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Senta CRM Phone System Integration by CircleLoop

Take your Senta CRM to the next level. Power up your practice even further with a cloud-based phone integration from CircleLoop.

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CircleLoop + Senta
Integration Gives You...

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Click-to-call Directly in Senta CRM

Call without leaving Senta. Every contact’s phone number can be clicked to call inside the platform.

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Log All Call Activity in Senta

Every single call, voicemail, missed calland more made through CircleLoop gets logged in Senta.

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Automatically Sync Senta Contacts

Instantly sync your whole Senta address book into CircleLoop.

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Enhanced Inbound Caller ID

Any inbound call from a contact in your address book displays a rich caller ID with tags and additional information.

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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.

Check out our other powerful phone system integrations.

Benefits of CircleLoop + Senta integration

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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.

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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.

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Powerful call analytics

In addition to call logs, you 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.

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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.

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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.

Frequently Asked Questions about CircleLoop’s Senta Integration

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.

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.

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

Get all these features

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Self Service

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desktop and mobile apps

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DESK-PHONE OPTIONAL

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Retain existing numbers

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voicemail

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Set working hours

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Call transfer

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Notifications

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Conference Calling

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Call recording

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call greetings and menus

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call forwarding

Simple pricing

No contract, no set-up fees, no nasty surprises.

Offer

RECOMMENDED

Make 15 + mins of calls a day

Unlimited

£15

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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Unlimited outbound calls

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

Pay As You Go

£5

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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UK outbound calls

From 3p / min

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

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14 day free trial, no credit card required

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Unlimited inbound calls

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Flexible packages

See the CircleLoop + Senta integration in action

Start your FREE CircleLoop trial today

Setup only takes a couple of minutes. 14 day free trial - no card details required.

Already using Circleloop?

All you need to do is link your CircleLoop Senta accounts.

See our guide on how to set up your Senta integration.

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