Plans and Pricing

There’s a better way to purchase software.

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.

Monthly Annual Save 20%

SECOND CRM
FOUNDATION

Empower your staff with
Foundation tools to Go Digital

$7.50 $6 /month /user (minimum 10 users)

Annual billing Save 20%

Customer Management

  • Customer Database
  • Plan and Track Customer interactions
  • Calendaring and Reminders
  • Tasks Management (Kanban)
  • Send Email and SMS
  • Manage Multiple Email Accounts

Employee Management

  • Employee database
  • User directory & Messaging
  • HR Policy documents
  • Leaves Management
  • Claims Management
  • Passport and Visa expiry alerts

Office Automation

  • Meetings Management
  • Document Management
  • Company Announcements
  • Track Office Bills
  • Track Payments (Claims & Bills)
  • Reports and Dashboards

Optional SECOND CRM Add-Ons

Can subscribe to a single user for even a month or mix and match any add-ons.

SALES

Give your sales team, world class
Sales Automation tools

$36 $28.80 /month /user

Annual billing Save 20%

Leads Management

  • Capture leads from email, website, social networks
  • Manage follow ups (appointments, meetings)
  • Track opportunities and sales pipeline
  • Manage sales team and track activities

Business Transactions

  • Generate and send quotes and invoices
  • Manage sales orders and delivery orders
  • Manage payments and receipts
  • Sync data with Quickbooks, Xero

Sales Reporting

  • Set sales target and track performance
  • Generate sales reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

SERVICE

Give your service team, world class
Service Automation tools

$36 $28.80 /month /user

Annual billing Save 20%

Customer Management

  • Segment customers for better Account Management
  • Manage service team and track activities
  • Customer selfservice portal for creating and tracking service requests

Helpdesk Management

  • 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

Customer Service Reporting

  • Design and execute customer survey (CSAT, NPS)
  • Generate service reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

No Setup fee.

Monthly fee includes licence, hosting, support (email, skype, phone), daily backups, bug fixes, updates and online training.

If you are looking for a preconfigured solution for your industry, please check Second CRM for Industries.

Not sure which plan is right for you?
Give us a call.

FREQUENTLY ASKED QUESTIONS

FOUNDATION

Why Second CRM plans are not like others in the market?

The idea of Foundation tools to Go Digital is for everyone in the company to be on a common digital platform, regardless of one’s functional role and then additional permissions can be assigned to specific users, depending upon their roles, like sales and customer service.

There’s no reason for you to purchase FULL Sales, Service or Marketing plans for everyone in the organisation, but all MUST be part of the same common digital platform, hence Second CRM Foundation.

What is the fee I need to pay for using Second CRM?

Though this depends upon the total number of users and features you require. The paid plans start from US$75 per month, which allows you to create up to 10 Foundation users. In addition, say you like to take 1 SALES add-on, add US$36 per month to your monthly bill, and so on.

There are discounts, if you pay in advance for six months or a year, or if you have a lot of employees (more than 30), there’s volume discount as well.

Are there any setup fees?

Nope. There are no setup fees for any subscription plan. Though there are optional Implementation Support packages, if you need help, e.g. customising screens or reports, data migration, one on one user training, etc.

Is there a free trial available for Second CRM?

Yes. If you’re trying to decide whether Second CRM is a good fit for your business, you can register for 14-days free trail, which allows you to create up to 10 FOUNDATION users and 1 add-on user each for SALES and SERVICE, to try out all features, together with your team.

No credit card is required to try out any feature and once you’ve decided, you can upgrade to the paid plan and all you pay is the price you see on the Pricing page.

ADD-ONS

Do I still need to subscribe to FOUNDATION, if I just need the SALES modules?

As suggested in the name also, Second CRM Foundation is for everyone in the company to be on a common digital platform and is a prerequisite to subscribe to any of the Second CRM Add-Ons.

Do I have to subscribe to equal number of Add-ons, as I have users in my Foundation plan?

No. Though it depends. Let’s say you have a total staff of 30, among them 5 are sales guys and also say 5 customer service guys. In this scenario, you’ll subscribe to 30 FOUNDATION users and 5 add-ons each for SALES and SERVICE, which you’ll assign to the users, who need these features, respectively.

You can also assign multiple add-ons to the same user, if it requires to access both Sales and Service features.

Second CRM Add-Ons doesn’t give you any new user licence, they only offer additional features that can be assigned to any existing FOUNDATION user.

Can I have different billing cycle for my add-ons?

Yes. You will have separate subscription plans for FOUNDATION and the Add-Ons, with possible different billing cycles, if required. The idea here is that FOUNDATION is for everyone in the company and likely long term, add-ons will be only for some users and can be short term also, maybe just for few months, giving added flexibility.

OTHERS

Does Second CRM has a big learning curve?

Second CRM is designed to be user-friendly. With the exception of a few advanced features, you’ll be up and running with Second CRM in minutes.

Of course, knowing your business processes will help you get maximum value out of Second CRM. If you’re confused or need help, you can always refer to our User Manuals, Training videos or in-app contextual help. If you need additional help, our support team is always here to help!

Are there any maintenance or upgrade fees?

Second CRM’s subscription fee covers everything, including your right to use the system, application upgrades, bug fixes, customer support, server maintenance, daily backups, hosting, etc.

However, we’ll offer more add-ons in the near future, which require additional fees.

Is there any minimum or ideal size of the Company to use Second CRM?

The ideal size of company, in terms of staff, which can benefit from using Second CRM, is anywhere between 10-150 employees, though we have many customers using Second CRM, with less than 10 staff as well.

What kinds of payment do you accept?

We only accept credit/debit card payments. We process every transaction using our highly secure, PCI compliant credit card processing facility – so there’s no need to worry!

Can I cancel anytime?

If you do choose to cancel your subscription before the 14-days free trial is upgraded to the paid subscription, you will never be charged. But if you decide to cancel after you upgraded to paid subscription, refund will be issued as per our Cancellation and Refund Policy.

Have more questions? Need Help?
Talk to a human

× Live Chat