TrustRadius: an HG Insights company

SetSchedule CRM

Score1 out of 10

1 Reviews and Ratings

What is SetSchedule CRM?

SetSchedule's CRM platform includes tools to streamline a real estate business, used to convert leads, access scheduled calls and meetings, view a transaction pipeline, and manage opportunities.

Top Performing Features

  • Customer data management / contact management

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

    Category average: 8.6

  • Workflow management

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

    Category average: 8.2

  • Territory management

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

    Category average: 7.3

Areas for Improvement

  • 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.

    Category average: 8.1

  • 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.

    Category average: 7.8

  • Reporting

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

    Category average: 8.1

SetSchedule CRM SCAM

Use Cases and Deployment Scope

I have had this service for a year and not only has this company not produced any viable or verified leads, they had fraudulently charged my account without my consent an additional 1659.00. Buyer Beware. I tried to rectify this but management told me "too bad!" The sales person told me when I first signed on it was a onetime deal and I wouldn't be charged again unless I was successful. Not one lead was verified, some were over 3 years old. I posted my experience with Lab Coat Agents group within Facebook (200k agents discussing what works in the industry) and the level of agents who have been screwed is egregious. Every single time an agent posts a negative review, a new bogus positive review shows up.

I have spoken to about a dozen agents regarding this company and its all the same complaint, leads are crap and fraudulently re-charged their account. The sales reps lie to get you on board.

There is a whole TikTok thread about all the agents who have been scammed by this company. I recommend contacting anyone who gave a 1 star review on google or check with Better Business Bureau. But don't take my word for it.

Pros

  • Sales rep will get you to sign a contract
  • convince you their leads are verified

Cons

  • Leads are old a poor.
  • Numbers are wrong
  • People never signed up and don't know why you are calling.

Return on Investment

  • I am currently out over 3k
  • I have had to close my operating account so they don't go in there and steal more money again.

Usability