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CRM Features and Benefits

Improved Email Marketing Campaigns


  • Build your own business email template from a range of templates
  • Add images and define custom designs to meet your business requirements
  • Create multiple contact list with appropriate filters to select the right one when required
  • Send email campaigns to complete lists or segmented sections with immediate call to action
  • Improve communication with your leads by sending real time emails and business campaigns

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Improved Email

Marketing Campaigns

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Efficient Project

Management

Efficient Project Management


  • Win projects from clients, keep control of budgets, time and much more
  • Assign tasks to users and track the progress and duration to reach milestones quickly
  • Create project milestones to mark an important achievement in a project
  • Stay in control of time, cost and other resources throughout the project lifecycle
  • Decompose the project into modules and set timeline for each module for improved progress

Integrated Calendar and Task Manager


  • Set up reminders so that none of the tasks are ignored or deprioritised
  • Get constant reminders if certain activities get repeated on weekly or monthly basis
  • Default event types are provided for you as part of the CRM package
  • Create custom types to schedule events that meet your business requirements
  • Keep track of all of the upcoming events with built-in task manager

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Integrated Calendar

and Task Manager

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Business Intelligent

Reports

Business Intelligent Reports


  • Monitor the status of on-going projects via progress reports based on certain key performance indicators
  • Export reports to .xlsx or .csv format and print the file with a single click
  • Set the CRM to email you the key reports on set dates or when specific milestones are achieved
  • Generate pivot reports that allow you to monitor the number of clients, contacts, revenue and issued tickets
  • Measure stats of a certain report using charts that can be customised with easy steps

Secure Document Management


  • Store documents online in a cloud and share them with your clients and leads whenever required
  • Perform variety of actions on the documents stored in the CRM, such as, search, update or delete
  • Work and manipulate your documents easily in a drive and upload certain file types in document format
  • Access any of the business documents whenever required, by just downloading it on your system
  • Attach existing or newly uploaded documents to a particular contact, lead or tickets

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Secure Document

Management

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Security

and Access Control

Security and Access Control


  • Get detailed level of user access and access control that defines a system administrator and standard users
  • Avail pre-installed roles including CEO, Sales Manager, Accounts Manager and Technical Specialist
  • Share roles and records and set permissions for private and public users
  • Create custom user roles and assign access to users and groups as per your organisational needs
  • Audit and track users’ activities by maintaining activity log in an integrated database

Inventory Management System


  • Observe the variety of products moved into and out of your inventory level by tracking the available stock
  • Manage the delivery of your products in real time from stores, depots, warehouses
  • Create variety of price lists and offers on your products based on multi-buys
  • Maintain your purchasing history for negotiating or reviewing the pricing before placing order with your vendor
  • Follow-up on certain payments by finding the amount received, owed, in-debt and more.

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Inventory Management System

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


© 2017 - Design and Developed by SenServe