Getting Started

5 steps to Getting Started with Second CRM

1

Get free access to Second CRM

Second CRM offers 30-days free trial, to evaluate the features and capabilities of Second CRM. You can fill up the trial registration form at Second CRM website or at any of our partner’s website. You may also choose the Second CRM edition you wish to play around with and evaluate.

Register free trial on Second CRM website | Register free trial on SingTel myBusiness | Register free trial on TM BizApp Store

2

Login to your Second CRM 30-days free trial

Upon registration, you shall receive in your inbox the login details for your Second CRM admin account. You can also create up to 5 another users for testing with your team members. You can upload your company logo and company details, to be used in the quotes and invoices. You can also setup your mail server to be able send emails and receive notifications from Second CRM. After this, you and your team members can start using the system by creating leads, adding activities and generate reports.

Manage User | Setup Company Details | Configure Mail Server

3

Take 30-mins free Skype session with Second CRM expert

We strongly recommend every Second CRM trial user to have a system walkthrough with our support agent, which normally takes around 30 mins to give you a head start with the basic navigation and system overview. Also during the session you may ask questions related to your specific requirements, or if you require and customisations.

Register for Skype session

4

Access to knowledge base and frequently asked questions

In addition to the Skype session, you are also recommended to read through our online user manual and view video tutorials, which details out step-by-step instructions for your easy self-learning. Other than the user manual and tutorials, there are also host of frequently asked questions for any doubts you might have related to any aspect of Second CRM.

User Features | Admin Features | FAQ's

5

Second CRM Mobile

Second CRM Mobile makes it easy for the users to access their business data anywhere, anytime so they can effortlessly stay updated even on the go. Our mobile web app is tailored to work on a range of mobile devices, offering a fast and convenient way to keep track of every opportunity in only a few simple steps.

Second CRM Mobile

Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.