Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 6 Ratings

Total
ease
features
design
support

Description

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

Description

Knockio helps field based businesses manage service crews, sales reps, jobs, leads, and customer communication from one connected platform built for real field operations. It helps companies run the full workflow from the first lead to the final invoice inside one connected platform. With Knockio, sales teams can capture leads, plan routes, manage territories, track field reps, and more. For service teams, Knockio provides tools to manage job scheduling, dispatching, work orders, estimates, invoices, change orders, customer communication, crew tracking, and job progress. Teams can upload photos, add notes, assign tasks, manage documents, and keep every customer record organized from start to finish. Knockio also includes route optimization, live map visibility, centralized calendars, follow up reminders, performance analytics, proposal management, e-contracts, inventory tools, workflow automation, and integrations with platforms like Salesforce, HubSpot, GoHighLevel, Zapier, Flow Chef, and other business apps. Knockio is designed for roofing, solar, HVAC, pest control, plumbing, painting, fiber and internet providers, political canvassing teams, and other field based businesses that need one platform for both sales and service operations. Key Features Lead generation and lead management Door to door canvassing tools Sales territory mapping Route planning and optimization Real time rep and crew tracking Pipeline and workflow management Job scheduling and dispatching Work orders, estimates, and invoices Proposals and e-contracts Customer communication tracking Centralized calendar management Task assignments and follow ups Job notes, photos, and documents Inventory and product management Performance analytics and reporting Workflow automations

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chatlio for Slack Yes 
Epicor Eclipse Yes 
GoHighLevel No 
HubSpot Marketing Hub Yes 
IBM AIX Yes 
Infor CloudSuite Business Yes 
JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Yes 
NetSuite OneWorld Yes 
QuickBooks Enterprise Yes 
RingCentral Automatic Call Recording Yes 
SAGE Yes 
SAP Adaptive Server Enterprise (ASE) Yes 
SAP Business One Yes 
Salesforce No 
Shopify Yes 
Slack Yes 
Workday Extend Yes 
Zapier No 
Zendesk Yes 

Integrations

Chatlio for Slack No 
Epicor Eclipse No 
GoHighLevel Yes 
HubSpot Marketing Hub No 
IBM AIX No 
Infor CloudSuite Business No 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
NetSuite OneWorld No 
QuickBooks Enterprise No 
RingCentral Automatic Call Recording No 
SAGE No 
SAP Adaptive Server Enterprise (ASE) No 
SAP Business One No 
Salesforce Yes 
Shopify No 
Slack No 
Workday Extend No 
Zapier Yes 
Zendesk No 

Pricing Details

$37 per user per month
Minimum 10 Users or $370/month (Includes Unlimited Free Support & Training). Monthly Contract.
Free Trial Yes 
Free Version Yes 

Pricing Details

$25/user/month
Pro-rated Billing
No Setup fee
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Clear C2

Founded

1993

Country

United States

Website

www.clearc2.com

Vendor Details

Company Name

Knockio

Founded

2024

Country

United States

Website

knockio.com

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat No 
Performance Metrics Yes 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management No 
Fast Estimates Yes 
Inventory Management Yes 
Invoices Yes 
Lead / Opportunity Management Yes 
Online Payments No 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling Yes 
Driver Management No 
Emergency Dispatch Yes 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing No 
Territory Management Yes 

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