Skip to content
Close
Login
Request Demo
Login
Request Demo
Next-Gen

Make Every Client Engagement a Triumph

From client onboarding to support, success, and managed services - deliver high touch experiences that maximize the value of every relationship at scale
sandy-logo-mockup

Company History 2015 - Today

  • Company-Logo-Mockup-Office

    2015 - COMPANY START

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

  • 2016 - FIRST MILESTONE


    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

  • 2018 - SECOND MILESTONE

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
  • Company-Logo-Mockup-laptop-new

    2022 - TODAY

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

Is Your Organization Positioned for Success?

The rise in digital adoption brings an increased demand for faster gratification At Setuply, we provide the automation and tools to make the client onboarding and lifecycle management more seamless, scalable, and enjoyable. 

Organizations that benefit from Setuply's AI-powered onboarding and lifecycle management platform

B2B technology solution providers need to constantly innovate and enable seamless integration with client systems. With Setuply, providers can scale multi-month implementations and recurring projects by:

  • Providing solutions that keep projects on track
  • Simplifying data migrations
  • Ensuring transparency for all stakeholders
  • Improving client engagement 

Implementation and managed services service providers operate at the essential intersection of technology solutions and real-world applications. With Setuply, these providers gain a powerful ally in:

  • Preventing project scope creep
  • Maximizing team capacity
  • Managing multiple projects simultaneously
  • Accelerating revenue recognition

 

Value Delivered

clients1
TOUCH

Intuitive

Intuitive

Consistent use by your onboarding team, leadership and clients without having to learn yet another software is key

clients3-1
TOUCH

Powerful

Powerful

Is the name of the game to wrap around the complexity of your business making onboardings scalable and repeatable

clients2
TOUCH

Engaging

Engaging

Collaboration is the heart of effective change management to form meaningful long term partnership

Serving a Spectrum of Markets

 

TOUCH
Enterprise Market Solution Providers

✓ Have complex B2B offerings or services

✓ Manage significant numbers of concurrent implementations

✓ Maintain teams with over 100 onboarding reps
Read More
TOUCH
Mid-to-Large Market Solution Providers

✓ Cater to a wide array of industries and settings

✓ Handle 10+ concurrent implementations

✓ Have teams comprised of 3 or more onboarding reps
Read More
TOUCH
Venture Capital and Private Equity Companies

✓ Focused on driving growth and profitability

✓ Have a portfolio of companies in complex B2B markets

✓ Need support to maximize returns and streamline operations
Read More
TOUCH
Channel Alliance Program - Our Partners

✓ Collaborate with consultants and advisors

✓ Recognize evolving needs to align with the clients'

✓ Enhance the quality and efficiency of their services
Read More

People We Touch

A seamless client onboarding and lifecycle management experience stems from aligning all stakeholders. Setuply has crafted a unified platform that unites everyone in a single space, fostering improved collaboration and communication. We re-align stakeholders for success by eliminating barriers to revenue and value recognition, streamlining and automated processes, and supporting meaningful interactions.

Client-Facing Reps

✓ Consolidated view of every part of the onboarding and recurring support

✓ Can easily manage timelines, communications, to-dos, and client data

✓ Showcases teammate success via leaderboards 

 Client-Facing Team Leaders

✓ Scalable processes with deep insights into all client-facing teams and projects

✓ Detailed reports to identify project bottlenecks and monitor capacity

✓ Effectively assign projects & delegate tasks to ensure a smooth workflow 

 Read More Executive Leadership

✓ Holistic view of costly business areas with highest retention exposure

✓ Centralized snapshot of revenue at stake and other key metrics

✓ Strategic insights to streamline processes and act proactively

 Read More Clients

✓ Real-time insights into project progress and who's responsible for next steps

✓ Visibility into the entire activity stream throughout onboarding and beyond

✓ Can easily contact reps and upload project content to stay engaged and informed

 Read More Sales Teams

✓ Real-time insight on client status to open faster cross-sell opportunities

✓ Reduced backlogs that empower accelerated pipelines and positive references

✓ Better positioning for cross-sell offerings and increased profitability

 Read More Third Party Vendors

✓ Controlled access to the platform to support client activities and relationships

✓ Can better anticipate post-onboarding questions or concerns from clients

✓ Insights to ensure a smoother handoff and an improved client experience

 Read More
background-texture

The Industries That We Serve

social-media Human Capital Management

Simplify the process of gathering, validating, and transforming data into the desired format. All the while, clients stay engaged and have visibility that lends itself to trust.

 money-bag Fintech, ERP, and Accounting

Support collaboration in the provider-client relationship while adhering to rigorous standards and handle every step with the utmost sensitivity and expertise.

 Read More insurtech-1 InsureTech

Ensure that every piece of data and communication is precisely handled, from compliance and data validation to seamless communication between stakeholders

 Read More
heartbeat Medical Software

Multiple stakeholders play a critical role in the implementation of medical software. By uniting all stakeholders on a single platform that facilitates interaction and collaboration, ensure everyone is aligned and informed for mutual benefit

  
hexagonal Regulatory Technologies

Enhance your client engagement while ensuring adherence to industry standards and allow clients and stakeholders alike to track every step of the onboarding process.

  
around-the-world Manufacturing & Service Delivery SaaS

The manufacturing and service delivery SaaS industry demands a clear view of ongoing processes. Stay updated on every phase of the onboarding process to support timely, effective service delivery.

  
line-chart Marketing, Sales & Operating SaaS

 Facilitate effective engagement and streamline the collection of critical client data with a smooth onboarding process that paves the way for successful collaborations and long-term partnerships. 

  
man-sitting-on-floor-laptop

Subscribe to Our Newsletter