Services Included

All-Inclusive Software and Services With No Nickle-and-Diming.


Our implementation begins with Best Practices sessions between your team and your C2CRM project manager. Discussions are documented and used to outline specific customer requirements. We then formulate a detailed implementation project plan and build a sandbox environment as a working platform to design and implement processes. Data is imported from outside sources and user testing begins, identifying additional field-level customizations before go-live.


We provide customized, role-based training for the life of your contract. Administrator training focuses on technical content, configuration, and troubleshooting techniques. Advanced-User Training educates power users on how best to train others and configure the system as needed. End-User Training focuses on internal business processes by departments and roles.



We offer telephone support daily between the hours of 6am and 6pm Central Time as well as 24×7 email support. Customers may contact us with issues, technical questions, or requests for customizations by calling 972-304-7100 or emailing We use our own Customer Service module for ticket management. Support documentation is always available online and onsite support can be arranged as needed.

Learn about our release cycle >>

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!