
SetSail is an AI-powered revenue operations software platform that automates sales activity tracking and provides actionable insights to sales teams. It integrates with CRM systems like Salesforce to capture and organize sales activities automatically, improving data accuracy and completeness. The platform uses AI to analyze sales data, generate deal insights, automate MEDDIC analysis, and prepare sales reps for meetings with tailored recommendations. SetSail's solutions help sales leaders, revenue operations teams, and sales enablement professionals drive better sales performance and increase pipeline, win rates, and quota attainment. Trusted by high-growth sales teams and enterprise customers, SetSail differentiates itself with superior data quality, configurability, and privacy controls. The company is joining ZoomInfo but continues to serve and onboard customers.

SetSail is an AI-powered revenue operations software platform that automates sales activity tracking and provides actionable insights to sales teams. It integrates with CRM systems like Salesforce to capture and organize sales activities automatically, improving data accuracy and completeness. The platform uses AI to analyze sales data, generate deal insights, automate MEDDIC analysis, and prepare sales reps for meetings with tailored recommendations. SetSail's solutions help sales leaders, revenue operations teams, and sales enablement professionals drive better sales performance and increase pipeline, win rates, and quota attainment. Trusted by high-growth sales teams and enterprise customers, SetSail differentiates itself with superior data quality, configurability, and privacy controls. The company is joining ZoomInfo but continues to serve and onboard customers.
Product: AI-powered revenue operations platform for sales activity capture, deal insights, meeting prep, and MEDDICC analysis
Integrations: Syncs and enriches activity data back to CRMs like Salesforce
Founders / HQ: Co-founded by Haggai Levi and Bert Lui; headquartered in San Mateo / San Francisco Bay Area
Funding (disclosed): $37M reported as of Jan 26, 2021; additional reported investments bring reported total closer to $50M
Revenue operations / sales intelligence / sales activity tracking
2018
SaaS / Revenue Intelligence
$7M
Seed announced July 8, 2020; reports indicate total raised at that time was $11M including prior amounts
$26M
Series A announced January 26, 2021; reported total after this round was $37M
$11M
April 2023 investment reported that brought reported total funding to roughly $50M
“Includes strategic and venture investors such as Insight Partners (Series A lead), Wing Venture Capital, Team8, Operator Collective, and Zoom Ventures”