Your Complete Client Onboarding and Lifecycle Management Platform for AI-Powered Collaboration and Success
Accelerate revenue recognition, improve client retention, and maximize operational efficiency. Setuply delivers streamlined onboarding, optimized service delivery, & enhanced financial visibility to help you make more wins.
Make AI-Powered Client Onboarding Your Catalyst for Business Growth
Client onboarding involves many teams, steps, and systems. Setuply ties it all together, driving efficiency and engagement at every stage. Our all-in-one client onboarding and lifecycle management solution is tailored to your business, so you can maximize its value. Get ready to win more deals, accelerate revenue recognition, and build stronger client relationships.
Client Engagement
Provide transparency and visibility to foster trust and build stronger client relationships while creating a more collaborative environment that promotes engagement.
Transparency and Scalability
Move through the clients' lifecycle journeys faster via 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 your data workflows. Collect, validate, transform, and distribute information in virtually any format to simplify data migration, onboarding, and other activities.
Powerful Integrations
Deliver connected experiences by seamlessly aligning sales, onboarding, and client success. Foster effortless collaboration between your internal teams and your clients.
Professional Services Automation
Empower your team to drive exceptional results every time. Give your team the recognition they deserve and uncover opportunities to help them grow in their career.
Case Management
Address questions or issues in real-time with built-in case management. Stay ahead of client requests and resolve issues faster to keep onboarding projects on track.
Financial Transparency
Leverage built-in invoicing to ensure accurate revenue recognition for all activities. Ensure complete parity between booked and billed revenue. Keep your revenue goals on track with insights from detailed reports.
Communications Unified
Secure, consolidate, and organize all your client communications in one place. No more missed emails because a team member is away. Everything is logged and accessible for all stakeholders.
Forms & Surveys
Easily collect and manage all the data you need. Setuply’s customizable data forms, surveys, and digital signature support simplify information gathering, ensuring security, accuracy, and consistency.
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.”
Exceptional Client Onboarding Experiences and More
Setuply doesn’t just set the tone for positive client relationships; we help you take them to the next level. Our platform includes powerful tools for managing recurring client initiatives, such as:
- Software upgrades
- Regulatory compliance
- Policy rollouts
- Training programs
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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