The CRM that works your pipeline with you.
Most CRMs wait for you to type things in. Setu has an AI sales agent at its centre. Tell it what you want in plain words and it researches leads, follows up, updates your records and pushes deals forward, asking for your approval when it matters.
Chat is your new home page
You don't need to learn menus or build automations. Open Chat, say what you need, and Setu AI plans the work, does it across your records and channels, and checks with you before anything important goes out.
I've looked at your pipeline. You can reach ₹1 crore if 9 of the 14 late-stage deals close. Here is my plan.
- Ranked 14 deals by chance to close this month
- Found why 5 deals stalled: pricing and no reply
- Drafting personalised follow-ups for each buyer
- Book review calls for the top 3 accounts
Find the right leads and start the right conversation
Finds the right leads automatically
Researches new leads, understands their business and decides whether they are worth pursuing.
Qualifies leads on its own
Reads emails, WhatsApp messages, forms and calls to judge how serious a prospect is.
Follows up automatically
When a customer goes quiet, it decides when and how to follow up.
Personalises every message
Uses each customer's history to write a message meant for that one person.
Researches companies first
Checks their website, news, people and products to prepare the best approach.
Keep every deal moving without the busywork
Keeps the CRM updated itself
After emails, calls, meetings or WhatsApp chats, it updates contacts, deals, notes and stages.
Prepares you for meetings
Gives you the customer's history, needs, objections and suggested talking points.
Understands meetings and calls
Reads transcripts, picks out commitments and objections, updates the deal and creates follow-up tasks.
Explains why deals get stuck
Looks through conversations and activity to tell you why an opportunity stopped moving.
Recovers lost and dormant deals
Finds old opportunities, checks what changed and builds a plan to bring them back.
- Deal
- ₹18.5L · Proposal sent
- Needs
- Fleet tracking for 40 trucks, Tally sync
- Last talk
- 12 days ago, asked for a pilot
- Offer a 30-day pilot on 10 trucks
- Show the Tally sync live
- Share the Gati case study
Grow every account and work toward your number
Watches key customers continuously
Spots signs that a customer may churn, complain, expand or be ready to buy more.
Talks to customers directly
Answers questions, qualifies buyers and handles routine conversations on WhatsApp, email and more.
Creates proposals and quotations
Understands the requirement, prepares the proposal, calculates pricing and sends it for approval.
Runs workflows from one sentence
Say “Find all high-value leads and make sure they are contacted today” instead of building automations.
Works toward a goal, not a task
Say “Help me close ₹1 crore this month” and it analyses the pipeline, acts, and asks for approval when needed.
- Customer
- Lotus Pharma
- Scope
- 3 branches · 45 users
- Total
- ₹9,72,000 + GST
Your quick guide to Setu
Setu keeps every company, contact and deal in one place, so your team always knows who to talk to and what comes next. This guide walks through the left sidebar, one section at a time.
Home, Chat and Settings
The three icons at the top of the sidebar. They are always one click away, wherever you are in Setu.
Home
Your starting screen. See what changed recently and jump straight back into the records and tasks you were working on.
Chat
Home of Setu AI. Ask for anything in plain words, from a lead list to a full sales plan, and talk with your team about any record.
Settings
Manage your profile, workspace and team members. Add custom fields to records and choose how notifications reach you.
Companies Accounts
Every organisation you work with, in one table. Each company stores its domain, address, LinkedIn page and account owner, and links to its people, deals, tasks and notes.
Customers, deals and daily work
Where you spend most of your day. Everything here connects back to a company or a person.
People Contacts
The individuals you deal with. Store their email, phone, job title and company, and see every conversation and deal linked to them.
Opportunities Pipeline
Your sales pipeline. Each opportunity is a potential deal with an amount, a close date and a stage. Drag deals across the board as they move from first contact to won.
Tasks To-dos
Follow-ups for you and your team. Give each task a due date and an assignee, attach it to a company, person or deal, and tick it off when done.
Notes Context
Meeting notes, call summaries and anything worth remembering. Notes sit on the record they belong to, so the whole team sees the full story.
See results, save time
Dashboards Reports
Charts and numbers built from your records. Track pipeline value, deals won this month or open tasks per teammate, all on one screen.
Workflows Automation
Let Setu handle the repeat steps. Pick a trigger, such as a deal changing stage, and an action, such as creating a follow-up task or updating a field.