SetSail
AI sales assistant software
Revenue operations & intelligence (RO&I) software
Sales performance management software
Sales acceleration software
Sales analytics software
Sales gamification software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Information technology and software
- Banking and insurance
- Professional services (engineering, legal, consulting, etc.)
What is SetSail
SetSail is a sales gamification and performance platform that uses activity and outcome data to run contests, incentives, and recognition programs for revenue teams. It is used by sales leadership, revenue operations, and enablement teams to drive adoption of desired behaviors and improve visibility into performance. The product typically connects to CRM and other sales systems to track events and attribute points toward goals. It emphasizes configurable game mechanics (leaderboards, challenges, rewards) and reporting for program administration.
Purpose-built gamification workflows
SetSail focuses on running sales contests, spiffs, and recognition programs with configurable rules and scoring. This specialization can reduce the amount of custom work needed compared with using general CRM reporting alone. It supports common gamification constructs such as leaderboards, challenges, and goal tracking. The product is oriented toward ongoing program operations rather than one-off dashboards.
Integrates with sales data sources
The platform is designed to ingest activity and outcome signals from systems such as CRM and sales tools to automate scoring and attribution. This reduces manual updates and helps keep contest standings current. It also enables programs to be tied to measurable behaviors (e.g., meetings set) and results (e.g., pipeline created). Data connectivity is important for RevOps teams managing multiple tools.
Visibility for managers and reps
SetSail provides views that help reps understand what actions move them toward goals and how they rank within a team. Managers and operations users can monitor participation and performance trends during a program. This can complement broader sales analytics by focusing attention on near-term execution. The approach is useful for distributed teams that need consistent engagement mechanisms.
Not a full CRM system
SetSail is not positioned as a system of record for accounts, contacts, opportunities, and forecasting. Organizations still need a CRM and related sales stack for core pipeline management. As a result, its value depends on the quality and consistency of upstream CRM data. Teams expecting an all-in-one sales platform may need additional products.
Program design effort required
Gamification outcomes depend on well-defined rules, fair scoring, and alignment with compensation and sales process. RevOps and sales leaders typically need to invest time to design, test, and iterate programs to avoid unintended incentives. Poorly configured contests can drive short-term behavior that does not translate to revenue outcomes. Ongoing governance is usually required.
Vendor details not fully verifiable
Publicly verifiable information such as founding year, headquarters location, and official social profiles is not consistently available from reliable sources in this context. Without confirmed corporate metadata, procurement teams may need to validate ownership, security posture, and support model directly with the vendor. This can add time to due diligence compared with more widely documented providers. Fit-for-purpose evaluation should include reference checks and contract review.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Custom / Contact sales | Custom (seat-based) — no public pricing listed on vendor site | SetSail's official FAQ states pricing is built primarily around a seat-based model and that there are no hidden fees; the vendor requires contacting sales for quotes. The site also offers a free CRM Health Grader (separate free tool). |
Seller details
SetSail (official legal entity name not verified)
