Streamline your data management process with the Setmore + FreshSales integration

Setmore is a leading online scheduling platform that allows you to set up and manage your meetings. Setmore is designed for businesses of any size and market, from health and beauty to gov’t education. The software gives your customers the ability to book appointments with you, based on your available times.

With Setmore, you don’t need to worry about following up your clients: once people fix date and time for the meeting, the software will automatically send alerts and reminders. By connecting Setmore with your preferred payment software, you can quickly get paid online. Setmore is available for all mobile devices and tablets. Thanks to its mobile friendly, easy-to-use interface, you can access to the platform wherever you are, 24/7.

Setmore allows you to connect your account to many other business apps, CRMs, social media, and much more. For example, you can easily add your Setmore account to your Wordpress website and allow your website visitors to book a consultation or a meeting with you. Moreover, by syncing Setmore with Google you can automatically import and export any type of event to and from your calendar, in order to avoid double bookings.

FreshSales is an all-in-one CRM solution strongly focused on Sales Management which provides several tools and features, including Email Marketing, Automation, advanced Lead Management system, Logged Phone Calls and a robust Event Tracking system.

FreshSales’ Lead Management system helps you to easily turn your website visitors to new leads, segment them based on their activities/engagement with your website, and assign each one to the right salesperson of your organization, based on location. In fact, you can group your sales team by territories, in order to automatically pass them the leads. It’s a great feature that can be useful to close more deals. In the meantime, Freshsales will enrich their profiles with social media information and photos. Then you can assign a score to each lead and schedule tasks and appointments with leads and customers as well.

The main focus of this CRM are sales, as its name suggests. Freshsales offers a stunning visual sales pipeline, that allows you to easily identify the your leads and deals in each stage of your pipeline, getting crucial insights and follow-up them directly from the dashboard. Freshsales also provides a phone call and voicemail system, with tracking and logged phone calls, an email marketing solution with dozens of templates, reports and insights, and a common inbox for the entire sales team.