Integrations / Senta
Senta CRM phone system integration
Take your Senta CRM to the next level. Power up your practice even further with a cloud-based phone integration from CircleLoop.
What does CircleLoop + Senta Integration give you?
These are just a few of the added benefits you’ll get
Automatically Sync Senta Contacts
Instantly sync your whole Senta address book into CircleLoop.
Click-to-call Directly in Senta CRM
Call without leaving Senta. Every contact’s phone number can be clicked to call inside the platform.
Log All Call Activity in Senta
Every single call, voicemail, missed calland more made through CircleLoop gets logged in Senta.
Enhanced Inbound Caller ID
Any inbound call from a contact in your address book displays a rich caller ID with tags and additional information.
How does CircleLoop Integrate with Senta?
CircleLoop turns your Senta accountancy CRM into a powerful phone system. After integrating with Senta in just a few simple clicks, you can chase invoices, track important contact chains and call clients directly inside the Senta platform.
Alongside these key integrations, you also add over 60 phone system features at no extra cost through CircleLoop’s own app. This includes call recording,call analytics, virtual numbers and much more.
CircleLoop & Senta integrate to make the best phone system for accountants
CircleLoop has extensive experience in creating phone systems for financial services. Our own system is designed with your needs in mind, offering a host of features and integrations that make your life easier. CircleLoop is G-Cloud 11 listed, NCSC Cyber Essentials Certified and PCI-compliant so you never have to worry about your client’s data.
When you add all this together with our low rates, starting at just £5 a month with no fixed term contract, CircleLoop makes the perfect phone system for your Senta CRM.
Senta integration
Benefits for your team
See which Senta contacts are calling
When you receive an inbound call, CircleLoop displays a complete caller ID if the contact is in your Senta address book. This includes previous call notes, tags, previous call activity and more.
More effective client management
Senta’s client management capabilities are already excellent, adding CircleLoop’s own tracking and management features makes it even more effective. See full call logging, workflow and more.
Powerful call analytics
In addition to call logs, Senta allows you to gain instant access to CircleLoop’s business call analytics, to help you see which clients are answering, how they’re engaging and where your team could improve.
Call recording & logging stops the need for note taking
One of CircleLoop’s included features is cloud call recording. This can be used on any call in or out of Senta, stopping the need for note taking and providing you with a training resource.
Have your Senta address book on the go
Anywhere you have access to CircleLoop you’ll be able to access your Senta address book. Make calls or simply access notes for a key meeting from anywhere in the world.
Do You Have Questions?
Frequently Asked Questions
Take a look at the most frequently asked questions and don't hesitate to contact us if you need further assistance
Can I synchronise my Senta contacts with CircleLoop?
After installing CircleLoop you just need to follow a few simple instructions to integrate it with Senta. During this process you’ll be asked whether you want to synchronise your Senta address book. Simply click yes and it does it automatically.
Does CircleLoop have a phone app?
CircleLoop can be used in-browser or via apps for desktop and mobile. The desktop app offers the best performance for CircleLoop calls. With the Senta integration you can also make calls directly from inside Senta’s CRM too.
What other features does CircleLoop offer for Senta customers?
CircleLoop is a cloud-based phone system that works for businesses both big and small. It integrates seamlessly with Senta to add call logging, inbound caller ID and contact syncing and click to call.
You also get access to every single other CircleLoop feature at no extra cost. Learn more about the CircleLoop features
Is my Senta and client data secure?
We take data security seriously at CircleLoop. We are:
- G-Cloud 11 listed
- NCSC Cyber Essentials Certified
- PCI-compliant
Your client’s data is safe with us.
Smart features that save you time and money
Self service
Add a Platinum, Gold, Silver or Bronze number to your CircleLoop account
Desktop and Mobile Apps
As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.
Deskphones
CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.
Number Porting
Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.
Voicemail
While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.
Out of Hours Routing
Set the days and times you are available, route calls to another team, menu or external number
Call Transfer
Transfer calls to another team, menu or another user
Notifications
All voicemails can be converted to text and sent to your activity feed or email
Conference Calling
Every user gets their own conference room, to arrange group calls with ease
Call Recording
Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.
Call Greetings & Menus
If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.
Call Forwarding
Send inbound calls to mobile phones or other landline numbers
CIRCLELOOPS
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Already using Circleloop? All you need to do is link your CircleLoop & Senta accounts, check our set-up guide for more details.
