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.
About Capsule
Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.
About Nimble
Nimble provides a smart and easy way to track, engage and nurture contacts as well as source new leads. It is easy to set-up and start using right away.
This service's strength is its social media integration. Nimble brings together all your salespeople’s social media accounts in one platform, to help them mine those networks for new customers and keep them on top of their contact’s social media activities.
Nimble organizes all email and social media contacts in one place, giving its users a 360 degree view of all of their connections. Then they can use this information to make recommendations on who to mark as important contacts and encourage to follow-up at specific times.
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
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
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.
Summary
Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.
Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.
Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.
Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.
Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised
Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.
Summary
Social Media Integration: It combines all user's social media accounts into a unified contact book & inbox.
Email: Users can have multiple different email accounts synced with Nimble and can view them all at once or each account separately. Sending emails from any of those accounts is as easy as selecting from a drop down.
Tags: Contacts can be based on categories such as ‘influencer’, ‘prospect’, ‘previous client’, ‘job title’, ‘industry’, ‘keep an eye on’, ‘synergy partner’ or whatever new list user wants to create.
History: All emails and social engagement are saved in Nimble contact records.
Notes: Nimble allows its users to take notes inside a contact and time stamps it with date and time.
Deals: Users can manage active deals and view won and lost deals. Inside each deal there is a view to related notes and gain intelligence on each contact that may be involved in that particular deal.
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
Pricing
Starting from: $15.00/month
Credit card required: Yes
Free: Up to 2 users; 10MB storage; 250 contacts
Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.
Free
Free
Included in plan:
2 Users
250 Contacts
Unlimited Opportunities
Unlimited Cases
10MB of Storage
Professional
$15.00
1 user(s) / month
Included in plan:
2GB storage per user
50,000 contacts
Unlimited opportunities
Unlimited cases
Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo
Pricing
Credit card required: No
$15/month/user, with 14-day free trial.
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.
FAQs
Does this service integrate with any other apps?
Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.
Does this service offer guides, tutorials and or customer support?
There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.
What are some applications this service is commonly used in tandem with?
It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.
Does this service offer an API?
The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.
Who are the main user groups of this service?
Main users of this service are small and medium-sized companies.
What is this service generally used for?
It is used for customer relationship management, and contacts and pipeline management.
What platforms does this service support?
This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.
Does this service offer multi-user capability (e.g. teams)?
It offers multi-user capability.
FAQs
Who are the main user groups of this service?
Main users of Nimble are small and medium-sized businesses.
What is this service generally used for?
It is generally used for Customer Relationship Management.