Company Performance Metrics
Senro provides web-based CRM and business management software for financial advisers and mortgage brokers. The Senro system supports advisers by storing and organising client data related to pensions, investments, mortgages, protection and general insurance for personal and corporate clients. It offers workflow tools for pipeline tracking, diary
and task management, and reporting so firms can monitor applications and business performance. The platform includes document libraries for client, management and office files, enabling centralised storage and access controls. Senro also includes commission and fee tracking capabilities that handle complex commission rules, splits and batch imports from CSV statements. Its marketing tools allow users to filter client data and run targeted campaigns via email, SMS and mail merge. The software is delivered online as part of the eKeeper Solutions product family for the financial services industry.
