Be ready for every

Prospect Call

Board Meeting

Pipeline Review

QBR Session

Customer Call

Prospect Call

Get up to speed fast with AI-powered insight into what's happening in every deal.

How it works

Loved by sales teams that are always prepared

Don't fumble your next sales call

These days, every sales call is a must-win. Are you ready to crush your next meeting? SetSail gets your team ready for every sales situation – in seconds. Instantly get summaries, metrics, and insights for any deal, account, and more.

They'll Say You're a
‍"Know-It-All"

SetSail automatically captures what's happening in every deal, account, and contact across every team. Activities in email, calendar, call recording, and sales engagement platforms? You get complete and accurate sales data in the SetSail platform.

See How

They'll Call You a
Psychic

Your CEO wants a status on your top deals. Or, you’re walking into your forecast call. Or, you’re starting your 4th sales call of the morning. Are you ready? Just ask SetSail and get current on every opportunity.

See how

They'll Think You're a
Wizard

Compare sales performance across product lines and teams. See what leading indicators get prospects converting to wins. Find the rep behaviors that move the needle. With SetSail, you make all that sales data turn into action.

See How

Unlock a data-driven revenue engine

For Revenue Operations

Get a complete and accurate view of activity data in your CRM. Know what signals lead to success, and increase the performance of every rep.

Learn more

For Sales Leaders

See what’s actually happening across your organization. Know what activities win deals and track those signals across every team – from sales to customer success.

Learn more

What our customers say

Data is the heart of a high velocity SaaS and subscription business. SetSail creates a healthy data foundation that drives forecast, demand generation, and insight across the business.

Jason Mead

VP, Global Revenue Operations

We now have a clear view of all activities and their impact. We can easily identify which sales team members are working hard to lead to long-term engagement and success.

Scott Allison

VP of sales