Is Client Onboarding Getting in the Way of Your Business Growth?
Setuply's market-leading AI-powered platform is purpose-built to help transform your customers into brand champions. Win more deals, accelerate revenue recognition, engage and empower customers, and securely manage customer data with our all-in-one solution.
Transform Cost Driver into Growth Catalyst
Setuply's market-leading AI-powered client onboarding and lifecycle management platform is purpose-built to help you win more deals, accelerate revenue recognition, engage and empower customers, and securely manage customer data.
Client Engagement
Provide project transparency and visibility to foster trust and build stronger client relationships. Address questions or issues in real-time with built-in case management.
Transparency and Scalability
Zoom through onboarding like a rocket, with built-in workflows, project templates, notifications, and data form libraries, with everyone in the loop and on top of their tasks.
Secure Data Staging
Centralize data workflows: collect, validate, transform, and distribute information in virtually any format, facilitating migrations and onboardings.
Powerful Integrations
Seamlessly connect sales, onboarding, and client success, ensuring complete collaboration, internally and externally.
Professional Services Automation
Maximize team efficiency and match tasks with the right talent. Spotlight stars and identify learning opportunities.
AI-Driven Insights
Transform loss leader into the growth engine with dashboards to monitor KPIs, pinpoint cost drivers, and uncover avenues for optimization.
Looking to Scale Delivering Exceptional SaaS Onboarding Experiences?
Look no further! Setuply's comprehensive platform enables B2B solution providers to:
- Empower clients with the transparency and tools to drive projects forward
- Create repeatable, consistent experiences that set the stage for success every time
- Save valuable time spent collecting, managing, and migrating client data
- Better manage staff capacity and ensure teams are always operating at their best
Company History 2015 - Today
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2015 - COMPANY START
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2018 - SECOND MILESTONE
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2022 - TODAY
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Customers Love Setuply!
“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”
