X2CRM

At Clear C2, we understand that different companies have different business requirements. We designed C2CRM to allow you to choose only the functions you need. Our CRM system is a cost-effective solution that will grow with your business. C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, and Customer Service. Only buy what each user needs. The C2CRM Relationship Management module is the core of our solution. It consists of all the logic you need to manage your business relationships effectively and a mobile app to keep your sales team informed while on the road. Get a 360-degree view of your accounts, contacts, and activity with built-in dashboards, workflow automation, and reports.

Engage your customers throughout their entire journey – via voice and digital channels (chat, email, SMS, email, and social media). Integrate business communications with business systems, providing valuable information to your employees at every customer touchpoint. CoreInteract's simple drag and drop design enables you to quickly manage workgroups and routing rules to meet your unique business requirements. Configure the order and priority of which workgroup will receive inbound customer requests. CoreInteract allows you to manage your interactions natively in Teams without the need of a separate desktop application or software to install. Workgroup calls are clearly marked for your team members to easily differentiate between a customer call vs an internal call. CoreInteract can retrieve a Dynamics 365 customer record with each answered call, giving you more control and customer insight than ever before, including the ability to call a customer directly within Dynamics 365.