Setter AI is a workflow automation and sales engagement platform that empowers teams to build, manage, and optimize customer interactions using AI technology. Without requiring coding skills, users can design automation workflows for lead outreach, follow-ups, CRM updates, appointment setting, and more. Setter AI blends automation with personalization, ensuring businesses maintain a natural communication style while scaling efforts dramatically. It connects to your CRM, automates tasks, triggers multi-channel campaigns, and even assists in decision-making with AI-driven insights. Setter AI is ideal for revenue operations, sales teams, and customer success teams who need smarter, more scalable processes.
Performance Score
A
Content/Output Quality
Personalized Automation
Interface
Clean, Workflow-Driven UI
AI Technology
- Workflow Automation AI
- Sales Intelligence AI
- CRM Integration APIs
- Predictive Engagement Algorithms
Purpose of Tool
Automate customer engagement and sales workflows using AI-driven actions and insights
Compatibility
Web-Based Platform
Pricing
Free Trial + Paid Plans (Custom Pricing after trial)
Who is Best for Using Setter AI?
- Sales Development Teams: Automate prospect outreach, follow-ups, and CRM updates for faster, smarter pipeline building.
- Customer Success Teams: Improve onboarding, retention, and upselling with AI-driven task automation and engagement workflows.
- Revenue Operations Teams: Unify data, automate reporting, and optimize workflows across marketing, sales, and support units.
- Growth Marketers: Launch multi-touch campaigns with intelligent triggers, nurturing leads through personalized outreach.
- Agencies: Manage client outreach, sales tasks, and follow-ups at scale without hiring large teams.
No-Code Workflow Builder
Multi-Channel Outreach Automation
AI-Powered Lead Scoring
CRM & Calendar Integrations
Personalized Engagement Flows
Automated Task Management
Custom Trigger Logic
Sales & Success Dashboards
Is Setter AI Free?
Setter AI offers a free trial, allowing users to access the platform�s main features to understand how automations and workflows operate. After the trial, pricing shifts to a custom structure based on business size, workflow complexity, and number of seats required.
Setter AI Pricing Plans
- Free Trial: Full access to the workflow builder, connect CRM and communication tools, launch multi-channel campaigns, and AI-driven suggestions for optimization.
- Paid Plans � Custom Pricing: Scaled workflow usage, team collaboration features, advanced analytics & reporting, and priority support and onboarding sessions.
Setter AI Pros & Cons
Powerful no-code workflow builder for revenue ops
Seamless CRM and communication tool integrations
Personalizes outreach while scaling operations
Predictive insights improve sales and retention strategies
Flexible platform suitable for multiple team types
No fixed pricing listed publicly
Learning curve for complex workflow branching
Requires good CRM hygiene for best results
Best features gated behind custom-paid plans
Limited to web access; no dedicated mobile app yet
