Why CC CRM?
Most communities run their CRM, email marketing, and review management in three separate tools—then fight to keep them in sync with the platform where their members actually are.
CC CRM is built into CC Community Platform. Your members, fans, and customers are already in the system. Sales pipelines, email campaigns, and reputation management work on the same data, behind the same login.
For Sales Teams
Pipeline kanban with drag-and-drop deal stages. Contacts, accounts, leads, and opportunities—plus quotes and a product catalog to close the deal.
Lead scoring rules surface the hottest prospects automatically. Duplicate detection keeps the database clean.
Task calendar with overdue reminders, meeting types for scheduling, and a full activity timeline on every record.
For Marketing Teams
Email blasts and drip campaigns with reusable templates and snippets. Verified sending domains keep deliverability high.
Link tracking and UTM tagging on every send, with per-campaign email analytics—opens, clicks, and conversions.
Forms, lists, and tags to capture and segment your audience.
Reputation Management
Request reviews by email, track responses, and manage your business reputation from the same dashboard as your pipeline. Happy customers become public proof.
Built for Operators
- Automations for repetitive workflows
- Custom fields on every entity
- Saved views and a command palette for power users
- Audit log for compliance and accountability
- Reports across pipeline, email, and team performance
- Multi-tenant — every business gets isolated data on shared infrastructure
Integrated, Not Bolted On
CC CRM ships as part of CC Community Platform. Same login, same data, same infrastructure. No connectors, no nightly sync jobs, no per-seat surprise pricing from a third-party vendor.