CRM Claims Management Software
Define Claim Types and Allocation
Manage staff claims from within the Second CRM application, while attaching them to relevant accounts, projects or opportunities. Set the maximum amount of claim per transaction, month or year, differently for employee grades.
Define Claim Types and Allocation
Manage staff claims from within the Second CRM application, while attaching them to relevant accounts, projects or opportunities. Set the maximum amount of claim per transaction, month or year, differently for employee grades.
Claim Submission Process
Automate Claims Approval Workflows
The workflows can be configured to send notifications to managers for all new claim submissions and also to team members upon approval or rejection, making the whole process smooth and fast moving.
Automate Claims Approval Workflows
The workflows can be configured to send notifications to managers for all new claim submissions and also to team members upon approval or rejection, making the whole process smooth and fast moving.
Identify Spending Trends
Track claims of every employee, department, client, or project; armed with insights, make informed decisions and optimize your company’s expenditures. Management can get
What our clients are saying
It’s been a pleasant journey with Second CRM for the past few years. The team is extremely helpful, especially providing customization, support and advice to meet our requirements. Big thumbs up to the team for the great service!
Second CRM is a great tool for us to manage our leads through the sales funnel, and track leads conversion. Their technical & support team is always ready to assist whenever needed too!
The web based Second CRM provides a central platform which serves the needs of our sales & marketing teams among various countries. Their support team is very professional with timely responses to our queries.