Small Business Document Management System
Upload Important Documents
Upload and attach sales related documents such as approved invoice, payment advice or an internal marketing material into Second CRM, attached directly to the specific record in the system, instead of throwing files in an ocean of documents.
Upload Important Documents
Upload and attach sales related documents such as approved invoice, payment advice or an internal marketing material into Second CRM, attached directly to the specific record in the system, instead of throwing files in an ocean of documents.
Store and Access Documents in Cloud
Store all information in
Share Centralized Sales Documents
Inbuilt document management helps sales and marketing teams to access important and often used presentations, product brochures, etc right within the CRM.
Share Centralized Sales Documents
Inbuilt document management helps sales and marketing teams to access important and often used presentations, product brochures, etc right within the CRM.
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.