Not All Platforms Are Designed With Client Management In Mind.
Project management tools like Smartsheet, ClickUp, and Zoho Projects serve a wide range of internal use cases—but they weren't built for the client-facing workflows and outcomes that define success in modern B2B services. Setuply is built specifically for managing the full client experience—from onboarding to long-term success.
See how we compare when it comes to delivering a complete, scalable client experience.
FEATURES
Setuply
Smartsheet / Zoho / ClickUp
Tailored for Client Management
Purpose-built for onboarding through the client lifecycle
Generic PM tool
AI-Powered Automation
Included across the entire platform and built into workflows, summaries, and analytics
Only available in specific pricing tiers — not integrated throughout the full solution
Resource & Capacity Management
Built-in visibility across teams and projects
Available at higher-price tiers, or have limited visibility and are non-intuitive
Data Staging & Transformation
Built-in secure data import, validation, transformation, and version control — no add-ons needed
Available only through integrations
Managing Support Tickets & Requests
Built-in ticketing and change request tools
Requires JIRA or templates
Client-Facing Collaboration
Configurable client-facing portals with real-time access to all project details and updates
Client dashboards need add-ons or have limited features and access
Invoicing
Built-in invoicing tied to project milestones, resource usage, and tracked time — no external tools needed
Requires third-party tools
Forms/Surveys
Built-in customizable forms and surveys to collect client data and feedback
Basic widgets; not project-integrated
Centralized Communications
Unified communication hub for messaging, alerts, file sharing, and client-specific needs
Fragmented; relies on email/chats
Dashboards
Real-time, role-specific dashboards for internal and client-facing use
Complex with limited views
Third-Party Integrations
Seamless integration with AI, CRMs, and ops integrations for connected experiences
May requite integrations or third-party tools; often needs workarounds
User Interface
Clean, intuitive for all users
Steep learning curve for advanced features
Vendor Support
Dedicated customer support with real-time assistance
Lack of offline support and long wait times, or live support is an additional fee
