Setten for SalesLeave every discovery call with CRM notes and next steps done
Reps close deals on calls, not in admin tools. Setten captures buyer pain points, qualifies timeline and budget, drafts the follow-up email, and logs deal history automatically.
Prospect research before you dial
When a lead books a demo or lands on your calendar, Setten automatically looks up company headcount, funding, leadership, and background so you walk in fully briefed.
Discovery notes in your sales framework
Format call notes into MEDDIC, BANT, or your custom qualification framework automatically, without typing notes during the conversation.
Deals stay moving between calls
Turn verbal commitments from the demo into pipeline next steps with owners and due dates, so deals never stall from forgotten follow-ups.
Seamless handovers from Sales to CS
Hand closed deals over with the complete history intact: every discovery recording, key decision, promised timeline, and contract requirement on one timeline.
Full deal timeline and buyer history
Every stakeholder who joined a call, every email sent, and every requirement discussed stays connected to the company profile.
What sales teams get out of the box
- Objection tracking
- Identify recurring objections and competitive mentions across your entire pipeline.
- Follow-up email drafts
- Get a tailored recap email with agreed action items ready to send right after the call.
- Mid-call assist
- Pull up pricing tiers, case studies, or security details while the prospect is asking.
- Stakeholder mapping
- Automatically link champions, economic buyers, and technical evaluators to the deal.
How a deal moves through Setten
- [1]
Prospect books a call
A booking link captures the meeting and Setten researches company background.
- [2]
The demo takes place
The conversation is recorded with no bot joining or awkward interruptions.
- [3]
Notes and next steps are generated
Pains, decision criteria, and action items populate in your chosen framework.
- [4]
The account stays current
The contact record, deal timeline, and handover context update automatically.
Questions from sales teams
Does Setten replace our CRM?
For teams wanting call intelligence, contact timelines, and task tracking in one place, yes. If your revenue team relies on complex pipeline forecasting in Salesforce or HubSpot, Setten feeds accurate notes and action items alongside it.
Can we customize the discovery note template?
Yes. Set your own structure for discovery calls, demos, and renewals (e.g. MEDDIC, BANT, SPICED, or custom questions).
How do we tell prospects they are being recorded?
Even though no bot joins the call, compliance remains under your control. Setten provides a one-click disclosure option to notify participants before recording begins.
How does mid-call assistance help during demos?
You can quickly search product specs, security documentation, or past customer examples directly from your workspace without breaking conversation flow.
How does this help onboarding and Customer Success?
Post-sale teams don't need to ask the sales rep what was promised. The entire discovery and demo history is attached to the customer's account timeline.