Integrated Surveys. Built-In Feedback Loops.
Client feedback is seamlessly embedded into every project, so you can confidently listen, learn, and lead.
At critical moments in onboarding, support, and training, feedback is essential—but capturing it shouldn’t require disconnected tools or extra steps. With Setuply’s Survey Solution, you can gather client insights directly within the platform, at the right time and in the right context.
Our built-in survey functionality is flexible, scalable, and designed to empower continuous improvement, without leaving your client management platform - Setuply!
Smart Surveys, Right Where You Need Them
Surveys in Setuply are a strategic tool to close the loop on client experience and performance.
Fully Embedded Feedback Collection:
Surveys are launched from within the platform and tied to specific milestones—no external links, no extra tools. You can gather feedback at any point in your workflow, keeping everything centralized and intuitive.
Repeatable & Role-Based:
Use surveys across multiple clients, teams, or projects. Whether you're capturing onboarding feedback, tracking NPS, or following up on support interactions, Setuply helps you do it at scale, efficiently and consistently.
Data in Context:
Survey results don’t live in isolation. They’re linked to the project, user, or event they relate to—so you get actionable insights, not disconnected scores.
Setuply’s Survey Engine: Designed for Growth & Insight
Setuply’s Survey Solution is purpose-built to give teams a clearer picture of how clients are experiencing their services—and how they can improve. Whether you’re measuring satisfaction, capturing suggestions, or just checking in, you can do it all within the same system you use to deliver.
You can configure surveys to launch automatically, assign them to specific stages of a workflow, and create unique templates for various client journeys. Results are displayed in-platform—by client, team, or project—giving you immediate visibility into what’s working and what needs attention.
Setuply helps you turn feedback into fuel for growth—without adding noise or extra steps.
Why It Matters for Our Customers
