SET CRM

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.