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Features

Personalised Dashboard

See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!

Intuitive Pipelines

Customisable drag-and-drop pipelines help you and your team track the stages and status of your opportunities.

Designed for Clarity

A tonne of functionality without the clutter, SET is designed to inspire salespeople, and be crystal-clear for managers.

Powerful Reporting

SET’s report builder allows you to generate, share and export custom reports, querying your data and custom fields.

Contact Dashboard

Traditionally, information on Contacts and Organisations is scattered across a CRM. We bring it all back together into clean, smartly designed Contact Dashboards.

Track your Emails

Send emails into your SET Inbox - rapidly create new contacts - and attach emails to existing Contacts, Organisations and Opportunities.

Custom Fields

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.

Activity Workflows

With customisable activity types and follow-ups, activities can be chained together into workflows, guiding salespeople and their customer interactions.

GDPR Compliance

Monitor contact expiry, consent, contact methods and erase Personally Identifiable Information whilst maintaining your performance history.

Organisation Newsfeed

Powered by TargetIn, we deliver you news about your customers and leads directly from their own public news channels and the wider press.

Products and Pricebooks

Whether you opportunities are made of unique line items, or you frequently sell the same products or services, we’ve got you covered.

Performance Projections

Revenue projections help you spot problems ahead of time, and plan your activities and resource usage accordingly.

Sales Targets

Set goals for your sales team, or for yourself, to stay focussed and competitive.

Granular User Permissions

Enterprise-grade user permission configuration to control what your users can and can’t do or see.

Check out the blog

How to keep track of sales contacts you meet at networking events

Meeting people at an exhibition or networking events is easy. Turning these new contacts into valuable business relationships is another story altogether. Sales teams often attend exhibitions and networking events to increase brand awareness with no strategy on what to do with the contacts they generate after the event. Research tells us that 62% of […]

8 Ways to Use Your CRM for so Much More than Sales!!!

You can use a CRM to do so much more than just managing and monitoring opportunities. Typically, businesses use a CRM tool to manage sales activities. But you shouldn’t just think of your CRM as a tool designed for the daily monitoring of sales, there are SO MANY other ways a CRM can be utilised […]

What is a CRM and what can it do for your business?

You might not have ever used a CRM before however we’re quite sure you would’ve heard the term loudly very recently, especially due to the new GDPR rules coming into force next month. You may also be aware that many companies, including your competitors are implementing CRM software because it saves time and drives growth. […]

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