Onboarding Package Options and Feature Guide
Gain access to our suite of onboarding tools and features, ensuring you have everything you need to succeed, right from the start.
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 Options
✓ Secure Data Questionnaires & Form
✓ Secure File Upload
✓ Building & Saving Client Questions
✓ Customized Client Questionnaires
✓ Inbound 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
✓ 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 Onboarding Logging & Auditing
✓ Project Risk Categories
✓ Deep Elastic Search
✓ Onboarding Project Trackers
✓ Project Revenue at Stake Management
✓ Project Risk Heatmaps
✓ Pre-Built Most-Used Reports
✓ Exportable Analytics
✓ Executive Reporting & Analytics
✓ Reporting Across Unlimited Projects
✓ 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
✓ Change Request Capability
✓ Change Project Scope Requests
✓ Project Scope Management
✓ Change Request Administration
✓ Project Scope Management
✓ Change Request Approvals
✓ Configurable Notifications
✓ Centralized Communications
✓ Communication & Change Log
✓ Onboarding Client Communications Engine
✓ Multiple-Level Permissions
✓ Unlimited Security Roles
✓ 50 GB
✓ Helpful Guides & Manuals
✓ Built-in Case Management
But if You Want More
✓ 500 GB
✓ User Access Management
✓ Custom Email Domain
✓ Timekeeping
✓ New 3rd Party Integrations
✓ White Glove Service
✓ SOW Generation and Management
✓ 1 TB
✓ Learning Engine
✓ Multi-Language Support
✓ Multi-Currency Support
✓ Mass-Migration Support
Ready to transform onboarding into a growth engine?
