Personalised Dashboard
See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!
When you’re starting out, it can be hard to know what your business will need. SET can grow and adapt with your startup, while keeping you focused on your sales. SET is really easy to use and won’t require an in-house technical team to manage. Better still, SET’s free plan is ideal for businesses with small customer-bases.
Get Started
SET For Business CRM is a fast, intuitive, cloud-based CRM, designed to empower your sales team and give unparalleled oversight to your sales managers.
UK-made and supported, we offer a 14-day, no-commitment free trial, 1-1 training, data-onboarding and customisation to get you up and running in a flash.
SET CRM works on your phone or tablet (as well as your desktop), so your data is always at your fingertips.
Our integrated google maps show you nearby customers and prospects – perfect for recovering lost time between meetings.
Getting your data organised begins now, with a CRM designed to help, not hinder. Get in touch to book a demo, or sign up now for a 14-day free trial.
You can be set up in minutes, and our UK-based support team can help you import your data and configure your system to match your unique requirements.
See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!
Unlimited, customisable drag-and-drop pipelines help you and your team track the stages and status of your opportunities.
A tonne of functionality without the clutter, SET is designed to be inspiring to salespeople, and crystal-clear for sales managers.
Monitor contact expiry, consent, contact methods and erase Personally Identifiable Information whilst maintaining your performance history.
Send emails into your SET Inbox - rapidly create new contacts - and attach emails to existing Contacts, Organisations and Opportunities.
SET’s report builder allows you to generate, share and export custom reports, querying your data and custom fields.
“SET CRM has had such a positive impact on our sales productivity. It’s taken away the headache of the usual administration and given us more control. We get far better information than before and more time to talk to customers and prospects.”
Heidi Lavery, Client Engagement Manager at RFS.
Read full case study
