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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.

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.

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

25 Tips to Help You Sell MORE – Part 2

We recently shared part one of this blog series with the first 15 tips to help you sell more. In this blog, we will cover the final 10 top sales tips: 16 – Think Outside the Box – Take 5 minutes and just think of creative, even crazy things you could try to help get […]

25 Tips to Help You Sell MORE – Part 1

Hitting your sales target is no easy achievement, in fact there are some suggestions that less than 50% of sales people actually do it. Now there will certainly be some companies that have set unrealistic targets, and whilst they may not want to admit it, I would highly recommend making sure your targets reflect a […]

7 Tips to Be A Successful Sales Manager

Sales is hard but truly succeeding as a sales manager is even harder. It’s not an easy role at all, when done right you’re leading the business to success. When it’s not done right, well the weight of the world will soon be felt! With years working in sales leadership roles, and through working with […]

Trusted with over £1,000,000,000 of business opportunities

After getting lost in Salesforce the simplicity of SET and ease of use allowed us to spend more time doing what we do best, selling. Darran and the team made sure the switch to SET was stress free. We couldn’t be happier. SET does exactly what it says it does, helps your sales soar.

Sam Samuels, Managing Director, Furniture Fusion

SET 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 and more time to talk to customers and prospects

Heidi Lavery, Client Engagement Manger, RFS

Check out a few of our valued customers

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