Customer

Relationship Management

Automate tasks and follow up your prospects or customers with our CRM system.

What is a CRM?

Running a business means juggling a hundred things at once—customer calls, emails, appointments, sales, and marketing. It’s easy to forget a follow-up, lose track of a lead, or spend too much time on repetitive tasks.

A Customer Relationship Management (CRM) system is a smart tool that helps businesses stay organized, automate tasks, and build better relationships with customers. It acts as a central hub where all customer information, interactions, and sales activities are stored, making it easier to track progress, follow up, and close more deals.

Instead of relying on sticky notes, spreadsheets, and memory, a CRM ensures that no customer is forgotten and that every lead is nurtured.

Check our CRM Orange County solutions. We use AI (Artificial Intelligence) to improve the relationship with your prospects and customers.

Simplify Your Work

Let the CRM work 24/7 for You

Why local businesses need a CRM System?

1. Keep Customers Coming Back and Re-activate dormant customers

Customers love personalized service. When they walk into a business and you remember their last order or preferences, they feel valued. A CRM helps you track customer details so you can offer tailored experiences, send personalized messages, and keep them engaged.

2. Never Lose a Lead Again

Many potential customers show interest but don’t buy right away. A CRM helps you track every lead and follow up at the right time, increasing your chances of turning inquiries into paying customers.

3. Save Time with Automation

Instead of manually sending appointment reminders, follow-up emails, and marketing campaigns, a CRM automates these tasks. This means:

✔ Customers receive appointment confirmations and reminders automatically.
✔ Leads get timely follow-up messages.
✔ Marketing emails and texts are sent on schedule.

This saves hours of manual work while keeping customers engaged.

4. Improve Customer Service

When a customer calls with a question, wouldn’t it be great to have all their information in front of you? A CRM allows you to instantly access past purchases, preferences, and previous conversations so you can provide faster, more helpful service.

5. Track Sales & Growth

Want to know how many customers booked an appointment, how many leads converted into sales, or which marketing campaigns are working best? A CRM gives real-time insights into your business, helping you make smarter decisions.

Never lose a call

Let the CRM answer 24/7 for You

How our CRM System Works?

At C2Thrive Local Marketing, we make CRM simple and effective for local businesses. Here’s what you get:

✔ Contact & Lead Management

Keep all customer and lead details in one place, with easy access to call logs, emails, and purchase history.

✔ Automated Follow-Ups & Reminders

Set up automatic emails, SMS texts, and appointment reminders so you never miss a follow-up.

✔ Marketing Automation

Send personalized offers, promotions, and updates to customers without lifting a finger.

✔ Online Booking & Appointment Scheduling

Allow customers to book appointments online, with automatic confirmations and reminders.

✔ Review & Reputation Management

Encourage happy customers to leave positive reviews and respond to feedback—all from your CRM dashboard.

And more.....

Engage Constantly with

Your Prospects & Customers using Campaigns

Real-world examples of CRM in action.

Case Study: A Local Real Estate Agent

A real estate agent was struggling to track multiple leads and follow up with potential buyers. After implementing our CRM:

✔ Leads were automatically categorized and followed up with.
✔ Appointment scheduling was streamlined.
✔ Sales increased by 40% because no leads were lost.

Case Study: A Salon Owner

A busy salon owner was manually calling customers for appointment reminders and managing bookings with a notebook. After using our CRM:

✔ Clients received automatic appointment confirmations and reminders.
✔ Personalized birthday and special offer messages were sent.
✔ No-shows dropped by 60%, increasing revenue.

Case Study: A Local Plumbing Business

A small plumbing company was struggling to keep track of job requests, invoices, and follow-ups. With our CRM:

✔ Customer job history was saved for easy reference.
✔ Automated follow-ups and invoice reminders improved cash flow.
✔ The business saved hours of admin work every week.

Stop chasing your Google Reviews

Frequently asked questions (FAQ's) about our CRM?

1. Is a CRM difficult to use?

Our CRM is designed to be simple and user-friendly, even for business owners who aren’t tech-savvy. We’ll guide you through everything.

2. Can a CRM really help my small business?

Absolutely! A CRM isn’t just for big companies. Even if you have a small local business, a CRM helps you stay organized with your contacts, automate all your communications, create a follow up system that will be focused on conversions. Moreover, save time, and human resources.

3. How much time does it take to set up?

We handle the setup for you. Within a few days, your CRM will be ready to use.

4. Will my data be secure?

Yes. Our CRM uses top-level security measures to keep your customer data safe.

5. What makes this CRM different from others?

Our CRM is designed specifically for local businesses. Unlike generic CRMs, we focus on features that help you get more leads, retain customers, and grow your business—without unnecessary complexity.

6. Can I outsource my CRM and you help me to

handle all technical aspects and my contacts?

Absolutely! We can setup and manage your CRM with our VA assistants. The best is that you will have always access to it and you will have an app to receive notifications and manage your contacts in real time with our team.

Build your List and organize your

Management

Who can benefit from a CRM?

A CRM is perfect for any local business that wants to save time, improve customer relationships, and grow faster. Here some examples:

Restaurants & Cafés – Manage reservations, send special offers, collect customer emails and Reviews.
Salons & Spas – Automate appointment scheduling, reminders, and follow-ups.
Real Estate Agents – Track leads, automate follow-ups, communicate your offers faster and manage listings efficiently.
Home Services (Plumbers, Electricians, Contractors) – Organize job history, invoices, customer contacts, push sales and help to collect Reviews.
Fitness & Wellness Studios – Automate class bookings, send membership reminders, and increase retention.

No matter what type of business you have, a CRM makes it easier to manage customers and boost sales.

We use Artificial Intelligence to maximize your results

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