CRM & lead management

Keep leads, customers and follow-ups organised

Manage enquiries, track follow-ups, connect quotes to leads, and keep customer and site information together in Setjob.

Start free trial Book a demo
LeadsSETJOB
New enquiry3
Following up2
Quote added1
Office cleaning enquirySarah Wilson · RichmondFollow up tomorrow
Window cleaning enquiryJames Parker · KewQuote added
Site maintenance enquiryAlex Morgan · TwickenhamNew enquiry
LeadsOrganise and track enquiries in a lead pipeline
Follow-up tasks & remindersKeep track of the next step for each lead
Quotes linked to leadsAdd or import a quote for a lead
Customer & site historyKeep customer and location information together

Keep every enquiry moving

Bring leads, follow-ups and customer details together, with ways to keep the conversation going.

  • Inbox

    Manage supported email, SMS and team conversations in Setjob

  • Client Portal

    Give customers access to their Setjob portal

  • Website Live Chat

    Let visitors start a conversation through the Setjob website chat

From enquiry to follow-up in three simple steps

Keep the details and the next conversation connected in Setjob.

New enquiryOffice cleaning enquiry

1Add a new enquiry as a lead

Create a lead in Setjob to keep the enquiry and its details in one place.

Next stepFollow up with Sarah

2Track follow-ups and keep customer/site details together

Set the next step and keep customer and location information alongside the enquiry.

Linked quoteOffice cleaning quote

3Add a quote and continue the conversation through supported Setjob channels

Add or import a quote for the lead and stay in touch through supported Setjob channels.

Know the customer. Remember the next step.

Leads, customer records and follow-ups help your team keep track of enquiries without losing the details.

  • Leads and customer records

    Keep each enquiry connected to the customer and the site information your team needs.

  • Follow-ups with context

    Track the next step for a lead, refer to customer and site history, and keep its quote close at hand.

Customer recordSETJOB
Sarah WilsonRichmond Office Park
CUSTOMER & SITE INFORMATIONRichmond Office Park
12 Richmond Way · Unit 4
[email protected]
Enquiry & follow-up
Discuss office cleaning requirementsTomorrow · Follow-up reminder
Office cleaning quoteLinked to office cleaning enquiry
InboxSETJOB
EmailSMSTeam
Sarah WilsonRe: Office cleaning enquiry
Sarah Wilson
Hi, could you send a quote for our office cleaning requirements?Today · Email
Setjob team
Thanks Sarah. We’ll review your site details and prepare a quote.Today · Email

Keep the conversation going

Stay in touch with customers through supported Setjob channels.

  • Inbox

    Manage supported email, SMS and team conversations in Setjob.

  • Client Portal

    Give customers access to their Setjob portal.

  • Website Live Chat

    Let visitors start a conversation through the Setjob website chat.

Your CRM questions, answered

How can I track leads in Setjob?
Add each new enquiry as a lead and organise it in your lead pipeline. Keep customer and site information together as the enquiry progresses.
Can I set follow-ups for a lead?
Yes. Use follow-up tasks and reminders to keep track of the next step for each lead, so your team knows what needs attention.
Can I link a quote to a lead?
Yes. Add or import a quote for a lead to keep the quote connected to the original enquiry.
How can I communicate with customers?
Use Inbox for supported email, SMS and team conversations. Customers can access their Client Portal, and visitors can start a conversation through the Setjob website chat.

Manage customer relationships from first enquiry onwards

Bring your leads, follow-ups and customer conversations together in Setjob.

Start free trial Book a demo

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