Home page widgets display a block summary of the information within Second CRM, as well as key performance indicators.
You can navigate within the Second CRM as if you were browsing websites. It will allow you to get most information quickly.
Accounts represent a company, organization or business with which you have done at least one business deal.
Contacts is where you can keep all relevant customer information, or the information of people who are related to your business.
The Calendar module gives the user the ability to schedule, share, track and follow-up events and to-dos.
Reports provide your sales team with the ability to filter and extract data relevant to them from thousands of records.
Mail Manager is an integrated email client that allows users to access emails from Second CRM without hopping to another email client.
Campaigns refer to the marketing process with the ability to schedule and execute mass email campaigns.
Leads is a raw contact or unqualified sales opportunities gathered from various marketing activities or campaigns.
Potentials provide strategy to follow up prospective customers through the different stages until closed.
Quotes is a business document created to formalize the sales deal with details of products and services upon inquiry or request from a potential opportunity to customer.
Sales Order is a business document created to formalize the deal closed and track all the products/services that should be manufactured or shipped to customers.
Invoices is bills issued to the customers for the Products or Services with the purpose of receiving payment.
Service Contract is a negotiated agreement to offer service to products procured to your customers.
Service Requests, also called as Trouble Tickets, are post-sales support requests generated by your customers.
FAQs refer to listed questions and answers which frequently asked in some context, and pertaining to a particular issue.
Projects is a planned work that involves specific goals, start date and target end date, budgets, progress etc.
The Survey module allow you to collect customer feedback or customer contact updates and capture them back into Second CRM.
The Bills module is a single access point to viewing real time billing information.
The Payments module is used to track your incoming and outgoing payments.
Products represent stock of goods in inventory. Products can be procured from suppliers or rendered to customers.
Services refer to the free or paid assistance you would offer to benefit your customers.
Price Books allows you to work with an unlimited number of different price lists for products in your inventory.
Vendor is a person or company that provide goods or services to your company.
Purchase order is a legal document handled over to vendor to purchase Products or Services.
Leave management smoothens the leave approval process between the employees and HR.
Sales Target is a goal set for a salesperson or sales department measured in revenue or units sold for a specific time.
Content Library is a repository where the internal or external files you upload and save in your Second CRM are stored.
The Email Templates module helps users to create customized email templates used for Campaigns and Mass mailing.
Recycle Bin acts like an archive for all deleted records and helps you restore them when required.
The SMS Messages module is used to automate sending SMS to selected records in Second CRM.
Google Apps enable user to import contacts from Gmail & upload documents in Google docs.
Second CRM Mobile App enables users to access data, manage activities, and more while away from their computers.
Users represent people that will be able to log into Second CRM and access records according to their permissions.
This feature helps the administrator to track the login history of the users.
Blocked login are use to set the maximum number of failed login attempts for the users.
This features enable administrator to set complexities of the password for the users.
Roles are used to create user hierarchies and determines the privileges the users is permitted to perform.
Profiles are used to define user privileges on records, fields, modules and functions such as import and export.
Groups are combinations of multiple users, roles and groups to manage common sets of records.
Sharing Rules are used to configure data sharing rules across users in role hierarchies.
Assign Company helps you to assign companies to specific users.
Edit Fields allows you to add new custom fields, re-arrange fields, edit field properties, and move fields inside and across blocks.
A Picklist is a drop-down field with list of options available, within which, only one option can be selected.
Picklist Dependency helps you to select values in the target picklist field more accurately depending upon values in source picklist fields.
The Menu Editor helps you to place the most frequently accessed modules on Menu bar. You can also rearrange them according to your requirements.
Setup Google Configuration by enable Google API and get the client ID to sync your calendar and contacts instantly.
Customize Second CRM login page by adding your company logo, facebook or twiter and etc.
PDF Settings enables you to customized document templates for Invoice, Quotes, Sales Order and Purchase Order for your business operations.
Company Details enables users to upload their company logo and company details and use it while generating PDFs.
This feature enables users to define their business terms and conditions in the form of text.
Mail Converter adds the capability to scan users mailbox and take action on messages that matches the specified criteria.
Workflows streamline your business process by automating operations such as sending reminder emails.
Configure scheduler to specify when the created Cron Task should work and at what frequency.
Announcements, like message boards, are used to convey your message to users across Second CRM.
Mail Server Settings allow users to send out emails from Second CRM itself and track the email trail along with access count.
Second CRM allow you to apply some restriction for certain action in certain module.
This feature allow you to manage multiple discount based on roles, discount level, discount type and criteria.
This feature allows user to manage national and international currencies and also the exchange rates.
This feature helps you to customize the numbering of records across different modules in Second CRM according to your requirements.
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