Features, Integrations, Roadmap
Your business needs software that powers marketing, sales, payments, communication, and automation. That's what Serenity does for you.
Contacts, Sales Pipelines
Unlimited Contacts
Related Contacts
Companies
Tags/Labels
Prospects
Prospect Scoring
Custom Pipelines
Tasks & To Do Lists
Pipeline Workflow Automation
AI Email Writer
Pre-Written Email Templates
lasts & Newsletters
Tracking
Team Inboxes
Pre-Send Email Validation
Scheduled Emails
Email Workflow Automation
Phone/Texting/Chat
Phone numbers
Calling and Texting
Website Chat
Call Recording
Facebook Messenger
Instagram Direct Messages
WhatsApp Messages
Call, Text, Chat Logs on Each Contact
Billing & Payments
Invoices, Estimates
Online Payments
Subscriptions
Contracts, E-Signatures
PayPal, Stripe, Auth.net
Sales Tax Rates
Invoice Templates
Reminder Workflows
Invoice & Payment Automation
Mobile App POS / Tap to Pay
Scheduling & Forms
Calendars
Email and Text Reminders
Paid Appointments
Automatic Follow Ups
Form & Survey Builder
Forms with Payment Integration
Response Automations
Automation & Workflow
Workflow Builder
Triggers, Steps, and Conditionals
Trigger Links
AI Workflow Builder Assistant
Quickbooks Integration
Zapier Integration
Other Integrations
Social Media Planner
Scheduled Posts
Post Approval Flow
Platforms: Google, FB, IG, LI, X, TicTok, Pinterest, YouTube
IG Stories & YT Shorts
Auto Watermarking
QR Code Tool
Brand Boards
Mobile App Scheduling (In Progress)
Review Management
Automatically Request Reviews
Automatically Respond to Reviews
Send one time campaigns
SMS, Email, and Social
Mobile App
Contacts
Opportunities
Quotes & Invoices
Mobile Payment: Tap to Pay, Cards
Tasks, Calendar
Messaging
Notifications
Social Media Planner (In Progress)
Looking for the latest feature announcements? Follow us on X or check the blog for our latest monthly feature announcement posts.
For a live feed of new features please subscribe to our twitter feed. Releases and Launches are not always noted here, check the blog for the montly round-up of new features.
October 2024
- 10/9/2024: Started: Folders for organizing products
- 10/9/2024: Started: Company custom fields and ability to interact with Company in workflows
- 10/1/2024: Started: Filter-by-typing in the document add-product drop down selection box
September 2024
- 9/30/2024: Launched: Detailed data about taxes in transaction exports for invoices and estimates.
- 9/25/2024: Started: Detailed sales tax report expected to launch in October.
- 9/19/2024: Feature launch: Direct invoice payment immediately after document signing by the primary user. This can eliminate the separate email and invoice experience when sending a Quote document to a client.
- 9/19/2024: In progress: Select sending SMS number in workflow. If your account has more than one phone number this will let you sent the sending number. Great for tailoring the number to a business location or city!
- 9/16/2024: In progress: Payment plans in Invoices and Funnel Checkout pages
- 9/12/2024 In Progress: Ability for clients to submit and receive documents on the client portal. This looks to be great for financial and tax businesses in particular.
Serenity October 2025 Feature Updates: Enhanced Tools for Multi-Location, CRM, and Marketing Success
Integrations
Zapier
Webhooks
Quickbooks Online
Zoom, Google Meet
Google Calendar
Microsoft Calendar
TikTok Lead Ads
Google Business Profile
Shopify
LinkedIn Lead Ads
Google Analytics
Google Ads
Slack