sales features

SALES features

Grow pipeline and drive sales faster

With Second CRM SALES, you can grow more opportunities, capture and filter quality leads and drive sales faster from anywhere.

website form to leads

Acquire more leads

Consolidate leads from email, website forms, and social networks

Generate High Quality Leads

Consolidate leads from various social media websites and compare their effectiveness and complete insight into your lead-generation efforts. Auto Capture leads from your website, emails and custom landing pages from social websites to consolidate all opportunities. Create filters to segment out qualified and potential leads and then optimize with workflow notifications and alerts to sales team for proper follow-up.

Create personalized email templates

Design persuasive and personalized emails templates for your business. Update leads automatically, and send and track emails from CRM system.

Pursue only the qualified leads

Track and monitor prospect activities so sales can follow up with the right offer. Set alerts that engage sales when prospects signal interest in your product or service.

Calculate marketing efforts ROI

Accurately measure the effectiveness of your marketing campaigns. Discover where prospects are getting stuck in your sales funnel, calculate your cost per lead, and tie closed deals back to the original campaign.

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.

monitor activities and updates

Account and Contact Management

Get a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Access critical customer data including key contacts, activity history, and more — quickly and easily with Second CRM. You’ll get a complete picture of every customer, from social insights to campaign history, to opportunities you are involved in.

Manage Sales Team and activities

Maintain all your deals with Second CRM. Even create appointments based on enquiry and stay connected to information required to close sale, from anywhere. Track opportunity details and know the status at a click. Streamline the sales team process and easily customize Second CRM to reflect your sales and opportunity stages so you can drive process, productivity, and consistency the way you want.

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.

Increase sales conversions

Access Second CRM from anywhere and everywhere and here are features to help you get more every minute to increase sale.

sync from google calendar

Automate business processed with Workflow

Use Workflow to rapidly design and automate any business process to shorten the sales cycle and thrive more conversions rate. And drive success with flexible approvals processes for deal discounts, expenses, and more.

Email Integration

Use the email applications you already know and have been using. No one needs to change the way they work, so everyone stays productive.

Google contacts, calendar and docs synchronization

Use Google synchronization for easily inserting all you google contacts inside Second CRM along with calendar appointments. Also easily share files and track your content in real time. Quickly find what you're looking for, share it securely, and even subscribe to receive alerts when something changes.


The Second CRM mobile application is an online application which turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are.

Real time reporting and Analytics

Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access it all from anywhere.

second crm dashboard

Creating real-time reports in few clicks

Reporting used to be hard and very time consuming, but it’s easy with Second CRM. Just select on the fields, conditions, groupings, and charts that you want, and get an immediate real-time view, with instant drill-down to the data you need.

Get the exact insight you need with easy-to-create custom dashboards

With Second CRM, you can choose any visualization you want for your data. Easily create custom dashboards via the customizable reporting tool or drop any chart you want onto page in Second CRM get the insight you need.

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.