RevSetter
RevSetter describes CustomerOS as an API-based platform that unifies customer success and revenue teams.
What RevSetter is
RevSetter describes CustomerOS as an API-based platform that unifies customer success and revenue teams. Its customer-health tools provide predictive health scoring, churn scoring, and health-trend analysis. AI Playbooks support automated onboarding, escalation triggers, and predictive engagement. Revenue CRM features provide pipeline visibility, expansion tracking, and revenue forecasting. The AI Co-Pilot adds recommendations, proactive insights, and real-time notifications. RevSetter names Salesforce, HubSpot, Zendesk, Intercom, Slack, Microsoft Teams, Stripe, ChargeBee, Segment, Mixpanel, Jira, and Zapier among its integrations, and says it supports 100+ integrations plus custom APIs. Team includes up to 10 users and 1,000 records, with Gmail, Calendar, and Slack collaboration integrations. Growth adds Salesforce and HubSpot data integrations, AI summaries, shareable dashboards, and enhanced support. Enterprise includes a 90+ integration library, forecasting, priority support, a dedicated success manager, and custom training and onboarding. All plans use custom pricing, with demos offered to discuss terms.
Good
- Predictive health and churn scoring
- Automated onboarding and escalation playbooks
- Revenue pipeline and forecasting tools
- AI recommendations and real-time notifications
- Supports 100+ integrations and custom APIs
Watch out
- No free plan
- All pricing is custom
- Team is limited to 10 users
- Team is limited to 1,000 records
Who it suits
RevSetter suits customer success leaders managing retention, adoption, renewals, health scoring, and playbooks. It also serves revenue leaders handling forecasts, expansion opportunities, and renewal workflows.
Verdict
RevSetter brings customer-success and revenue workflows into one CustomerOS platform. Its plan structure expands integrations, workspaces, playbooks, dashboards, and support as organizations move from Team to Enterprise.
Plans and prices
From RevSetter's own pricing page, checked 8 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Team | Priced on request | Up to 10 users · 1,000 records · 2 automated + 1 custom Customer Journey · 2 automated + 1 custom Playbooks · 3 custom Dashboards · Custom Pricing |
| Growth | Priced on request | Includes Team · Salesforce and HubSpot integrations · Up to 2 Customer Lead Lists · 3 Customer Workspaces · 5 custom Playbooks · 10 custom Dashboards · Custom Pricing |
| Enterprise | Priced on request | Includes Growth · 90+ integrations · Up to 5 Customer Lead Lists · 10 Customer Workspaces · 10 custom Playbooks · 20 custom Dashboards · Custom Pricing |
The facts
Each one read from RevSetter's own pages, with the date it was checked.
What it does
- AI assistant
- RevSetter says its AI Co-Pilot provides smart recommendations, proactive insights, and real-time notifications.checked 8 Oct 2001
- AI co-pilot
- The AI Co-Pilot provides smart recommendations, proactive insights, and real-time notifications.checked 8 Oct 2001
- Automation
- AI Playbooks support automated customer onboarding, escalation triggers, and predictive engagement.checked 8 Oct 2001
- Contact and location
- RevSetter lists [email protected] and says it is based in North America and serves customers globally.checked 8 Oct 2001
- Customer health
- The platform offers predictive customer health scoring, churn scoring, and health trend analysis.checked 8 Oct 2001
- Enterprise features
- The Enterprise plan lists a survey builder, customer inbox, forecasting module, priority support, a dedicated success manager, and custom training and onboarding.checked 8 Oct 2001
- Growth features
- The Growth plan adds Salesforce and HubSpot integrations, AI summaries, shareable dashboards, and enhanced customer support.checked 8 Oct 2001
- Integrations
- The homepage names Salesforce, HubSpot, Zendesk, Intercom, Slack, Microsoft Teams, Stripe, ChargeBee, Segment, Mixpanel, Jira, and Zapier, and says it supports 100+ integrations and custom APIs.checked 8 Oct 2001
- Intended users
- The maker presents solutions for customer success leaders and revenue leaders, including retention, adoption, renewals, expansion, and forecasting workflows.checked 8 Oct 2001
- Onboarding
- The Enterprise plan includes custom training and onboarding.checked 8 Oct 2001
- Playbooks
- AI playbooks support automated customer onboarding, escalation triggers, and predictive engagement.checked 8 Oct 2001
- Pricing process
- The company lists custom pricing for all three plans and invites prospective customers to book a demo to discuss pricing.checked 8 Oct 2001
- Product
- RevSetter describes CustomerOS as a customer success and revenue platform that unifies customer success and revenue teams.checked 8 Oct 2001
- Revenue tools
- Its Revenue CRM features pipeline visibility, expansion tracking, and revenue forecasting.checked 8 Oct 2001
- Support
- The Team plan includes a Help Center and Community, Growth includes enhanced customer support, and Enterprise includes priority support and a dedicated success manager.checked 8 Oct 2001
The company
- Company location
- RevSetter's demo page says it serves customers globally and is based in North America.checked 8 Oct 2001
- Customer success teams
- RevSetter says its tools are intended to help customer success leaders with retention, adoption, health scoring, risk detection, and playbooks.checked 8 Oct 2001
- Headquarters
- North Americachecked 28 Sep 2001
- Revenue teams
- RevSetter says revenue leaders can use its tools for forecasting, expansion opportunities, and renewal management.checked 8 Oct 2001
Money
- Plan access
- The Team plan includes Gmail, Calendar, and Slack collaboration integrations; Growth adds Salesforce and HubSpot data integrations; Enterprise includes a 90+ integration library.checked 8 Oct 2001
- Team plan limit
- The Team plan includes up to 10 users and 1,000 records.checked 8 Oct 2001
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