Automated Lead Distribution & Management Software

Assign Sales Lead to Right Sales Person

Automated lead distribution ensures that the match between the rep’s skills, expertise and the lead’s needs and requirements, existing load on the rep, etc and streamline the lead to cash process effectively.

Assign Sales Lead to Right Sales Person
Assign Sales Lead to Right Sales Person

Assign Sales Lead to Right Sales Person

Automated lead distribution ensures that the match between the rep’s skills, expertise and the lead’s needs and requirements, existing load on the rep, etc and streamline the lead to cash process effectively.

Create and Send Quotes

Create and Send Quotes

Quickly create a quote in a few minutes with built-in quotation generating module. You can automatically populate a quote with relevant customer data, generate a PDF from an approved template and email it to the customers.

Create Sales Order and Send Invoice

Create Sales Order or Invoices directly from the approved quotes, without keying in the information again, which can be either sent directly to customer via email or exported as pdf for printing, if required.

Create Sales Order and Send Invoice
Create Sales Order and Send Invoice

Create Sales Order and Send Invoice

Create Sales Order or Invoices directly from the approved quotes, without keying in the information again, which can be either sent directly to customer via email or exported as pdf for printing, if required.

Collect Payment

Collect Payment

Effortlessly integrated CRM with any payment gateways, aiding your business in receiving payments promptly and securely, directly from your invoices, with complete payment details updated back in the CRM.

What our clients are saying

Managing our corporate clients has never been easier. Second CRM is such a powerful tool and its very user friendly.

Muhammad Zaki Kamaruddin

Wariscan

Our operations have now been totally streamlined. No more messy spreadsheets, overlooked billing and servicing.

Abdul Halim

Techmaster

The Second CRM team listens to our requirements, understands our needs and comes up with a solution that is tailored to solve our problems.

Izzuddin

iKargo

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

Manage all your company operations in one cohesive system, covering sales, customer service and all your operations to drive processes, productivity, and consistency the way you want.

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