Customer Self Service Portal
Update Customer Contact Details
Set up your own branded customer portal to share information and integrate processes with your customers. Self-service empowers customers to interact with your business on their own time and convenience.
Update Customer Contact Details
Set up your own branded customer portal to share information and integrate processes with your customers.
Check FAQ’s and Customer Knowledge Portal
Customers are increasingly turning to non-directed customer support methods. Many customers prefer not to interact with support staff directly. FAQ directory and self-help functions are an easy opportunity to assist and retain your customers.
Online Approval of Quote & Invoices
Online Approval of Quote & Invoices
Pay Online
Allow customers to make payments online via an integrated payment gateway. Payment updates are captured back into CRM for easy reference and it also updates quote/invoice payment status based on the transaction.
Helpdesk Ticketing Service Request
Portal allows customers to submit a service request in case they face any issue or have some query. They can also track updates on their existing requests or add comments.
Helpdesk Ticketing Service Request
Portal allows customers to submit a service request in case they face any issue or have some query. They can also track updates on their existing requests or add comments.
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.
Our operations have now been totally streamlined. No more messy spreadsheets, overlooked billing and servicing.
The Second CRM team listens to our requirements, understands our needs and comes up with a solution that is tailored to solve our problems.