Second CRM offers different home page widgets that will provide a graphical representation of current status and key performance indicators. As complete analysis of data is displayed on a single screen, decisions and conclusions can be monitored at a glance.


List of widgets displayed on Home page

  • Top Potentials - Detailed list of Potential records and revenues are displayed.
  • Leads by Status - Graphical representation of Leads are displayed according to the Lead Status.
  • Leads by Source - Graphical representation of Leads are displayed according to the Lead Source.
  • Leads by Industry - Graphical representation of Leads are displayed according to the Industry they belong to.
  • Overdue Activities - Displays the list of pending events and to dos.
  • Service Request by Status - Graphical representation of Service Requests are displayed according to their Status.
  • Open Service Request - Diagram displays open Service Requests assigned to different users in Second CRM.
  • Leaves - Displays list of employees currently on leave and any future leave.
  • Leaves pending Approval - Displays list of Leaves which are waiting for approval.
  • Timeline - It displays the operations performed on record in modules such as Create and Edit. It also displays the comments made on a record. As it displays complete history, it will help the administrators to track the changes made to records.
  • Upcoming Activities - It displays the list of Events and to dos that are scheduled to be completed in future. Upcoming Activities is a default widget and cannot be deleted.
  • Sales Funnel -Displays the list of Potentials on record according to their Sales Stage.
  • Potentials by Stage -Displays a graphical representation of Potentials on record, as assigned to different users according to Sales Stages.

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.