Create Customer Connections
That Grow Your Business
Unlock your brand’s potential with our expert software platform built for creative businesses that have to deliver for customers every day.
Creating Customer
Connections
Unlock your brand’s potential with our expert platform built for creative businesses that have to deliver for customers every day.
What Serenity Offers
Helping small and micro businesses achieve big growth with a complete CRM solution
Effortless Communication
A full-featured CRM that includes calling, texting, email, chat, Facebook Messenger, Instagram DMs, and WhatsApp all in one place and in one view. Email newsletters and marketing funnels too. Track all your contacts, all your opportunities, and communicate the way your customers prefer.
Calendars & Billing
Streamline your scheduling with calendar features including no-cost or paid sessions and automatic text reminders. Grow your revenue with quotes, invoices, products, billing, and job tracking all in one place. You can offer an online store of standard products alongsize customized services and paid appointments.
Social Media & Email Scheduling
Put ongoing newsletters and social media content on your "done list" using the social media and email scheduler built in to Serenity. Post to platforms like Facebook, Instagram, TikTok, LinkedIn, and the Google Business Profile easily and right within Serenity.
Automation & Integration
Automate your business with the easy to use process builder that saves you hours and let's you focus on more important work. All while integrating with the tools you already like Quickbooks Online, Google, Microsoft, and hundreds more through a native Zapier connection
Full Demo: 23 Minutes
White Glove Onboarding Overview
White Glove Onboarding Overview
Zapier Support Sneak Peak
Frequently Asked Questions
Common questions answered.
What is the pricing structure
Our early access program offer has two plans: Stream and Horizon. Stream is $54 per month, Horizon is $77 per month. Horizon includes the Social Media planner and Affiliate Program Manager features. Both plans have a required one time white glove setup fee of $597. Communication expenses such as phone number registration, A2P registration, calling minutes, text messages, and the use of our AI tools are passed through to your account credit balance and automatically recharge based on your settings.
How can a CRM help my business?
A CRM (Customer Relationship Management) system helps businesses manage interactions with current and potential customers, improving customer relationships, sales processes, and overall efficiency. Serenity centralizes customer data, streamlines communication, and automates tasks, enabling businesses to better understand customer needs and preferences, personalize interactions, and ultimately increase sales and revenue.
Is Serenity customizable to fit our specific needs?
Yes, Serenity is highly customizable to accommodate the unique sales flow and workflows of your business. You can tailor fields, layouts, processes, and automation rules to align with your specific business, goals, and preferences. Additionally, you can integrate third-party apps and plugins to extend functionality and further customize Serenity to suit your needs.
How easy is it to integrate this CRM with our existing systems?
Serenity offers integration capabilities with a wide range of existing systems including email clients, marketing platforms, and accounting software leveraging a few different techniques from webhooks, trigger links, direct integrations, and Zapier.
What kind of customer support and training options are available?
Serenity offers white glove setup so that you can focus on your leads, sales, and business instead of learning all the technical details. You also have access to a huge library of documentation, a helpful AI chat bot, 24x7 live chat, and unlimited scheduled zoom meetings.
Can Serenity handle our current data, team, and contacts?
Serenity plans allow unlimited contacts, unlimted users, and very generous initial limits for texts and emails. We focus very intently on helping you maintain your sender reputation for texts and emails and provide specific tools to help your messages stay in inboxes instead of spam folders.
What reporting and analytics capabilities are in Serenity?
Serenity offers reporting and analytics capabilities, allowing you to track key metrics, measure performance, and gain actionable insights. Serenity can integrate with Google Analytics, Facebook Business, and Google Ads to analyze advertising campaigns. You can generate reports and set up automated alerts to monitor performance and take action when needed.