Trade Execution CRM
From first contact to final dispatch.
Most import-export teams carry deals across spreadsheets, email threads, and disconnected tools — until something falls between them. Setu Flow keeps the whole workflow connected.
Trade Command Center — lead pressure, pipeline value and Guru actions in one view
Trusted by trade teams
Product proof
The moments where most teams lose deals.
Not from lack of effort — from lack of system. Setu Flow is built around exactly these moments.
Trade events
Leads captured at the show, lost after it.
Setu Flow keeps event source, ownership and follow-up in one place — not a CSV export you import a week later.
Quote control
Terms drift. Versions multiply. Approvals stall.
Setu Flow keeps pricing, incoterms and approval readiness in one controlled workflow — not scattered across email and spreadsheets.
Document readiness
Missing documents found at the worst moment.
Setu Flow shows what is needed, missing and ready before operations is blocked — not when the shipment is already at risk.
Compare
Where generic CRMs stop. Where Setu Flow continues.
HubSpot and Pipedrive are strong for pipelines. Trade teams need the workflow to keep moving after the quote — into documents, order handoff and dispatch.
| Capability | Excel + Email | Generic CRM | Setu Flow |
|---|---|---|---|
| Digital vCard | Separate business-card or QR tool | Usually add-on or custom integration | Native QR share card tied to lead ownership |
| Trade events | Manual lists after the show | Campaign setup or imported leads | Dedicated event intake and follow-up routing |
| Lead follow-up | Inbox reminders and spreadsheets | Task records without trade context | Owner, next action and source context in one queue |
| Quote management | Spreadsheet formulas and file versions | Custom objects or CPQ add-ons | Terms, approvals and buyer context in workflow |
| Document manager | Folders and email chasing | Attachment storage, not readiness | Readiness workflow before operations and dispatch |
| Order dispatch | Separate operations tracker | Deal closes before execution starts | Order handoff and dispatch readiness in the CRM |
| AI support | External chatbot | Generic sales assistant | Setu Guru supports trade workflow with operator approval |
| Field mobile | Delayed entry after meetings | Mobile CRM access only | vCard, event capture and follow-up built for the field |
Product walkthrough
See Setu Flow mapped to your trade workflow.
A focused walkthrough for your vCard, event capture, quote management, documents, dispatch, integrations and Setu Guru needs.