Great client experiences don’t happen by chance—they happen when teams work together. ?? From sales to onboarding to support, every step should feel connected. With the right collaboration, you can deliver proactive, personalized service that keeps clients engaged and happy. Discover how to make smooth handoffs a reality: https://hubs.li/Q03bt9Dr0 #ClientEngagement #ClientSatisfaction #TeamCollaboration
关于我们
Setuply's Agentic AI-powered client onboarding and lifecycle management platform is purpose-built to accelerate revenue recognition and reduce solution delivery costs, helping transform new clients into loyal brand champions. The Setuply platform natively integrates project management, client engagement, PSA, secure data staging, case management, and more into a cohesive solution that addresses every aspect of client onboarding and lifecycle management. Rich integrations facilitate connected experiences and seamless transitions within client organizations—from sales to onboarding to client success—and work in step with third-party operating partners. Setuply is an ideal solution for providers aiming to streamline and scale their client onboarding and lifecycle management processes. We serve a broad range of B2B markets, including human capital management (HCM), InsureTech, ERP, GovTech, FinTech, RegTech, and medical software. Access the automation and tools to accelerate revenue recognition, secure a competitive edge, make onboarding scalable, improve your team's capacity, and keep historical data secure, making the process enjoyable for clients every step of the way.
- 网站
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https://www.setuply.com/
Setuply, Inc的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 11-50 人
- 总部
- Portsmouth，NH
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Software Technology、Onboarding Automation、Innovation、Implementation、Change Management、Customer Success、AI、Operations、Profitability、Value Recognition、Revenue Recognition、Client Retention、Lifecycle Management、Client Onboarding、Process Efficiency、Revenue Recognition、B2B、SaaS、Project Management、Data Staging、PSA、Client Engagement、Onboarding Team Optimization、KPI和Invoicing
产品
![点击此处查看Setuply, Inc]()
Setuply, Inc
项目管理软件
Setuply offers a cutting-edge, AI-powered, purpose-built automation software platform to accelerate revenue recognition and reduce delivery costs. Our platform transforms client onboarding and lifecycle management into a scalable, efficient, and engaging experience. Our solution intuitively integrates project management, client engagement, PSA, secure data staging, and more into a comprehensive solution that addresses every aspect of client onboarding and lifecycle management. Empower your team to deliver exceptional onboarding experiences, help transform new clients into loyal, long-term brand advocates, and drive sustainable growth.
地点
Setuply, Inc员工
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Rachel Lyubovitzky
Setuply CEO & Chairwoman | Driving AI-Powered B2B Client Onboarding and Lifecycle Management Innovation
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Daniil Fishteyn
Co-Founder and Chief Technology Officer @ Setuply, Inc.
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Dmitry Korsunsky
Chief Information & Security Officer and Co-Founder @ Setuply, Inc.
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Kristin Maguire
Implementation Manager, at Setuply
动态
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Success in client onboarding isn’t just about knowing the process—it’s about learning, adapting, and growing. A strong mentor accelerates that growth by providing: ? Guidance rooted in experience ? Proven solutions to real-world challenges ? Connections that open new doors But mentorship isn’t one-sided. While mentees gain valuable insights, mentors refine leadership skills and shape the future of the industry: https://hubs.li/Q039HDdZ0 #ClientOnboarding #CareerGrowth #OnboardingCommunity #OnboardingWorld
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Staffing agencies operate in a fast-paced, high-demand environment. For Timerack, helping these businesses manage their workforce efficiently means keeping client interactions smooth, structured, and scalable. That’s where Setuply makes a difference. With a centralized, adaptable platform, Timerack simplifies project workflows and tailors processes to fit each client’s needs—without added complexity. Want to hear more? Join us for a webinar to see how Timerack delivers outstanding client experiences with the right tech stack. ?? Save your spot! https://hubs.li/Q039VG2d0 #StaffingSolutions #WorkforceManagement #ClientExperiences
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Your new client is excited to get started. The contract is signed, onboarding is underway—everything’s going smoothly. Then, they run into a question. They reach out for support, but their request gets buried in an inbox. Days pass. The excitement fades. The way you handle client questions—especially early on—can set the tone for your entire partnership. That’s why strong case management is key to building trust from day one. In our latest blog, we explore simple strategies to help teams stay organized, responsive, and proactive: https://hubs.li/Q036-SPh0 #ClientOnboarding #ClientManagement #CaseManagement
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Efficiency starts with the right tools. Project templates eliminate repetitive setup, ensuring a faster, more consistent onboarding and lifecycle management experience—so your team can focus on what really matters. Our clients love the ease and efficiency, and we think you will too! See how Setuply makes project management seamless: https://hubs.li/Q039cR7C0 #Setuply #ProjectManagement #ClientManagement
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?? Complete visibility means better client experiences. When you have real-time insights and automation in place, you can keep clients and teams connected at every stage. At IPPA Spring Summit 2025 at Paris Las Vegas, discover how Setuply helps payroll and HCM providers maintain clear communication, improve efficiency, and ensure long-term success from onboarding onward. Explore how to streamline your client journey! https://hubs.li/Q037yd_r0 #IPPA #Payroll #ClientOnboarding #ClientManagement
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One secret to stronger client relationships: a culture of continuous improvement. By streamlining processes, gathering real-time feedback, and fostering team collaboration, companies can create an onboarding experience that evolves with client needs—leading to greater efficiency and success. We spoke with Josh Robinson, CEO of CheckmateHCM, about how they’ve built this culture with Setuply’s support. The result? A 3X increase in output and an onboarding process that scales effortlessly. Read more: https://hubs.li/Q038brRN0 #ClientRelationships #ContinuousImprovement #ClientOnboarding
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More clients shouldn’t mean more hiring cycles and operational strain. ERP providers can scale smarter by using the right technology to handle more clients, manage complexity, and improve efficiency—without overburdening their teams. Learn how Setuply can help your business grow without increasing headcount: https://hubs.li/Q0389y_R0 #ERP #ERPmarket #Onboarding #ClientManagement
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Scaling your payroll business should be exciting—not overwhelming. The key is a smooth, efficient client journey that eliminates bottlenecks and maximizes success. Join us at IPPA Spring Summit 2025 at Paris Las Vegas to learn how Setuply’s AI-powered platform helps payroll and HCM providers optimize onboarding, streamline client success, and create sustainable growth. Connect with us and unlock new opportunities for your business! https://hubs.li/Q037yv5D0 #IPPA #IPPASpringSummit #Payroll #ClientExperience
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Stronger client relationships start with better onboarding. When clients feel engaged, informed, and supported from day one, they stay and grow with you. At IPPA Spring Summit 2025 at Paris Las Vegas, visit the Setuply team to see how our all-in-one, purpose-built platform helps payroll and HCM providers deliver seamless onboarding and lasting client success. ?? Let’s explore how you can elevate the client experience! https://hubs.li/Q037x_wd0 #IPPASpringSummit #Payroll #ClientOnboarding #ClientManagement
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