[ RevSetter Reviews ](https://www.g2.com/products/revsetter/reviews) [ RevSetter Reviews ](https://www.g2.com/products/revsetter/reviews) # RevSetter Features ##### ## Customer Information (7) Customer Health Scores Provides users a customer-specific score to determine the overall satisfaction of each customer. Customer Monitoring Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team Customer Profiles Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. Playbooks Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. Customer Segments Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. Product Engagement Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. Surveys Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. Show More ##### ## Predictions (4) Churn Risk Calculates the risk that your customers will not renew or continue using your product or service. Upsell Opportunities Discovers and highlights factors that lead to upsell opportunities. Custom Triggers Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. Machine Learning Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. Show More ##### ## Platform (10) Reporting & Dashboards Access pre-built and custom reports and dashboards for viewing API & Integrations The number of sources from which the platform can pull customer data and how well those integrations are supported. Data Import & Export Tools Ability to input, modify, and extract data from the application in bulk through a structured file. Workflow Capability Automates everday customer success functions for more efficient and effective day-to-day processes. Notifications Set alerts for customer actions in order to respond quickly and proactively. Customization Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Scalability Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. Data Security The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. Performance & Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Show More ##### ## Product Analytics (8) Account-Level Analytics Ability to see analytics at the account level. User-Level Analytics Ability to see analytics at the user level. Segmentation Ability to compare usage across segments such as role, company size, etc. Funnels See how users move though a product via grouped page sequences Alerts Receive automated alerts and reports based on gains or losses in performance. Multi-Product Analytics View analytics for multiple products in a single dashboard, including cross-product engagement User Scoring Scores customers and visitors to identify at-risk or thriving accounts. Integrations Breadth and functionality of integrations with third-party products. Show More ##### ## Data Sourcing (4) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Content Marketing Can act as a content marketing platform. Multiple Devices Can engage with customers across any device with a consistent message. Show More ##### ## Intelligence (6) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Predictive Modeling Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. Recommendation Engine Uses artificial intelligence to provide suggestions based on desired outcomes. Opportunity Identification Highlights cross-sell, upsell, and white space opportunities Zero-touch Renewals Can fully automate the deal renewal process Smart Content Suggests content appropriate to stage and tone of the deal Show More ##### ## Sales Team (3) Flexible Sales Process Can operate under at least two distinct sales methodologies Training Mode Includes recording and review capabilities to train new salespeople or review old deals Playbooks Creates and stores multiple playbooks for sales Show More ##### ## Mapping (2) Multiple Org Charts Allows multiple relationship maps for each account and opportunity Stakeholder Roles Includes explicit definitions of stakeholder roles Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Product Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Customer Success (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Customer Revenue Optimization (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Behavioral Analytics - Product Analytics (5) Multi-Product Analytics View analytics for multiple products in a single dashboard, including cross-product engagement User level Analytics Ability to see analytics at the user level. Account level Analytics Ability to see analytics at the account level. Segmentation Ability to compare usage across segments such as role, company size, etc. Funnels See how users move though a product via grouped page sequences Show More ##### ## AI driven optimization - Product Analytics (4) User scoring Scores customers and visitors to identify at-risk or thriving accounts. Adaptive learning View analytics for multiple products in a single dashboard, including cross-product engagement Automated insights Anticipates needs and offers suggestions without prompting Autonomous task execution Capability to perform complex tasks without constant human input Show More ##### ## Platform Infrastructure - Product Analytics (3) Cross System integrations Works across multiple software systems or databases Alerts Receive automated alerts and reports based on gains or losses in performance. Integrations Breadth and functionality of integrations with third-party products. Show More [ ![Accord](https://images.g2crowd.com/uploads/product/hd_favicon/8a6943db76c5439dbfb06d97dee9f546/accord-accord.svg "Accord") Sponsored Accord 4.9/5 (206) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5 (914) ](https://www.g2.com/products/planhat/reviews) [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5 (1,583) ](https://www.g2.com/products/churnzero/reviews) [ ![Catalyst](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango-catalyst.svg "Catalyst") Catalyst 4.5/5 (656) ](https://www.g2.com/products/totango-catalyst/reviews) [ View All Alternatives ](https://www.g2.com/products/revsetter/competitors/alternatives) ##### Categories on G2 [ Customer Data Platform (CDP) ](https://www.g2.com/categories/customer-data-platform-cdp)[ Product Analytics ](https://www.g2.com/categories/product-analytics)[ Customer Revenue Optimization ](https://www.g2.com/categories/customer-revenue-optimization) [ Customer Success ](https://www.g2.com/categories/customer-success) Show More ##### Explore More [ What is the most affordable network management software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-network-management-software-for-smbs)[ Best pricing management tools for my app business ](https://www.g2.com/discussions/best-pricing-management-tools-for-my-app-business)[ Branding Agencies in New York ](https://www.g2.com/categories/branding-agencies/locations/new-york-ny-us) [ Quasi Contract ](https://www.g2.com/glossary/quasi-contract-definition)[ Top SAP store for app solutions ](https://www.g2.com/discussions/top-sap-store-for-app-solutions)[ Where can I find the best CMMS app for contractors ](https://www.g2.com/discussions/where-can-i-find-the-best-cmms-app-for-contractors) Show More [ What is the most affordable network management software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-network-management-software-for-smbs)[ Best pricing management tools for my app business ](https://www.g2.com/discussions/best-pricing-management-tools-for-my-app-business)[ Branding Agencies in New York ](https://www.g2.com/categories/branding-agencies/locations/new-york-ny-us) [ Quasi Contract ](https://www.g2.com/glossary/quasi-contract-definition)[ Top SAP store for app solutions ](https://www.g2.com/discussions/top-sap-store-for-app-solutions)[ Where can I find the best CMMS app for contractors ](https://www.g2.com/discussions/where-can-i-find-the-best-cmms-app-for-contractors)