Sales
Generate sales reports and charts
Businesses can have real-time reports and charts to by using the feature of Second CRM software oversee all aspects of sales operations and team’s performance. Things like sales funnels for each sales rep or revenue generated across company products to analyse the best sellers.
Set sales target and track performance
Second CRM system allows you to set targets and compare with the actual values, by team or by individual, for any of the modules, Leads, Quotes, Sales Order, Invoice or Payments, for any kind of analysis.
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Set sales target and track performance
Second CRM system allows you to set targets and compare with the actual values, by team or by individual, for any of the modules, Leads, Quotes, Sales Order, Invoice or Payments, for any kind of analysis.
Read More
Custom dashboards and widgets
Personalise your dashboard with Second CRM software pre-built widgets feature to keep track of the sales information most important for you, like performance of sales agents, sales funnel and forecast as you want to view it.
Custom dashboards and widgets
Personalise your dashboard with Second CRM software pre-built widgets feature to keep track of the sales information most important for you, like performance of sales agents, sales funnel and forecast as you want to view it.
Schedule sending reports via email
Reports can be auto sent to managers by using the feature of our CRM system or team leaders at specified day and time for timely decision making required to improve your sales operations.