SetMate CRM
Field CRM for property pros
0 ratings
Free
Rating summary
About
SetMate is a CRM for small real-estate and contracting businesses that do their work in the field rather than at a desk.
CALL AND TEXT FROM ONE PLACE
Place and receive real phone calls through a native iOS call screen. Missed calls, recordings and transcripts land against the right lead automatically, so nothing gets lost between the truck and the office.
CAPTURE THE PROPERTY WHILE YOU ARE STANDING IN IT
Record walkthrough video and photos straight onto the lead. Capture keeps running in the background, and anything not yet uploaded is recovered the next time you open the app.
DRIVE FOR DOLLARS
Log a driving route, drop pins on properties worth chasing, and turn them into leads without stopping to write anything down.
KEEP THE PIPELINE HONEST
Custom pipelines, follow-up sequences and a shared team inbox mean every lead has an owner and a next step.
SetMate is sold directly to businesses. An account is provisioned for your company before you sign in.
Show more
What's New in SetMate CRM
1.3
September 26, 2026
Scan documents straight into a lead. • New Scan button on every lead. Point your camera at a contract, disclosure or letter and SetMate finds the edges, straightens the page and captures it, the same way the Notes scanner works. • Scan as many pages as you need. They're saved to that lead as one PDF. • Choose what it is (purchase agreement, mortgage statement, title/HOA or other) and the file is named for you with the property address and date. • Scanned purchase agreements show up in the lead's Contracts box, ready to send to title. • Out of signal? The scan stays on your phone and uploads by itself when you're back online. • More reliable calling, and a smoother sign-in.
More