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The systems your company runs on.

We build two things: systems that bring in customers, and systems that keep operations running without your constant attention.

What can we automate?

From back-office operations to your sales pipeline. If it's manual and repetitive, we automate it.

Daily Reports

Automatically pull data from your systems each morning and deliver a formatted summary to your inbox. No manual compiling.

Lead Follow-Up and Nurture

The right email goes out the moment someone inquires, books, or goes quiet. No lead falls through the cracks.

Proposals and Quote Generation

Fill out a form, get a branded PDF proposal or quote in your inbox. Ready to send, no manual formatting.

CRM and Data Syncing

Information entered in one place automatically shows up everywhere else it needs to be.

Lead Scoring and Routing

Leads automatically scored and routed to the right rep based on source, size, or behavior. No manual sorting.

Pipeline Alerts and Notifications

Get notified the moment something matters. A deal goes stale, a follow-up is overdue, a new lead comes in.

Employee Onboarding

New hire paperwork, account provisioning, checklists, and welcome emails. Handled automatically the moment someone is added to your system.

File Organization and Archiving

Files named, sorted, moved, and backed up automatically based on rules you define. Never dig through a messy folder again.

Something Specific to You

Whether it's an ops bottleneck or a sales process that leaks leads, bring us the task and we'll tell you what's possible.

Not sure where to start?

Most clients start with a free 30-minute call. We figure out what makes sense for your situation. No pressure, no upsell.

Common questions

Browse our FAQ →

Who's behind SetSoar

Meet Aidan →

Ready to start?

Book a free 30-minute call →

Let's talk about your business.

Based in Atlanta, GA. Serving the metro and clients nationwide.