Second CRM vs Relate Comparison

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Second CRM

CRM Software

4 1 user ratings

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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Relate

CRM Software

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Overview

Description	Second CRM software is a platform used to manage sales process for business. The software offers tools to capture leads from multiple campaigns and sources like websites, chats and social media. Engage customers with quotes and invoices with the predefined templates and online payments. It integrates with QuickBooks and Xero. Read more	Introducing Relate, the ultimate solution for startups and SMBs looking to streamline their sales management and CRM processes. With its collaborative features and innovative technology, Relate empowers professionals like to take control of business and achieve outstanding results. Whether it may be a small startup or a growing SMB, Relate is designed to meet unique needs. Say goodbye to scattered data and hello to a centralized platform that consolidates all customer information, interactions, and sales pipelines. With Relate, can effortlessly track and manage sales leads, monitor the progress of deals, and nurture customer relationships. The collaborative nature of Relate allows the entire team to stay on the same page. Share notes, assign tasks, and collaborate seamlessly, ensuring that everyone is aligned towards a common goal. With real-time updates and analytics, track the performance of the sales team, identify areas for improvement, and make data-driven decisions that drive the business forward. Relate is the game-changer for the business needs. It's time to elevate sales management and CRM processes to new heights. Read more
Pricing Options	Free Trial Not Available Starts at $4.25.	Free Trial Not Available Starts at $28.00. Offers Free-forever and Custom plan.
SW Score & Breakdown	91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 96% Reviews 84% Momentum 65% Popularity 75%	77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 74% Reviews 60% Momentum 61% Popularity 69%
SaaSworthy Awards	# 10 Most Popular	Not Available

Features

Total Features	21 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 4 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	Online	Online

Reviews & Ratings

User Rating	4/5 1 user ratings	Not Available
Rating Distribution	Excellent 0% Very Good 100% Average 0% Poor 0% Terrible 0%	Not Available
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Pricing

Pricing Options	Free Trial Not Available Starts at $4.25.	Free Trial Not Available Starts at $28.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	Second CRM Foundation $4.25 $5.00 per user / month	Free Free Standard $28.00 $35.00 per month Custom Custom
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