Clear C2 CRM. Driving the Customer-Centric Revolution, One Business at a Time.
This application is designed to be C2CRM on the Go for your tablets and phones.
Experience the same C2CRM functionality on any mobile device as you would on our desktop application:
Create, view, and edit all records (companies, contacts, prospects, activities, opportunities, quotes, tickets, projects).
Access your data using the same custom fields as your desktop version.
Get a real-time update of open issues before meeting with your customer.
Manage and communicate with clients and accounts using the phone's call, email, text, and GPS functions.
Build your sales pipeline on-the-fly as opportunities arise.
Get a snapshot view of your day and what items need attention.
Before you can use this app:
If you're a customer, please enter the username, password, server domain, and application name that you use for your desktop application.
Profile pictures on Contact records!
Widgets have been added to the home screen.
You can now create records with the new 'Quick Create' feature accessed via the side menu.
Today's Appointments have been added to the home page, which you can route between.
Form Letters are now viewable.
Minor bug fixes and improvements.
Ratings and ReviewsSee All
With Family Sharing set up, up to six family members can use this app.