Guiding you to choose between Apptivo vs. Second CRM: 2024

"...I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration..." Peer review by Edwin Spiessens

"...The fixed scope of standard implementation ensures there are no sudden surprises, yet it covers every aspect of the implementation, from initial understanding of requirements, to modifying screens, configuring user permissions, workflows, setting up reports, designing email templates, quotes & invoices formats, importing customer database and even training your staff on how to use Second CRM...." Standard Implementation Packages

"...There are a lot of applications integrated together, you can control the access you want your customers to have You can create tickets, design workflows, you can communicate with customers, you can access from any device, you can control the acces level for your employees and also the security roles to your contacts...." Peer review by Claudia Antón, Hospital & Health Care

"...Configurable workflows help design, multiple email or sms reminders, as required, to effectively improve renewals. ..." Recurring Billing Software

"...Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages...." Peer review

"...At the time of the callback, a call back reminder window will pop up on the call center agent s CRM so that timely follow-ups can be done. ..." Call Center Management Software

"...I love the prompt and helpful support...." Peer review by Gerald R, Principal, Education

"...Replaced ACT Contact Management System to provide realtime access to critical data to make decisions and deliver breakthrough support to our customers and vendors...." Peer review by Bryan Meehan, Computer Software

"...Our customer communication software enhances your communication with customer by sending out birthday emails for you automatically based on their birth dates in the database. ..." Manage All Customer Communication From One System

"...Second CRM is a great tool for us to manage our leads through the sales funnel , and track leads conversion ...." CRM Claims Management Software