Name: SET CRM
Author: SET for Business

Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Visual Collaboration

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

API Management

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Pipeline

Data Quality

Endpoint Encryption

Fraud Detection

In-Memory Databases

Integration Platform as a Service (iPaaS)

Interoperability

Managed Print

Managed Public Cloud Infrastructure

Metadata Management

Network Performance Monitoring

Password Management System

Relational Databases

Virtual Private Network (VPN)

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

Email Marketing

Event Registration

Heatmap and Session Recording

Intent Data

Landing Page

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Transcription

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Antivirus

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Legal Research

Library Management

Vertical-Specific

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### Sales Management
Users consistently highlight SET CRM's sales management features as a key strength, emphasizing its ease of use and effectiveness in tracking sales opportunities. The system's ability to streamline sales processes, set and achieve sales objectives, and enhance lead conversion rates has garnered positive feedback from users. However, some users have expressed minor concerns regarding specific functionalities such as default search options and pipeline visibility. Despite these minor drawbacks, the overall sentiment towards SET CRM's sales management capabilities remains largely positive, with users appreciating its impact on sales performance and business growth.

### Pipeline Management
While some users find SET CRM's pipeline management functionality easy to use and effective for tracking opportunities, others have raised concerns about the lack of certain features such as date sorting and reporting capabilities. The ability to move opportunities along the pipeline and analyze progress seems to be a strong point, but the absence of key functionalities like date tracking and note uploading may hinder the overall user experience. In essence, opinions on SET CRM's pipeline management capabilities are mixed, with room for improvement to enhance user satisfaction and efficiency in managing sales processes.

### Email Integration
Some users find SET CRM's email integration to be lacking in automation, requiring manual BCCing of emails for them to appear in the system. On the other hand, the calendar feature and email reminders are highlighted as efficient and user-friendly. However, there are concerns about the system's reliance on manual input for organizing information and the need for better prioritization features. Additionally, users express a desire for more detailed reporting capabilities and improved customer data management within the system.

### Contact Management
User feedback on SET CRM's contact management functionality is varied and highlights both strengths and areas for improvement. While users appreciate the comprehensive nature of the contact database and the ability to upload various information types, such as emails and supporting documents, some express a need for better prioritization features. The system's alert system is praised for its effectiveness, but users find the process of creating specific contact groups to be somewhat cumbersome and reliant on consistent data input. Suggestions for improvement include the addition of a tick list in the activities box to categorize contacts more efficiently.

SET CRM is a customer relationship management (CRM) software designed to optimize sales and customer management processes. It caters to small and medium-sized businesses (SMBs) as well as startups. SET CRM is specifically tailored for sales professionals, marketing professionals, customer support teams, professional service providers, and e-commerce and retail businesses. It offers a range of tools and features to streamline sales activities, track customer interactions, and enhance overall sales performance.

## Key Features

**Designed for Clarity**: SET CRM boasts a clean and uncluttered interface, ensuring a user-friendly experience for salespeople and managers. The intuitive and easy-to-navigate interface allows users to quickly access the necessary information without unnecessary distractions.

**Powerful Reporting**: SET CRM provides a robust report builder that empowers users to generate, share, and export customized reports. Users can query their data and utilize custom fields to create insightful reports that offer valuable sales and customer insights. The reporting feature enables tracking of key metrics, analysis of sales performance, and data-driven decision-making.

**Contact Dashboard**: SET CRM consolidates scattered information on Contacts and Organizations into smartly designed Contact Dashboards. These dashboards provide a centralized view of all relevant information, including contact details, communication history, activities, and opportunities. Users can effortlessly access and manage contact information, track interactions, and stay organized in their sales efforts.

**Track your Emails**: SET CRM allows users to send emails directly into their SET Inbox. Users can swiftly create new contacts from received emails and attach emails to existing Contacts, Organizations, and Opportunities. This feature streamlines email communication, enables tracking of email interactions, and maintains a comprehensive record of customer correspondence.

**Custom Fields**: SET CRM offers the flexibility of custom fields, allowing users to tailor Contacts, Organizations, Products, and Opportunities to their specific requirements. Users can create and customize fields to capture relevant information, ensuring that the CRM aligns with their unique business processes. Custom fields facilitate better data organization, segmentation, and personalized customer management.

**Activity Workflows**: SET CRM provides customizable activity types and follow-ups, empowering users to create and manage activity workflows. Salespeople can link activities together, guiding them through a sequence of actions to ensure consistent and effective customer interactions. Activity workflows streamline sales processes, improve productivity, and prevent important tasks from being overlooked.

**GDPR Compliance**: SET CRM offers features to assist with General Data Protection Regulation (GDPR) compliance. Users can monitor contact expiry, consent, contact methods, and erase Personally Identifiable Information (PII) while preserving a performance history. This feature helps businesses adhere to data protection regulations, ensuring customer data privacy and security.

**Organisation Newsfeed**: Powered by TargetIn, SET CRM delivers news about customers and leads directly from their own public news channels and the wider press. Users can stay updated on the latest news and developments related to their customers, enabling them to engage in meaningful and informed conversations. The Organisation Newsfeed feature provides valuable insights into customer activities, industry trends, and market news.

**Products and Pricebooks**: SET CRM supports the management of products and pricebooks. Users can create unique line items for opportunities or utilize pre-defined products and services for frequent sales. This feature simplifies product management, pricing, and quoting processes, ensuring accuracy and consistency in sales transactions.

**Performance Projections**: SET CRM provides revenue projections to help users identify potential issues in advance and plan activities and resource usage accordingly. Users can analyze sales performance, identify trends, and make informed decisions to optimize sales strategies. Performance projections enable better sales forecasting, goal setting, and proactive sales management.

Easy to Use and Navigate: Reviewers have consistently praised SET CRM for its user-friendly interface, noting that it is easy to navigate and find different features and functions. Several users have mentioned how the software's well-organized and visually appealing design makes it stand out from other CRM platforms. The intuitive layout has also made it simple for new staff members to quickly learn and use SET CRM, contributing to a smooth onboarding process.

Efficient Data Entry and Management: Many users have commended SET CRM for its ease of implementation and customization options. They appreciate the availability of various data entry fields, as well as the ability to link personnel within the same company. This flexibility allows businesses to tailor SET CRM according to their specific needs. Additionally, reviewers have highlighted the straightforward process of adding and updating information in SET CRM, enabling them to keep track of contacts and important details efficiently.

Valuable Sales Tracking Features: Users have found the sales tracking capabilities of SET CRM highly beneficial. Being able to track opportunities along the sales pipeline has allowed them to analyze progress, make informed decisions, and strategize accordingly. This feature contributes significantly to lead conversion and sales growth for businesses using SET CRM.

Lack of Automatic Sync with Outlook: Some users have expressed frustration over the absence of automatic sync with Outlook in SET CRM. They believe that if this feature were available, it would greatly enhance their ability to manage emails within the software.

Need for a Mobile App: Several reviewers have mentioned the need for a mobile app for SET CRM. They feel that having a mobile app would provide convenience and flexibility in making entries on-the-go while interacting with customers.

Absence of Dates in Pipeline and Inability to Sort by Activity: A limitation highlighted by some users is the absence of dates in the pipeline and the inability to sort by activity. This has made it challenging for them to track appointments and upcoming tasks effectively. They suggest that having these features would greatly improve their workflow and task management within SET CRM.

SET CRM has gained popularity among users due to its ease of use and effectiveness in managing their databases. With a focus on monitoring pipeline and deal flow, users find it easy to update their to-do lists and stay updated on sales opportunities. The positive features of SET CRM have made it a valuable tool for businesses, allowing them to track work opportunities and ensure they never miss out.

Users appreciate the excellent customer service provided by the SET CRM team, as they offer very good support and have been responsive to their needs. The software's ability to provide continuity of contact and follow-up processes has been particularly useful for businesses. Additionally, SET CRM is highly customizable and can be tailored to meet the specific needs of each user.

While some users are exploring other systems that may better fit their future growth needs or looking for ways to prioritize the information they need daily, many believe that SET CRM will grow with them as they develop their business. It has helped create structure, visibility of growth, and focus points for users who have been using it for years. Overall, users find SET CRM to be a great value for money and a valuable addition to their businesses, especially during times when work picks up again.

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CRM Bundle

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SET CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

SET for Business

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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SET CRM

Overview

What is SET CRM?