Software Alternatives, Accelerators & Startups

GeoScreenshot VS Setuply

Compare GeoScreenshot VS Setuply and see what are their differences

GeoScreenshot logo GeoScreenshot

Test your website from anywhere in the world. Check availability, website consistency, geo-specific targeting, localization, location-based redirects, performance.

Setuply logo Setuply

Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence.
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  • GeoScreenshot Landing page
    Landing page //
    2023-05-04
  • Setuply Setuply Leadership Dashboard
    Setuply Leadership Dashboard //
    2025-04-24
  • Setuply Setuply Consultant Dashboard
    Setuply Consultant Dashboard //
    2025-04-24
  • Setuply Setuply My Tasks View
    Setuply My Tasks View //
    2025-04-24
  • Setuply Setuply Project Dashboard
    Setuply Project Dashboard //
    2025-04-24
  • Setuply Setuply Client Portal
    Setuply Client Portal //
    2025-04-24

Setuply is an AI-powered, purpose-built platform for client onboarding and lifecycle management. Designed for B2B service providers, Setuply helps teams streamline complex, cross-functional workflows—from onboarding and implementation to ongoing service and support—while maintaining consistency, visibility, and control at scale.

The platform unifies project management, case management, secure data staging, configurable forms and surveys, and integrated client communications—replacing siloed tools and disconnected processes with a single, structured system.

Powered by agentic AI and a built-in machine learning engine, Setuply intelligently guides tasks, decisions, and follow-ups across internal teams and external stakeholders. This reduces delays, eliminates manual busywork, and ensures clients are supported with clarity from day one.

Setuply integrates seamlessly into existing tech stacks—connecting to CRMs, ERP/accounting systems, and proprietary applications—to deliver a connected, end-to-end client experience that extends across sales, operations, finance, and support.

B2B providers using Setuply have seen measurable results, including: 300% improvement in client response times 2x increase in delivery capacity Over 30% reduction in onboarding timelines Full elimination of onboarding backlogs —all without increasing headcount. Setuply provides the structure, automation, and insight needed to transform client journeys into scalable, repeatable growth—regardless of complexity, volume, or industry.

Setuply

Pricing URL
-
$ Details
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Platforms
Salesforce Hubspot Asana Smartsheet Microsoft Teams Google Suite Acumatica NetSuite QuickBooks
Release Date
2022 July
Startup details
Country
United States
State
NH
City
Portsmouth
Founder(s)
Rachel Lyubovitzky
Employees
20 - 49

GeoScreenshot features and specs

  • Wide Range of Locations
    GeoScreenshot provides a comprehensive selection of global locations to capture website screenshots, which is beneficial for businesses targeting international audiences.
  • Ease of Use
    The platform is user-friendly, allowing users to capture screenshots with just a few clicks without needing extensive technical knowledge.
  • Multiple Device Options
    GeoScreenshot allows users to capture screenshots from various devices, including mobile, tablet, and desktop, which is useful for responsive design testing.
  • Customizable Settings
    Users have the ability to customize settings such as screen resolution and browser type, providing flexibility in testing website appearances.
  • Time-saving
    The service automates the process of taking and gathering screenshots from different locations, saving users significant time compared to manual testing.

Possible disadvantages of GeoScreenshot

  • Cost
    GeoScreenshot is a paid service, which may not be cost-effective for small businesses or individual users with limited budgets.
  • Limited Free Tier
    The free tier offers limited functionality, which may not meet the needs of users looking for extensive testing options without subscribing to a paid plan.
  • Potential Lag
    Depending on server load and geographical distance, there might be some lag in capturing screenshots, which could affect the speed of obtaining results.
  • Feature Limitations
    While offering a range of features, some advanced testing options available in other tools might be lacking, which could limit comprehensive testing needs.
  • Data Privacy Concerns
    As with any online service, there might be concerns regarding data security and privacy when using GeoScreenshot to capture website information.

Setuply features and specs

  • Project Management
    Setuply’s Project Management capability is purpose-built for the complexity of client-facing work. It brings structure to onboarding and service delivery by combining intelligent task flows, dynamic timelines, and embedded collaboration—ensuring teams stay aligned and clients stay informed. Whether launching a new client or rolling out an additional service, Setuply allows teams to configure projects with built-in templates, risk management, and milestone tracking, while its AI-driven SmartTasks proactively manage dependencies and surface bottlenecks. The result is predictable delivery, better visibility for all stakeholders, and the operational efficiency needed to scale—without relying on disconnected tools or manual workarounds.
  • Case Management
    Setuply’s Case Management is purpose-built to support client-facing service teams with the structure and visibility they need to manage ongoing work, requests, and issues—long after onboarding is complete. Unlike traditional ticketing systems, Setuply offers a more intelligent, client-centric approach by organizing requests into meaningful case types tied to specific client outcomes, compliance needs, or service objectives. Built-in automation, priority handling, and dynamic routing ensure nothing falls through the cracks, while embedded collaboration tools make it easy for internal teams and clients to stay aligned in real time. Integrated with Setuply’s broader onboarding and project workflows, Case Management ensures continuity, transparency, and faster resolution—driving client satisfaction and operational scale.
  • Secure Data Staging
    Setuply’s Secure Data Staging gives service teams a safe, structured way to collect, review, and act on sensitive client data—without relying on risky email threads, shared drives, or unsecured spreadsheets. The platform provides a controlled environment where data can be uploaded, validated, and transformed before it ever reaches production systems. With customizable templates, granular permissions, and built-in audit trails, Setuply ensures that both teams and clients stay aligned on what’s needed, what’s missing, and what’s ready for handoff. This creates clarity, reduces rework, and protects data integrity at every stage of the onboarding and service lifecycle. Unlike generic file sharing or ticketing tools, Setuply offers a purpose-built, end-to-end approach to data management that’s uniquely suited to the complexity of B2B service delivery.
  • Client Impact Control Panel
    Setuply’s Client Impact Control Panel brings unprecedented transparency to the client experience—making it easy for B2B providers to share progress, surface blockers, and align stakeholders in real time. Instead of relying on ad hoc status updates or fragmented email threads, clients get a clear, consolidated view of where things stand, what’s needed, and what’s next. Internally, teams gain actionable insights into service health, client engagement, and potential risks—so they can be proactive rather than reactive. This level of visibility strengthens trust, improves collaboration, and reduces the back-and-forth that slows down momentum. It’s a modern approach to client communication—purpose-built for long-term relationships and complex service delivery.
  • Forms and Questionnaires
    Setuply’s Forms and Questionnaires module empowers teams to gather structured, actionable information from clients with maximum flexibility and minimal friction. Users can create any number of dynamic forms, guided questionnaires, or onboarding wizards—complete with conditional logic, digital signatures, and secure collaboration. Whether it’s collecting implementation details, compliance documentation, or service preferences, Setuply transforms static data collection into an interactive, trackable experience. Inputs can be mapped into tabular formats for easy review and reuse, and forms can be assigned, collaborated on, and monitored in real time. It’s everything B2B service teams need to collect the right data, from the right people, at the right time—without the endless email threads or spreadsheet chaos.
  • Surveys
    Setuply’s built-in survey capabilities make it easy to capture client feedback at every stage of the journey—from onboarding to ongoing service and renewal. Teams can create custom surveys to assess satisfaction, gather insights, or track key metrics, with flexible question types, branding options, and automated delivery. Surveys can be triggered based on project milestones, service events, or timeline intervals, ensuring feedback is timely and relevant. Results are centralized and actionable—helping teams identify patterns, address issues early, and continuously improve the client experience. With Setuply, collecting feedback isn’t a disconnected task—it’s part of a larger, integrated effort to turn clients into long-term advocates.
  • Centralized Communications
    Setuply centralizes all client communications—emails, updates, and action items—into a single, secure, and trackable workspace. With built-in secure email functionality, messages are not only encrypted but fully routable within the platform, ensuring the right stakeholders are looped in and that no task or response falls through the cracks. Action items can be tied directly to communications, so follow-ups are clear and progress is visible. Unlike disconnected inboxes or fragmented tools, Setuply maintains a complete record of every exchange—organized by client, project, or case—providing transparency and continuity across every stage of the client lifecycle. It’s the modern way to manage communications: secure, contextual, and built for scale.
  • Connected Experiences
    Setuply delivers connected experiences by integrating seamlessly with the tools B2B providers already rely on—CRMs, ERPs, accounting platforms, proprietary systems, and more. These deep integrations eliminate manual data entry, reduce silos, and ensure a smooth flow of information across every stage of the client journey. Whether syncing deal data from the sales pipeline, updating billing systems post-launch, or feeding project outcomes into customer success platforms, Setuply acts as a bridge across departments and workflows. The result is a unified, real-time view of client activity that empowers teams to act faster, collaborate better, and deliver with confidence. In a world of disconnected point solutions, Setuply stands apart by offering true end-to-end visibility and operational alignment.
  • ML and Agentic AI
    Setuply leverages built-in machine learning and agentic AI to drive smarter, more proactive client delivery. The platform doesn’t just track tasks—it learns from them, predicting timelines, flagging risks, and recommending next steps based on historical patterns and real-time activity. Its agentic AI engine goes a step further by autonomously guiding workflows, surfacing dependencies, and nudging both internal teams and clients toward timely, coordinated action. This reduces delays, eliminates busywork, and creates a more seamless experience without the need for micromanagement. Setuply’s intelligence is embedded throughout the platform—so every project, case, and communication benefits from the system’s evolving insight.

GeoScreenshot videos

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Setuply videos

Experience Onboarding World 2024 | October 2-4 in Boston | Setuply

More videos:

  • Review - Join Setuply's Onboarding World 2024 in Boston | October 2-4 | Transform Your Client Onboarding
  • Review - Make Meaningful Connections at Onboarding World 2024 | October 2-4 in Boston | Setuply

Category Popularity

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Browser Testing
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Questions and Answers

As answered by people managing GeoScreenshot and Setuply.

Who are some of the biggest customers of your product?

Setuply's answer:

Technology companies (solution providers): Client adoption of software or technological solutions often comes with a complex onboarding process where Setuply can be instrumental. The platform provides an organized, transparent view that keeps sales teams engaged and informed while ensuring clients can successfully adopt and use the solution. Meanwhile, customer support reps have insights into the entire onboarding journey, better equipping them to anticipate and address questions and concerns as clients transition to using the technology.

Consulting or implementation providers: Often tasked with guiding clients through the maze of adopting new systems, processes, or solutions, Setuply is an indispensable tool for consulting and implementation firms. Through a central hub, they can maintain transparent communication, manage project timelines, handle change requests, and ensure a seamless transition for clients. Leaders and managers, meanwhile, can use Setuply to monitor team activities, identify bottlenecks, and ensure projects align with broader business objectives.

Why should a person choose your product over its competitors?

Setuply's answer:

Why choose Setuply over other platforms? Because Setuply is purpose-built for the complexity of B2B client onboarding and service delivery, while most alternatives are either general-purpose project tools or legacy systems that force teams into rigid, disconnected workflows.

Unlike competitors, Setuply combines project management, case tracking, secure data staging, forms, surveys, communications, and AI-powered guidance into a single, unified platform. It’s not just about managing tasks—it’s about transforming how client work gets done across teams and touchpoints.

With Setuply, you get: A platform built for client-facing workflows (not retrofitted for them) Embedded agentic AI and machine learning to reduce manual work and drive outcomes Seamless integrations with your existing systems (CRMs, ERPs, proprietary apps) Structured transparency that builds trust and alignment with clients Proven impact: Clients see faster onboarding, higher capacity, and stronger retention—without adding headcount Setuply doesn’t just help deliver. It helps scale, evolve, and turn every client into a long-term advocate.

Which are the primary technologies used for building your product?

Setuply's answer:

Setuply is built using a modern, scalable technology stack designed for performance, flexibility, and intelligence. At its core, Setuply leverages Java for backend stability and enterprise-grade scalability, Python for AI/ML-driven logic and data processing, and integrates with OpenAI to power its agentic AI features, enabling smarter task routing, predictive workflows, and contextual automation throughout the platform. The architecture supports seamless integration with external systems (like CRMs, ERPs, and custom tools), and is designed for extensibility to support evolving client needs and complex service environments.

What makes your product unique?

Setuply's answer:

What makes Setuply unique? Setuply is the only AI-powered platform purpose-built to manage the full client lifecycle—from onboarding to ongoing service delivery—within complex B2B environments.

Unlike generic project tools, CRMs, or support systems retrofitted for onboarding, Setuply offers a unified, client-centric workspace that brings together project management, case tracking, secure data handling, custom forms and surveys, and integrated communications—all in one place.

What truly sets Setuply apart: 🔁 End-to-end structure for managing onboarding and service delivery at scale 🤖 Embedded agentic AI and machine learning that automate, guide, and optimize workflows in real time 🔐 Secure, centralized communication and data staging designed for sensitive client information 🔗 Rich integrations with CRMs, ERPs, accounting systems, and proprietary apps—ensuring alignment across the entire client journey 📈 Proven outcomes: Clients have seen 2x delivery capacity, 30% faster project timelines, and zero backlog—without increasing headcount

Setuply is the operational foundation that allows B2B service teams to deliver consistently, scale efficiently, and turn onboarding into a strategic advantage.

How would you describe your primary audience?

Setuply's answer:

Setuply is built for operations-driven B2B organizations that deliver complex, high-touch services, especially in industries where onboarding is critical to client success and long-term value.

Our core audience includes: COOs and operational leaders aiming to scale delivery without growing headcount Client onboarding and implementation teams managing cross-functional, multi-phase rollouts Customer success and service leaders focused on retention, satisfaction, and lifecycle value CFOs and growth executives seeking faster revenue recognition, improved margins, and stronger ROI on service delivery

We’re focused on serving companies in highly regulated, compliance-driven, or integration-heavy industries, where onboarding and ongoing service delivery are complex and strategic: Human Capital Management (HCM) Benefits Administration (Benetech) Financial Technology (Fintech) Regulatory Technology (Regtech) Professional Services Payroll & Workforce Management Platforms Managed Services Providers (MSPs)

These organizations often face fragmented tools, manual processes, and inconsistent client experiences. Setuply provides the structure, automation, and visibility needed to scale efficiently and deliver better outcomes, without chaos.

What's the story behind your product?

Setuply's answer:

The Story Behind Setuply

Setuply was born out of firsthand experience with a frustrating reality: even in the most sophisticated B2B organizations, client onboarding and service delivery are still painfully manual. Despite operating in a digital-first world, teams continue to rely on spreadsheets, disconnected tools, and tribal knowledge to manage complex onboarding processes that often drag on for months, sometimes years.

The result was missed revenue, client churn, operational chaos, and a whole lot of wasted effort.

Setuply was founded to change that. We saw a better way—one rooted in structure, automation, and intelligence. Our platform brings together everything needed to manage the client lifecycle in one place: project management, case tracking, secure data staging, forms, surveys, integrated communications, and deep system integrations—all powered by built-in machine learning and agentic AI.

Setuply doesn’t just digitize onboarding—it transforms it into a scalable, repeatable growth engine. We help B2B providers accelerate revenue recognition, boost retention, and deliver the kind of experience that turns clients into long-term advocates.

We’re on a mission to eliminate the chaos, busywork, and inefficiencies that hold great teams back—and replace them with the structure, clarity, and control they need to scale with confidence.

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