Second CRM

Second CRM

Making Businesses Profitable

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Second CRM Overview

Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.

Single console view for Inside Sales Activities
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Acquire more leads
Maintain leads until they become sales-ready, then assign them to the sales team for follow-up and interaction log. Track the response of marketing campaigns, making every lead a potential lead.

Close more sales
Track all your customer information and communications in one place and access from anywhere. Quickly find updates to push deals along, then track them for successful closure in the same system.

Increase sales conversions
With Second CRM, information is in one place so it’s easier to prioritize and make decisions based on the real-time information. Automate complex business processes to shorten the sales cycle and thrive more conversions rate. And do it all from any device — laptop or a mobile.

Integrated knowledge base and service request tracking
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Help customers faster
Get the insights you need to improve your support team, build better product, and make smarter decisions. When you bring all of your data together, you can deliver a commendable experience every time and make customer happier.

Track service request on priority
Customer expectations for service are rising every day. Being able to meet these new needs often means providing a type of prioritized service that goes above and beyond what your competitors can deliver.

Plan and execute Surveys
Execute surveys to learn about customer feedback and satisfaction. You can even set workflow to auto send survey link to customer upon every deal close or reported issue gets close. Our response analytics tool helps you turn survey data into insights and create professional reports.

Automate your business operations
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Project Management
It becomes easy to monitor project progress in parallel to customer interactions and review progress updates in the summary view. You can attach all communications documents, presentations and reference files for easy access to the project team. The project charts are auto updated based upon the progress of project tasks.

Delivery Order and track inventory
With the change of Sales order status, all the relevant information gets captured in delivery order as well and well-done pdf is ready for delivery guy. With the ability to track inventory at multiple locations, Second CRM provides you with an accurate info required for fulfilling customer orders and reorder notifications.

Vendor and Purchase orders management
Every company needs to know what is being purchased, the price being paid and the vendors from whom products are being bought. With this information in your hands, you can easily identify areas to reduce spendings, enforce policies and eliminate redundancies. Second CRM offers you all these features for handling vendor details and generate purchase orders.

Manage bills, payments and receipts
Keeping track of the monthly bills on time is always a challenge, you can take help of Second CRM bills module for reminders and auto creation of payment records for processing.
Maintaining payment records and issuing customers a receipt is a great way to let them know they have paid your invoice and also give them another piece of document to keep on record. You can set a workflow to send a receipt after a payment status is success, or send customers as and when required.

Holidays and leave management
Maintaining official holidays and allocation of yearly leaves for staff is easier with Second CRM. User can create a new leave request for manager to approve or reject and the real-time status could be seen on the dashboard.

Pricing

Starting from
US$24,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Latin America, Mexico

Supported Languages

Chinese (Simplified), Chinese (Traditional), Dutch, English, French and 6 others, German, Indonesian, Italian, Portuguese, Spanish, Thai

Second CRM Pricing

Starting from
US$24,00/month
Pricing options
Free Trial
Subscription

Multiple editions available starting from US$24 per user per month.

Second CRM is a pay-as-you-go service. There are no long-term or multiple year contracts. Though you need to pay for minimum six months and if you don’t intend to renew, you’ll not be billed again. We also offer payment discount if you choose to pay for a year in advance.

Second CRM Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Second CRM

Key features of Second CRM

  • Execute surveys for learning about customer satisfaction
  • Generate and send invoices, including recurring
  • Generate and send quotes in nicely formatted pdf's
  • Generate sales orders directly from approved quotes
  • Maintain your vendors and issue Purchase Orders
  • Manage inventory control at all your locations
  • Track service requests (tickets) with rule based escalation

Benefits

Consolidate leads from email, website forms, and social networks
Manage sales and support teams and activities
Share sales data across individuals and teams
Generate and send quotes, sales orders and invoices
Track communication with customers and timely follow ups
Manage schedules, calls, meetings and emails from a single location
Create and execute campaigns across marketing channels
Manage warranties and support contracts
Track service requests (tickets) with rule based escalation
Plan and execute customer survey with analytics
Knowledgebase and self-servicing portal
Manage projects, deliver orders and track inventory
Purchase orders and vendor management
Manage bills, track payments and issue receipts
Holidays and leave management

Second CRM FAQs

Below are some frequently asked questions for Second CRM.

Q. What type of pricing plans does Second CRM offer?

Second CRM offers the following pricing plans:

Starting from: US$24,00/month

Pricing model: Subscription

Free Trial: Available

Multiple editions available starting from US$24 per user per month.

Second CRM is a pay-as-you-go service. There are no long-term or multiple year contracts. Though you need to pay for minimum six months and if you don’t intend to renew, you’ll not be billed again. We also offer payment discount if you choose to pay for a year in advance.

Q. What are the main features of Second CRM?

Second CRM offers the following features:

  • Execute surveys for learning about customer satisfaction
  • Generate and send invoices, including recurring
  • Generate and send quotes in nicely formatted pdf's
  • Generate sales orders directly from approved quotes
  • Maintain your vendors and issue Purchase Orders
  • Manage inventory control at all your locations
  • Track service requests (tickets) with rule based escalation

Q. Who are the typical users of Second CRM?

Second CRM has the following typical customers:

Mid Size Business, Non Profit, Small Business

Q. What languages does Second CRM support?

Second CRM supports the following languages:

Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Indonesian, Italian, Portuguese, Spanish, Thai

Q. What type of pricing plans does Second CRM offer?

Second CRM has the following pricing plans:

Subscription

Q. Does Second CRM support mobile devices?

We do not have any information about what devices Second CRM supports

Q. What other apps does Second CRM integrate with?

Second CRM integrates with the following applications:

SimplyCast

Q. What level of support does Second CRM offer?

Second CRM offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials