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.

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What does CircleLoop + Senta Integration give you?

These are just a few of the added benefits you’ll get

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    Automatically Sync Senta Contacts

    Instantly sync your whole Senta address book into CircleLoop.

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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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    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.

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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.

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.


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.


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


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


Similar Integrations

Check out our growing list of powerful integrations and webhooks helping your team save time and get more done.

Are you ready?

Start your 7 day free trial today.

Already using Circleloop? All you need to do is link your CircleLoop & Senta accounts, check our set-up guide for more details.

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