CRM Claims Management Software

Define Claim Types and Allocation

Manage staff claims from within the Second CRM application, while attaching them to relevant accounts, projects or opportunities. Set the maximum amount of claim per transaction, month or year, differently for employee grades.

Define Expense Types and Allocation
Define Expense Types and Allocation

Define Claim Types and Allocation

Manage staff claims from within the Second CRM application, while attaching them to relevant accounts, projects or opportunities. Set the maximum amount of claim per transaction, month or year, differently for employee grades.

Claim Submission Process

Claim Submission Process

Second CRM allows easy submission of staff claims, along with uploading required documents, no more hard copies needed. System automatically directs their reporting manager to approve or reject with a single click.

Automate Claims Approval Workflows

The workflows can be configured to send notifications to managers for all new claim submissions and also to team members upon approval or rejection, making the whole process smooth and fast moving.

Automate claims approval workflows
Automate claims approval workflows

Automate Claims Approval Workflows

The workflows can be configured to send notifications to managers for all new claim submissions and also to team members upon approval or rejection, making the whole process smooth and fast moving.

Identify Spending Trends

Identify Spending Trends

Track claims of every employee, department, client, or project; armed with insights, make informed decisions and optimize your company’s expenditures. Management can get clear picture of your company’s spending trends.

What our clients are saying

It’s been a pleasant journey with Second CRM for the past few years. The team is extremely helpful, especially providing customization, support and advice to meet our requirements. Big thumbs up to the team for the great service!

Jessica Tham

MedKlinn International Sdn Bhd

Second CRM is a great tool for us to manage our leads through the sales funnel, and track leads conversion. Their technical & support team is always ready to assist whenever needed too!

Ahmad Hazri Mohamed Ariz

Multimedia University (MMU)

The web based Second CRM provides a central platform which serves the needs of our sales & marketing teams among various countries. Their support team is very professional with timely responses to our queries.

Mr. Joseph Ong

All Measure Technology

Don’t compromise growth with manual operations or isolated apps.

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