Customer Self Service Portal

Update Customer Contact Details

Set up your own branded customer portal to share information and integrate processes with your customers. Self-service empowers customers to interact with your business on their own time and convenience.

Update Customer Contact Details

Set up your own branded customer portal to share information and integrate processes with your customers. Self service empowers customers to interact with your business on their own time and convenience.

Check FAQ’s and Customer Knowledge Portal

Customers are increasingly turning to non-directed customer support methods. Many customers prefer not to interact with support staff directly. FAQ directory and self-help functions are an easy opportunity to assist and retain your customers.

Online Approval of Quote & Invoices

Customer can easily retrieve the quotes and invoices from the portal for acceptance or rejection. You will get updates instantly to proceed with next steps. Customers can always view the updated status from portal without having to ask.

Online Approval of Quote & Invoices

Customer can easily retrieve the quotes and invoices from the portal for acceptance or rejection. You will get updates instantly to proceed with next steps. Customers can always view the updated status from portal without having to ask.

Pay Online

Allow customers to make payments online via an integrated payment gateway. Payment updates are captured back into CRM for easy reference and it also updates quote/invoice payment status based on the transaction.

Helpdesk Ticketing Service Request

Portal allows customers to submit a service request in case they face any issue or have some query. They can also track updates on their existing requests or add comments.

Helpdesk Ticketing Service Request

Portal allows customers to submit a service request in case they face any issue or have some query. They can also track updates on their existing requests or add comments.

What our clients are saying

Managing our corporate clients has never been easier. Second CRM is such a powerful tool and its very user friendly.

Muhammad Zaki Kamaruddin

Wariscan

Our operations have now been totally streamlined. No more messy spreadsheets, overlooked billing and servicing.

Abdul Halim

Techmaster

The Second CRM team listens to our requirements, understands our needs and comes up with a solution that is tailored to solve our problems.

Izzuddin

iKargo

Don’t compromise growth with manual operations or isolated apps.

Manage all your company operations in one cohesive system, covering sales, customer service and all your operations to drive processes, productivity, and consistency the way you want.