Billing and invoice Management

Close more sales

Today businesses are thriving for success and sales team live with goal to outperform sales targets. Second CRM is the business tool which can help sales team achieve this by easily adjusting system to your need.

generate invoice

Generate and send quotes, sales order and invoices

Quickly create quotes in just few minutes with built-in quotation generating module. You can automatically populate 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. Second CRM allows you to create multiple company details and maintain separate addresses which could be easily selected by sales rep while generating quote from respective company. Admin can assign users to companies for restricted access and also quotes would be generated with assigned company’s separate quote running number.

Manage territories and sales target

Fully integrated with Second CRM sales, you can plan and set sales targets on Potentials, Quotes, Sales Orders or Invoices and then filter them based upon territories, products, sales rep or even sales teams and review the real time progress. Pull out targets reports as and when required and set more realistic once next time.

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.

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.