--- title: SetSail Reviews meta_title: 'SetSail Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 127 reviews by the users' company size, role or industry to find out how SetSail works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 127 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # SetSail Reviews **Vendor:** SetSail **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.6/5.0 **Total Reviews:** 127 ## About SetSail SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter. ## SetSail Pros & Cons **What users like:** - Users find SetSail to be **perfect for daily activity tracking** , enhancing team motivation through its engaging leaderboard. (1 reviews) - Users find SetSail to be **easy to use** , making daily activity tracking straightforward and motivating. (1 reviews) - Users find that SetSail enhances **efficiency** in tracking daily activities, motivating teams through its leaderboard feature. (1 reviews) - Users find SetSail's **activity tracking and leaderboard** motivates them to enhance their performance effectively. (1 reviews) - Users value the **motivating leaderboard** in SetSail, encouraging daily activity and team engagement. (1 reviews) - Time-saving (1 reviews) - Tracking Ease (1 reviews) ## SetSail Reviews ### 1. Easy to review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2021 **What do you like best about SetSail?** i do like it tracks my activity but it doesn't get added to my weekly tracking so i have to still double enter all of my activity anyways **What do you dislike about SetSail?** i HATE that it shows all of our emails in detail to anyone who looks at our activity in salesforce. that needs to be changed **What problems is SetSail solving and how is that benefiting you?** i've just noticed the addditional activity i do on a regular basis ### 2. Setsail **Rating:** 4.5/5.0 stars **Reviewed by:** Diego A. | Chief Operating Officer, Cisco Canada, Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2021 **What do you like best about SetSail?** The way in which they matched activities in Outlook (meetings, mails, contacts) with our customer base **What do you dislike about SetSail?** Everything outside Outlook is not included: cell phone, whatsapp, Webex **What problems is SetSail solving and how is that benefiting you?** Several benefits: we're finally using SFDC as a CRM tool and not just as a funnel management tool. We automated the integration, it was easy ### 3. Incentivizing hard work! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2021 **What do you like best about SetSail?** I like how the requirements for getting points are able to be determined by our leaders and are specific to our responsibilities. SetSail is an excellent extra motivator to ensure that we're continuing to meet with the right people, progress opportunities down the pipeline, and develop meaningful follow-ups. **What do you dislike about SetSail?** I wish the updates would be real-time and that the UI was more intuitive to dig in and see what our peers are getting the most points for to stay competitive. **What problems is SetSail solving and how is that benefiting you?** I have become more diligent and thoughtful in my follow-ups post-meetings with my prospective clients. SetSail also encourages me to continuously engage with decision-makers and not get stuck at the champion level and below. ### 4. Great for Sales momentum **Rating:** 5.0/5.0 stars **Reviewed by:** Daniela H. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2021 **What do you like best about SetSail?** The gamefy aspect of it. I like having some competition with my colleagues. **What do you dislike about SetSail?** The specificity of the names the meetings need in order to count. **What problems is SetSail solving and how is that benefiting you?** I am able to track how well I am doing compared to the best reps on my team ### 5. Best Sales Enablement Tool I've used in my career **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan B. | Sales, Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2021 **What do you like best about SetSail?** SetSail pins every rep up against the rest of their segment, awarding points for tasks that are determined by SetSail and our organization to directly influence productivity and success in our roles as individual sales contributors. At the end of the week, the top 7 reps (of points) are rewarded with CASH which they can cash out as gift cards from a ton of different vendors. I have been racking up the Amazon cash with this! **What do you dislike about SetSail?** It's not a totally perfect system - if reps don't keep decent CRM hygiene, they may not get awarded points for certain actions. BUT the fix to this: SALES REPS, KEEP YOUR CRMS CLEAN! **What problems is SetSail solving and how is that benefiting you?** SetSail is truly a productivity booster and fantastic motivator. I have had some down months in the past couple quarters from a revenue perspective, but SetSail was still able to recognize my effort and inputs in doing the right things to set myself up for success, even if I wasn't recognizing the revenue at this moment. Super motivating for me as even though I was having a tough time, I was still able to actually come in the top few positions because of how hard I was working to put in the right inputs, then I blew out the months following those down months from a revenue perspective. If working hard is your style, SetSail will be great for you! ### 6. Extremely easy to use and enjoyable UI. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2021 **What do you like best about SetSail?** Actionable scoring system, can see the correlation between successful weeks and weeks that aren't. **What do you dislike about SetSail?** Delay in point accumulation.Missing events. **What problems is SetSail solving and how is that benefiting you?** Direct correlation between events completed and success in my book of business ### 7. Incredibly Intelligent tool that helps manage a distributed sales team in very fun way! **Rating:** 5.0/5.0 stars **Reviewed by:** Scott A. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2020 **What do you like best about SetSail?** One of the best things about SetSail is that it collects data around natural rep engagement without manually entering tasks or activities in Salesforce. This makes it non-intrusive to the daily activity of your team while painting a clear picture of high quality rep and customer engagement. The integration and presence in salesforce is great to help your sales team see thier progress for the week and also identify some good behavior that their peers are executing. **What do you dislike about SetSail?** The only small weakness I observe in SetSail for our team is that the data refresh takes a few hours. This is not a major issue but does delay some end of week competition results for the team. **What problems is SetSail solving and how is that benefiting you?** With Covid, our typically centralized and highly collaborative sales team has all moved to work from home. SetSail has been instrumental in helping our front line managers identify where we may have gaps in consistent sales behavior. The tracking of key leading indicators of a reps performance has helped our team upgrade and amplify customer communication in specific territories. The data also provides specific coaching topics to reps that are outside of expected engagement metrics. Overall, our team is statistically more active with high quality communication with our customers and prospects because SetSail helps ID when we are and are not doing a good job, rep by rep. ### 8. Inside Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2021 **What do you like best about SetSail?** I think by adding keywords it allows us to focus on the emails being written to the end customer **What do you dislike about SetSail?** That people can still earn points when Out of Office **What problems is SetSail solving and how is that benefiting you?** Making sure I am adding those key benefits into emails. I have realized how much myself and peers are sending out on a daily basis ### 9. Awesome to keep opportunities on track in a fun competitive way! **Rating:** 5.0/5.0 stars **Reviewed by:** Jack K. | ISR, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about SetSail?** The competitiveness it brings to everyday selling. **What do you dislike about SetSail?** Sometimes, the integrations are a little wonky. **What problems is SetSail solving and how is that benefiting you?** Making sure I stay on track of my open opportunities weekly. ### 10. Insightful / innovative product, great partner / team **Rating:** 4.0/5.0 stars **Reviewed by:** Willy H. | Program Manager, SMB Strategy & Operations, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about SetSail?** Set Sail was most helpful at providing our team insights into what types of agent and visitor behaviors correlated to the highest customer satisfaction and revenue using its machine learning algorithm. **What do you dislike about SetSail?** Unfortunately, we did not see a significant uptick in CSAT or ARR as a result of running weekly prized contests that were incentivizing algorithm-derived and experience-derived agent behaviors (for our specific "sales and support customer engagement" interactions). **Recommendations to others considering SetSail:** Specifically for their products related to mining for signals/desired behaviors to incentivize using contests, it is important to spend substantial time iterating / testing those signals to find the optimal set that achieves the desired outcomes. **What problems is SetSail solving and how is that benefiting you?** We were attempting to drive an uptick in ARR and/or CSAT by incentivizing specific vendor agent behaviors correlated to those outcomes. We did see an uptick in those behaviors, however, those behaviors did not result in the uptick in ARR or CSAT. ### 11. Stimulating **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2021 **What do you like best about SetSail?** Point system and how it's broken down to know what key areas I need to focus better on **What do you dislike about SetSail?** Knowing how many more points I need to get to place **Recommendations to others considering SetSail:** Use it **What problems is SetSail solving and how is that benefiting you?** Figuring out what key areas I need to focus better on. What strategic approaches are working and which ones aren't ### 12. Great Tool to help drive performance! **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer K. | AVP of Sales and Account Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about SetSail?** SetSail provides a positive reinforcement chain for sales reps. It's much easier to reward behavior than slap them on the hand for no work. **What do you dislike about SetSail?** We aren't fully using SetSail in the highest capacity, but looking to do more with the tool in 2021! **What problems is SetSail solving and how is that benefiting you?** SetSail gives a dashboard to sales reps to help them monitor their performance and success with customers against our set goals. Sales reps know at any given moment how well they are doing. It also nudges them along the sales process providing them positive reinforcement. When we ran our pilot with SetSail, we had the best month on close rates we've seen in a year! ### 13. Drive & reward the right activities with sales teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2021 **What do you like best about SetSail?** Set clear goals for activities that measure and reward sales experiences on the way to building pipeline and closing deals. **What do you dislike about SetSail?** Sometimes rules aren't updated fast enough **Recommendations to others considering SetSail:** Great tool! 👍 **What problems is SetSail solving and how is that benefiting you?** How do you measure the right activities without requiring reporting? Focus on the activities that we have identified to build better deals, engagement and outcomes. ### 14. Motivation Booster! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2021 **What do you like best about SetSail?** The contest that gave you the opportunity to win prizes while competing with your teammates **What do you dislike about SetSail?** Sometimes the kpi data didn't sync correctly **Recommendations to others considering SetSail:** Highly recommend, as this is a cool tool for boosting team morale **What problems is SetSail solving and how is that benefiting you?** No problems. Set sail contest lead to more deals! ### 15. Great tool for motivating sales teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about SetSail?** The ongoing competition with my peers, keeps motivation high **What do you dislike about SetSail?** It could update closer to real time. It would be nice to know where my points are at when the interactions happen **Recommendations to others considering SetSail:** none **What problems is SetSail solving and how is that benefiting you?** Motivating the team. We've found that outreach increased ### 16. Experience has been great and encourages sales activity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2021 **What do you like best about SetSail?** Rotating sales activities for the weekly contests. **What do you dislike about SetSail?** Not much. Some times I worry that everything isn't logged right away. It always gets logged though. **What problems is SetSail solving and how is that benefiting you?** Calendar invites and accountability ### 17. SetSail AE review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2021 **What do you like best about SetSail?** Tracking everything automatically, competitiveness, and urge to get higher in orgs. **What do you dislike about SetSail?** Sometimes it doesn't catch the odd interaction **What problems is SetSail solving and how is that benefiting you?** prospecting activity, getting higher in accounts, team competiveness ### 18. Creative & enticing way to incentivize your sales reps! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey M. | Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2020 **What do you like best about SetSail?** As a sales rep SetSail provided me that extra motivation to reach and exceed my targets, as well as an easy route to track my progression of deals. **What do you dislike about SetSail?** Nothing is top of mind. The continue to build out the rewards offerings and make it easy for leads to update the scoring model and remove team members who are no longer part of the competition. **What problems is SetSail solving and how is that benefiting you?** Finding ways to hold reps accountable and keep them motivated can be difficult, especially while working remotely. SetSail helps provide that extra boost of motivation, easily plugs into your workflows and provides rewards that the sales reps are actually interested in attaining! ### 19. SetSail answered questions about our reps that we didn't know to ask! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2021 **What do you like best about SetSail?** SetSail is a very intuitive product that gave us excellent insights about our reps we could not get with other tools. We use SetSail both to ingest rep behavior, and to incentivize our reps with contests. If sales ops had a hunch that some rep behavior was off, or that some parts of the sales cycle needed to be adjusted, we would use SetSail to help validate hypotheses, then turn around and change incentives to immediately adjust rep behavior. **What do you dislike about SetSail?** When we first started using SetSail years ago, the product was immature. Now I'm happy to say the product is very robust and solid. **What problems is SetSail solving and how is that benefiting you?** SetSail functions as our one-stop-shop for rep motivation, activity tracking, and sales analytics. Using SetSail as our consolidated tool of all these functions allows us to sunset other systems and make the most of our budget. ### 20. Inside Sales Representative **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2021 **What do you like best about SetSail?** SetSail entices collaboration as well as healthy competition across the sales organization. I can see what makes others successful and implement that into my own sales cycle. **What do you dislike about SetSail?** The scoring is not in real-time. If the competition is tight it is hard to have a good understanding if you are truly in the running to win. It would be great if there were more frequent updates to the score. **Recommendations to others considering SetSail:** If you are looking for a fun way to increase activity in your sales organization, SetSail will do exactly that. **What problems is SetSail solving and how is that benefiting you?** Driving activity with prospects a s customers to increase velocity on deals within my pipeline. ### 21. The future of Sales Incentivizing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2021 **What do you like best about SetSail?** I enjoy that they tailor the contest to their customers' needs and that it is very easy to use **What do you dislike about SetSail?** Perhaps more vendors to choose from? That said, they offer a visa gift card, which can cover anything **What problems is SetSail solving and how is that benefiting you?** Focusing on the right inputs. I have dedicated more of my time towards the inputs that will actually help me close more deals. ### 22. SetSail has a great product and better support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2021 **What do you like best about SetSail?** The team at SetSail really helped us get into production quickly and successfully. They helped with a lot of the build when we were lacking capacity. They also proactively met with all stakeholders including our SalesOps org, Sales Leaders, Individual reps, etc. **What do you dislike about SetSail?** We haven't been able to leverage their SPIF automatic/immediate payment function which I think could really help our organization when the variable pay normalizes again after covid environment. **What problems is SetSail solving and how is that benefiting you?** We are solving for MBO tracking, leaderboard tracking of leading indicators and hope to use their contact sync function soon as well. They are helping my compensation team track and report on attainment while also, more importantly, giving the sales org a view into how they are doing against quota and what they will be paid on. ### 23. Great product, great team! **Rating:** 5.0/5.0 stars **Reviewed by:** Dean P. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2020 **What do you like best about SetSail?** SetSail helps us drive more consistent performance by helping reps stay focused on the most meaningful activity. The combination of evidence-based tracking and engaging micro-incentives really works well. **What do you dislike about SetSail?** There is really nothing I dislike about SetSail, there are features that I would like therm to build but they are on the roadmap and the team is very responsive to our needs. **What problems is SetSail solving and how is that benefiting you?** Lack of reliable visibility into activity metrics during AE ramping, inconsistent revenue pacing. We have seen better adoption of best practices and more consistent ramping success. ### 24. Great product and fun to see how you stack up vs your counterparts! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about SetSail?** I like how it is updated in near real time and the friendly competition vs teammates. Super easy to use and get updated results at the end up the week! **What do you dislike about SetSail?** none that I can think of, overall helpful product **Recommendations to others considering SetSail:** none **What problems is SetSail solving and how is that benefiting you?** Updating contacts in salesforce, get rewarded! ### 25. Such a fun and accountable tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2021 **What do you like best about SetSail?** holding me accountable to focus on the right tasks. and a surprise on Monday! **What do you dislike about SetSail?** doesn't load in real-time, takes several hours **Recommendations to others considering SetSail:** some titles don't load properly from SFDC **What problems is SetSail solving and how is that benefiting you?** getting recognition across the org, holding myself accountable to focus on right steps or tasks ### 26. Great capabilities and an even better staff **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2021 **What do you like best about SetSail?** The responsiveness of the people. Any issues that would arise with the product were quickly resolved or explained by the staff, which is very important to me. **What do you dislike about SetSail?** There wasn't anything that I disliked with SetSail. Most of the issues that came up were due to my lack of understanding or knowledge in the area. **What problems is SetSail solving and how is that benefiting you?** Contactability amongst our organization. Using SetSail's product allows us to automate tasks with high accuracy that otherwise might have been missed or experienced human error. ### 27. Creative & Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2020 **What do you like best about SetSail?** -Implementation is simple and easy -Does not require reps to do any work outside of the normal scope of business -Elite level customer success/engagement team -The SetSail team is passionate about their productive and highly responsive to questions and challenges **What do you dislike about SetSail?** -Would like a shorter interval between data refreshes **What problems is SetSail solving and how is that benefiting you?** -Ability to view leading/lagging indicators of deal creation and progression --Drives competition and focus on impactful behavior -Creating incentive to drive a high level of prospect/customer engagement which reduces time to close -Incentivizes inclusion of multiple contacts during sales cycle ## SetSail Discussions - [What is SetSail used for?](https://www.g2.com/discussions/what-is-setsail-used-for) - [As we are not going back to the old work environment, what are your thoughts of a four day work week, now that we are spending more time at home and looking for a better work-life balance?](https://www.g2.com/discussions/as-we-are-not-going-back-to-the-old-work-environment-what-are-your-thoughts-of-a-four-day-work-week-now-that-we-are-spending-more-time-at-home-and-looking-for-a-better-work-life-balance) - 1 upvote - [View SetSail pricing details and edition comparison](https://www.g2.com/products/setsail/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+10%3A26%3A18+-0500&secure%5Bsession_id%5D=dd59b964-ff9c-426d-9d6b-4290f5064bea&secure%5Btoken%5D=fc474920b258f9e616331f3e8c0e00109107ec475c913eb5c144afe48d6e5e07&format=llm_user) ## SetSail Features **Competition** - Competition Templates - Custom Competitions - Team Competitions - Simultaneous Competitions - Competition Adjustments - Awards and Incentives **Revenue Sourcing and Forecasting** - Pipeline Management - Dashboard Analytics - Data Segmentation - Revenue Operations Cadence **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Incentives** - Triggers - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Agentic AI - Sales Gamification** - Autonomous Task Execution **Integrations** - CRM Integration - TV Streaming **Predictive Analytics** - Opportunity Scoring **Personalization** - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Account Management** - Nonengaged Accounts - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Platform** - Reporting - User, Role, and Access Management - Enterprise Scalability - Data Import & Export Tools - Performance and Reliability **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - Sales Forecasting **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Employee Features** - Notifications ## Top SetSail Alternatives - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Ambition](https://www.g2.com/products/ambition/reviews) - 4.6/5.0 (573 reviews)