Senta
Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
Overview
Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
About this app
£N/A
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Australia
- Canada
- Ireland
- New Zealand
- South Africa
- United Kingdom
App features per category
Practice Management
Communications
Automatic client reminders
Automatic records requesting
Client tasks/requests
Client timeline
Job notes
Notify team members
Send email
Send text messages
Companies House
Add company
Add people
All contacts
View company director, reg office, and deadline info
Contacts
Accounting specifc fields
Client groups
Custom fields
Types
Documents
Client portal
E-signature
Storage
Forms
Conditional questions
Internal / external completion
Populate contact fields from form data
Other Features
Digital AML checks
See client specific practice financial data
See client's own financial data
Time
Manual time entries
Work and Work Templates
Kanban board
Overview filters
Statutory deadlines
Target deadlines
Work sections
Work status'
Work subtasks
Work tasks
Work templates
Resources by Senta
Some details on this page are subject to change. If you see something wrong please contact us here.
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