Personalised Dashboard
See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!
Sales in the construction industry can be complex, with time-sensitive deadlines and many different parties involved. Your sales teams need to be alert, agile, and able to access data on the move and in the field.
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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 1-1 training, data-onboarding and customisation to get you up and running in a flash.
Access your data from your phone or tablet – keeping your team connected, whether on-site or in the office.
Take a photo and attach it to a contact in seconds – the office team can see it instantly.
Our integrated google maps show you nearby customers and prospects – perfect for planning trips or recovering lost time between meetings.
SET CRM is made in and supported from the UK. We built it from the ground up to be easy to use, and provide one-to-one and team training sessions to help you get the most out of it.
Features you’ll love, and some you won’t find anywhere else in such a streamlined package.
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.
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