The CRM for Logistics

The CRM for Logistics

SET for Business CRM is a vital tool to help your logistics company grow. Whether you provide end to end supply chain solutions, order tracking & fulfilment, warehousing and asset management, distribution and transportation or any other logistics related service, SET can help.

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Why choose SET?

SET CRM is a powerful tool on its own. Our open API allows SET to integrate effectively with logistics software e.g. planning, stock control, transport and warehouse management systems. Data can be easily exported for reporting, downloading and uploading.

Driving Sales

Mobile CRM

Our CRM software is mobile friendly and can be accessed on the road, in the office or from home. SET CRM is fast, streamlined and customisable. You can be set up in minutes, and our UK-based support team can help you configure your system to match your unique requirements.

SET CRM on a tablet and mobile phone

A great tool for managing pipelines and opportunities within the logistics industry.

We have been using SET for Business CRM since May 2018. Simple to use, insightful reports and provides a platform for improved performance.

Graham White, Group Commercial Manager, Carlton Forest Group

Supercharge your sales

Similar to logistics companies, SET believe in getting the most out of any journey.  Our insightful maps capture and highlight all prospect data within a given radius, allowing maximum customer visits when travelling.

Google Maps Integration

SET - The CRM for Logistics

Personalised Dashboards

Personalised Dashboard

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

Drag and Drop Opportunity Pipelines

Intuitive Pipelines

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

Inspiring Design

Designed for Clarity

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

Supporting your GDPR Compliance

GDPR Compliance

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

Email Integration

Track your Emails

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

Simple to use Report Builder

Powerful Reporting

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

and so much more >

“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

We work with...

Office 365 and Outlook CRM Integration
Lead Forensics - Lead Generation for your CRM
Mailchimp - Email Marketing for your CRM
SET For Business - The CRM for SMEs

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Free, easy to set up, no credit card required