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SetSmart

SaaS

AI setter for coaches and service businesses that handles DMs on Instagram, WhatsApp and Messenger, screens leads and puts qualified ones on your calendar.

setsmart.io
SetSmart homepage screenshot

About SetSmart

SetSmart is a hosted AI setter for coaches, consultants and other service businesses that receive inbound leads in direct messages. It answers Instagram DMs, WhatsApp conversations and Facebook Messenger messages in under about thirty seconds, qualifies the lead with questions about goals, timeframe and commitment, handles objections and books a call.

The inbox shows each conversation with an AI summary of the lead (age, situation, objective, commitment), tags and booking status, and a Calendly booking can be confirmed in the chat. The page contrasts this with slow manual replies that let leads go cold. Use cases listed include fitness and nutrition coaches, business coaches, online course sellers, agencies offering AI setting to their clients, schools recruiting students, therapists and e-commerce cart recovery. The site has pricing, blog and use case pages.

Key features

  • AI replies to Instagram, WhatsApp and Messenger DMs
  • Lead qualification with objection handling
  • Calendar booking inside the chat
  • AI summaries of each lead
  • Conversation inbox with tags
  • Follow-ups for leads that go quiet

Good fit for

  • Coaches booking strategy calls from DMs
  • Agencies offering AI setting to clients
Tags
ai-appointment-setter
instagram-dm
whatsapp
lead-qualification
coaches
booking

SetSmart: questions and answers

What is SetSmart used for?
SetSmart is an AI setter for coaches and service businesses that handles DMs on Instagram, WhatsApp and Messenger, screens leads and puts qualified ones on your calendar. It is a good fit for coaches booking strategy calls from DMs and agencies offering AI setting to clients.
How much does SetSmart cost?
Paid plans for SetSmart start at $25 per month, and there is no free plan. A free trial is available.
Is SetSmart open source?
No. SetSmart is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include DeskcommCRM, Wacrm and Twenty.
What are some alternatives to SetSmart?
SetSmart competes with HighLevel, respond.io and Kommo.

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