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Setuply-Onboarding

Power the next generation of client onboarding with our all-in-one platform

Power up every aspect of onboarding and beyond

Client Impact Control Center

Give clients the power to stay connected to project progress and reach out for support to keep things on track.
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Scale Up Onboarding Engine
Make your onboarding process scalable and repeatable with powerful project management functionality.
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Secure Data Management
Easily and efficiently gather client historical data and other information necessary for a successful implementation.
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Professional Services Automation
Track your team members’ workload and productivity, and then use that data to identify bottlenecks and avoid burnout.
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Setuply is your partner in growth

Our cutting-edge automation platform supports software vendors on their path to modern onboarding. You’ll have the tools and automation you need to transform client onboarding into a repetitive, scalable process that keeps clients informed and engaged. It’s the foundation to turning early adopters of your solution into enthusiastic brand champions.

Focus on what you do best. We'll take care of the rest.

Reduce the time it takes to get clients up and running on your tech while delivering more of the onboarding experience they want. And do it all without adding more to your team's workload. Setuply's intuitive platform positions you to do more with less.

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Your journey to better onboarding starts here.

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"Onboarding used to be a pain: 90% busy work that did not require human input. Glad we found Setuply."
John A., Implementation Manager
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