Sales

Generate and send quotes & invoices

Second CRM allows you to create quotes, invoices, purchase and sales orders to spec, which include the company logo and addresses. You can e-mail the PDF to customer directly.
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Set Up Product & Service
Set Up Product & Service

Generate and send quotes & invoices

Second CRM allows you to create quotes, invoices, purchase and sales orders to spec, which include the company logo and addresses. You can e-mail the PDF to customer directly.
Read More

Generate Invoice

Manage sales orders and delivery orders

Create Sales Order directly from the approved quotes, without keying in the information again. Auto create Delivery Order directly from the approved Sales Order, without keying in the information again, which can be used as trigger for operations to get started with deliveries.

Manage payments and receipts

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.
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Set Up Product & Service
Set Up Product & Service

Manage payments and receipts

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.
Read More

Generate Invoice

Sync data with Quickbooks, Xero

Second CRM QuickBooks integration allows easy and automatic syncing of Contacts, Products, Services, Invoices and Payments between Second CRM SALES modules and QuickBooks, saving time and improving accuracy

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

Manage your company using a common technology platform covering sales, customer service and operations with standardised processes to improve productivity and scale your business.

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