--- 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: '2026-08-09' 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 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=4&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A41%3A37+-0500&secure%5Bsession_id%5D=578f24ae-dc8b-4cab-90d9-c69de28c7090&secure%5Btoken%5D=954b8add38ad379cf9f792c3ad79cbe744bc7ca9efa9380a7d8b961cf94ee44b&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 - Third-Party Integrations - CRM Integration **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Incentives** - Triggers - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **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 - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Personalization** - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call 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 - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Third-Party Integrations - 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 - Third-Party Integrations - Social Media Integration - Website Integration **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **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 (575 reviews)