Platform
One operating system for trade execution.
vCard capture, trade events, lead follow-up, quote control, document readiness, order dispatch and Setu Guru AI — in the sequence trade teams actually work.
Trade Command Center — pipeline, market map and Guru action zone
Workflow
From first share to final dispatch.
Every step stays connected — source context, ownership, terms, compliance and dispatch status move with the deal instead of getting lost between tools.
vCard
Event
Lead
Quote
Documents
Dispatch
Native vCard
Contact sharing that actually enters the CRM.
Most vCard tools are separate from the CRM — so contacts get collected but never owned. In Setu Flow, QR scanning, save-contact and follow-up ownership happen in the same workflow.
Trade events
Exhibition leads that don't leak after the show.
The standard process is: scan badges, export a list, import into the CRM a week later, hope someone follows up. Setu Flow replaces that with one event intake that assigns ownership immediately.
Quote management
Pricing and terms that stay in one controlled place.
Trade quotes typically drift across email versions, spreadsheet tabs and messaging threads. Setu Flow keeps pricing, incoterms and approval readiness inside one workflow — versioned, reviewable and buyer-ready.
Document manager
Gaps found before the shipment is already at risk.
Document problems usually surface at the worst moment — when the order is moving and something is missing. Setu Flow surfaces what is needed, incomplete and ready before operations gets blocked.
Order dispatch + Mobile + Setu Guru
The workflow keeps moving after the quote is accepted.
Most CRMs close the deal and stop. Setu Flow connects commercial approval to order handoff, dispatch readiness and payment visibility. On mobile and with Setu Guru AI guiding operators every step.
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.