Assign Rounds to Staff/Teams

Assign Rounds to Staff/Teams

Assign Rounds to people from the JMS thus making management more.

Get a Quote
E-Mail Campaign Special Offers

E-Mail Campaign Special Offers

Send campaigning emails to leads and clients with immediate call.

Get a Quote
Staff Rota Calendar

Staff Rota Calendar

A calendar which is accessible to everyone making organizing work.

Get a Quote
House Window Cleaning

House Window Cleaning

Organise work for homes with address printed onto job card which

Get a Quote
Staff Attendance Calendar

Staff Attendance Calendar

A calendar showing who’s in/ whose booked time off/ whose late etc.

Get a Quote
Social Media Integration

Social Media Integration

Advertise your brand socially and stay connected with your audience.

Get a Quote
Create Sales Funnel for Sales

Create Sales Funnel for Sales

Use our sales funnel to make your marking/sales go as smooth as.

Get a Quote
Rounds for Communal Housing

Rounds for Communal Housing

Special rounds that have been tailored for council and communal housing.

Get a Quote

Key Features


  • Live Information and Business Offerings

    Engage with your audience, potential clients and leads with your latest offerings. See what grabs their attention allowing you to fine tune your campaigns to be as successful as possible.

  • Improved Task Management

    Manage tasks for employees by assigning them to employees and associate tasks with opportunities, customers, cases, or other records. The calendar can be set to be visible between employees and managers, and configure event alerts, window pop-ups and emails notifications.

  • Event Reminders and Alerts

    You can set up a Reminder so that you will not get lost in too many activities; this will send you an email reminder before the commencement of the event. If you have weekly/monthly events set you can set to repeat. With this you can then get constant reminders in the future.

  • Creating Custom Event Type

    Event types such as Call and Meeting are provided by default along with the CRM package. You can create custom event types to schedule events that meet your organisation’s or personal requirements.

  • External System Integration

    With the integration of many other 3rd party applications which you may already have there no need to purchase or move over to any other application as the ones you own will integrate with the system.

  • Invoice and Payment Synchronisation

    Accountancy software will be able to function with JMS allowing syncing up with the invoices and payments making accounting run smoothly and more effectively.

CRM Applications


  • Your Complete Business Assistance

    View and update exiting customers as well as potential clients all in one place with JMS. From extensive document management to business automation, JMS takes care of all that comes in between.

  • Calendars and Task Manager

    Use our calendar system to create, assign and manage tasks and events. You can schedule important business workflows and meetings with leads and clients and execute tasks within time.

  • Integration with 3rd Party Apps

    Where your lead comes from can give you useful information about who they are. Create web forms that automatically capture lead information in the JMS.

  • Automatic Lead Capture

    Where your lead comes from can give you useful information about who they are. Create web forms that automatically capture lead information in the JMS.

  • Document Management System

    Store the documents online for your customers, contacts, leads etc. Scan your paper archive and store in relevant section or attach with a contact saved in the JMS.

  • JMS Mobile App

    With a mobile application for your Job Management System, you can take control over your business activities from your handheld devices, hence operating your business from remote locations as well.

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


© 2017 - Design and Developed by SenServe