Process Sales Order
Once you have captured your products information in Second CRM, you can convert them into multi currency, various type of discount and taxes can be applied to the pricing for accurate sales order processing.
You can automatically create a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Second CRM in just a few clicks.
You may generate sales invoice directly from a previous quote. This will automatically transfer your quote information to the new sales invoice through Second CRM sales invoice generator.
Generate Sales and Billing Reports
Our sales and billing reports enable you to monitor project performance on every level. giving you true insight into the state of your cash flow in the coming months.