Description
ClearC2 is a comprehensive CRM (Customer Relationship Management) software that streamlines and enhances customer interactions and data management for businesses.
Pricing Details
Core CRM Package
$37 per user
per month
CRM Features:
– Account & Contact Management
– Task & Activity Management
– Lead Management
– Custom Reporting (unlimited)
– Custom Dashboards
– Texting (unlimited)
– Privacy Controls – Security
– Automation/Workflows (unlimited)
– Email Integration
– Mobile Access
– Geo Mapping
– Import & Export Tool
– User Permission Sets
– Duplicate Blocking
– File Attachments (unlimited)
– Unlimited Records
– Unlimited Data Storage
Sales Add on
$15 per user
per month
Features:
– All Core Package Features
– Sales Pipeline Management
– Opportunity Creation & Tracking
– Quote Generation
Forecasting
– Contracts & Invoicing
– Product & Services Catalog
– Sales Goal Tracking
– Sales Orders
– Quote Approvals
– Deal Reports
– Customizable Sales Processes
Marketing Add on
$15 per user
per month
Features:
– All Core Package Features
– Personalized Email Marketing
– Drip Campaign Management
– Trigger Responses & Reporting
– Custom Email Templates with HTML Editor
– List Management
– Lead Scoring
– Business Card Reader
– Email Scheduling
– Collateral (Document) Management
– Form Builder including – – Survey Creation
– Customer Journey Tracking
Set up and Installation
1. Request a free trial or demo.
You can request a free trial or demo of ClearC2 from their website. Once you have submitted your request, a ClearC2 representative will contact you to schedule a time to discuss your needs and answer any questions you may have.
2. Sign up for a ClearC2 account.
If you are interested in using ClearC2, you can sign up for an account on their website. You will need to provide some basic information about your business, such as your company name, industry, and number of employees.
3. Configure your ClearC2 account.
Once you have signed up for a ClearC2 account, you will need to configure it to meet the specific needs of your business. This includes setting up your sales pipeline, adding users, importing data, and customizing the user interface.
4. Train your employees on how to use ClearC2.
ClearC2 offers a variety of training resources to help your employees learn how to use the software. You can access these resources on the ClearC2 website or through online webinars.
5. Start using ClearC2 to manage your customer relationships.
Once your employees have been trained on how to use ClearC2, you can start using it to manage your customer relationships. ClearC2 offers a variety of features to help you track leads, manage sales opportunities, provide customer service, and more.
Alternatives
Salesforce Sales Cloud
HubSpot Sales Hub
