Document Management System

Upload Important Documents

Upload and attach sales related documents such as approved invoice, payment advice or an internal marketing material into Second CRM, attached directly to the specific record in the system, instead of throwing files in an ocean of documents.

Upload important documents
Upload important documents

Upload Important Documents

Upload and attach sales related documents such as approved invoice, payment advice or an internal marketing material into Second CRM, attached directly to the specific record in the system, instead of throwing files in an ocean of documents.

Store and access documents in Cloud

Store and Access Documents in Cloud

Store all information in cloud, can even attach Google drive or One Drive with Second CRM for having common storage for your documents and easy reference in the future.

Share Centralized Sales Documents

Inbuilt document management helps sales and marketing teams to access important and often used presentations, product brochures, etc right within the CRM.

Share centralized sales documents
Share centralized sales documents

Share Centralized Sales Documents

Inbuilt document management helps sales and marketing teams to access important and often used presentations, product brochures, etc right within the CRM.

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