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Pipedrive

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About Second CRM

Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable, by automating their business operations, using internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.

Second CRM easily adapts to most business environments by offering a flexible, cost-effective and easy to use application. Second CRM provides a single view of customer interactions across sales, marketing, support and backend operations. Second CRM reduces workload and accelerates growth while enabling companies to focus 100% of their energy on what counts — Customers.

About Pipedrive

Pipedrive is a sales management tool built for salespeople by salespeople. Used by more than 50k sales teams globally, it helps to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. With Pipedrive nothing falls through the cracks. It is easy to use and helps to keep focus, so your team will love to use it and you can trust the data in the system. Its simple to get started, but powerful enough adapt to any sales process.

About 17hats

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

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

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

Features

  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management

Summary

  • Lead Management: Consolidate leads from various social media websites and compare their effectiveness and complete insight into your lead-generation efforts.

  • Contact Management: Get a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.

  • Marketing Automation: Discover where prospects are getting stuck in your sales funnel, calculate your cost per lead, and tie closed deals back to the original campaign.

  • Reporting & Analytic: Explore any combination of data, get answers instantly, and share with your team.

  • Customer Support: Insight through every case, from every customer, every time and informing them with regular alerts and updates about their contract renewals.

  • Sales Management: Generate quotes, sales order and invoices with relevant customer data in PDF format and email it to customers directly.

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

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Pricing

  • Starting from: $24.00/month
  • Credit card required: No
  • Starting from $24/user/month

    Second CRM is a pay-as-you-go service. There are no long-term or multiple year contracts. Though you need to pay for minimum six months and if you don’t intend to renew, you’ll not be billed again. Second CRM also offer payment discount if you choose to pay for a year in advance.

Pricing

  • Credit card required: No
  • $12 per user per month, with 30 days free trial.

Pricing

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

FAQs

    Who are the main user groups of this service?
  • Small to mid-market businesses, typically having number of employees between 11-99.

  • 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?
  • Email, Calendaring, Email Marketing, SMS gateway, Account / ERP software, integration with landing pages, etc

  • Does this service integrate with any other apps?
  • Yes. Google Apps (Gmail, Calendar, Contacts, Documents), Mailchimp, MYOB, SQL Account, SMS, etc

  • Does this service offer an API?
  • 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.

  • Does this service offer guides, tutorials and or customer support?
  • Second CRM offer: Support Portal (user manual, video tutorials, faq), Online Live Support, Email and Phone Support.

FAQs

    Who are the main user groups of this service?
  • Sales departments in small and mid-sized businesses.

  • What is this service generally used for?
  • Pipedrive is used as a sales pipeline management tool.

  • What platforms does this service support?
  • This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive is commonly used with dapulse, ActiveCampaign, and Userlike Live Chat.

  • Does this service integrate with any other apps?
  • Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

  • Does this service offer an API?
  • It offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials.

FAQs

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.93k

Other

Who uses Second CRM
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, Malay, Indonesian, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.

Other

Who uses Pipedrive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, Portuguese, French, Estonian, Norwegian, Dutch, Korean, Japanese, Turkish, Finnish, German, Italian
Regional Restrictions:
No restrictions.

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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