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Start Experiencing the Power of Setuply

Sign Up for a Freemium Account

With a Setuply Freemium account, you’ll unlock access to a powerful engine that will transform everything about your onboarding experience for you and your clients.

 

Sign Up Today

The Ideal Solution for Teams Wanting to Simplify Onboarding

For businesses looking to accelerate revenue recognition and deliver client value, Setuply Freemium offers streamlined onboarding solutions to help you reach your goals with ease.

What to Expect After Signing Up

Once you sign up for Setuply Freemium, you'll have a dedicated space to start creating and managing projects, collaborating seamlessly with team members and clients, and exploring powerful Setuply features—all at no cost.

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Control Timelines

Create projects, assign tasks, attach files, and keep everyone informed through integrated project emails.
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Achieve Scalability

Utilize templates and improve consistency with timelines, tasks, and instructions.
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Empower Collaboration

Bring your team members and clients together to work seamlessly in real time. 
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Simplify Data Gathering

Create data forms, surveys, and questionnaires with configurable forms to collect, validate, and organize information efficiently.
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Gain Valuable Insights

Utilize dashboards, widgets, and reports for project tracking, task progress, and client management through built-in reports.
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Stay Ahead of Issues

Create cases effortlessly with an intuitive case management workflow.

Your Setuply Experience Awaits

Complete the sign up form and receive a welcome email that gives you tips to help you get started. Gain access to Setuply's tools with two sample projects. No setup needed and you're free to personalize your experience! Get a taste of Setuply's functionality through email notifications and updates on your sample projects, task assignments, and progress.

 

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Company History 2015 - Today

  • Company-Logo-Mockup-Office

    2015 - COMPANY START

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  • 2016 - FIRST MILESTONE


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  • 2018 - SECOND MILESTONE

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  • Company-Logo-Mockup-laptop-new

    2022 - TODAY

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Discover the Solution That Industry Leaders Trust

"The prior approach of using spreadsheets for onboarding and for team and client collaboration was simply not scalable.  Fortunately, with Setuply the entire onboarding process is under control. We can focus on growing sales while keeping our customers happy and satisfied."
Megan-C-Headshot
Megan CDirector of Operations

“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.”

Coray-Grove-New-Photo
Coray GroveChief Revenue Officer
“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”
Alice-Hinton-1
Alice HintonHuman Resources Product Manager
“With a steady pipeline of new customers and current customers wanting to purchase additional services, trying to combine data from multiple sources and make sense of it all can be difficult. Being able to see everything and manage it from one place is a beautiful thing.” 
JoshRobinson
Josh RobinsonCEO
“Setuply’s technology enables us to perform with precision, speed, and accuracy, ensuring that every step is purposeful and well-understood. This approach not only builds our clients’ confidence in our capabilities but also highlights our ability to deliver exceptional service.”
ChrisEvenson
Chris EvensonManaging Partner
“Our partnership with Setuply allows us to enhance our service offerings and provide our clients with a more streamlined and efficient onboarding experience. Setuply's innovative platform is a game-changer in the HCM space, and we are excited to leverage it to deliver superior results for our clients.”
ElizabethLewis
Elizabeth LewisCEO
“In the past, I would have to ask my implementation team members questions about whether they received data or had built something yet. Setuply removes this step. I can easily see what tasks have been completed and when, which helps streamline things from a management perspective.”
ZacharySmith
Zachary SmithVP of Operations

Ready to Unlock More?

Access powerful features, workflows, data staging, unlimited templates, and more with a full license. Contact our sales team at sales@setuply.com for details.

Get Started with Setuply Freemium

Take the first step toward a smoother, more efficient client onboarding and lifecycle management. Sign up for Setuply Freemium today and see how Setuply can transform the way you work.
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