SERCAA
- Company typePrivate
- Founded2011
- HeadquartersDelgany, Ireland
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SERCAA does
SERCAA Business Applications is an Ireland-headquartered IT and business consulting firm founded around 2011 that operates as a certified Zoho Partner. The company sells, implements, configures, trains, and supports Zoho CRM and adjacent Zoho Suite applications (Help Desk, SalesIQ, Survey, Marketing Campaigns, Social Media Management, CRM Plus) for SMEs and enterprises in Ireland, the UK, and internationally. SERCAA has worked with over 500 customers and serves a cross-section of industries including education publishing, biotechnology, manufacturing, self-storage, professional services, gaming, and packaging; named logos include Prim-Ed Publishing, Trinity Biotech, ATA Group, PaddyPower, PCH, Zeus Packaging, CombiLift, U Store It, Kefron, and Digital Marketing Institute.
The company's underlying technology is cloud-based CRM built on the Zoho platform, augmented by three proprietary vertical applications: Wealth Relationship Management (WRM) for financial organisations, Property Relationship Management (PRM) for real estate agencies, and Construction Leads Management (CLM) for contractors and construction suppliers. SERCAA also integrates third-party tools (eSpatial for geospatial heat mapping, Twilio for telephony, MailChimp for survey distribution, Google AdWords for ad attribution, Facebook and Twitter for social support) to extend the Zoho core.
SERCAA monetises through a mix of professional services (fixed-fee implementation packages: Basic at €2,625, Advanced at €5,250, Ultimate bespoke, Quick Start at €3,500 plus VAT, plus €110/hour overage), recurring subscriptions (Wealth Relationship Management at €75/user/month), and Zoho software license resale with implementation and support wrap. The go-to-market is sales-led via direct website engagement, demo requests, and the Zoho partner channel; the CRM Scrap Scheme migration service reduces switching friction for prospects on Salesforce, SugarCRM, or Microsoft Dynamics by offering parallel-system evaluation and up to six months of free Zoho licensing. The firm operates from Delgany, Ireland with a UK office in London and is privately held and bootstrapped.
SERCAA firmographics
Firmographics- Name
- SERCAA
- Legal name
- SERCAA
- Website
- https://sercaa.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
SERCAA industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- CRM Implementation & Customization Services (BPAEAGAC)
- akta.pro secondary industries
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH), CRM Managed Services & Support (BPAEAGAD), CRM Implementation & Systems Integration (BPAFAFAB)
Keywords
Where SERCAA is headquartered
LocationHeadquarters
- HQ city
- Delgany
- HQ country
- Ireland
- HQ region
- Europe
Offices2 records
Markets served
SERCAA business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Zoho CRM Implementation Services: Configuration, customization, and implementation of Zoho CRM solutions including business process review, module setup, data migration, and system configuration.
- Training Services: End-user and admin training delivered virtually or on-site, tailored to company-specific CRM setups.
- WRM Software Subscription: €75.00 per user/month subscription for Wealth Relationship Management application including data migration, configuration, online training via Skype/Zoho Meeting, Monday-Friday phone and email support, dedicated account manager, and annual review.
- CRM Package Fees: Fixed-cost CRM packages: Basic (€2625), Advanced (€5250), Ultimate (bespoke pricing based on scope). Additional hourly rate of €110 for scope overruns. Excludes Zoho license fees.
- Zoho Software Resale: Resale of Zoho CRM licenses and related Zoho products including CRM, Help Desk, Marketing Campaigns, Surveys, Social Media Management, and SalesIQ visitor tracking.
- Quick Start Package: All-inclusive starter pack at €3,500 + VAT including Zoho CRM setup, WordPress website with hosting, domain registration, local SEO, Google Analytics, and social media account setup.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | One time/ perpetual license | Basic Package - €2,625 setup with €50/month support |
| Subscription | One time/ perpetual license | Advanced Package - €5,250 setup with scope-based support |
| Subscription | Multi-year contract | Ultimate Package - Bespoke pricing based on scope |
| Other | One time/ perpetual license | Quick Start Package - €3,500 + VAT |
| Subscription | Monthly | Wealth Relationship Management - €75 per user/month |
| Per seat | Monthly | Zoho CRM Standard - €12/user/month (annual) or €15/month-to-month |
| Per seat | Monthly | Zoho CRM Professional - €20/user/month (annual) or €25/month-to-month |
| Per seat | Monthly | Zoho CRM Enterprise - €35/user/month (annual) or €40/month-to-month |
| Per seat | Annual | Zoho CRM Ultimate - €100/user/month (annual) |
| Freemium | Monthly | Zoho Desk Free - €0 for up to 10 users |
| Subscription | Monthly | Zoho Desk Professional - €12/user/month |
| Subscription | Monthly | Zoho Desk Enterprise - €25/user/month |
| Other | Pay-as-you-go | Additional Hourly Rate - €110/hour |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
SERCAA product offering
Product offeringCore offering
SERCAA is a Zoho Premium Partner and reseller that delivers Zoho CRM implementation, configuration, training, and support services to small and mid-sized businesses. In addition to reselling the standard Zoho CRM product family, the firm has developed and sells three proprietary vertical CRM solutions: Wealth Relationship Management (WRM) for financial advisors and wealth managers, Property Relationship Management (PRM) for real estate brokerages, and Construction Leads Management (CLM) for construction firms. It also provides a CRM Scrap Scheme migration service that moves clients from competing platforms such as Salesforce and Microsoft Dynamics to Zoho.
Product overview
SERCAA is a Zoho partner offering a platform-plus-modules architecture built around Zoho CRM as the core platform, supplemented by vertical CRM applications developed by SERCAA. The Zoho product suite includes Zoho CRM (core CRM), CRM Plus (unified customer engagement suite combining CRM, marketing, help desk, visitor tracking, social media, analytics, surveys, and project management), and individual Zoho applications (Desk for help desk/ticketing, SalesIQ for visitor tracking, Survey for surveys, Marketing Campaigns for email campaigns, Social Media Management). SERCAA's proprietary vertical CRMs include Wealth Relationship Management (WRM) for financial organisations, Property Relationship Management (PRM) for real estate, and Construction Leads Management (CLM) for construction professionals. Service packages range from Basic (€2625), Advanced (€5250), and Ultimate (bespoke) to Quick Start (€3500) for startups and a CRM Scrap Scheme for migrations from competing CRM platforms.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth Relationship Management (WRM): Enterprise Ready CRM designed specifically for Financial Organisations with emphasis on Sales Pipeline and Client Management
- Property Relationship Management (PRM)
- Construction Leads Management (CLM)
Products and services
- Zoho CRM Core customer relationship management software sold by SERCAA as a Zoho Premium Partner, providing contact, deal, and pipeline management for sales teams. Targeted at small and mid-sized businesses across verticals.
- CRM Plus Unified customer engagement suite from Zoho that extends Zoho CRM with multichannel support, project management, and visitor tracking. Sold by SERCAA as part of its Zoho product portfolio.
- Zoho Desk Help desk / customer support software sold by SERCAA for ticket management and customer service operations.
- Zoho SalesIQ Live chat and website visitor tracking software sold by SERCAA to convert website visitors into leads and customers.
- Zoho Survey Online survey and feedback software sold by SERCAA for collecting customer and employee feedback.
- Zoho Marketing Campaigns Email marketing automation software sold by SERCAA for designing, sending, and tracking marketing campaigns.
- Zoho Social Media Management Social media management software sold by SERCAA for scheduling posts, monitoring mentions, and analyzing social performance.
- WRM (Wealth Relationship Management) Proprietary vertical CRM built by SERCAA on the Zoho platform for financial advisors, wealth managers, and insurance brokers, providing domain-specific workflows for client portfolio, asset, and relationship management.
- PRM (Property Relationship Management) Proprietary vertical CRM built by SERCAA on the Zoho platform for real estate brokerages, providing workflows tailored to property listings, leads, viewings, and agent activity.
- CLM (Construction Leads Management) Proprietary vertical CRM built by SERCAA on the Zoho platform for the construction industry, providing lead, project, and subcontractor management workflows for contractors, suppliers, and builders.
- Quick Start Package Bundled service package from SERCAA combining CRM setup, business email setup, website design, SEO, and hosting into a single offering for SMEs that need to establish both a digital presence and a CRM foundation.
- CRM Scrap Scheme Migration service offered by SERCAA to move SMB clients from competing CRM platforms such as Salesforce and Microsoft Dynamics onto Zoho, including data extraction, mapping, and deployment.
Companies that use SERCAA
Customer profileNamed customers14 records
Segments5 records
Ideal customer profiles4 records
SERCAA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability2 records
Feature4 records
SERCAA partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Zoho CorporationcoreSERCAA is a certified Zoho Partner specializing in the delivery of Zoho Applications including CRM, Help Desk, Marketing Campaigns, Surveys, Social Media Management, Website Visitor Tracking (SalesIQ), and CRM Plus. SERCAA offers Zoho Suite implementation, configuration, training, and support services.
- Evolution DigitalminorEvolution Digital partnered with SERCAA to offer the Zoho CRM Quick Start Package combining CRM setup with website, hosting, local SEO, and social media services for startups.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
SERCAA competitors and assessment
Company assessmentBroad incumbents
- Salesforce: The dominant enterprise CRM platform and the primary competitor SERCAA migrates customers away from via its CRM Scrap Scheme. Broad incumbent whose pricing creates the 60% cost-savings wedge that anchors SERCAA's value proposition.
- Pipedrive: CRM platform targeting SMEs and sales teams with built-in industry workflows and a partner channel for implementation services. Broad incumbent competing for the same SME CRM budget as SERCAA's Basic and Advanced packages.
- HubSpot: Global CRM and marketing automation platform with a large partner ecosystem delivering implementation and onboarding services. Broad incumbent that competes indirectly with SERCAA for CRM budgets at SMEs, though HubSpot's go-to-market is direct platform sales with partner-led services.
- Procore: Construction project management and CRM-adjacent platform used by general contractors and specialty trades. Comparable to SERCAA's Construction Leads Management (CLM) vertical CRM in addressing construction-industry customer relationship workflows, though Procore is a much broader construction suite.
Direct peers
- Konvert: Zoho Premium Partner headquartered in Sweden delivering Zoho CRM implementation, customization, and integration services to European SMEs and enterprises. Direct peer in business model (Zoho-focused consulting and implementation) and customer profile (mid-market European companies needing CRM migration/configuration).
- Levco: UK-based Zoho partner delivering Zoho CRM implementations and consulting. Direct peer in geography (UK/Ireland) and Zoho-centric delivery model, targeting the same pool of businesses migrating from Salesforce or Microsoft Dynamics.
- Expeed Software: Netherlands-based Zoho Premium Partner offering Zoho CRM consulting, implementation, customization, and migration services across Europe. Direct peer given the identical Zoho-centric delivery model, focus on SME/mid-market CRM deployment, and migration offerings comparable to SERCAA's CRM Scrap Scheme.
- Adept Engineering: Australian Zoho Premium Partner providing Zoho CRM implementation, configuration, and training. Comparable as a Zoho-certified implementation specialist serving the same SME/mid-market segment, although operating in a different geography.
Emerging players
- Real Geeks: Real estate lead generation and CRM platform with websites, IDX, and lead nurturing built for agents and brokers. Comparable to SERCAA's PRM vertical CRM as a specialized solution for the same real estate segment.
- LionDesk: Vertical CRM platform focused on real estate agents with lead generation, drip campaigns, and transaction management. Comparable to SERCAA's Property Relationship Management (PRM) as a real-estate-specific CRM, though LionDesk is a standalone platform rather than a Zoho vertical extension.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
SERCAA social profiles
Digital presenceSERCAA financial estimates
Financial estimateRevenue estimate
Valuation estimate
SERCAA leadership team
Management profileNumber of profiles
SERCAA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SERCAA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SERCAA
What does SERCAA do?
SERCAA is a Zoho Premium Partner and reseller that delivers Zoho CRM implementation, configuration, training, and support services to small and mid-sized businesses. In addition to reselling the standard Zoho CRM product family, the firm has developed and sells three proprietary vertical CRM solutions: Wealth Relationship Management (WRM) for financial advisors and wealth managers, Property Relationship Management (PRM) for real estate brokerages, and Construction Leads Management (CLM) for construction firms. It also provides a CRM Scrap Scheme migration service that moves clients from competing platforms such as Salesforce and Microsoft Dynamics to Zoho.
Is SERCAA a public or private company?
SERCAA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SERCAA founded?
SERCAA was founded in 2011. It employs 1 to 10 people.
Where is SERCAA based?
SERCAA is headquartered in Delgany, Ireland, in the Europe region.
How does SERCAA make money?
Six revenue lines are on record. Zoho CRM Implementation Services are the primary driver. The others are training Services, WRM Software Subscription, CRM Package Fees, zoho Software Resale and quick Start Package.
Who are SERCAA's main competitors?
Broad incumbents on record are Salesforce, Pipedrive, HubSpot and Procore. Direct peers are Konvert, Levco, Expeed Software and Adept Engineering. Emerging players are Real Geeks and LionDesk.
Does SERCAA have an API?
No public API is recorded for SERCAA.
What industry is SERCAA in?
SERCAA's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is BPAEAGAC, CRM Implementation & Customization Services, with a secondary code of HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites). Its NAICS code is 541511 and its SIC code is 8742.