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.
Encourage referrals by providing a good service. Use the advantages of cloud CRM to create, monitor and evolve services.
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.
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.
Connect with the most popular cloud accounting systems and other software providers. Cloud software and being open is the IT structure of the future.
Streamline your service with one view of your clients' data: notes, emails, services, workflow & tasks, real-time financial data.
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.
Fill in forms for client take-on & for ongoing client work in the practice.
See a complete history of notes from all staff – whether general or for specific jobs.
Easily add or remove forms & fields to reflect how your practice really operates.
See client emails from Gmail, Exchange and other email services.
Save your client or prospect views for easy access to your most useful searches.
See your clients' real-time financial data directly on their client record.