Pilot programme now open · a product by iTGS

SerVora

A new dawn for service firms.

One CRM that runs your firm from first contact to final invoice. Clients, deals, engagements, service desk, documents and billing sit in one place, set up for your industry and your country. An AI voice agent makes the follow-up calls your team never gets to.

service + aurora Built on the iTGS Source-to-Sign-off method.

Reach out for a quote Try the live demo

Live preview

One platform. Your industry's way of working.

Switch on the pack for your sector and SerVora brings the screens, stages and deadlines your team already uses. Pick a pack below to see how the same platform adapts.

SerVora Illustrative preview · sample data

Voice follow-ups · live

Client names and figures in this preview are made up. Open the full clickable demo or book a walkthrough to see SerVora with your own workflows.

Win · Deliver · Bill

From first contact to final invoice, without switching tools.

Most firms use one tool for sales, a spreadsheet for delivery, another for requests and a fourth for invoicing. SerVora joins them up, so every client record carries its full story.

Win

Turn enquiries into signed work.

Clients, contacts and group structures
Leads, pipeline and proposals
Quotes and e-signature
Email and calendar in one timeline

Deliver

Run every engagement on time.

Engagements, recurring jobs and deadlines
Service desk with SLAs
Secure document requests
Client portal for status and approvals

Bill

Get paid for the work you do.

Fixed, retainer and time-based billing
Invoices in any currency and tax regime
Payment links and collections
Hand-off to your accounting system

Across every stage:AutomationAI voice follow-upsAI summaries & draftsAnalyticsRoles & audit logOpen API

New · AI voice follow-ups

The follow-up team you never had to hire.

Every firm has records with a follow-up that never happens: new enquiries, stale proposals, renewals, missing documents, unpaid invoices. SerVora's voice agent calls the records you choose, in English and Indian languages, and writes every outcome back to the client record.

New enquiriesCall within minutes, qualify the need and book a meeting in your team's calendar.

Stale proposalsCheck in on quotes that went quiet and log the reason or the next step.

Missing documentsChase clients for bank statements, payroll inputs or signed forms before deadlines slip.

Payment remindersRemind clients of due invoices and send a payment link straight after the call.

RenewalsReach clients before a retainer or contract ends and flag who wants to talk.

CandidatesScreen applicants and confirm interview slots for staffing teams.

1
Choose who to callPick a list or set a rule, such as "documents still missing 5 days before the deadline".
2
The agent makes the callIt speaks naturally in the client's language, follows your script, and hands over to a person when needed.
3
The outcome lands in SerVoraA call summary, the next step, an updated task and, where the client is interested, a booked meeting.
4
Your team sees it in real timeOwners are alerted, and reports show who was reached and what was agreed.

Calls go only to contacts who have agreed to be called, within the hours and do-not-call rules you set. Every call is recorded and searchable.

See a call land live

Industry packs

Made for the firms iTGS knows best.

Every customer gets the same core. Industry packs add the stages, fields, templates and calendars for your sector.

In pilot

Accounting & CPA firms

Compliance calendars by client and jurisdiction, month-end close checklists, document requests, and preparer and reviewer sign-off.

In pilot

HR & payroll services

Client onboarding, a payroll run tracker for each cycle, statutory filing calendars and an employee query desk.

In pilot

Staffing & talent

Candidates, requisitions, interview pipelines, placements, contractor timesheets and margin per placement.

Coming next

GCC set-up & operations

Set-up milestones, hiring ramp plans, vendor and lease tracking, build-operate-transfer stages and governance reviews.

Coming next

Advisory & consulting

Proposals, retainers, workstreams and board-pack preparation for consultancies and virtual CFO practices.

Coming next

Membership & loyalty

Members, partner benefits, redemptions and events for clubs, associations and loyalty programmes.

Built for any country

Your country is a setting, not a custom build.

Tax rules, currencies, languages and filing calendars are switched on per customer, so a firm in Hyderabad and a firm in London run on the same SerVora.

Tax

GST, VAT and sales-tax rules applied to every quote and invoice.

Currency

Quote, bill and report in your clients' currencies, with exchange rates handled for you.

Calendars

Country filing deadlines for tax, payroll and company law, kept current by iTGS specialists.

Data region

Choose where your data is stored. It stays in that region by default.

IndiaUK & EuropeNorth AmericaMiddle EastAustralia Gold: available at pilot. Others follow as customers join.

Why SerVora from iTGS

Built by people who run service firms.

Our method, as software

SerVora turns the iTGS Source-to-Sign-off cycle, from CRM data through books, tax and filings, into a product your team can use every day.

Finance and compliance built in

Most CRMs stop at the deal. SerVora carries on into engagements, deadlines, invoices and the hand-off to your accounts.

We use it ourselves

iTGS advisory, compliance, talent and payroll teams run on SerVora, so every feature is tested on real client work first.

Software, with experts behind it

Need help as well as tools? iTGS can run your bookkeeping, payroll or compliance on the same platform.

Founding pilot

Become a founding firm.

We are inviting a small group of accounting, payroll and staffing firms to run SerVora with us and help shape it.

Early access to SerVora and every new pack

Set-up and data migration led by the iTGS team

A direct say in the roadmap, with regular product reviews

Founding-firm terms. Reach out for a quote.

Apply for the pilot Book a demo

Discovery callWe learn how your firm wins, delivers and bills work today.
Set-up workshopWe configure your pack, stages, templates and country settings, and bring your client data across.
Go live with your teamYour team works in SerVora day to day, with iTGS support close at hand.
Review and expandWe review results together and add the next modules or teams.

Questions

Good to know

Is SerVora available now?

SerVora is in its founding pilot with a small group of firms. Apply for the pilot or reach out to be told when general availability opens.

How is SerVora priced?

Pricing depends on your team size, the industry packs you need and your data region. Reach out for a quote and we'll tailor it to your firm.

Do we have to change our accounting software?

No. SerVora handles clients, delivery and billing, then hands invoices and payments over to the accounting system you already use.

Can you move our existing data across?

Yes. During set-up, the iTGS team brings across your clients, contacts and open work from spreadsheets or your current tools.

Does the voice agent replace our team?

No. It handles routine follow-up calls and passes anything sensitive or complex to a person on your team, with the full call summary attached.

Where is our data stored?

You choose a data region when you join. India and UK & Europe are available during the pilot, and your data stays in that region by default.

Can iTGS also run our bookkeeping or payroll?

Yes. iTGS advisory, compliance, payroll and talent services can be delivered on the same platform, so you see the work as it happens.

SerVora by iTGS

Ready for a new dawn?

Tell us about your firm and we'll send a quote tailored to your team, your industry and your country.

Reach out for a quote Try the live demo