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Case Management – Faster Issue Resolution, Better Client Experiences

Streamline Communications With Centralized Case Management

Without a centralized case management solution, client issues, requests, and follow-ups can become scattered across multiple channels, leading to inefficiencies, missed updates, and delayed resolutions. Setuply’s case management system seamlessly integrates into onboarding, implementation, support, and ongoing account management—ensuring that every stakeholder stays informed and aligned.

With real-time tracking, automated workflows, and shared visibility across teams, Setuply fosters collaboration, accountability, and faster issue resolution. Whether it's addressing onboarding needs, resolving support tickets, or managing ongoing client requests, our case management tools empower teams to enhance efficiency, improve client satisfaction, and drive long-term success.

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Stop searching for updates with centralized case management.

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Stay organized and resolve client requests efficiently

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Communicate Effectively
Eliminate silos to create consistent, transparent responses.
Collaboration
Standardize Processes
Use automated workflows to follow up with questions and requests
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Maintain Records
Refer back to cases later to see how your team resolved them, increasing efficiency.
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Continuously Improve
Manage team workloads, track average case length and more.

Case management system features to support better processes across your entire team

Multi-Channel Submission

Make it easy and convenient for clients to communicate requests. With our case management system, they can submit cases from email, within your project, or within the client portal.

  
One Centralized System

Stop sifting through emails and spreadsheets for details on a case. Our system displays all notes and updates in one place and maintains a record for future reference. 

  
Customizable Workflows

Never lose track of next steps to resolve a client issue. Route cases to the right individuals with automated case management workflows and notifications.

  
Built-In AI

Stay caught up on the latest developments for your clients’ cases. Our case management software uses ChatGPT to summarize cases and assign actions.

  
Integrations

Ensure a seamless client experience from the sales process and beyond. Our case management system integrates with popular CRM software and help desk software.

  
Dedicated Dashboards Gain full visibility into every case with dashboards designed for clarity and action. All stakeholders have real-time access, ensuring no details are missed.  

Keep clients engaged and informed with better case management.

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Your path to a smoother, more efficient client experience starts here.

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Valuable insights for a seamless client journey from day one

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