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We Customise and Tailor Open Source CRM for your Business needs.

Open Source CRM Features and Benefits

Operations & Job Management


Our open source CRM has a very detailed and well thought out operations management tools. Some of the features include:
  • Creating and keeping track of each job
  • Including material used in the job which is linked to the stock/inventory
  • Setting up alerts for different operations of a single job
  • Linking the devices/parts/stock/staff/vehicle or any resource to the job card
  • Auto reminders to staff and managers about important deadlines, due dates for jobs, renewals, warranty, stock levels and much more

Operations and Jobs management can be tailored for your business needs.
Contact us to get a quotation.

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open-source-crm-sles

Detailed Sales Tracking Tools


Our open source CRM has a detailed sales generation funnel and tracking module. Whether you have your sales staff based in the office or in the field they will always have access to the information they need to reach out to their potentials. Sales staff can easily do the following:
  • Manage (add/update) potential sales leads
  • Generate Quotations
  • Track Potentials
  • See Sales Conversions
  • Calculate Commissions
  • Use Social Media Tools and Website tools to post latest offers and promotions

Contact us to get a quotation.

Marketing Tools


Our open source CRM products have marketing tools included. Some of the Marketing features included in our open source CRM are:
  • Easily build email marketing campaigns and track the progress and the interest
  • Compile your own email marketing templates or use from existing ones
  • Select the potential sales leads and email them your offering direct from database system
  • Post offers and promotions on your Social Media and Website directly from database system
  • Integrate database with your website so you can view the traffic flow of your website visitors
Contact us to get a quotation.
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moible-and-tab

Mobile & Tablet Apps


Our open source CRM has the capability to link to your business Apps. As part of the process, we will help to build the Apps suitable for your business.
Some of the key features, benefits and applications for this functionality are:
  • App that can be built with your corporate branding and communicates with your back office database system
  • Your customer, Supplier, Contractor and field workers can all have an app tailored for their job roles
  • Increase productivity and reduce time when your field workers can update the database system while on the field
  • Your customers can stay tuned with the progress of their job and order
  • All app features can be built tailored for your business and your customer needs
  • Field staff app can also print labels for assets, quotation for client or capture site survey details
  • Plan a Google integrated route and assign it to your field staff that appears directly on their smartphone so they know exactly what they are doing each day
There are endless possibilities, applications and benefits for Field Staff Apps. Contact us to get a quotation.

Alerts, Reminders & Compliance


Our open source CRM can be set to alert and remind you for the tests, tasks and jobs that need to be carried out to keep you or your customers compliant.
Some of the key features, benefits and applications for this functionality are:
  • For regular checks such as Gas, Electric, Fire Alarms, the system has the functionality for you to set the alerts and reminders
  • The alerts can be sent via email , Text, and can also pop-up when you use the system
  • Regular reminders and alerts will help you stay compliant which will reduce the risk to you or your customer and could drive down insurance costs
  • Alerts and reminders can be tailored to be sent to your suppliers too e.g. Gas Safety Engineer
  • Pro-active and reactive alerts can be configured for each task and job
Contact us to get a quotation.
open-source-alertsreminders
field-staff-app

Field Staff Apps & Work Schedules


Our open source CRM can be tailored to meet your business needs when it comes to your field staff.
Some of the key features, benefits and applications for this functionality are:
  • Allow your field sales staff the motivation to achieve more by giving them real time targets and their daily achievements
  • App connected to your system will enable your field staff to provide instant quotations and record them so your back office staff is fully aware of it
  • Empower your field engineers to update job status while on field, allocate parts and supplies used for each job that in return could generate an invoice
  • Allow your field staff to capture signatures on client agreements or job completions
  • App can allow your field staff to take photographic evidence of work carried out such as before and after pictures
  • Field staff app can also print labels for assets, quotation for client or capture site survey details
  • Plan a Google integrated route and assign it to your field staff that appears directly on their smartphone so they know exactly what they are doing each day
There are endless possibilities, applications and benefits for Field Staff Apps. Contact us to get a quotation.

Engineers, Assessors & Surveyors


Our open source CRM has the capability to effectively manage your engineers, assessors or surveyors.
Some of the key features, benefits and applications for this functionality are:
  • Schedule and store multiple jobs in one place
  • Select the parts used in each job and cost the job accordingly, reflect the parts cost within the customer invoice based in the part’s cost
  • Print QR labels from Mobile/Tablet device through battery powered portable Bluetooth printer
  • Create recurring instances of same job e.g. weekly/daily/monthly/yearly
  • Allocate vans/vehicles, lifts, equipment, maintenance material and relevant staff to relevant jobs
  • Allow your field staff to change the status of the job from tablet app, put special notes/comments for office record
  • Some examples of industries where this feature can be very useful are:
    • Refrigeration, Air Conditioning and Cooling Systems Maintenance companies
    • Heating, Boilers, Dampers Maintenance companies
    • Fire Alarm, Burglar Alarm, Fire Extinguisher checking, Call Point checking companies
    • Dampers and Portable Appliance Test (PAT) companies
    • Electrical and Industrial Equipment maintenance companies
Contact us to get a quotation.
engineers-assessors-surveyors
database-calender

Calendar and Task Manager


Calendar and Diary in our open source CRM is one of the most interactive and productive feature. Some of the applications and benefit of this feature are:
  • Professionally invite and arrange corporate appointments
  • Check the simultaneous availability of multiple Staff Members, Resources, Cars, Meeting Rooms, Tools and Vehicle availabilities and much more.
  • A simple to use “Availability Checker” tool that allows you to check availability for different people and then send them the meeting invite – arrange meeting and appointments quickly
  • Keep a track of your staff holidays, equipment rentals, room bookings, important deadlines such as insurances, MOT’s, services and much more
  • Integrate triggers and alerts e.g. warranty end date can trigger an alert to operations manager
  • Sales staff can trigger alerts based on their sales activities such as schedule email to be sent out to a potential near their contract expiry date
  • Manage recurring events and integrate them in other people’s diaries
  • Trigger other alerts such as Accounts due, Opportunities to contact, Sales Quotes to be sent, To Dos, Meetings, Call, Equipment rentals and much more.

We can tailor the CRM calendar to your needs too. Contact us to get a quotation.

Tools, Equipment, Vehicle Hire and Booking


Our open source CRM allows you to manage the booking or hire for tools, equipment and vehicles. Specialist and expensive rotational assets within the business could be better scheduled internally or hired out to increase productivity and sales.
Some of the features and benefits are:
  • Maintain record of physical condition of your hiring items by Comment and record the condition of the items before they are booked out
  • Manage and maintain a central hire diary and for all the equipment, vehicles, machinery, tools, cranes, cherry picker etc
  • Keep a track of highly utilised periods and low usage periods
  • Keep a track of mileage, usage, servicing history
  • Create recurring reminders on dashboard or emails for general maintenance, tests, checks, servicing and insurance for the items you hire out
  • Manage and maintain profiles, hire out history, invoicing , previous credits, or user behaviours

Contact us to get a quotation.

tools-equipment
assets-management

Inventory & Asset Management


Our open source CRM includes a very powerful inventory and parts module. Some of the key features and benefit to your business could be:
  • Organise your Products Catalog, Suppliers, Price books, Purchases, Sale Orders, Offers & Promotions and stock levels
  • Place orders for products from associated sales
  • Manage and maintain minimum level of stocks
  • Access all inventory and stock information in real-time whenever you want
  • Manage your assets that need maintenance and support
  • Pro-actively monitor and carry out maintenance tasks on each fixed asset
  • Keep a record of each fixed and rotational asset with repair history
  • Print QR code labels or attach RFID Tags to each valuable asset

Contact us to get a quotation.

Online Portal for your Customers, Suppliers, Staff


Our open source CRM, you can empower your customers, suppliers, vendors, distributors, manufacturers and even staff with live information from your database.
Some of the applications and benefits of providing online portals are:
  • Allow your customers to download reports, documents, invoice, view useful information about their account, progress of their work requests or orders and much more
  • Allow your suppliers to update the inventory and pricing for their products
  • Allow your staff to update work updates, time sheets, holiday requests

Online Portal can be provided to any stakeholder in your business. Contact us to get a quotation.

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database-document

Document and File Management


Our open source CRM has the capability to store all your important documents in one place.
Some of the features and benefits are:
  • Store and organise files and attach them to relevant contact, customer, staff, supplier
  • Use keyword search to locate the documents from the system
  • Generate legal contracts, agreements directly from the system and save a signed copy
  • Select any stored document in the system and email directly from the system to single contact or multiple contacts
  • Easy to use Windows File Explorer view to store and retrieve documents saved within the system
  • Set a reminder to be triggered for documents that have a certain expiry date e.g. ID Expiry date

Contact us to get a quotation.

User Security in Database


Our open source CRM products are packed with detailed level user security and access control that includes:
  • Provide database access based on business arrangements, roles, responsibilities and team formations
  • Empower users with the right level of access they need in the database
  • Use our pre-defined roles such as Managers, HR, Sales for them to have the right level of database access
  • Granular level control of the users, define who can access the system areas and see, edit, and delete records

Contact us to get a quotation.

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open-source-project-management

Project Management


Our open source CRM has project management tools built within
  • Create projects and link them with customers or different cases
  • Set milestones and assign tasks to users and work force
  • As the project grows, keep everything you need together in single view
  • Upload images, file attachments, meeting notes with each project
  • Keep track of the expenses
  • Manage Change control
  • Keep track of progress and recent activity on the summary page and share with your client’s, staff, stake holders etc

Contact us to get a quotation.

Business Intelligence Reports


Our open source CRM can generate reports that matter to your business. The intelligent reporting can collect data from different parts of the system and presents them in graphical charts, trends etc.
Some of the reports you can generate from the system are:
  • Project, Jobs, Contacts, Stock level reports
  • Performance reports for Staff, Suppliers, Contractors
  • Your business finances e.g. Costs Vs the Income
  • Key Performance Indicators (KPI’s) for each business activity e.g. sales or production targets
  • Drill down details for each business activity
  • Apply filters to only view the relevant data in the reports
  • Perform calculations directly within the reports sum, division, percentage etc. and extract data in graphics
  • Export any set of data in comma separated values (CSV) or Excel for further analysis or have them presented in graphs and charts

Contact us to get a quotation.

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automated-invoice

Automated Invoice Generation


Our open source CRM can be set to generate automatic invoices. Some of the key features and benefits for this functionality are:
  • Every time a job is complete or a task is done, the database system can generate an invoice
  • This invoice can then be automatically scheduled to be emailed to your client, or can also be set to be sent manually
  • Automated invoice generation from the system saves administrative time and costs and your client gets the invoice without a delay
  • Invoice auto generation improves your business’s cashflow
  • Invoice auto generation can also be sent at scheduled date/time of the month/year or even can be triggered after completing a project milestone with agreed payments terms of the project
  • Export invoices to excel or PDF or Excel format
  • Invoice templates can be designed as per your requirements with your business logo etc
  • Although invoices can be set to generate automatically, you can still create invoices manually or overwrite an existing invoice whenever required
  • Ability to link our invoicing system with your existing accounting package such as Sage, QuickBooks, Xero etc

Contact us to get a quotation.

Dashboards


Our open source CRM has Intuitive, meaningful and precise dashboards displaying data that you want to see every time you log in- each user can modify the dashboards for their own preference
Some of the key features and benefits for this functionality are:
  • Gives you the birds eye view of everything there is important in your business
  • Set your dashboard based on your job role, e.g. sales manager would have dashboard with sales funnel opportunities and hot leads whereas business owner will have lot more displaying to them other than the sales elements
  • Very customisable dashboards, you can pull any part of the system data and display it in a form of a pie chart or a graph on the dashboard
  • Be able to click on each element of the dashboard and drill down on each record right from the dashboard
  • Customisable to every business type and each individual in the organisation

Contact us to get a quotation.

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Secure Access Anytime & Anywhere


Our open source CRM can be stored and hosted in your own premises or even in Secure Cloud.
Either way you will be able to access the information remotely and securely
Some of the key features, benefits and applications for this functionality are:
  • Allow your staff to work from home or remotely
  • Provide facility to your suppliers to update their stocks, price books and offers
  • Allow your customers to log in securely to see their order or job request status

Contact us to get a quotation.

Integrations and Extensions


Our open source CRM has connectivity and integration options with 3rd party industry leading systems.
Some of the integrations and extensions include (but not limited to)
  • Leading email platforms such as Gmail and Outlook/Exchanges
  • Email marketing campaigns such as Mail Chimp and Mail Gun
  • Google Marketing tools such as Google Analytics
  • Social Media Tools such as Facebook, Twitter, LinkedIn and much more
  • Accounting packages such as QuickBooks, Sage, Xero
  • Leading telephone systems, so you can log calls, make and receive phone calls, automatically log the inbound calls. Display customer information on computer screen when they call

Contact us to get a quotation.

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Standard Features


  • Granular User Security

    Our open source CRM are packed with detailed level user security and access control that includes the organisational arrangements, groups, roles and team formations. We empower our users with the level of access they need. Use pre-defined roles such as Managers for them to determine who can access the system areas and see, edit, and delete records. Contact Us to know more about us.

  • Marketing Tools

    Our open source CRM have Marketing tools included. 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 e.g. posting of a new special offer from our system can automatically be reflected on major social media platforms as well as your own website (provided your website supports open API’s). Contact Us to know more about us.

  • Project Management

    Our Cloud based platform has a project management tools built within. Create projects assigned with customers or different cases. Set milestones and assign tasks to users. As the project grows, keep everything you need together with the system and file attachment. Also keep track of progress and recent activity on the summary page. Contact Us to know more about us.

  • Third Party Login Portal

    Empower your customers, suppliers, vendors, distributors, 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. Contact Us to know more about us.

  • Calendar & Task Manager

    Calendar and Diary in our Cloud based platform is one of the most interactive application modules. This can not only be used to add corporate appointments but also can be used to check the simultaneous availability of multiple Staff Members, Resources, Cars, Meeting Rooms, Tools and Vehicle availabilities and much more. Simply select the individuals and the resources from the list, select a date and time range and you will be given with the possible meeting and booking dates based on the mutual availability of selected resources. You can then simply book a slot in everyone related in the diary. This feature also can trigger email alerts as well as it integrates with Leads, Accounts, Contacts, Opportunities, Sales Quotes, To Dos, Meetings, Calls, Recurring Events, Equipment rentals and much more. Contact Us to know more about us.

  • Business Intelligent Reports

    All of our open source CRM allows 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. Export the data via CSV or XLS for further analysis or have them presented in graphs and charts. Contact Us to know more about us.

Advanced Features


  • Dashboards

    Intuitive, meaningful and precise dashboards displaying data that you want to see every time you log in- each user can modify the dashboards for their own preference. Contact Us to know more about database technologies and business solutions.

  • Global and Modular Search

    You can search for any record anytime within the system. If you only remember a part of serial number, customer first name, any keyword that you can think of- our Global search will scan the whole database and display results where ever the relevant keyword is stored. Same search can be performed on each individual module. Contact Us to know more about database technologies and business solutions.

  • Powerful Reporting

    All of our Cloud based systems come with powerful reporting so you can pull data out from the system in any graphical form. Not only you can display the data but also you can group the data, apply conditions and also pick data fields from any other module/field to be included in your report. Also the report builder allows you to generate the reports in your own formats and company branding. Contact Us to know more about database technologies and business solutions.

  • Central Diary

    This feature allows companies to store company wide information such as staff holidays, equipment/vehicle hire out dates/times, insurance/fitness dates, meeting room availabilities, company car availability. This also allows the system admins to give permission to other system users access to view/edit certain sections of the diary. Contact Us to know more about database technologies and business solutions.

Open Source CRM Process


Step 1

Understanding

Discuss your requirements and business processes

Step 2

Planning

Complete business process mapping, analysis and planning

Step 3

Design

Screen layouts as well as database architechture designing

Step 4

Development

Build the system as per your specifications with regular feedback meetings

Step 5

Training

Provide training and handover to each user with a Beta Release of the system

Step 6

Go Live

Launch the system across the business with all the data imported or populated within the system

Step 7

Support

Ongoing support from our team when you need it from our specialists

Why SenServe for Open Source CRM


    • At SenServe Limited, we have the experienced Development team that has delivered some consumer and large corporate business open source CRMs.
    • We always like a new challenge where our customers present us a business challenge that we can solve using new technology.
    • Our open source 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 open source CRM you really want.

  • What is a Open Source CRM?

    Open Source CRM is an online database that contains all your business sales, marketing, leads, contacts, clients, Jobs, Tasks, Calendars, Stock, Suppliers, Invoicing, Bills, Documents, Staff details and much more in one central location. This takes the time consuming and stress out of the workspace by streamlining tasks done manually in the real world and putting them into the cloud. Open source CRM will integrate with your existing business systems and tools to benefit you in ways you would have never seen before. Contact Us to find out how open source CRM can make a difference in your business.

  • Why SenServe’s Open Source CRM?

    SenServe’s open source CRM is built on an open source platform that will give you flexibility to move it elsewhere and also you’d be able to modify it according to your future needs. We pride ourselves in building customised and tailored open source CRM based on your business needs. This can be off the shelf open source CRM but can also be modified and tailored to a very fine level.

  • Why Do I need a Open Source CRM?

    Open source CRM is a universal Database that can be implemented in any business of any size and shape to streamline their data and operations, leads, clients, staff, payments, invoices in one central place.

  • How do you build your Open Source CRM?

    We develop our open source CRM using an open source platform so there’s no on-going licencing, this makes the open source CRM very cost effective and means that any further modifications done to it in the future can be done by anyone not just us; This means you aren’t locked in only with us!

  • How reliable is the Open Source CRM?

    We host our open source CRMs with market leading cloud hosting providers allowing us to build our open source CRMs on solid ground which you and your company can benefit from by not having your system go down even during heavy usage.

  • How much does it cost?

    We use an open source platform to build all of our open source CRMs with meaning we can provide a low cost solution to you. The factor of costs comes with your business and budget like all things. We’ll carry out a systems analysis based on your requirements and the amount of customisation you need. Based on these, we’d be able to give you a quote from there.

  • How can I arrange a demo?

    We’ll be able to give you a demo of open source CRMs before we start on the build itself. This will allow you to get a feel for the system and ask you for any changes or additions, which you are free to discuss with us anytime

  • Is there a trail available?

    We do have trail versions available if you are interested in our open source CRMs and the benefits of using such a system could be to your business. Contact Us now to arrange a trail.

  • What is a Open Source CRM?

    Open Source CRM is an online database that contains all your business sales, marketing, leads, contacts, clients, Jobs, Tasks, Calendars, Stock, Suppliers, Invoicing, Bills, Documents, Staff details and much more in one central location. This takes the time consuming and stress out of the workspace by streamlining tasks done manually in the real world and putting them into the cloud. Open source CRM will integrate with your existing business systems and tools to benefit you in ways you would have never seen before. Contact Us to find out how open source CRM can make a difference in your business.

  • Why SenServe’s Open Source CRM?

    SenServe’s open source CRM is built on an open source platform that will give you flexibility to move it elsewhere and also you’d be able to modify it according to your future needs. We pride ourselves in building customised and tailored open source CRM based on your business needs. This can be off the shelf open source CRM but can also be modified and tailored to a very fine level.

  • Why Do I need a Open Source CRM?

    Open source CRM is a universal Database that can be implemented in any business of any size and shape to streamline their data and operations, leads, clients, staff, payments, invoices in one central place.

  • How do you build your Open Source CRM?

    We develop our open source CRM using an open source platform so there’s no on-going licencing, this makes the open source CRM very cost effective and means that any further modifications done to it in the future can be done by anyone not just us; This means you aren’t locked in only with us!

  • How reliable is the open Source CRM?

    We host our open source CRMs with market leading cloud hosting providers allowing us to build our open source CRMs on solid ground which you and your company can benefit from by not having your system go down even during heavy usage.

  • How much does it cost?

    We use an open source platform to build all of our open source CRMs with meaning we can provide a low cost solution to you. The factor of costs comes with your business and budget like all things. We’ll carry out a systems analysis based on your requirements and the amount of customisation you need. Based on these, we’d be able to give you a quote from there.

  • How can I arrange a demo?

    We’ll be able to give you a demo of open source CRMs before we start on the build itself. This will allow you to get a feel for the system and ask you for any changes or additions, which you are free to discuss with us anytime

  • Is there a trail available?

    We do have trail versions available if you are interested in our open source CRMs and the benefits of using such a system could be to your business. Contact Us now to arrange a trail.

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Our Clients


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CEIA
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HM Residential
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EJ Nelson Engineering
Ace Car and Van Hire
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Testimonials


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