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Setter CRM

The CRM built for appointment setting teams.

A shared spreadsheet and screenshots stop working once several setters are working the same DMs. Replaize gives every conversation its card, its setter and its next action.

A pipeline that moves by itself

Link sent, call booked in Calendly or iClosed: the card changes column on its own.

Opener sequences

Your setter sends the first message, the next ones go out automatically and stop as soon as the lead replies.

Today's to-do

The leads to follow up today in one list: gone quiet, link sent with no booking, scheduled follow-up.

KPIs per setter

Conversations, links, booked calls and rates for each setter, with an end-of-day report ready to paste into Slack.

What a regular CRM does not do for setting

Regular CRMs are built for email and phone calls. Setting happens in the DMs: conversations live inside Instagram or WhatsApp, and the CRM never sees them.

Replaize is plugged directly into your messaging channels. Every message updates the lead's card, and every link sent or call booked moves it forward. Your setters never re-enter anything.

AI that works for your setters

With suggested replies, the setter gets a draft in your agent's tone, reviews it, tweaks it and sends it. Nothing goes out without a human, and you measure which suggestions are kept as is.

Setters and AI in the same pipeline

Let the AI run the first conversation and assign hot leads to a setter, or keep everything human and use the AI only for drafts. Both modes live in the same board, with the same numbers.

How it works.

  1. 01

    Invite your setters

    Access limited to the inbox, the pipeline and follow-ups.

  2. 02

    Assign conversations

    Every card has an owner.

  3. 03

    Manage with KPIs

    End-of-day report, rates per setter, sequence funnel.

Frequently asked questions

Your DMs get answered. Your calendar fills up.

Connect your accounts, set up your agent in minutes and let Replaize qualify your conversations.

Get started now