Features FAQs
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Senta makes your working life easier – automating the everyday tasks that take up your time. This leaves more time for you to build the relationships that will grow your business.
Yes – you can send one-off ad hoc reminders or automate them as part of a task within a job. The text messages come from a no-response number and there are no additional charges for text messages. Read more here -https://www.senta.co/gb/features/crm-for...
Uploading your client data is one of the first things you do when using Senta. You can also import client data from integration partners like Xero, Quickbooks and Companies House. It’s really easy – take a look at our how-to guide here -https://support....
You sure can. Whether it’s bulk emails to groups of clients or one-offs to specific people all your emails will be recorded against that client file. You can also set up automatic email tasks using customised email templates as the ultimate time-saver f...
Yes it does.
Not yet, but this is a feature that may be built into IRIS Elements. All product development will now take place on IRIS Elements Practice Management. Senta users will be able to migrate later in the year – if they choose to. You can find out more here ...
You can in theory create them using the letter generator tool but we don't provide templates.
Not at all. Senta is set up for accountants and bookkeepers, but because it’s so customisable, it can easily adapt for a variety of businesses. We currently have clients in HR and consultancy and we’re looking to expand. [PAUSE 10 SECONDS] If I could ta...
All product development will now take place on IRIS Elements Practice Management. Senta users will be able to migrate later in the year – if they choose to. You can find out more here -https://www.iris.co.uk/products/iris-elements/practice-management/
Absolutely – and there are no limits to the storage available. You can then share with clients and search all available documents as required. Clients can also share their incoming documents with you via the client portal. Read more here -https://www.se...
Absolutely. You can customise forms, jobs, services and admin functions and even the inbuilt things like drop-down lists, client forms and contact forms.