Broadly
Broadly is a local business growth platform that helps you manage your online reputation, capture more reviews, and streamline customer communication through a single, easy-to-use inbox.
Serentis CCM
Serentis CCM is a specialized customer communications management software that helps you automate the creation, delivery, and archiving of personalized business documents across multiple digital and physical channels.
Quick Comparison
| Feature | Broadly | Serentis CCM |
|---|---|---|
| Website | broadly.com | serentis.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2013 | 2006 |
| Headquarters | Oakland, USA | Lisbon, Portugal |
Overview
Broadly
Broadly is a comprehensive platform designed to help local service businesses grow by automating their customer experience and online presence. You can automatically send review requests to customers via text or email immediately after a job is completed, ensuring you build a strong reputation on Google and Facebook. The platform consolidates all your messages from Web Chat, SMS, and social media into one unified inbox so you never miss a lead.
You can also streamline your operations by sending professional invoices and collecting mobile payments directly through the app. It is specifically built for small to mid-sized service businesses like auto shops, HVAC contractors, and dental practices that need to modernize their customer journey. By integrating with your existing CRM or management system, Broadly handles the follow-up work so you can focus on your daily operations.
Serentis CCM
Serentis CCM provides you with a centralized platform to design and manage all your outgoing business communications. Instead of dealing with fragmented document processes, you can create consistent, personalized templates for invoices, statements, and notices that automatically pull data from your existing systems. You can then deliver these documents through the channels your customers prefer, including email, SMS, or traditional print.
The platform focuses on high-volume document generation and compliance, ensuring every piece of communication meets your brand standards and legal requirements. By automating the entire lifecycle from design to delivery, you reduce manual errors and cut down on operational costs. It is particularly effective for organizations in regulated industries like finance, insurance, and utilities where accuracy and audit trails are non-negotiable.
Overview
Broadly Features
- Automated Review Requests Send personalized review invites via SMS or email automatically after every customer interaction to boost your Google and Facebook ratings.
- Unified Inbox Manage all your customer conversations from text, email, and social media in one central location to ensure lightning-fast response times.
- Web Chat Convert website visitors into leads instantly with a live chat feature that moves conversations directly to your mobile device.
- Mobile Payments Request and accept payments via text or email so you can get paid faster and provide a contactless checkout experience.
- Team Collaboration Assign specific conversations to team members and track performance metrics to ensure your staff provides excellent customer service.
- CRM Integrations Sync your customer data automatically with popular industry software like QuickBooks, ServiceTitan, and many others to trigger automated workflows.
Serentis CCM Features
- Omnichannel Delivery. Reach your customers on their preferred platforms by sending personalized documents via email, SMS, web portals, or physical mail.
- Visual Template Designer. Create and edit complex document templates with a user-friendly interface that requires no advanced coding or technical expertise.
- Data Integration. Connect your core business systems to automatically populate document templates with real-time customer data for high-speed personalized output.
- Compliance Management. Ensure every document meets legal standards with built-in version control, approval workflows, and comprehensive audit trails for all communications.
- High-Volume Processing. Generate thousands of personalized documents simultaneously without sacrificing performance, making it ideal for monthly billing or mass notifications.
- Digital Archiving. Store and retrieve sent communications instantly within a secure digital repository to provide better support when customers have questions.
Pricing Comparison
Broadly Pricing
Serentis CCM Pricing
Pros & Cons
Broadly
Pros
- Significantly increases the volume of positive Google reviews
- User-friendly mobile app makes managing leads easy on the go
- Seamless integration with many industry-specific CRM systems
- Consolidates multiple communication channels into one simple view
Cons
- Pricing can be higher than basic review-only tools
- Initial setup of custom integrations may require support
- Limited customization options for automated message templates
Serentis CCM
Pros
- Strong focus on regulatory compliance and auditability
- Handles high-volume document generation with high reliability
- Supports true omnichannel delivery including print and digital
- Centralizes brand management across all outgoing business documents
Cons
- Requires initial technical setup for deep data integration
- Pricing is not transparent for small business budgeting
- Learning curve for designing complex conditional document logic