Case Management
Streamline Communications With Centralized Case Management
Without a centralized case management system, client issues and requests are often scattered across various channels, making it difficult for your team to follow up and keep clients updated.
Setuply's case management is seamlessly integrated into our onboarding platform, providing support during onboarding and beyond. With access for all stakeholders, we foster collaboration, drive success, and ensure a smooth experience.
Stay organized and resolve client requests efficiently
Communicate Effectively
Eliminate silos to create consistent, transparent responses.
Standardize Processes
Use automated workflows to follow up with questions and requests
Maintain Records
Refer back to cases later to see how your team resolved them, increasing efficiency.
Continuously Improve
Manage team workloads, track average case length and more.
