About SET CRM
SET CRM is a customer relationship management software from SET For Business CRM that focuses on managing customer interactions. It combines contact management, sales tracking, and reporting tools so users can easily maintain relationships and analyze sales performance. The platform supports integration with various third-party applications and offers a user-friendly interface for better accessibility. It is designed to help businesses of all sizes manage customer data effectively and track sales pipelines. Key capabilities: contact management sales tracking reporting tools third-party integration user-friendly interface Best for: businesses and sales teams that need to manage customer relationships and track sales activities efficiently.
SET CRM by SET for Business is a customer relationship management (CRM) software designed to help businesses streamline their sales processes, manage customer interactions, and improve overall efficiency. It offers a range of features tailored to sales teams, including contact management, lead tracking, sales forecasting, and reporting tools. The software aims to provide businesses with a centralized platform to organize customer data, track communication history, and manage follow-ups, ensuring that no sales opportunity is missed. Additionally, SET CRM integrates with various business tools, such as email platforms and marketing automation software, to create a seamless workflow. The user interface of SET CRM is designed with simplicity and clarity in mind, making it easy for users to navigate and utilize its features effectively. The dashboard is personalized, allowing users to see their targets, tasks, goals, and pipelines upon logging in. The intuitive drag-and-drop pipelines enable sales teams to track the stages and status of their opportunities effortlessly. The software is also optimized for mobile use, ensuring accessibility across different devices.
Pros & Cons
- +1. It is easy to move between screens.
- +2. Details are easy to update.
- +3. It is easy to use and cost-effective.
- +4. It has led to a great increase in lead conversion and sales.
- −1. The pipeline lacks creation dates and sorting by activity for upcoming appointments/jobs.
- −2. Reporting could be improved by having a separate field for postcodes.
- −3. There is no function to upload handwritten notes.
- −4. The software is still developing its integrations compared to other systems.
Features
Key features
- 1. Personalised Dashboard
- Provides users with an immediate view of their targets, tasks, goals, and pipelines upon login, serving as a motivational tool.
- 2. Intuitive Pipelines
- Offers customisable drag-and-drop pipelines that allow teams to easily track the progress and status of opportunities.
- 3. Mobile CRM
- Extends the functionality of the CRM to phones and tablets, ensuring accessibility and usability for users who are on the go.
- 4. Designed for Clarity
- Focuses on presenting a wide range of functionality without clutter, aiming to be inspiring for salespeople and clear for managers.
- 5. Powerful Reporting
- Includes a report builder that enables users to generate, share, and export custom reports by querying their data and custom fields.
- 6. GDPR Compliance
- Incorporates features to help users monitor contact expiry, manage consent, control contact methods, and erase personally identifiable information while retaining performance history.
Additional features
- 1. Personalised Dashboard
- See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!
- 2. Intuitive Pipelines
- Customisable drag-and-drop pipelines help you and your team track the stages and status of your opportunities.
- 3. Mobile CRM
- Not just a desktop workhorse, SET also works great on phones and tablets - ready when and where you are.
- 4. Maps
- Integrated Google Maps show you where your customers are, useful for planning visits or impromptu drop-ins.
- 5. Designed for Clarity
- A tonne of functionality without the clutter, SET is designed to inspire salespeople, and be crystal-clear for managers.
- 6. Powerful Reporting
- SET’s report builder allows you to generate, share and export custom reports, querying your data and custom fields.
- 7. Contact Dashboard
- Gathers information on Contacts and Organisations into clean, smartly designed dashboards for a unified view.
- 8. Track your Emails
- Allows users to send emails into a SET Inbox, rapidly create new contacts, and attach emails to existing Contacts, Organisations and Opportunities.
- 9. Custom Fields
- Provides the ability to tailor Contacts, Organisations, Products and Opportunities with custom fields to fit specific needs.
- 10. Activity Workflows
- Enables the chaining together of customisable activity types and follow-ups into workflows to guide salesperson interactions.
- 11. GDPR Compliance
- Helps monitor contact expiry, consent, contact methods and allows erasure of Personally Identifiable Information whilst maintaining performance history.
- 12. Organisation Newsfeed
- Delivers news about customers and leads from public news channels and the wider press, powered by TargetIn.
- 13. Products and Pricebooks
- Supports the management of opportunities whether they involve unique line items or frequently sold products/services.
Pricing
Monthly plans
Essentials
GBP 24
Countries & Languages
Interface languages
Billing currencies
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About SET CRM
SET CRM is a customer relationship management software from SET For Business CRM that focuses on managing customer interactions. It combines contact management, sales tracking, and reporting tools so users can easily maintain relationships and analyze sales performance. The platform supports integration with various third-party applications and offers a user-friendly interface for better accessibility. It is designed to help businesses of all sizes manage customer data effectively and track sales pipelines. Key capabilities: contact management sales tracking reporting tools third-party integration user-friendly interface Best for: businesses and sales teams that need to manage customer relationships and track sales activities efficiently.
SET CRM Details
SET CRM's In-App Market Place
Does SET CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Essentials
GBP 24
Accepted Payment Currencies
Usd ($)
Pros & Cons
- 1. It is easy to move between screens.
- 2. Details are easy to update.
- 3. It is easy to use and cost-effective.
- 4. It has led to a great increase in lead conversion and sales.
- 1. The pipeline lacks creation dates and sorting by activity for upcoming appointments/jobs.
- 2. Reporting could be improved by having a separate field for postcodes.
- 3. There is no function to upload handwritten notes.
- 4. The software is still developing its integrations compared to other systems.
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Trembi
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