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.
| Setter AI Review Summary | |
| Performance Score | A |
| Content/Output Quality | Personalized Automation |
| Interface | Clean, Workflow-Driven UI |
| AI Technology |
|
| 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.
Setter AI Key Features
| 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
Pros
- 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
Cons
- 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
Does Setter AI integrate with major CRMs?
Yes, Setter AI connects with major CRMs like HubSpot, Salesforce, and Pipedrive for seamless data flow.
Can I build multi-step workflows without coding?
Absolutely. Setter AI’s visual builder allows non-coders to design advanced, multi-step engagement workflows easily.
Is Setter AI only for sales teams?
No, it’s equally powerful for customer success, marketing, and revenue operations teams needing workflow automation.
