Client relationship management

Senta's easy-to-use client relationship management system will help you look after your customers through their whole lifecycle – from prospect through to onboarding through to valued client.

Discover Senta's simple, powerful CRM

Supercharge your practice

Grow your practice

Encourage referrals by providing a good service. Use the advantages of cloud CRM to create, monitor and evolve services.

Enhance your culture

Put live client data at the heart of your practice to proactively spot issues and challenges. Express your practice values by customising CRM. Allow flexible working in a secure and controlled way.

Increase your practice value

Make your practice an attractive prospect, with increased efficiency and organisation. Demonstrate the relationship with your clients, a well documented history, and consistent service levels.

Manage your practice and regulatory compliance

Integration

Connect with the most popular cloud accounting systems and other software providers. Cloud software and being open is the IT structure of the future.

Remove growth constraints

Streamline your service with one view of your clients' data: notes, emails, services, workflow & tasks, real-time financial data, & Companies House records.

Reduce risk

Deploy Senta to sub-contractors and staff gradually. Expand your practice with ease through cloud-based flexibility and remote working. Interfacing with clients in a modern way manages compliance risk, provides a 24/7 service point, and ensures a global view of their affairs.

Deliver consistent service quality by grouping clients how you like: prospects, clients, large firms, VIPs...

Forms

Fill in forms for client take-on & for ongoing client work in the practice.

Notes

See a complete history of notes from all staff – whether general or for specific jobs.

Customise

Easily add or remove forms & fields to reflect how your practice really operates.

Email

See client emails from Gmail, Exchange and other email services.

Saved views

Save your client or prospect views for easy access to your most useful searches.

Financial data

See your clients' real-time financial data directly on their client record.

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