
Your Client Onboarding
Automation Platform
Remove the barrier between closing the deal and realizing its potential
Setuply - onboard faster, live better!
Solution Overview:
Onboarding Done Right
- Dynamic project scope management helps keep budget, scope, and timeline in check
- Intuitive configuration workflows work for virtually any business setting or industry
- Complete project transparency empowers client engagement and collaboration
- AI-powered PSA for the optimal team capacity management and utilization








Company History 2015 - Today
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2015 - COMPANY START
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2016 - FIRST MILESTONE
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2018 - SECOND MILESTONE
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2022 - TODAY
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Ready to level up your client onboarding?
You've Come to the Right Place
If any of these ring a bell...

Help clients realize your solution benefits faster
What Setuply Means To Our Customers
"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."

Product Benefits
A successful transition from a brand-new client into a brand advocate is critical to your company's mission. Setuply's comprehensive onboarding solution drives long-term success, reduces implementation costs, improves client and vendor initial experience, and helps to re-focus on growth.

Onboarding Engine
Evolves with your needs to ensure no balls get dropped

Client Experience
A peace of mind in real time with onboarding progress transparency

Data Management
Designed to securely collect, validate, and exchange the data

Powerful Integrations
Feel good with sales, client success, support all connected

PSA
Intelligent AI-driven systems optimize team efficiency

With You Always
Deliver a beautiful web-based and mobile onboarding experience
Strategy Matters
Would you like to take Setuply for a spin?
Ideas That Inspire
“Failure is the most effective technique to optimize strategic planning, implementation, and processes.”

“Strategy without tactics is the slowest route to victory. Tactics without strategy are the noise before defeat.”

“Sound strategy starts with having the right goal.”

“Successful organizations understand the importance of implementation, not just strategy, and, moreover, recognize the crucial role of their people in this process.”

“It's not the ideas; it's design, implementation, and hard work that make the difference.”

“Ideas are easy. Implementation is hard.”

“Insanity: doing the same thing over and over again and expecting different results.”

“Creativity is thinking up new things. Innovation is doing new things.”

