Onboarding Package Options and Feature Guide
Gain access to a robust suite of automation, onboarding, and client management tools—built to help your team succeed. Setuply includes powerful features across all plans to help you drive efficiency, enhance collaboration, and elevate the client experience.
Want to find the best fit for your team? Reach out to learn more about our packages and how Setuply can support your growth.
Ready to Uplevel Your Onboarding?
Setuply delivers the full spectrum of onboarding solutions — no trade-offs, just comprehensive results.
✓ Unlimited Notification Templates
✓ Unlimited Onboarding Project Templates
✓ Unlimited Workflow Templates
✓ Data Collection Forms, Wizards & Template
✓ Build Your Own or Tap Into Our Rich Template Libraries
✓ Unlimited Dashboards for Different User Types
✓ Pre-built Dashboard Library, Including Company Leader, Implementation Manager, Customer Portal, Client Success Manager
✓ Customizable Library Dashboard Widgets
✓ Add Any Report on the Dashboard
✓ Configurable Workflow Engine
✓ Custom Rules Builder
✓ Configurable & Reportable Project Milestones
✓ Configurable & Reportable Checklists
✓ Configurable Multi-Format Reporting Engine
✓ Custom Branding and White Label Options*
✓ Secure Data Questionnaires & Forms
✓ Surveys
✓ Secure File Upload
✓ Building & Saving Client Questions
✓ Customized Client Questionnaires
✓ Historical Client Data Mapping
✓ Client Data Validation
✓ Data Storage & Communications
✓ Outbound Data Transformation Destination
✓ Mass Client Data Migrations
✓ Conditional Logic Questionnaires
✓ Data Collection Flow Management
✓ Data Security Management
✓ Extractors Library*
✓ Workload & Throughput Management
✓ Staff Project Assignments & Progress Tracking
✓ Staff Capacity Planning (Ex. Tasks Assigned, Hours Assigned, Etc.)
✓ Individual Workload & Productivity Tracking
✓ Team Productivity
✓ Insight Into the Revenue on the Line
✓ Team Project Assignments & Re-Assignments
✓ Leaderboards
✓ Visibility into the Workload of Each Member
✓ Implementer Time-Off / Company Holiday Logging
✓ Unlimited Projects. Unlimited Non-Implementer Team Contributors. Unlimited Client Contributors.
✓ Context-Aware AI-Driven Onboarding Platform
✓ Onboarding Project Management
✓ Project Scope & Timeline Management
✓ Project & Sub-Project Dependencies
✓ Multi-Format Actionable Project Views (Gantt, List, Etc)
✓ Actionable Project Statuses
✓ Approval Management
✓ Complete Logging & Auditing
✓ Project Risk Categories
✓ Deep Elastic Search
✓ Project Trackers
✓ Project Revenue at Stake Management
✓ Project Risk Heatmaps
✓ Pre-Built Most-Used Reports
✓ Exportable Analytics
✓ Executive Reporting & Analytics
✓ Reporting Across Unlimited Projects
✓ Graphical and Tabular Representation
✓ Sales & Business Development Solutions
✓ Client Success Solutions
✓ Customer Support Solutions
✓ Project Management Software
✓ Ticketing & Case Management Systems
✓ Sales-Driven New Project Creation
✓ Surveys & Customer Feedback
✓ External Calendar Integration
✓ Client’s Own Tech Stacks
✓ Change Request Capability
✓ Change Project Scope Requests
✓ Project Scope Management
✓ Change Request Administration
✓ Change Request Approvals
✓ Configurable Notifications
✓ Centralized Communications
✓ Communication & Change Log
✓ Onboarding Client Communications Engine
✓ Automated Email Routing
✓ Built-in Chat
✓ Unlimited Security Roles
✓ Multiple-Level Permissions
✓ 50 GB Storage Space
✓ Helpful Guides & Manuals
✓ Up to 3 Third Party Integrations included*
✓ SOW Generation and Management*
✓ Custom Email Domain*
✓ Built-in Secure Email Solution*
But if You Want More
✓ 500 GB Storage Space
✓ User Access Management
✓ Timekeeping
✓ Invoicing
✓ Up to 7 3rd Party Integrations included
✓ White Glove Service
✓ Extractors*
*Additional fees apply
✓ 1 TB Storage Space
✓ User Access Management
✓ Timekeeping
✓ Invoicing
✓ Up to 15 third Party Integrations included
✓ White Glove Service
✓ Extractors*
✓ Learning Engine
*Additional fees apply
Ready to transform onboarding into a growth engine?
