C2CRM
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.
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JobNimbus
JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production.
"This is f$&%ing amazing!" "This is f$&%ing awesome!"
** MARKETING
• SEO
• Paid Ads
Google Business Profile
Website
** SALES **
• Scheduling
Lead tracking
• Boards
• Customized sales workflows
• Sales automation
** PRODUCTION **
• Production boards
Customized job workflows
• Production automation
• Notes
• Tasks
• Ordering directly from Beacon Pro+ and Roof Hub SRS.
Work Orders
Subcontractors
Reports
BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way synchronization
** COMMUNICATION**
Engage texting
Email
• Caller ID
• @mentions
Job sharing
• Notification center
All of this will equip your entire team with the best all-in one roofing app.
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DynaDo
Streamline and automate all your tasks, projects, documents, customer interactions, and team communications within a single platform. When sales inquiries arrive at a designated email address, tasks can be automatically assigned to the relevant users. Additionally, any email attachments sent or received will be seamlessly uploaded to cloud storage. You can generate tasks instantly when an email is received from a specific contact. The system can also update a prospective client's status from cold to hot upon receiving an email. If a client’s status needs to change from hot to cold, a task can be created to send a follow-up email. In cases where the first sales team member is unresponsive, tasks will automatically be reassigned to the next available team member. With just one click, you can convert an email into a task, and similarly, transform any email into a discussion thread that can be shared with your team. Furthermore, files shared through real-time chat are automatically stored in your cloud file storage system within DynaDo, ensuring that all your resources are efficiently organized and accessible. This comprehensive automation not only saves time but also enhances collaboration among team members, leading to improved productivity and better customer service.
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Azor
Streamline the management of your projects, processes, and client interactions for all employees with a single solution. Azor is built on the robust foundation of FileMaker database software, which is relied upon by millions of professionals every day. Effortlessly manage tasks with clarity, eliminating wasted time and ensuring prompt invoicing. Communication related to each project is transparently organized, making Azor a pivotal hub for all project-related information. You will gain immediate access to crucial project details such as budget, profitability, participants, activities, and expenses. Furthermore, all client and contact details are presented in an easily digestible format. Azor aids you in evaluating leads and prospects across various sectors, branches, or sales channels. When paired with the to-do module, you can effectively schedule and mark off all sales activities. You can experience Azor free for 30 days, after which acquiring a license key will allow you to retain all your data once the demo is activated. With Azor, you can enhance your project management efficiency and drive better communication within your team.
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