Marketing Automation

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Support Sales With a Well-Oiled Machine

The Marketing Automation module allows marketers to plan, automate, and measure marketing campaigns. It supports lead nurturing and management to help sales teams convert leads to customers. Provide ongoing, customized content with personalized email marketing and drip campaigns. Send customized emails and track reactions. View real-time updates of email statistics via ROI reports and dashboard views.

Email Marketing

Use C2CRM’s marketing templates or create your own communications with our HTML editor. Send emails in a campaign, as a one-off, or from a filtered list.


  • Send letters immediately or schedule them for a later date and time.
  • Attach documents from the collateral database to the form letter.
  • Store emails by campaign to facilitate organization.

Drip Campaigns

Orchestrate complex, multi-touch drip marketing campaigns within C2CRM. Drip campaigns provide a step-by-step process to engage and sell to prospects or existing customers. Targeted messaging drips to prospects in a timely way that delivers a cohesive story, enticing them to respond.


  • Workflow provides automated task assignment for each step.
  • Personalize the promotion of your products and services based on a customer’s individual needs.
  • Measure campaign results including a budget, revenue, and profit from lead inception to the final sale.

Lead Management

C2’s marketing automation system gives your sales and marketing teams the prospecting tools they need to turn potential customers into clients. Qualify and rank prospects with lead scoring. Focus on the best leads for quick follow-up. Manage many campaigns and automatically assign to the sales reps based on territory or industry. Populate your sales pipeline with more quality leads at the right time.


  • Contact hot leads first with lead scoring.
  • Automatic notifications when leads move through the sales cycle.
  • Real-time reminders when leads aren’t being worked.

Collateral Management

Store company-wide documents of any format (including Microsoft Word, Excel, PowerPoint, PDF, HTML etc.), in the collateral library for everyone with secured access to view. C2CRM’s query tool can search and locate documents by any parameter. Customer-specific documents are attached and saved on the company and contact records.


  • Apply security rules to make documents public or private.
  • Link collateral/document to specific customers.
  • Version-control documentation.

Schedule a Demo, Get a Free Trial


When you schedule a live demo of C2CRM you’ll get a 30-day free trial! Take our web-based CRM software out for a spin and see for yourself how C2CRM can transform your customer relationship management. Experience what it would look like to get customization at no extra charge!