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What is SetSail?

Leverage the potential of machine learning to enhance the effectiveness of your sales team. Initially, SetSail streamlines the process by automatically collecting and refining your customer and activity data, freeing your team from this tedious task. We then develop a bespoke machine learning model specifically designed for your organization, which evaluates the health of accounts and deals by analyzing CRM data alongside the sentiment conveyed in communications, utilizing cutting-edge natural language processing (NLP) techniques. Our models prioritize objective metrics, such as the sentiment displayed during customer engagements, rather than merely depending on subjective evaluations like deal stages. With the strength of our machine learning engine, SetSail delivers actionable insights that empower sales representatives, managers, and executives to keep track of pipeline health in real-time. This comprehensive tool enables detailed analysis of data based on representative performance, deal specifics, account attributes, and conversation topics, helping you identify performance-related issues and barriers to closing sales. By swiftly recognizing and addressing these weaknesses, you can protect your revenue and refine your sales strategy for improved outcomes. Additionally, being proactive in identifying potential challenges can boost team morale and promote a culture of ongoing enhancement, ultimately driving success. The integration of such technology not only aids in immediate problem-solving but also positions your organization for sustained growth and adaptability in an ever-changing market landscape.

What is CustomerOS?

CustomerOS is a next-generation growth and GTM platform designed to transform B2B lead generation into a predictable, efficient, and scalable process. Leveraging AI, it creates a tailored Ideal Customer Profile (ICP) from your website and uses it to filter and qualify leads, ensuring sales teams don’t waste time chasing low-fit prospects. Its advanced web tracker monitors engagement signals in real time, mapping each lead’s stage in the pipeline so you know exactly who is ready to buy and when. Each lead is enriched with a detailed account brief that explains fit, outlines engagement history, and provides clear next-step recommendations, empowering sales reps with actionable intelligence. By focusing on data-driven prioritization, teams achieve faster deal cycles, improved conversion rates, and significant pipeline expansion—often 5x growth. CustomerOS also integrates practical GTM lessons learned from the founding team’s $519M Voxbone exit, embedding proven strategies into its workflows. Unlike traditional lead gen platforms, its pricing model is results-oriented—you don’t pay until a meeting is booked. With strong security and compliance certifications like SOC2, GDPR, and ISO27001, it provides enterprise-grade trust for scaling organizations. Early adopters have reported SDR teams competing for access due to ease of use and high conversion rates. Backed by Y Combinator, Seedcamp, and other leading investors, CustomerOS is setting a new benchmark for intelligent, efficient B2B growth platforms.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$999/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SetSail

Company Location

United States

Company Website

www.setsail.co

Company Facts

Organization Name

CustomerOS

Date Founded

2022

Company Location

United Kingdom

Company Website

customeros.ai

Categories and Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

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