SetMate CRM

SetMate is a CRM for small real-estate and contracting businesses that do their work in the field rather than at a desk.

CALL AND TEXT FROM ONE PLACE Place and receive real phone calls through a native iOS call screen. Missed calls, recordings and transcripts land against the right lead automatically, so nothing gets lost between the truck and the office.

CAPTURE THE PROPERTY WHILE YOU ARE STANDING IN IT Record walkthrough video and photos straight onto the lead. Capture keeps running in the background, and anything not yet uploaded is recovered the next time you open the app.

DRIVE FOR DOLLARS Log a driving route, drop pins on properties worth chasing, and turn them into leads without stopping to write anything down.

KEEP THE PIPELINE HONEST Custom pipelines, follow-up sequences and a shared team inbox mean every lead has an owner and a next step.

SetMate is sold directly to businesses. An account is provisioned for your company before you sign in.