Sales

Generate and send quotes & invoices

Second CRM allows you to easily create quotes and invoices with the right product pricing and taxes, including support of logo and address for multiple companies, which can be sent as well designed PDF’s directly to the customers.
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Set Up Product & Service
Set Up Product & Service

Generate and send quotes & invoices

Second CRM allows you to easily create quotes and invoices with the right product pricing and taxes, including support of logo and address for multiple companies, which can be sent as well designed PDF’s directly to the customers.
Read More

manage-sales-orders

Manage sales orders and delivery orders

Create sales order directly from the approved quote in the CRM software, without re-entering any data. Even delivery orders can be created directly from the approved sales orders, which can trigger operations to get started with the deliveries, all seamless.

Manage payments and receipts

Maintain payment records and issue receipts from the CRM system that can be emailed to Customer or printed if required. Invoices can be linked to payment gateway to allow customers to pay using credit card or bank transfer, which automatically update invoice status and send notification, once the payment happened.
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Set Up Product & Service
Set Up Product & Service

Manage payments and receipts

Maintain payment records and issue receipts from the CRM system that can be emailed to Customer or printed if required. Invoices can be linked to payment gateway to allow customers to pay using credit card or bank transfer, which automatically update invoice status and send notification, once the payment happened.
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Generate Invoice

Sync data with Accounting software

Accounting integration feature of Second CRM software allows easy and automatic syncing of Contacts, Products, Services, Invoices and Payments between Second CRM modules and your favourite accounting software, saving time and improving accuracy.

*Currently supporting QuickBooks and Xero, more to come.

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