Your contacts, pipeline, and follow-ups in one system
No more juggling spreadsheets and sticky notes. C2's CRM keeps your entire customer journey organized and actionable.
Add & organize your contacts
Add contacts manually, import your entire list via CSV, or connect any app through Zapier to automatically sync contacts into your CRM. New contacts can be auto-enrolled in email sequences or added to groups the moment they arrive. Tag, sort, and filter with customizable tags to keep everything organized.
- Add manually, import via CSV, or sync with Zapier
- Auto-enroll new contacts in sequences & groups
- Tag, sort & filter with customizable tags
Track deals through your pipeline
Create and manage a visual sales pipeline to see exactly where every deal stands. Update pipeline status as contacts move through your sales process, and track how much revenue you have in each deal stage at a glance.
- Visual pipeline with customizable deal stages
- Track revenue by deal stage
- Drag-and-drop contacts between stages
Assign tasks & never miss a follow-up
Create and assign tasks to follow up with contacts — whether it's a phone call, email, or meeting. Receive automated reminders so nothing falls through the cracks and every lead gets the attention it deserves.
- Create tasks for calls, emails & meetings
- Automated reminders so nothing slips
- Assign tasks to yourself or your team
