enterprise features


website form to leads

Second CRM ENTERPRISE Features

Fully integrated Sales and Support plus much more business operational

Single console view for Inside Sales Activities

Second CRM Sales manages a lot, so you can take on even more deals

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.

Real time reporting and Analytics

View updated sales funnel for each sales rep along with opportunity pipeline and revenue generated across company products and services. You can give the extra effort required to close deals faster and congratulate the best performer.

customer file for agent solution

Integrated knowledge base and service request tracking

Faster, smarter service that will increase customer satisfaction, repeated business and referrals too.

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 satisfaction and gain feedback for continous improvement. 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.

leave management

Automate your business operations

Achieve differentiated capabilities to compete effectively

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.

second crm dashboard

Analytical reports and charts

There’s everything you need for business insights

Analytics for end user.

Explore any combination of data, get answers instantly, and share with your team. From any device, anywhere, faster than ever before.

Reports and charts for management

Deliver new insights to your business users wherever, and whenever they need them. Review drill down history or across module information for every opportunity at the speed of your business.

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.