Marketing & Sales CRM

Professional Services CRM

A professional-services CRM that converts inquiries into signed projects, automates follow-ups, and gives firms full visibility into pipelines and revenue.

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  • Event Planners & Coordinators
  • Photography & Videography Studios
  • Legal Firms
  • Accounting Firms
  • Marketing Agencies
Umasenso Marketing & Sales CRM

Problems Without CRM

When inquiries, proposals, and follow-ups rely on memory, opportunities stall, clients disengage, and revenue becomes inconsistent.

  • Inquiries lost in email and Messenger
  • Proposals sent but never followed up
  • Clients choosing faster competitors
  • No clear view of deal stages
  • Unpredictable monthly revenue
CRM Software Philippines

All-in-One CRM Software

Professional service owners want systems that ensure every inquiry is followed up, every proposal tracked, and revenue forecasted clearly.

  • Respond instantly to inquiries
  • Track proposals and approvals
  • Close more high-value projects
  • Improve client experience
  • Predict revenue accurately
Umasenso Growth Operating System

How Umasenso Home Services CRM Works

One system manages inquiries, proposals, scheduling, billing, and reporting—giving service firms full operational and financial control.

Capture inquiries from website, ads, social, and referrals automatically.
Track prospects from inquiry to proposal, approval, and project completion.
Send reminders, updates, and nudges without manual emails.
Coordinate meetings, shoots, events, and client sessions easily.
Collect retainers and balances using local Philippine payment methods.
See pipeline value, win rates, and revenue clearly.
All-in-One Marketing & Sales CRM System

Why Service Firms Choose Umasenso

Umasenso meets professional service criteria by prioritizing simplicity, accountability, automation, and clear client-to-revenue visibility.

  • Easy adoption by teams
  • Clear proposal tracking
  • Automated reminders
  • Client-centric workflows
  • Measurable ROI
Umasenso Growth Operating System

With Umasenso CRM

Firms gain confidence knowing every client, proposal, and payment is tracked, followed up, and delivered consistently.

  • Faster inquiry response
  • Higher proposal acceptance
  • Better client experience
  • On-time payments
  • Less operational stress
Marketing & Sales CRM for Healthcare

Frequently Asked Questions

Yes. The platform can be configured to comply with the Data Privacy Act of 2012 (RA 10173) because it includes GDPR features that can be enabled and enforced. RA 10173 and GDPR share core compliance principles, and the platform supports these in common areas:

Key shared compliance aspects supported by the platform:

  1. Lawful, transparent processing – clear consent capture, purpose limitation, and privacy notices.
  2. Data subject rights – access, correction, erasure, restriction, and data portability workflows.
  3. Data minimization & retention controls – collect only what’s needed and define retention periods.
  4. Security of personal data – role-based access, encryption, audit logs, and breach response support.
  5. Accountability & governance – consent records, activity logs, and compliance documentation.

With these features enabled and properly configured, the platform aligns with RA 10173 requirements while meeting GDPR standards.

Email and spreadsheets don’t scale. Umasenso centralizes everything so no inquiry, proposal, or payment is missed.
Yes. Umasenso adapts to event, creative, marketing, legal, and accounting workflows with flexible pipelines.
No. Umasenso is designed for non-technical teams and includes guided setup and intuitive workflows.
Yes. Umasenso supports upfront payments, milestones, and recurring billing using local payment methods.

Most clinics go live in days, not months.

Yes. Umasenso replaces CRMs, booking tools, messaging apps, and spreadsheets with one system.

Yes. It supports local workflows, payment methods, and patient behavior.

Yes. Automated confirmations and reminders significantly reduce missed appointments.

CRM For Events & Professional Services

Run Your Service Firm on Systems

Stop losing deals to slow follow-ups and unclear pipelines. Book a demo of Umasenso CRM built for Philippine service companies.

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