Call to CRM, completely
Notes, deal fields, next steps, tasks and a thank-you email, from one call, without opening the CRM.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
Zoom
HubSpot
Gmail
Google Calendar
Slack
An example run.
What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.
Call to CRM, completely
zoom.get_meeting_summaryCall read: pricing concern, champion named, next step agreedDonehubspot.add_noteNotes added to the Acme contact and dealDonehubspot.update_dealChampion, budget and timeline fields filled inWaits for youhubspot.update_dealStage moved from Discovery to ProposalWaits for yougooglecalendar.create_eventProposal review booked for FridayWaits for yougmail.create_draftThank-you email with the agreed next stepsDoneslack.post_messageDeal update posted to #dealsWaits for you
You stay in control.
Looking things up is automatic. Anything that changes something waits for you, and every step is logged.
Runs on its own
- Call read: pricing concern, champion named, next step agreed
- Notes added to the Acme contact and deal
- Thank-you email with the agreed next steps
Waits for your approval
- Champion, budget and timeline fields filled in
- Stage moved from Discovery to Proposal
- Proposal review booked for Friday
- Deal update posted to #deals
How it works.
Connect your apps
Zoom, HubSpot, Gmail, Google Calendar, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it when a call ends. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.
More for sales.
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Sales
Rescue quiet deals
“Which deals have gone quiet, and what should I do about each?”
Every stalled deal diagnosed from its history, with a tailored next step and a draft written for the contact.
Every Monday at 9:00
-
Sales
Score, enrich and route inbound leads
“Handle the new leads from the pricing form.”
Every lead researched, scored, assigned by territory and, if it's a strong fit, offered a meeting within minutes.
When a form is submitted
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Sales
Renewal risk review
“Which renewals in the next 60 days are at risk, and why?”
Renewals scored with support history, payment problems and product usage, and a plan for each account at risk.
Every Monday at 8:00
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.