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Setuply
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Tagline
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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Description
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.
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Release Date
When was Setuply released? Please use the first day of the month if you don't remember the exact date.
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