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
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.
Open-source alternatives to SetSmart
See all
DeskcommCRM
CRM
Agentes de IA atendem no WhatsApp, qualificam o lead e movem o funil — com tudo registrado
MITvs Kommo★ 4.4k
Wacrm
CRM
Self-hostable CRM template for WhatsApp — shared inbox, contacts, sales pipelines, broadca
MITvs Kommo★ 2.5k
Twenty
CRM
The #1 Open Source CRM for modern teams. Modular, scalable, and built to fit your business
OSSvs Salesforce★ 58k
Monica
CRM
Personal CRM. Remember everything about your friends, family and business relationships.
AGPL-3.0★ 25k
Krayin CRM
CRM
Krayin CRM is Free & Open Source CRM Built with Laravel for Customer, Lead, and Sales Mana
MITvs Salesforce★ 24k
SuiteCRM
CRM
SuiteCRM - Open source CRM for the world
AGPL-3.0vs Salesforce★ 5.8k
SaaS alternatives to SetSmart
See all
HighLevel
CRM
White-label CRM and marketing automation platform built for agencies
SaaS
respond.io
Customer Support
Customer conversation management over WhatsApp and other messaging apps
SaaS
Kommo
CRM
Messenger-based CRM for selling through WhatsApp, Instagram and other chat channels
SaaS
OnSync
CRM
Team inbox and CRM for WhatsApp, Instagram and Messenger with AI replies, lead scoring and follow-ups
SaaS
Zaplead
CRM
WhatsApp-native CRM that organizes conversations into a visual sales funnel and captures leads automatically
SaaS
Zatten
CRM
Agent automation and CRM platform for building and delivering AI agents on WhatsApp
SaaS

