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.

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