Number of Seats/Users: SET CRM offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows SET CRM that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from SET CRM. SET CRM reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: SET CRM offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from SET CRM. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: SET CRM often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase, our internal data shows that SET CRM is consistently recognized by our clients for its simplicity, speed, and excellent customer support. The most praised features across our client base are the easy-to-navigate interface, fast setup, and a real focus on practical sales features that help businesses boost their conversions and stay organized.

From our conversations with Spendbase clients, several key themes emerge:

Top Positives:
– Ease of use: Clients frequently note how simple and uncluttered the platform is, making onboarding of new team members quick and painless.
– Customer support: The SET team is described as proactive, responsive, and open to feature requests—something our clients really appreciate.
– Speed: Compared to other options, SET CRM is said to be up to 50% faster, allowing teams to save valuable time daily.
– Sales pipeline management: The ability to customize sales stages, handle opportunities easily, and use visually clear diary pop-ups is a common plus.
– Affordability: Many Spendbase clients mention SET offers great value, especially for small and medium businesses.

Wish List Features:
– Integrations: Several clients are hoping for more automatic connections with platforms like Outlook, Gmail, QuickBooks, and Square.
– Mobile app: Robust mobile functionality is a frequent request, with feedback that app-based entries would make client visits more efficient.
– Reporting: A handful of clients want more customizable and detailed reporting options, specifically the ability to sort pipelines by activity, dates, and add more mapping and postcode reporting.
– Industry specifics: Some clients in construction and recruitment mention needs for multiple client-opportunity links and CV parsing to enhance workflow.

Opportunities for Improvement:
– Automatic email syncing: A consistent request is for seamless email integration, to avoid manual BCC tasks and attach conversations automatically.
– Prioritization tools: Clients would like more intuitive ways to flag urgent contacts and actions, right from the main dashboard.
– Custom fields and notes: Suggestions include better tracking of handwritten notes, easier access to supporting documents, and category tick lists within activities.

In summary, our Spendbase clients find SET CRM a solid investment for boosting team productivity and streamlining sales—especially if you’re after a tool that’s flexible and easy to use. The main feedback for improvement centers on integrations, customization, and mobile access, which we’re watching closely. If time-saving, top support, and ongoing enhancements matter to your business, SET CRM stands out as a smart pick.