# Stageset Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Stageset Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more.

Source: https://www.capterra.com/p/10006372/Stageset/alternatives

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# 

 Stageset Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Stageset

## What is Stageset?

Speed up B2B sales cycles by organizing the deal-making process inside digital sales rooms. Stageset offers digital deal rooms that help sellers to engage with their buyers and accompany them from first interest to deal closing. B2B deals oftentimes involve up to 20 stakeholders that need to be involved in a purchase and for sellers it is impossible to directly influence how the product is pitched internally, if they don't provide all the relevant information in one place that is easily accessible. Exactly this is what users do with Stageset. They can embed sites, files and also create task lists for the next steps. Stageset can track the interaction of the buyers on their personalized site, so they know if and when they are actively working on the proposal and which content seems to be relevant. As a bonus, Stageset provide usres with templates that are used by best in class sales people that can just adapt to their needs and then use with their clients.

## What is Stageset used for?

[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/)

Overall rating

Based on 9 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$29

Per User, Per Month

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Stageset

4.7 (9)

VS.

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting Price

$29

Other

Starting Price

$19

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (9)

Ease Of Use

4.5 (397)

Value For Money

5.0 (9)

Value For Money

4.4 (311)

Customer Service

4.9 (9)

Customer Service

4.4 (286)

## Stageset alternatives

Highest Rated

[4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Lusha](https://www.capterra.com/p/198383/Lusha/)

[4.0 (397)](https://www.capterra.com/p/198383/Lusha/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

76%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/198383/Lusha/)

[Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)

[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/27609/VanillaSoft/)

[Outreach](https://www.capterra.com/p/159318/Outreach/)

[4.4 (308)](https://www.capterra.com/p/159318/Outreach/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/159318/Outreach/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

5.0 (7)

57.14% of 7 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Activity Dashboard

4.8 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Lead Qualification

5.0 (6)

33.33% of 6 reviewers that rated this feature as important or highly important

Score a lead on their quality or likelihood to buy based on certain behaviors

Sales Activity Management

5.0 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Define, track, and/or automate sales activities and sales processes

Pipeline Management

5.0 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Task Management

5.0 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Stageset 24 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage, organize, and store contact information

Distributing content through various platforms or channels

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Tracks metrics that provide insight into how a user interacts with any interface or product

Caters to sales teams

Score a lead on their quality or likelihood to buy based on certain behaviors

Track all opportunities for potential sales and convert them into recurring revenue

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Receive data and information in real time

Define, track, and/or automate sales activities and sales processes

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.8 (9)

4.8

Based on 9 reviews

## Pricing

Value for money

5.0 (9)

Free Version

[View pricing plan details](https://www.capterra.com/p/10006372/Stageset/pricing/)

Free

$0.00

It includes:

-   Unlimited customers
-   Unlimited deal rooms
-   Basic customer engagement Analytics
-   Mutual Action Plans

Team

$29.00

Per User,Per Month

It includes:

-   Team Management
-   custom subdomain

Pro

$49.00

Per User,Per Month

It includes:

-   CRM integrations
-   Advanced Analytics

Value for money

5.0 (9)

5.0

Based on 9 reviews

## Integrations

[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (9)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (9)

4.9

Based on 9 reviews

## User reviews

Overall rating

4.7

Based on 9 reviews

Filter by rating

5(6)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

FN

Fauziya N.

Coach

Professional Training & Coaching

### "Very Intuitive & Clean Interface"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 25, 2024

Pros

\- Stageset provides helpful templates to facilitate a smooth start. - Their knowledge bases are valuable resources. - They offer numerous integration options. - Customer support is swift and efficient. - Implementation is remarkably straightforward.

Cons

I hope for a feature that enables embedding of non-YouTube and Vimeo content, such as direct video uploads.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DL

Daniel L.

Director

Education Management

### "A game changer for our school and our sales team"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 18, 2024

Pros

I love the possibility that Stageset gives us to concentrate all the relevant information in one place and show it to our clients. You can upload text, images, video, files, and many more things, which makes Stageset not only useful for sales presentations but for other purposes in my case. We are also using it for onboarding our students, and it has brought us fantastic results. I even believe it could be used for knowledge bases and other things, although I know that's not its main purpose. It is one of my best software purchases, and I am happy to have found it.

Cons

I actually like everything they offer...

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

CEO

Management Consulting

### "Give your Proposals a Stage "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

January 17, 2024

Overall, I think it's a great platform. Especially if the team keeps developing it.

Pros

The platform's strength lies in its ability to embed various elements, enhancing its utility significantly. However, users may encounter a learning curve during the initial setup process. Despite this challenge, the end result is an impressively polished alternative to the conventional PDF format. This distinguishing feature positions the platform as noteworthy, but it is recommended to keep an eye on its ongoing development for potential enhancements.

Cons

The platform's ability to embed a diverse array of elements significantly enhances its utility. However, users should be aware of a learning curve during the initial setup phase. Once this hurdle is overcome, the platform delivers a final product that surpasses the conventional PDF in terms of polish and presentation. This key feature sets the platform apart, making it a notable option in its field. It is prudent, though, to continually observe its evolution for further refinements and advancements.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Nestor:rocket: M.

Chief Customer Officer

Telecommunications

### "Stageset is a Game Changer for Sales Teams and Solves Career-long challenges"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 11, 2024

Stageset has become my new secret weapon when working with clients. It provides a professional and elegant space where clients and sellers collaborate and increases engagement substantially. My very first partnership deal I used with Stageset closed, with the client mentioning the platform several times as a game-changer and differentiator. If you are in sales, this is a MUST HAVE!

Pros

Stageset is beautifully and elegantly designed. Stageset creates a professional prospect space that houses all correspondence and files and easily accessible. Prospects and colleagues have all been impressed. Also, their customer support is exceptional, led by company leader Phillipe.

Cons

Currently there is no ChatGPT or AI integration. This would be helpful for content creation, analysis.

Switched from

[Ahsuite](https://www.capterra.com/p/235809/Ahsuite/)

The design is elegant and aestethics are off the chart. It is super easy to set up and use.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MH

Michael H.

EMAIL DESIGNER

Marketing and Advertising

### "Sales enablement at scale "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 10, 2024

Pros

I want to be able to "deploy" sales enablement and process tools that actually get the job done. Although my website is fine, sending a proposal works, and hosting Zoom meetings is ok - the cadence of activity is everything.

Cons

Using the system for the first time is a bit difficult to understand its power.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JT

Jonathan T.

Broker

Real Estate

### "Great Lead Conversion Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 2, 2024

Pros

It's not only a great platform for digital sales rooms, but it also enables showcase my value proposition to cold leads.

Cons

We haven't run into any challenges so far.

Alternatives considered

[Proposa](https://www.capterra.com/p/175995/Proposa/)

Reasons for choosing Stageset

I'll continue to use Proposa, but I'm limited by the number of active proposals. Both are great tools.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SE

Salvador E.

CEO

Marketing and Advertising

### "The best tool for sales professionals"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 10, 2023

Before stageset we used to deal with message apps, emails, documents and online services to share files. Right now, our agents only need to present the URL to our sales rooms, in which we have all the required information. This tool is required if you are a sales professional

Pros

The platform's user-friendly architecture, especially for non-techies. We boosted our efficiency and elevated the impact of our pitches creating sales rooms for our clients.

Cons

There could be more integrations. but we are happy that the most important ones are ready.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 13, 2023

Hi Salvador, Thanks a lot for this great review. We will start work on more integrations soon and I hope that we can help you get even more efficient. Best, Philippe

GH

Gresham H.

Founder

Marketing and Advertising

### "Great tool to aggregate the sales process. "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

December 9, 2023

Pros

I like the versatility of the product and creating a better presentation.

Cons

Some of the items seem to take time to load but that might just be based on what media you put on a given page.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 13, 2023

Hi Gresham Thank you very much for this review. We are currently working on optimizing loading times and I'm confident that we can gift you better performance for Christmas! Best, Philippe

Jakob T.

Founder and CEO

Management Consulting

### "Stageset - an excellent digital sales room and client collaboration tool."

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 7, 2023

It's spectacular how Stageset allows us to have everything in a single place. In the past we'd mostly share items via email. Now we share via email that the Stageset portal has been updated and everything is just in Stageset for both the clients' referene and ours.

Pros

There's so much to enjoy about Stageset: from being able to include a very broad selection of content to the fast developing featureset, as well as the very quick support for the occassional question.

Cons

It long ago had about 20 minutes of downtime. That wasn't so nice. Needs to be said it was outside business hours, AND I actually don't know if it was planned or unplanned downtime.

Switched from

[Heybase](https://www.capterra.com/p/255426/Heybase/)

Heybase didn't really show the same kind of forward movement and feature development as Stageset. The user management in particular was a little clunky, and on a few instances we experienced that clients couldn't get access to Heybase.

Reasons for choosing Stageset

Value for money and future potential. Ahead of purchasing, we had a look at the Stageset feature roadmap, and it was really impressive. Since then, a lot of the features have been delivered, making our decision even more of a no-brainer.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 13, 2023

Hi Jakob Thanks a lot for your review. Always happy to help, especially when we have a little bump along the road that is startup development life. Best, Philippe

[View all Reviews](https://www.capterra.com/p/10006372/Stageset/reviews/)

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