ClearCRM VS Setuply
Compare ClearCRM VS Setuply and see what are their differences
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ClearCRM
Pipedrive
HubSpot
Insightly
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Zoho CRM
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Keap
Setuply
Asana
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Trello
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ClickUp
Jira
ClearCRM is your all-in-one platform to manage sales, projects, billing, marketing, and support. Built for small teams, it replaces multiple tools with one workspace—so you can close deals, deliver projects, and get paid faster, without the chaos of switching apps.
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.
ClearCRM SetuplyClearCRM's answer
Freelance agencies Marketing consultancies Small IT service providers Creative studios Local service businesses (e.g., contractors, coaches)
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.
ClearCRM's answer
ClearCRM offers true all-in-one functionality that’s easy to set up and use. Small teams can manage the full customer journey—from lead to cash and support—in one tool without expensive add-ons or complex integrations.
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.
ClearCRM's answer
AWS tech stack fully scalable to support millions of users
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.
ClearCRM's answer
ClearCRM combines CRM, projects, billing, marketing, and support in one simple platform designed for small teams. No need for multiple tools—ClearCRM keeps everything connected so teams can work faster, smarter, and with less busywork.
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.
ClearCRM's answer
ClearCRM is built for small teams, freelancers, agencies, consultancies, and service-based businesses that want to manage sales, projects, billing, marketing, and customer support in one streamlined platform.
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.
ClearCRM's answer
ClearCRM was created by a small team that struggled with juggling multiple tools to run a business. We built ClearCRM to give small teams one affordable, easy-to-use platform that handles everything they need to grow and serve customers.
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.
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.
HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.
Wrike - Wrike is a flexible, scalable, and easy-to-use collaborative work management software that helps high-performance teams organize and accomplish their work. Try it now.
Insightly - Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.