities, obtaining success mostly in percentage, being a necessary point in large proportions.

**Recommendations to others considering C2CRM:**

With CR2CRM you will be able to manage the budgets of your marketing campaigns carried out, including proposals, being a useful function to adjust certain details and offer the best possible quality to your clients, highlighting that the tool it proposes to run reports is strictly accurate, which it means that it provides more detailed and consistent information on every aspect, not excluding the incredible method and effectiveness for large-scale sales that you will appreciate.

**What problems is C2CRM solving and how is that benefiting you?**

C2CRM has been very useful to us because we have acquired a considerable number of clients since the beginning of its implementation in our platform, since marketing campaigns have been carried out with our brand, offering the variety of telecommunication services that we offer to the public, without excluding that as a CRM system, it is sophisticated and wonderful because as a result of this software we can recreate our support center to provide the best possible help.

  ### 31. Samples are now easy!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 30, 2021

**What do you like best about C2CRM?**

Using C2CRM now allows me to send out my various sample requests to multiple customer requests efficiently along with getting  notification that they have been sent in a timely manner.  Good Stuff :)

**What do you dislike about C2CRM?**

Some information needs to be repetitive in various screens as would like to see an auto-populate to minimize repeat entries.

**What problems is C2CRM solving and how is that benefiting you?**

Samples are now going out more efficiently and getting notifications.  Easy to follow up with my end users.

  ### 32. Great way to keep your customers in front of you and to assist you with organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2021

**What do you like best about C2CRM?**

I like that the data is all in one place and the convenience to use on my laptop or phone while traveling.  CRM keeps my business and customers in front of me where I can track my sales and follow up with customers consistently.

**What do you dislike about C2CRM?**

There is nothing I dislike about CRM as it is very helpful for me.

**Recommendations to others considering C2CRM:**

Add all customers and communication weekly so you can easily go back and look at what you discussed and what you need to discuss in the next meeting.

**What problems is C2CRM solving and how is that benefiting you?**

Following up with customers more consistently and in a timely manner. I also am able to track my sales and opportunities.

  ### 33. C2 is very user friendly and intuitive, it helps me with many facets of day to day responsibilities

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about C2CRM?**

Ease of use, I can go on and enter calls, opportunities, or sample requests in less than 5 minutes. Other CRM software I have used in the past was nowhere near as simple to use

**What do you dislike about C2CRM?**

The mobile app is a little less user friendly than the web based version, but that is a minor nitpick.

**What problems is C2CRM solving and how is that benefiting you?**

C2 is a fantastic tool for organization, forecasting, call planning, and call notes.

  ### 34. Does the job okay

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about C2CRM?**

I like being able to export the data into Excel easily.

**What do you dislike about C2CRM?**

It's not very user-friendly.  I had a difficult time learning how to create reports, and the reports are difficult to edit later on.

**What problems is C2CRM solving and how is that benefiting you?**

We did not use an official sales tool to log activities and opportunities prior to using C2CRM, so having an effective way to view all our reps reports is beneficial.

  ### 35. A work diary I never thought I needed but so glad I found it!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.)

**Reviewed Date:** July 27, 2021

**What do you like best about C2CRM?**

The accessibility of having all the names and information in one place.

**What do you dislike about C2CRM?**

Not having enough time to go through all the things it has to offer.

**Recommendations to others considering C2CRM:**

Get it. It's something that you need and you have no idea that you do.

**What problems is C2CRM solving and how is that benefiting you?**

Problems with not seeing the client base I have was solved. Benefits are that I can see who I talked with, who I need to talk still and what others have written if they talked to a client.

  ### 36. Good software, great tool! Good reporting!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about C2CRM?**

Reporting is easy and organized, easy to search for stuff.

**What do you dislike about C2CRM?**

The amount of times you have to click save and move boxes to see entire text.

**What problems is C2CRM solving and how is that benefiting you?**

Reporting problems. Our CEO enjoys the data he can get from the reports.

  ### 37. Good for the price

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anthony M. | M, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about C2CRM?**

Custom Reporting is good and their support can be helpful.

**What do you dislike about C2CRM?**

C2 operates in sprint systems that make it difficult to add in your requests and get those completed in a timely manner.

**What problems is C2CRM solving and how is that benefiting you?**

None

  ### 38. Clear C2 Made our CRM Decision Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lance S. | Marketing Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2020

**What do you like best about C2CRM?**

C2 achieves our key objective – Easy to use, with robust features for long-term growth.

**What do you dislike about C2CRM?**

That I did not find them earlier in our CRM search process.

**Recommendations to others considering C2CRM:**

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.

**What problems is C2CRM solving and how is that benefiting you?**

- 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.

  ### 39. C2CRM is the high-tech tool that increases your company's profitability

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 09, 2021

**What do you like best about C2CRM?**

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

**What do you dislike about C2CRM?**

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

**Recommendations to others considering C2CRM:**

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

**What problems is C2CRM solving and how is that benefiting you?**

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

  ### 40. A great tool to discover customer visits and product development ideas.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about C2CRM?**

The ability to view each rep's status of a client.

**What do you dislike about C2CRM?**

It would be great to export in a better manner.

**What problems is C2CRM solving and how is that benefiting you?**

The ability to see areas of concern and the ability to use certain products of ours to fix them.

  ### 41. Good Quality service

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2021

**What do you like best about C2CRM?**

User friendly, Solving business needs, helps to easy the daily works

**What do you dislike about C2CRM?**

no dislikes and soving most of requirements

**What problems is C2CRM solving and how is that benefiting you?**

Solving business needs, helps to easy the daily works

  ### 42. C2CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2021

**What do you like best about C2CRM?**

The C2CRM staff has been very responsive to our needs. They are willing to go out of their way to support us.

**What do you dislike about C2CRM?**

Not as intuitive as I would like it to be.

**What problems is C2CRM solving and how is that benefiting you?**

Pipeline tracking, planning, and data collection

  ### 43. A comprehensive platform where users can manage sales and marketing processes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2020

**What do you like best about C2CRM?**

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

**What do you dislike about C2CRM?**

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

**Recommendations to others considering C2CRM:**

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

**What problems is C2CRM solving and how is that benefiting you?**

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

  ### 44. Already  referred C2 to a company called Ecolink (how about a finders fee if/when they sign up).

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 30, 2021

**What do you like best about C2CRM?**

The ease of use & interface is good, not too overwhelming.

**What do you dislike about C2CRM?**

Time involved entering data can be a downside.

**Recommendations to others considering C2CRM:**

Ecolink

**What problems is C2CRM solving and how is that benefiting you?**

Follow-up is better and is easy to schedule. History is readily available when needed.

  ### 45. CRM Experts

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott J. | Information Technology Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 05, 2020

**What do you like best about C2CRM?**

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.

**What do you dislike about C2CRM?**

To date, we have had no major issues with our configuration or the C2CRM Support Team.

**What problems is C2CRM solving and how is that benefiting you?**

IT Service Desk management of IT support requests for a globally disbursed workforce

  ### 46. C2CRM the tool that keeps track of your sales effectively

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 22, 2020

**What do you like best about C2CRM?**

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

**What do you dislike about C2CRM?**

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

**Recommendations to others considering C2CRM:**

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

**What problems is C2CRM solving and how is that benefiting you?**

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

  ### 47. One of the most complete solutions for managing marketing projects

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2020

**What do you like best about C2CRM?**

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

**What do you dislike about C2CRM?**

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

**Recommendations to others considering C2CRM:**

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

**What problems is C2CRM solving and how is that benefiting you?**

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

  ### 48. The best communicator that is particularly designed for developed diligences.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashley  j. | Senior Contract Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 09, 2020

**What do you like best about C2CRM?**

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.

**What do you dislike about C2CRM?**

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.

**What problems is C2CRM solving and how is that benefiting you?**

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.

  ### 49. Excellent Support and Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 17, 2020

**What do you like best about C2CRM?**

This company has been excellent at streamlining my customer service needs and helps increase productivity in my company.

**What do you dislike about C2CRM?**

At this time I currently have zero complaints.

**What problems is C2CRM solving and how is that benefiting you?**

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!

  ### 50. Great Addition To Our Growing Business Model!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Isaiah G. | Digital Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 02, 2019

**What do you like best about C2CRM?**

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!

**What do you dislike about C2CRM?**

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. 

**What problems is C2CRM solving and how is that benefiting you?**

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! 


## C2CRM Discussions
  - [What Industries do you focus on?](https://www.g2.com/discussions/industry-coverage) - 2 comments, 1 upvote
  - [What Mobile Devices does C2CRM Support?](https://www.g2.com/discussions/mobile-support-41f724e4-7965-45e8-86ad-66f30890cd10) - 1 comment, 1 upvote
  - [Which ERP Systems do you Integrate with?](https://www.g2.com/discussions/c2crm-erp-integrations) - 1 comment, 1 upvote
  - [Does C2CRM Integrate with Outlook?](https://www.g2.com/discussions/ms-outlook-exchange-integration) - 1 comment, 1 upvote
  - [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment

- [View C2CRM pricing details and edition comparison](https://www.g2.com/products/c2crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-09+07%3A03%3A04+-0500&secure%5Bsession_id%5D=f7c1b42d-2458-4ba3-9111-c22225ae39ac&secure%5Btoken%5D=06ebcdce35f9f4d5550f44edcce2858ff04550003ab7c5e1b7ad4261eb0034b5&format=llm_user)
## C2CRM Integrations
  - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)

## C2CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Ticket and Case Management**
- Ticket creation user experience
- Ticket response user experience
- Workflow
- Response Automation
- SLA Management
- Attachments/Screencasts
- Ticket Collaboration
- Customer and Contacts Database

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Additional Functionality**
- Embedded Forms
- Notifications
- Payments
- Mobile Forms

**Generative AI**
- AI Text Generation

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Agentic AI - Help Desk**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Mobile & Social**
- Social Collaboration Features
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Communication Channels**
- Customer Portal
- Email to Case
- Chat/Live Support
- Voice

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Integration
- Reporting
- Dashboards

## Top C2CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,634 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,225 reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,824 reviews)

