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Client Impact Control Center

What if you could drive client engagement and success from day one?

Our Client Impact Control Center empowers clients with the transparency and tools they need to stay informed, take action, and maximize value. With a streamlined way to manage tasks, track progress, and access support, every interaction becomes smoother, more efficient, and more engaging—driving stronger relationships and long-term success.

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Put your clients in the driver's seat with Setuply.

Our Client Impact Control Center

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Real-Time Visibility
Gives clients real-time visibility into every step of their experience
Collaboration
Collaborative Process
Enables more collaborative experience that keeps clients engaged from onboarding on
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Streamlined Communications
All communications are securely centralized making it easier to communicate with clients
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Ease of Use & Setup
Designed for effortless use and intuitive experience for every type of stakeholder

Experience the Client Impact Control Center for yourself

Clients and teams alike expect a collaborative, transparent experience throughout their journey—not just during onboarding. With the Setuply platform, every stakeholder can stay aligned, track progress, and take action when needed. Whether it’s onboarding, implementation, ongoing support, or account management, our platform ensures clarity at every stage. Clients can see when the ball is in their court, recognize the work being done behind the scenes, and get the answers they need to keep momentum going.

It’s the key to stronger client engagement, higher satisfaction scores, and long-term retention.

What defines an exceptional client experience?

Features that transform how clients engage with your organization

Client Master MultiView Dashboard

Give clients a holistic insight into all things related to their projects from a single pane, including all tasks.

 
Project Status

Keep clients informed of project progress, including when key tasks are completed, or project milestones are met.

 
Change Request Module

Offer clients the ability to request changes to their projects from the convenience of the control center.

 
Centralized Communications

Make it easy for clients to reach out to onboarding, client success, or support teams for questions and get timely responses with built-in case management.

 
Communication & Change Log

All communication and change request conversations become stored information the client can easily refer back to through the real-time Activity Stream.

 
User Access Management

Give clients the power to make adjustments to user access without the need for their supporting reps to intervene.

 

Your journey to a better client management experience starts here.

Helpful client onboarding insights

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