Dashboards

Dashboards

Intuitive and meaningful dashboards displaying required data

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Powerful Reporting

Powerful Reporting

Pull data out from the system in any graphical form as reports.

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Central Diary

Central Diary

Store company wide information with controlled user access

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Automated Invoice Generation

Automated Invoice Generation

Manage the cash flow effectively to ensure smoother business operations.

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Key Features


  • Platform Independence

    All standard features available as mentioned under the CRM Section above however this system can also be setup on its own without rest of the Cloud platform

  • User Access Control

    Central Diary Serve allows you to add users so you can grant permissions to who have access to what feature in the system

  • Resource Availability Monitoring

    You can check mutual availability of different staff members, teams, resources etc., within selected date range and selected time brackets

  • Add and Manage Appointments

    Provides you the option to add an appointment on available slot for all the selected resources provided you have the permissions to do so

  • Create Email Alerts

    You can set the system to create email alerts for other users so they know a new appointment has been added in their diary

CRM Applications


  • Managing Remote Staff

    Organisations where staff, rooms, resources are usually out of sight and not all available at the same time always face this challenge of finding out who is available when so for example a meeting can be arranged based on availability

  • Integration with Existing CRM

    Central Diary Serve can also be used in conjunction with one of our existing Cloud based system where users from different sectors can benefit from its features

  • Marketing Tools

    Any system user can build email-marketing campaigns and track the progress and the interest. They can build email templates, select the potential leads and email their offering direct from our system. Our application also provides connectors to Social media platforms when users of our system can post directly to social media within our system

  • Third Party Portal

    Empower your customers, suppliers, vendors, distributors, and manufacturers with live information; provide everyone related to your business with access to a portal so they can feel being part of your business. Use it to communicate and share records and files. Let them view the progress of their request/order/project

  • Business Intelligent Reports

    All of our Apps allow pulling data together from projects, jobs, contacts, leads, stock levels, suppliers and your business finances using powerful reporting module. Key Performance Indicators (KPI’s) available all the times. Divide the data further using filters, and perform basic calculations directly

Do you need help finding the right CRM Solution for your business?

Talk to us today

CRM Development Process


Step 1

NDA

Discuss ideas securely, with peace of mind.

Step 2

Tuning

Requirement gathering and fine tuning your idea.

Step 3

Feasibility

Competitor analysis, to devise a fine business plan.

Step 4

Finalising

Discussion on deliverables, costs and milestones.

Step 5

Feedback

Eloquent communication on regular basis during development

Step 6

Launching

Taking CRM live, after prior approval.

Step 7

Support

Technical support service after release.

Why SenServe for CRM Solutions


    • At SenServe Limited, we have the experienced Development team that has delivered some consumer and large corporate business CRM.
    • We always like a new challenge where our customers present us a business challenge that we can solve using mobile technology.
    • Our CRM building process and the designs are tailored for you so it reflects your business and addresses the challenges your business face.
    • With our in-depth knowledge, experience and hunger to take on a new challenge will help you build and release the CRM you really want.

  • Sign confidentiality agreement (NDA) to protect your idea

    This allows you to discuss your idea openly and gives you confidence that your idea is secure and we will not copy it for your peace of mind.

  • Initial idea discussion & Requirement Gathering

    We understand the need for a CRM give you feedback during the discussion of how to further fine tune your idea. At this stage we also do a detailed requirement gathering and your vision for the CRM life cycle. This helps us in the later stages of proposal, costings, timelines and scope of works.

  • Create CRM Success Feasibility Report

    Based on the discussions during the Requirement Gathering stage, we do a competitor analysis and also if required help you understand better the potential success of the CRM.

    This could also mean we help you put together a business plan, costs and income forecasts where required.

  • Finalise features, deliverable, timescales and costs

    Based on the previous discussed stages, by this point you should have a clear idea whether the CRM idea that you have is potentially a success. We discuss the features, deliverables and provide you the costs, milestones and timescales.

  • Work on the CRM with regular updates & gain your feedback

    If all the above sounds good, we get to work on your CRM. During the CRM build process we communicate with you on regular basis. We gather your feedback and incorporate the changes until you are entirely satisfied.

  • Launch CRM Live

    Once you have seen and approve the final build of the CRM we will make it live based on your preference.

  • Support, Help and Guidance after the CRM Release

    We help and provide support wherever we can to make your CRM a success. We also offer technical support service after the CRM is released and also help you wherever we can to promote the CRM further.

  • Sign confidentiality agreement (NDA) to protect your idea

    This allows you to discuss your idea openly and gives you confidence that your idea is secure and we will not copy it for your peace of mind.

  • Initial idea discussion & Requirement Gathering

    We understand the need for a CRM give you feedback during the discussion of how to further fine tune your idea. At this stage we also do a detailed requirement gathering and your vision for the CRM life cycle. This helps us in the later stages of proposal, costings, timelines and scope of works.

  • Create CRM Success Feasibility Report

    Based on the discussions during the Requirement Gathering stage, we do a competitor analysis and also if required help you understand better the potential success of the CRM.

    This could also mean we help you put together a business plan, costs and income forecasts where required.

  • Finalise features, deliverable, timescales and costs

    Based on the previous discussed stages, by this point you should have a clear idea whether the CRM idea that you have is potentially a success. We discuss the features, deliverables and provide you the costs, milestones and timescales.

  • Work on the CRM with regular updates & gain your feedback

    If all the above sounds good, we get to work on your CRM. During the CRM build process we communicate with you on regular basis. We gather your feedback and incorporate the changes until you are entirely satisfied.

  • Launch CRM Live

    Once you have seen and approve the final build of the CRM we will make it live based on your preference.

  • Support, Help and Guidance after the CRM Release

    We help and provide support wherever we can to make your CRM a success. We also offer technical support service after the CRM is released and also help you wherever we can to promote the CRM further.

CRM Integration


thunderbird
xero
Textanywhere
Quickbooks
plivo
docuSign
zapier
clickatell
asterisk
tally
mailchip
paypal
mozillafirefox
dropbox
authorizednet
msoffice
Magento
Twilio
google
Exchange
gmail
Outlook
Googledrive

Our Clients


Weightmans
Raheela Beauty Parlor
Bahar Masala
JD Phones
Midland Furniture Company
Man vs Food Grill House
Gyro King
Aneesa’s Buffet Newcastle
Hazel Access
Cabling Technology
Ideal Properties
C & D Hair and Beauty
Leon Wright
CEIA
Studio44 North
I-Netco Ltd
Perspective Consett
North East Care Homes
Rosewood Care Home
Your Canvas Image
Cormeton Electronics
HM Residential
Persistence Fitness
EJ Nelson Engineering
Ace Car and Van Hire
Low Cost Minibus Hire
Flannagans Accountants
Orange Yoga
CA
Hazel
Dixy
UK Law

Testimonials


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