CRM FAQs
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No, there isn’t. Senta is all cloud-based so you can access your Senta workspace through the URL provided when you signed up for your trial. You can use Senta on any device as long as you have an internet connection. [PAUSE 10 SECONDS] You can sign-up f...
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....
Yes – and you can email and text your clients on both an ad hoc basis and set up automated messages as part of a job. Not only that, but it also connects with existing email systems, so your data is all in one place. You can also so bulk email to your c...
Absolutely. You can customise forms, jobs, services and admin functions and even the inbuilt things like drop-down lists, client forms and contact forms.
It’s really easy! You’ll need to import your clients into Senta as a CSV file. [PAUSE 10 SECONDS] You can prepare your CSV from scratch, from a CSV file that you already have, or from our template Excel spreadsheet. If you decide to go down the Excel sp...
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, we have a secure client portal that is free for all your clients. The portal ensures that any information or documents that you share with them can be easily managed whilst being secure at the same time. Your clients can also sign documents that yo...
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...
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...
No, this is not possible.