Say goodbye to scattered sales data, forgotten follow-ups and jumbled up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.
Get started right away with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then start dragging and dropping deals to “won”. Our 24/7 live customer support always has your back, day or night.
Join more than 100,000 sales teams around the world that use the CRM rated #1 by TrustRadius in 2021. Start your free 14-day trial and get full access – no credit card needed.
About Second CRM
Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale.
Along with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.
Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.
Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.
Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.
Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.
Summary
Data driven Standard Process: We promote business automation and data driven approach to manage any business looking to scale. Implementing standard business processes with automated workflows, and escalating any anomalies with real-time dashboards and KPI’s are MUST for a predictable business growth and scaling up.
Always there for Customers: We offer multiple support options via email, phone, skype or even Whatsapp, whatever customers prefer, as long as they are using our products. Multiple implementation and support packages are available to meet the needs of every business.
No Big Bang Approach: We encourage businesses to start with basic automation and then slowly add advanced features as they scale. This way businesses don’t have to fork out a big amount upfront, without seeing any tangible returns and also it helps in smoother transition for employees.
Asian Products: We develop all our products keeping in mind local regulations and the needs of Asian SME businesses. From supporting all Asian languages, currencies and taxation, offer billing in local currencies, to having customer support guys speak local language, goes a long way to establish ourselves as the first choice among Asian businesses.
Pricing
Starting from: $10.00/month
Credit card required: No
Starting from $10/user/month
Get started with the very basic automation features and then slowly add more advanced features like sales force automation and customer service, as you become ready to scale.No Setup Fee. Monthly fee includes user licence, hosting, technical support, daily backups, bug fixes, updates and online video training.
SECOND CRM FOUNDATION
$10.00
1 user(s) / month
Included in plan:
Customer Database
Plan and Track Customer interactions
Calendaring and Reminders
Tasks Management (Kanban)
Send Email and SMS
Manage Multiple Email Accounts
Employee database
User directory & Messaging
HR Policy documents
Leaves Management
Claims Management
Passport and Visa expiry alerts
Meetings Management
Document Management
Company Announcement and Message Board
Manage Expenses and Office Bills
Track Payments (Claims and Bills)
Reports, Charts and Custom Dashboards
SALES
$36.00
1 user(s) / month
Included in plan:
Capture leads from email, website and social media
Append your Leads info with powerful data enrichment
Customer selfservice portal for creating and tracking service requests
Manage service contracts with expiry alerts
Track customer requests (tickets) with escalation
Email automation - auto response, ticket creation and assignment
Manage FAQ's and Knowledge base
Design and execute customer survey (CSAT, NPS)
Generate service reports and charts
Custom dashboards and widgets
Schedule sending reports via email
FAQs
What are some applications this service is commonly used in tandem with?
Pipedrive is commonly used with Zapier, Microsoft Team, and Slack
Does this service integrate with any other apps?
Pipedrive integrates with over 300 third-party applications, including Dropbox, Zapier, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.
What is this service generally used for?
Pipedrive is used as a CRM tool.
Who are the main user groups of this service?
Sales and marketing departments in small and mid-sized businesses.
Does this service offer guides, tutorials and or customer support?
Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials, as well as a community forum.
What platforms does this service support?
This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.
Does this service offer an API?
It offers REST API.
FAQs
Does this service offer guides, tutorials and or customer support?
Second CRM offers Customer support via Phone, WhatsApp and Email. And provides an online customer support Portal that includes user manual, video tutorials, faq, Online Live chat
Small sized single location companies to large regional enterprises, across multiple industries and geographies.
What is this service generally used for?
Manage Sales & Marketing, Customer Support and Business Operations
What platforms does this service support?
Second CRM is a web based application, which supports all major browsers on all operating systems. Second CRM web app also support browsers on all major devices: iPhone, iPad, Android phones & tables, Windows 8 Phone & tablets and BlackBerry 10.
What are some applications this service is commonly used in tandem with?
Second CRM offers two-way REST based web APIs to integrate with third-party applications.
Does this service offer multi-user capability (e.g. teams)?
Second CRM is designed for Team environment, with very details settings and configurations for Roles and Permissions, Groups, team hierarchy, etc to support any organisational structure.
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