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Features

Personalised Dashboards

Personalised Dashboard

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

Intuitive Sales Pipelines

Intuitive Pipelines

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

Mobile CRM

Mobile CRM

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

Integrated Maps

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

Designed for Clarity

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

Powerful Reporting

Powerful Reporting

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

Contact Dashboards

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.

Office 365 and integrated emails

Track your Emails

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

Custom fields

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.

Automated Workflows

Activity Workflows

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

GDPR Compliance

GDPR Compliance

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

TargetIn Newsfeed

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

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

Performance Projections

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

Sales Targets

Sales Targets

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

Configurable User Permissions

Granular User Permissions

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

Check out the blog

SET: A case study from Paragon Sales Solutions

“SET For Business is the Rock and Roll of CRMs. A speedy set up and easy to use system enables me to spend more time managing customer relationships and growing my business” – Rob Spence, Managing Director, Paragon Sales Solutions What system did you use before switching to SET? Working in sales and helping customers […]

Let us help you work from home with an extended free trial

Working from home is a new experience for a lot of UK businesses, but you do not need to be any less productive –  we would like to help. SET for Business CRM is a cloud-based Customer Relationship Management tool designed for sales teams, working the same whether you are in the office, on a […]

SET Scheme Management for Construction & Manufacturing

SET For Business is the simplest CRM software system on the market, helping businesses to grow sales by at least 20%. SET for Business are excited to announce the launch of our new feature ‘Scheme Management’ to SET CRM. This new feature provides the concrete structure to successfully record information about a group of related […]

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