Successful Project Management

Having challenges in project portfolio management? We actively support you with multi-project and program management. 
Using our project portfolio management module, you can automatically access the required information from individual project portfolio so it will be easier for you to create a big picture from this information for successful project management


Planning and Resource Allocation

Second CRM supports your organization in project planning from small plans right up to large projects which makes it easier for resource allocation. For a successful project management process, you can have your company-wide resource availability easily tracked to ensure accurate resource allocation from time to time. Availability of employee can automatically be taken into consideration to ensure alignment in resource allocation as employees' sick leaves and vacation will be directly shown through the updated dashboard, ensuring a successful project management for your organization.



Personalised Operations Dashboard

Second CRM allows you to customize your operations dashboard, reports and more so that you have a successful project management. This company-wide operations dashboard offers a clear overview of all current and planned projects. We offer various filters as well as the ability to directly drill-down in concrete projects. With that, you can create forecast reports based on your operation dashboard which gives you an overview of the project progression, based on the current status of the project, timelines as well as gaps for a successful project management process.

Communication Management Plan

For an effective communication management plan, everyone in your team always has access to the latest version of all project documents. You can now work together on rich documents, presentations, and spreadsheets using our online document management module. Stay informed of comments and updates and set workflows to automate updates whenever a project milestone is created as a way to enhance your communication management plan. You can send updates up to the organizational chain to managerial staff or to clients, keeping relevant parties informed of project progress at all times. A built-in comments board also facilitates communication between assigned users, encouraging collaborative effort in resolving issues and completing tasks. Lastly, you can also define custom workflows and rules to assign bug fixes to specific technicians, making projects more efficient.


Other benefits

  • Maintaining Client Information and History – capture and track all activities and information relating to your clients in centralized system
  • Track and log conversations – improve time management and best practices through automation of everyday tasks and hotlists
  • Document management – keep all electronic documents in one central location
  • Comprehensive reporting - simplify your information with real-time, easy to read reports with graphics for better management
  • Access anywhere – utilize management, customer service, and sales modules via any mobile or web-enabled tablet
  • Role-based Access – who has access to which information or document for which customer

Tip: You don’t have to automate every business function from day one, you can implement system slowly in phases, giving your team time to learn and adapt.

Talk to Second CRM Expert today and discuss how Second CRM world-class solution can take your to the next level.

Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.