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How Setuply elevates
the entire post-sale journey
for companies like yours

From onboarding to support to ongoing success, our solution simplifies the complex, accelerates value, removes friction, and sharpens your competitive advantage.

Accelerate outcomes. Stay in control. Maximize ROI.

Delays in onboarding, fragmented support, and reactive service models drain internal resources and slow momentum. Setuply changes the equation. Our platform unifies onboarding, support, and managed services to help you go live faster, cut time-to-value by at least 30%, and double your team’s efficiency — guaranteed. These improvements don’t just add up — they compound, driving sustained growth, stronger client relationships, and long-term operational gains.

With real-time visibility, intelligent automation, and built-in accountability, Setuply keeps your team aligned with clients and focused on delivering results, not fighting fires. The impact is tangible: EL-ITE achieved a 300% boost in responsiveness, CheckmateHCM increased output sixfold, and Inova recovered over $500K in previously unbilled revenue.

Discover how Setuply transforms post-sale operations into a growth engine

See How

With Setuply, your entire post-sale operation is finally on the same page.

From launching new projects directly from your sales CRM to resolving client inquiries through intelligent, hyper-routed case management to managing services at scale, Setuply connects it all. Every touchpoint, integration, and workflow is centralized, secure, and built for seamless collaboration. With role-based views for internal teams and external stakeholders alike, nothing falls through the cracks.

Setuply empowers your team to deliver a seamless, consistent, and high-impact client experience — whether it’s the start of a new journey or the expansion of an existing relationship. Fewer missteps. Clearer communication. A better experience from day one to day forever.

Our platform transforms the post-sale experience for companies like yours by:


  • Providing insight into the trajectory of your onboarding project
  • Helping you understand your current responsibilities at a glance
  • Giving you easy access to your team as questions arise
  • Offering a platform to upload essential historical data securely
“With my years of experience working with companies in various stages of their client journey, I can confidently say that a poor client experience is the number one reason customers drop off.”
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Ben SteinMarketing & Success Customer Leader

Is your post-sale experience supporting long-term success?

The post-sale journey is where trust is built — and tested. Whether it's onboarding, ongoing support, or managed service delivery, the quality of execution sets the tone for the entire client-provider relationship. When these experiences are transparent, secure, and responsive, companies like yours not only build confidence in your solution provider but also unlock greater long-term value.

With Setuply, consistent communication, real-time visibility, and a unified service experience reduce friction at every stage, making you feel supported, empowered, and fully aligned from day one onward.

Why specialized client lifecycle management tools are a must-have

As a client, you need more than just a good product — you need a provider who can deliver a seamless onboarding experience, accelerate value realization, and support effective change management. When your provider leverages purpose-built tools to manage the client lifecycle, it’s more than a convenience — it signals their commitment to your success. These tools help your company:

 

  • Simplify complex implementations and ensure smooth adoption of new tools and processes.
  • Accelerate time-to-value by keeping projects on track and stakeholders aligned.
  • Adapt with confidence as timelines or scope shift with evolving business needs.
  • Gain full visibility into every stage of the client journey to boost engagement and trust.
  • Strengthen data security with centralized, auditable systems for handling sensitive information
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Setuply accelerates and adds meaning to the post-sale success.

See How
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