# SET CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SET CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/199873/SET-CRM --- # SET CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SET CRM ## What is SET CRM? SET For Business CRM is a simple to use cloud-based tool, providing greater connectivity and increased sales of 20%+ Our CRM will save your business time being 50% faster than other CRM providers. ## What is SET CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 18 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £30 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SET CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.setforbusiness.com&name=SET CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SET CRM 4.6 (18) VS. [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price £30 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (18) Ease Of Use 4.4 (4,359) Value For Money 4.6 (17) Value For Money 4.3 (3,493) Customer Service 4.4 (17) Customer Service 4.4 (3,502) ## SET CRM alternatives [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (3,439)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/199873/SET-CRM/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Contact Management Manage, organize, and store contact information Customizable Fields Customize data fields to support various needs and use cases SET CRM 26 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Manage, organize, and store contact information Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Access software remotely via mobile devices Generate quotes or estimates for customers Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (18) 4.1 Based on 18 reviews ## Pricing Value for money 4.6 (17) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/199873/SET-CRM/pricing/) Free £0.00 It includes: - 2 Users - Up to 250 Contacts Essentials £30.00 Per User,Per Month It includes: - 3gb Per User - Drag and Drop Pipelines and Custom Fields - GDPR Compliancy Tools - Opportunities - Unlimited Contacts & Organisations Professional £40.00 Per User,Per Month It includes: - 5gb Per User - Advanced User Permissions and Custom Fields - Drag and Drop Pipelines - GDPR Compliancy Tools - Opportunities - Teams - Unlimited Contacts & Organisations - User Leaderboards Value for money 4.6 (17) 4.6 Based on 17 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (17) 4.4 Based on 17 reviews ## User reviews Overall rating 4.6 Based on 18 reviews Filter by rating 5(12) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent :mobile\_phone: Giuseppe M. Founder/CEO Information Technology and Services ### "Great, user-friendly CRM platform! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 11, 2021 SET CRM is a great addition to our software toolbox and one that I will be using for the foreseeable future Pros Very easy to use and no clutter like I have found in other CRM platforms. The customer support is great and this is a software created by a talented team. Highly recommend SET! Cons I have nothing that I would like to add here Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LF LAURA F. SALES MANAGER Construction ### "New Database" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 7, 2021 it is very easy to use, effective for what we need a database to do. There are a lot of psoitive features to use to keep updated on sales opportunitites. Pros Really easy to navigate, new members of staff have picked it up easy. Cons The link to outlook is the only con for us, is this ws an automatic sync it would be easier for us a company rather than BCC a an email address into the emails in order for it to appear on Set for business. Switched from [Act!](https://www.capterra.com/p/175860/Act/) easy, \[SENSITIVE CONTENT HIDDEN\] who is our point of contact for Setfor business did it all with little input from ourselves. Alternatives considered [Act!](https://www.capterra.com/p/175860/Act/) Reasons for choosing SET CRM Set for business gave us a system we needed for a inexpensive cost and we are not tied into a contract. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SN Sam N. Founder & Director Marketing and Advertising ### "BEST CRM SYSTEM ON THE MARKET! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2021 Pros Ease of use, functionality, easy implementation, and easy to customize. Cons Nothing - this CRM solution is amazing - I've used many others including SalesForce, HubSpot and Zoho, nothing compares to SET. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing SET CRM The team at SET (especially Darran Hunt) was very friendly and accommodating to our specific business needs. The solution is very easy to use, the set-up was nice and simple and does everything we need to do from day-to-day marketing and sales activity to running long-term marketing campaigns. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DR Daniel R. Director Transportation/Trucking/Railroad ### "Moving our companies database to the modern day" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 April 2, 2021 Our use of SET CRM is growing monthly, I am looking forward to possible further collaborations/ add-ons with other useful business tools - Gmail merge, Quickbooks, Square. Would happily recommend to other businesses needing the same CRM requirements. Pros The amount of options for data entry and then linking additional personnel to the same company. My favourite tool is the maps to really work on our catchment area, review and implement a marketing strategy. Cons No app currently available which I believe will be really handy for on the road entries, that can be added with the ease of an app at your fingertips whilst with the customer. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LW Lisa W. Client Relationship Manager Construction ### "SET Feedback " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 March 2, 2021 It's pretty good, but does not completely fit our business needs. Will be looking to see if we can incorporate the above, or looks at other systems that can. Pros Easy to move between screens. Easy to update details Cons Pipeline does not have dates created and there ability to sort by activity. This would help so we could see when the next appointment/job is due. Reporting - Can there be a separate box for postcodes so we can add to reporting It would be great to have a function that allows you to upload hand written notes You can see what dates opportunities where moved across the pipeline, ie fr0m consultation to booked to completed etc Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SW Steve W. Director Marketing and Advertising ### "Set CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 22, 2021 Main focus is on monitoring pipeline and deal flow. Pros Simple to understand, easy to use, great service Cons Not much. Perhaps more information on personalisation. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Act were too difficult to deal with and the functionality was not good enough. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing SET CRM Ease of use, modern looking, great service. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH joanne H. Account manager Telecommunications ### "SET" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 February 19, 2021 Easy to use quick and effective, updates me on my to do list which is essential to my work! Pros Calendar feature is quick and easy to use and the email reminders are great! Cons Haven't got any negatives to say about it Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HR Heather R. Sales Manager Food Production ### "MJ Pet Food Usage " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 4/10 February 18, 2021 It has been a good first experience for the company in to a CRM system but not sure we will be able to continue to grow with it as it is at the moment. Very good support from the team has helped. Pros Easy to use and add info. Good price point for start up company. Cons Designed more for projects than for true customer recording. Would like to be able to run easier and more detailed reports. We will probably out grow the system if it doesn't allow us to do better reports and to capture more customer info in an easy to view system - ie emails on the customers page - more detailed map - product reporting criteria greater and easier to use. Reasons for choosing SET CRM It was easy to use and a good intro for the business into a CRM system when they have never had one before - not scary Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Ruth G. Director Staffing and Recruiting ### "SET " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 16, 2021 Very good experience, customer service is excellent. Pros Very easy to use, great database system with lots of added features ideal for recruitment. Cons No feature to parse CV's yet which would save time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TM Tony M. Lead LBDM Automotive ### "Tony Marriott" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 16, 2021 SET allows continuity of contact and follow up process for our business. Pros Ease of use, Ability to review and amend information. Cons There is nothing that we don't like with this product. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TK Tom K. Client Manager Construction ### "'Set For Business' CRM Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 16, 2021 My overall experience of 'Set For Business' has been great. The system is easy to use, and the team are always there to make additions and tailor the CRM to your exact needs. Pros The CRM Software is very easy to use. Your day's sales objectives can be easily set up us with this tool thanks to the diary pop-ups; which can also be colour-coded dependent on importance. The system is also great for allowing you to move each opportunity along the sales pipeline; being able to analyse and instigate a strategy accordingly. Cons Emails are not automatically linked into the software. An app would be useful; although, you can still log-on to the system through your phone very easily. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing SET CRM I liked the analytics that 'Set For Business' offered. The price-point was also great. Plus, being able to tailor the tool was a nice addition. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LP Lesley P. Finance and Purchasing Manager Mechanical or Industrial Engineering ### "Everything in one place." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 16, 2021 An excellent source of information - potentially too much information that is not necessarily required. Trying to find a way to prioritise the information that we need on a day to day basis. Pros This is a really good source of all your contacts and their details. i also like the fact that you can upload all the information that you need such as emails, supporting documents etc. The notes section is also really useful for keeping everyone updated. The alert system is also very effective. Cons What I need most is some means of prioritising the information with instant access. For example, every customer that needs to be contacted today needs to be front page. if deadlines have been missed email alerts could be generated. I can generate various groups for quick reference but it is a little clumsy to do so and I have had to apply a trial and error process to get the exact information I require. The system is also heavily reliant on who is imputing the information. Consistency gives the best results, although this is the same with all similar systems. Could there be some kind of tick list added to the activities box that would add a contact to a certain category. Live lead, Information only? Please bear in mind that i am still in the learning stages :)) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PC Paul C. Director Marketing and Advertising ### "Very good CRM and easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2021 Overy a very good experience. I feel that the CRM will grow with us as we develop. Pros It was very easy to set up and create. Using it on a day to day basis is very instinctive. If we ever have any issues the support has always been very good. Cons None that I can think of at present time Switched from [Act!](https://www.capterra.com/p/175860/Act/) The ACT software was slow and very clunky. Every time there was an issue you ended up on long and very technical calls. In the end the sales people were spending too much time on getting the CRM to work and not selling. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reasons for choosing SET CRM Compelling sales proposal from the \[SENSITIVE CONTENT HIDDEN\] Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IP Ian P. owner Food & Beverages ### "Catering Bookings Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 11, 2021 Initially we used it a lot to track work opportunities so are very pleased with it. Clearly the last 12 months has seen us pick up very little work so we haven't had to use it much at all. Still happy with the product and i am sure it will serve us well when work picks up again Pros I use the software to record events that we attend with the our catering ovens. All details can be recorded and accessed easily and the interface presents all the details in an easy to understand and edit format. Pipeline is easy to edit and manage. Cons I would like to be able to default the opportunity search option to earliest so that when I open the opportunities the next event is top of the list straight away rather than having to request this on the drop down. Not a huge issue I know but would be nice Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HL Heidi L. Head of New Business Construction ### "SET helped us take our business to the next level. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2021 I've been using SET for years and introduced it into two businesses. It has allowed me to create structure, overall visibility of growth and focus points and we are now able to keep track of all our opportunities making sure that we never miss out. Pros It's flexibility and ease of use. I also like the fact I can speak directly to the team and they work with me to get the best out of the system which includes recommendations of new features. Cons I'd like to be able to link one opportunity to multiple clients. We work in construction and can sometimes be pricing the same projects for 3 different companies at one time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RS Rob S. Managing Director Marketing and Advertising ### "A fantastic system for businesses of any size" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2021 We were a bit anxious about signing up as first, but only because of. our experiences with other CRM systems. However, that being said since day one we have not looked back. The team are fantastic and offer so much support it is unreal! I don't think I will ever cancel my account. Pros A good quality CRM system will help you to make more money; it really is as simple as that. And with SET for Business we have seen a great increase in lead conversion and sales. We have used pretty much all of the generic mass CRM systems over the years and nothing comes close to SET. It is easy to use, cost-effective and their customer passion mixed with their innovation makes it second to none. Cons I guess SET are still catching up with certain integrations, however from more conversations with the team it sounds like there are plans to keep adding in integrations and new features. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Price, ease of use and the personal approach, Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WF Warwick F. Client Development Director Architecture & Planning ### "Zentura & SET For Business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 11, 2021 Really good addition to our business - we previously used a CRM that was on-premise rather than cloud-based and it was slowing us down - SET has made our lives so much easier! Pros Very inexpensive, easy to deploy and a great team to support - they are happy to tweak settings to suit Cons It doesn't have many integrations with 3rd party software but they are working to fix that Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing SET CRM Cost and functionality Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BD Ben D. General Manager Facilities Services ### "The CRM for sales" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2020 The team at SET For Business have been extremely helpful and provided a fast and efficient set up. Our data was uploaded for a free 14-day trial which allowed me to have a better understanding of the system. Great value for money. Pros SET For Business CRM has great functionality, is easy to use and saves time. It enables me to spend more time running the business and to concentrate on sales. The interactive maps feature is brilliant for planning visits with customers and prospects. Cons Difficult to think of any real weaknesses. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing SET CRM SET CRM seemed less complicated and easier to use. Value for money and no contract. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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