Sales

Generate Invoice

Generate sales reports and charts

Businesses can have real-time reports and charts to by using the feature of Second CRM software oversee all aspects of sales operations and team’s performance. Things like sales funnels for each sales rep or revenue generated across company products to analyse the best sellers.

Set sales target and track performance

Second CRM system allows you to set targets and compare with the actual values, by team or by individual, for any of the modules, Leads, Quotes, Sales Order, Invoice or Payments, for any kind of analysis.
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Set Up Product & Service
Set Up Product & Service

Set sales target and track performance

Second CRM system allows you to set targets and compare with the actual values, by team or by individual, for any of the modules, Leads, Quotes, Sales Order, Invoice or Payments, for any kind of analysis.
Read More

Custom dashboards and widgets

Personalise your dashboard with Second CRM software pre-built widgets feature to keep track of the sales information most important for you, like performance of sales agents, sales funnel and forecast as you want to view it.

Set Up Product & Service
Set Up Product & Service

Custom dashboards and widgets

Personalise your dashboard with Second CRM software pre-built widgets feature to keep track of the sales information most important for you, like performance of sales agents, sales funnel and forecast as you want to view it.

Generate Invoice

Schedule sending reports via email

Reports can be auto sent to managers by using the feature of our CRM system or team leaders at specified day and time for timely decision making required to improve your sales operations.