See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!
Customisable drag-and-drop pipelines help you and your team track the stages and status of your opportunities.
Not just a desktop workhorse, SET also works great on phones and tablets - ready when and where you are.
Integrated Google Maps show you where your customers are. Perfect for planning a day on the road, or just popping in when you happen to be passing by.
A tonne of functionality without the clutter, SET is designed to inspire salespeople, and be crystal-clear for managers.
SET’s report builder allows you to generate, share and export custom reports, querying your data and custom fields.
Traditionally, information on Contacts and Organisations is scattered across a CRM. We bring it all back together into clean, smartly designed Contact Dashboards.
Send emails into your SET Inbox - rapidly create new contacts - and attach emails to existing Contacts, Organisations and Opportunities.
Inarguably a core requirement of a modern CRM, custom fields allow you to tailor your Contacts, Organisations, Products and Opportunities to fit your particular needs.
With customisable activity types and follow-ups, activities can be chained together into workflows, guiding salespeople and their customer interactions.
Monitor contact expiry, consent, contact methods and erase Personally Identifiable Information whilst maintaining your performance history.
Powered by TargetIn, we deliver you news about your customers and leads directly from their own public news channels and the wider press.
Whether you opportunities are made of unique line items, or you frequently sell the same products or services, we’ve got you covered.
Revenue projections help you spot problems ahead of time, and plan your activities and resource usage accordingly.
Set goals for your sales team, or for yourself, to stay focussed and competitive.
Enterprise-grade user permission configuration to control what your users can and can’t do or see.
Working from home is a new experience for a lot of UK businesses, but you do not need to be any less productive – we would like to help. SET for Business CRM is a cloud-based Customer Relationship Management tool designed for sales teams, working the same whether you are in the office, on a […]
SET For Business is the simplest CRM software system on the market, helping businesses to grow sales by at least 20%. SET for Business are excited to announce the launch of our new feature ‘Scheme Management’ to SET CRM. This new feature provides the concrete structure to successfully record information about a group of related […]
You know better than anyone how your business works, but have you considered whether your processes are working to increase your profitability, or actually working against you? It’s often said that every business is a sales organisation so getting the steps of your sales process spot on is crucial to supporting your sales team, whatever […]
