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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.

Mobile CRM

Not just a desktop workhorse, SET also works great on phones and tablets - ready when and where you are.

Maps

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.

Check out the blog

What could a Sales CRM do for your business?

Could a Sales CRM Make Your Sales SOAR? The answer is YES! Your customers are the core of your business. It doesn’t matter what type of business you run, what your focus point is or what kind of product or service you offer. Your customers are the single most valuable asset of your organisation. Customers […]

How could a sales CRM help you to grow your business this year?

In the evolving world of sales and business development, one three-letter acronym is a popular industry name: CRM. A ubiquitous sales tool, using a CRM doesn’t only make your sales teams lives a lot easier, it will also help your company to enjoy accelerated growth. So, what is a CRM? A Customer Relationship Management system […]

So what is a CRM?

CRM stands for Customer Relationship Management which is a platform that your company uses to structure and measure interactions with new and existing clients. Not only will it log how direct interactions take place, it will organise and track all relevant information like meetings, proposals, sales pipelines, conversions and much more. A CRM pulls together […]

SET is a modern,
easy-to-use sales CRM

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