Professional Services Automation
for Client Onboarding
Use AI-driven insights to support your onboarding team and business
Experience Setuply's Professional Automation Services for yourself
Is there room for improvement in your client onboarding program? Our professional services automation solution provides you with AI-driven insights to move your program forward. With access to analytics around team performance and revenue, you’ll have a better gauge on how to make client onboarding a differentiator for your business while keeping your team happy.
Features that support client onboarding program improvements
Experience the full range of Setuply’s onboarding capabilities
Give clients the power to stay connected to project progress and reach out for support to keep things on track.Secure Data Management
Easily and efficiently gather client historical data and other information necessary for a successful implementation.Scale Up Onboarding Engine
Make your onboarding process scalable and repeatable with powerful project management functionality.