Blogs
8 Must Haves of an Office Automation Software
Technology has completely changed the ways of handling office duties. You have probably heard about office automation, but what does it mean? Office automation helps get rid of all time-consuming paperwork. As much as you may be using online tools to do the same that...
Why You Should Invest in an Employee Management System
Labour is one of the major resources of an organization. To ensure things run smoothly, you will require an employment management system. This is essential for growing businesses because of issues such as scaling, process automation, and workflow optimization. As the...
7 Benefits of a Customer Portal Service
What is a Self-Service Portal? A self-service portal is a collection of self-help methods or options available for customers that they can access in a company’s website. A customer portal service involves options that allow clients to solve their own issues through...
Client Relationships in Investment Management Companies
People buy from the people they like- It’s the plain truth! In any role in investment management, thinking about the client’s need is of utmost importance. Client relations in investment management are in high demand and multi-dimensional, investment management...
Why CRM Integrated Billing Automation Is a Game Changer
Creating business quotes and delivering invoices are a critical part of the sales process. When you are a medium sized business with pretty good inquiries and real sales happening, you would find it overwhelming to manage incoming invoices. Invoice management is...
Efficient Client Onboarding In The Investment Industry
Client onboarding can be quite challenging, time-consuming, expensive and success is never guaranteed. However, client onboarding is emerging as a major focal point for investment banks and financial institutions which struggle with evolving market dynamics,...
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!
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!
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.