Setter-closer CRM

The CRM built for setter and closer teams.

If your sales team runs on setters booking calls and closers taking them, your CRM should understand that motion natively. Almost none do. They give you one pipeline, one "owner" field, and wish you luck.

Start free: 14 days, no card→ Watch the 3-minute demo

14-day trial · no card · from €59/mo, 3 users included

The short version

Pacta was built around the two-role model from day one: the setter's queue, the closer's pipeline, and a handoff between them that doesn't leak.

Pacta is a seller-first CRM built for teams that run a setter-to-closer sales motion. It handles the lead-to-deal handoff natively, coaches each deal from call transcripts after the call, and proposes next steps a human approves. From €59/month (3 users included, €20 per extra user).

The problem

Why generic CRMs break on the setter-closer motion.

The two-stage model has a failure point built in: the handoff. A setter qualifies a lead, books the call, and then the deal changes hands. In a generic CRM that moment is a calendar invite, a Slack ping, and a prayer.

What gets lost is exactly what wins deals.

01

The context

"She already objected on price, twice." The things the lead already said never reach the closer, who walks into the call blind.

02

The attribution

"Whose booking was this?" Which is also how commissions get argued about.

03

The trail

When a deal dies three weeks later, nobody can reconstruct where it actually went wrong.

Pacta was born inside teams that ran this motion on spreadsheets and generic CRMs bent out of shape. The tools always assumed one seller owning one deal start to finish. That's not how high-ticket teams sell anymore.

The handoff

How the setter-to-closer handoff works in Pacta.

01
The setter qualifies
The setter qualifies the lead and books the call. One click, and it becomes a deal assigned to a closer.
02
The history travels with it
Who booked it, when, the notes, the objections already raised, the number of touches it took. Everything travels with the deal.
03
The closer opens it and knows
The closer opens the deal and knows the story before the call starts. No tags to remember. No automation to wire up and babysit.

It's not a workaround in Pacta, it's the core object of the product.

Each role sees their own work. Setters open their lead queue: who to call, how many attempts, what's next. Closers open their pipeline. Managers see the funnel from lead to appointment to closed, with conversion rates at each step. Nobody wades through someone else's dashboard to find their day.

The setter's lead queue in Pacta: leads grouped by status (scheduled, new, to retry) with attempts, next contact, source and setter assignment
After the call

What happens after the call is where Pacta earns its keep.

Every call becomes coaching.

Drop in the transcript (Pacta plugs into tools like Fathom) and the AI reads it like a sales manager with infinite time: what worked, where the call slipped, which objections came up and how your won deals handled the same ones.

Next steps get proposed, not remembered.

From that same transcript, Pacta drafts the follow-up: tasks, stage changes, appointments. Your closer approves with one click between calls. The deal moves forward even when the rep's head is already in the next conversation.

And your lost deals finally talk.

Objections across all deals get clustered and split by won versus lost, so you stop guessing which three objections are quietly killing your close rate. You'll know, and you'll know what the winning answers sounded like.

A deal in Pacta with the AI Coach open: five retrospective call analyses, from performance debrief to unspoken objection, next to deal score and close probability
What does it cost?

€59 a month with 3 users included. Each extra user: €20 a month. Pay yearly and it drops to €590, two months free.

Hire two setters next month and the bill goes up €40, not two more $99 licenses. A team of 10 pays about €199 a month. No usage meters, no locked modules. 14-day trial, no card required.

Quick comparison

How the usual options handle this motion.

What matters Spreadsheets Generic CRM GoHighLevel Pacta
Setter lead queue Manual Bent into shape DIY build Native
Traceable setter to closer handoff No No Via automations you maintain Native
AI coaching from call transcripts No No No Yes
AI-proposed next steps No No No Yes
Won vs lost objection insights No No No Yes
Time to value Instant, until it collapses Days Weeks An afternoon
Price for a team of 10 Free, paid in lost leads Per seat, climbs From $97/mo + usage €199/mo (€59 + 7 × €20)
Frequently asked

The answers you are looking for.

Does Pacta record my calls?
No. It reads the transcripts you already have (Fathom, for example) and turns them into coaching. You own a recorder already. What you're missing is the person who reads every call afterwards. That's the AI's job now.
We're 4 people. Is this overkill?
Four people is €79 a month: €59 covers the first three, the fourth seat adds €20. And a 4-person team is exactly where the handoff starts breaking, because that's when the founder stops seeing everything.
Where do our leads come in from?
Native Meta Lead Ads and Google Ads Lead Form integrations. Everything else lands through a webhook: Zapier, Make, your website form, whatever you run.
Can my setters see the closers' deals?
Each role sees their own work by default. Managers see everything. Permissions are role-based out of the box, nothing to configure.
How is this different from GoHighLevel?
GHL is a marketing platform with a CRM inside, built for agencies that resell software. Pacta is the sales team's tool, with an AI coach GHL doesn't have. Full honest comparison, including where GHL wins: Pacta vs GoHighLevel.

Your setters book. Your closers close. Nothing gets lost in between.

Try Pacta free for 14 days, no card. Running in an afternoon.

Start free→ Book a 30-min demo