Serenity CRM brings clients, suppliers, quotes, projects, purchase orders, hire orders, project schedules, invoices, project calendars, employee workloads, reports, and timesheets together in one intuitive, cloud-based platform.
Managing a modern business requires more than just tracking clients and sending invoices. It demands a centralised, intelligent system that connects your entire operation—from initial client contact to final invoice payment, and everything in between. Serenity CRM is a comprehensive, cloud-based software solution designed to streamline and simplify your business processes across departments.
Built for growing companies, contractors, and enterprise teams, Serenity CRM combines customer relationship management with robust operational features like project tracking, scheduling, procurement, and reporting. Whether you're managing quotes, coordinating with suppliers, assigning project resources, or analysing staff workloads, Serenity empowers your team to work faster, smarter, and with complete visibility.
Unlike basic CRM tools, Serenity goes beyond contact tracking. It integrates seamlessly with your workflows to manage:
Say goodbye to data silos, manual spreadsheets, and disconnected apps. Serenity CRM brings your operations together under one secure, scalable platform—so you can deliver projects on time, improve cash flow, and exceed customer expectations with ease.
In today’s fast-paced digital landscape, managing every aspect of your business shouldn’t require juggling a dozen disconnected tools. Serenity CRM brings clients, suppliers, quotes, projects, purchase orders, hire orders, project schedules, invoices, project calendars, employee workloads, reports, and timesheets together in one intuitive, cloud-based platform.
Comprehensive Client & Supplier Management
Track every interaction, contract, and communication in a unified dashboard. Build stronger relationships, automate follow-ups, and never miss a renewal or payment deadline again.
Seamless Quote & Order Processing
Generate professional quotes in seconds, convert them to purchase orders or hire orders with a single click, and streamline approvals to close deals faster.
Powerful Project & Schedule Control
Plan, allocate, and monitor projects with advanced Gantt charts, Kanban boards, and calendar views. Ensure every milestone is met on time, and make real-time adjustments as priorities shift.
Automated Invoicing & Financial Tracking
Create, send, and track invoices automatically. Integrate with your accounting software to reconcile payments and keep financial records accurate—no more manual data entry.
Dynamic Project Calendars & Employee Workloads
Assign resources, balance workloads, and avoid burnout with comprehensive calendar overviews. Gain insight into team capacity, billable hours, and project progress in real time.
Customisable Reports & Analytics
Generate detailed reports on sales pipelines, project profitability, supplier performance, timesheet utilisation, and more. Make data-driven decisions with custom dashboards and exportable charts.
Efficient Timesheet & Attendance Management
Empower your team to log hours quickly via web or mobile. Automatically calculate billable and non-billable time, approve timesheets, and integrate with payroll systems.
Increased Productivity
By consolidating multiple systems into one, your team spends less time switching apps and more time delivering value.
Enhanced Collaboration
Real-time updates, shared calendars, and automatic notifications keep everyone on the same page—across departments or even continents.
Improved Cash Flow
Automated invoicing and integrated payment gateways speed up collections, while detailed financial reports help you anticipate cash needs.
Scalability & Customisation
Whether you’re a small studio or a large enterprise, Serenity CRM adapts to your processes. Customise fields, workflows, and dashboards to fit your unique requirements.
Data-Driven Decisions
With robust analytics and reporting tools, you gain visibility into every corner of your business—empowering leadership to make strategic, informed choices.
Centralise Your Data Import contacts, projects, orders, and financial records, then let Serenity’s intelligent engine categorise and link everything.
Automate Workflows Set up triggers for quote approvals, purchase order generation, project status changes, and invoice reminders—eliminating repetitive tasks.
Monitor & Adjust Use the interactive project calendar and workload dashboard to spot bottlenecks and reallocate resources on the fly.
Report & Optimise Schedule automated reports on project health, supplier performance, and employee utilisation. Identify trends, reduce costs, and maximise ROI.