Solutions
Configured for how your team already works.
The same platform, structured differently. Below are the configurations we set up most often — each one is a starting point that gets adapted during implementation, not a fixed package.
Sales teams
A pipeline that reflects your real sales stages, with activity logging light enough that representatives keep it up to date.
What these teams need
- Clear ownership of every open opportunity
- Forecast that management can rely on
- Fast logging of calls, meetings and next steps
- Won/lost reasons captured consistently
Typical modules
- SENQ CRM
- SENQ Sales
- SENQ Tasks
- SENQ Analytics
Consulting firms
Client relationships, mandates and follow-up in one system, with the structure partners need for pipeline and utilisation conversations.
What these teams need
- Long relationship histories kept intact
- Mandate and proposal tracking
- Shared responsibility across partners
- Reporting per client and per practice area
Typical modules
- SENQ CRM
- SENQ Accounts
- SENQ Tasks
- SENQ Analytics
Agencies
New business and existing client work side by side, so account managers see the pipeline and the commitments in the same place.
What these teams need
- Retainer and project distinction
- Briefing and asset context per client
- Task ownership across small teams
- Visibility of upcoming renewals
Typical modules
- SENQ CRM
- SENQ Sales
- SENQ Tasks
- SENQ Custom
Professional services
Structured client data, documented communication and defined access — the baseline for firms with confidentiality obligations.
What these teams need
- Field-level permissions for sensitive data
- Documented communication history
- Recurring obligations and deadlines
- Clean separation between client engagements
Typical modules
- SENQ CRM
- SENQ Tasks
- SENQ Accounts
- SENQ Automations
Growing companies
A system to move into when spreadsheets stop scaling — structured from the start, without a platform you will outgrow in two years.
What these teams need
- Migration from spreadsheets and fragmented tools
- Roles and permissions as the team grows
- Onboarding that does not slow hiring down
- Room to add modules later
Typical modules
- SENQ CRM
- SENQ Sales
- SENQ Tasks
Custom workflows
Processes that no standard CRM models: internal approvals, industry-specific records, portals and integrations with systems you already run.
What these teams need
- Record types outside the standard model
- Approvals and internal handovers
- Integration with ERP, accounting or in-house tools
- Interfaces for non-sales departments
Typical modules
- SENQ Custom
- SENQ Automations
- SENQ CRM
We do not claim regulatory expertise in industries we have not worked in. Where a sector has specific requirements, we ask about them during the first workshop and scope them explicitly.
Your business software should make work easier.
Discover how SENQ can simplify your processes, customer management and internal workflows.