--- title: "SetSail Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SetSail Software - reviews, pricing plans, popular comparisons to other Sales Tracking products and more." source_url: "https://www.capterra.com/p/220140/Set-Sail/" page_type: "product" language: "en" --- # SetSail Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 11, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SetSail ## What is SetSail? SetSail is a cloud-based sales data platform that automatically captures emails, meetings, and calls and logs them to CRM without manual entry. It enriches contact records and generates deal summaries aligned to sales frameworks such as MEDDICC, BANT, and SPIN. Sales teams use SetSail to monitor deal health, prepare for sales calls, and track rep performance. Deal alerts and risk notifications are delivered via email and Slack, and a meeting prep feature surfaces deal context ahead of calls. Managers can track rep behaviors linked to higher win rates, set custom performance targets, and view stack rankings through a single Performance Score. Revenue and sales operations teams gain a reliable data foundation for forecasting and reporting. SetSail is best suited for B2B sales and revenue operations teams at mid-size to large companies, including fast-growing SaaS businesses and enterprises. It integrates with Salesforce, Gong, Chorus, Outreach, Salesloft, Outlook, and Google. ## What is SetSail used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Sales Coaching](https://www.capterra.com/sales-coaching-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SetSail?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.setsail.co&name=SetSail) ## 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. ### SetSail 4.7 (3) VS. [4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting Price Contact vendor Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (3) Ease Of Use 4.4 (167) Value For Money 4.5 (2) Value For Money 4.2 (146) Customer Service 4.3 (3) Customer Service 4.4 (157) ## SetSail alternatives [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](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 [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (171)](https://www.capterra.com/p/153130/Forcemanager/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153130/Forcemanager/) ## FAQs about SetSail Overview ### What company size and specific industries is SetSail built for? SetSail is designed for sales organizations in North America, primarily those in the technology sector. The description does not specify a company size, so the clearest fit is sales teams and businesses operating in technology-focused markets across North America. Features and Usability ### What are the key features of SetSail? SetSail offers CRM functionality with lead capture, deal management, pipeline management, and sales activity tracking. It also includes AI/Machine Learning, forecasting, recommendations, real-time analytics, customizable reports, access controls/permissions, alerts/notifications, and third-party integrations for sales teams. Integrations ### Which third-party tools and platforms does SetSail integrate with? SetSail integrates with 6 third-party tools, including Salesforce Sales Cloud, Slack, Gmail, Salesloft, Gong, and Chorus. These integrations cover CRM, communication, and sales conversation platforms, giving SetSail coverage across common revenue team workflows. Getting Started and Support ### What training and onboarding options does SetSail offer? SetSail provides live online training and documentation. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced review and feature lookup as needed. Getting Started and Support ### What customer support options does SetSail offer? SetSail provides Email/Help Desk, FAQ/Forum, and Knowledge Base support. These channels give users a way to submit questions, search documented guidance, and find answers in self-service resources. No reviewer feedback on support experience is available, so support quality, response times, and helpfulness cannot be assessed here. ## Features AI summary Based on 2,485 Sales Tracking reviews Capterra reviewers highlight the following as the features buyers care about most when evaluating sales enablement software: - **Contact Management** (**55%** of reviewers rated this feature as critical) - **Contact Database** (**58%**) - **Lead Management** (**52%**) SetSail focuses on other capabilities that reviewers also rate highly, including **CRM** (**58%**) and **Third-Party Integrations** (**57%**). Together, these features give teams a connected view of customer activity and make it easier to link sales enablement workflows with existing business systems, helping businesses improve coordination, keep data consistent, and support more informed sales decisions. Third-Party Integrations 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Access Controls/Permissions 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Dashboard 4.3 (3) 66.67% of 3 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 Alerts/Notifications 4.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications Goal Setting/Tracking 4.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time SetSail 36 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Gamification: Games or game-like elements to track progress and reward accomplishments - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.3 (3) 4.3 Based on 3 reviews ## Pricing Value for money 4.5 (2) ### Starting price Free trial not available Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Gong](https://www.capterra.com/p/157969/Gong-io/)[ Salesloft](https://www.capterra.com/p/157977/Salesloft/)[ Chorus](https://www.capterra.com/p/253713/Chorus/) 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 4.3 (3) 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 4.3 (3) 4.3 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User account executive Consumer Services ### "it is what you expect " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 13, 2023 Pros organized and well put together to get the job done Cons takes time to fully get immersed and learn all of the ins and out Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Account Executive Information Technology and Services ### "SetSail delivers good data" 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 13, 2023 I enjoy the ease of use of it. IT is easy to navigate between the fee, rewards, and standings. Pros I love how can keep track of my sales activity in real-time! Cons It lags a little bit so I sometimes data is delayed. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User BDR Security and Investigations ### "SetSail is a winner!" 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 8, 2023 Get way to stay competitive with my workers Pros It is a fun way to compete with my coworkers in a remote workforce Cons If I had to say something! It would be the dashboard is "plain" it not eye catching or exciting. Its just a basic background Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.