Setuply

Website

setuply.com

Platforms

Salesforce Hubspot Asana Smartsheet Microsoft Teams Google Suite Acumatica NetSuite QuickBooks

Release Date

2022 July

Categories

#Onboarding Software #Customer Onboarding #Client Communication #Project Management #Case Management #Client Management #Managed Services #Customer Support #Customer Success

Startup details

Country

United States

State

NH

City

Portsmouth

Founder(s)

Rachel Lyubovitzky

Employees

20 - 49

GoodNotes

Website

goodnotes.com

Platforms

-

Release Date

-

Categories

#Note Taking #Task Management #Project Management #Todos

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.

GoodNotes features and specs

• Handwriting Recognition
  GoodNotes offers OCR (Optical Character Recognition), making handwritten notes searchable and easily convertible to text.
• User-Friendly Interface
  The application features an intuitive and well-organized interface, making it easy for users to navigate and use.
• Cross-Platform Syncing
  GoodNotes allows for seamless synchronization across multiple devices, including iOS and macOS, ensuring your notes are always up to date.
• Variety of Paper Templates
  The app offers a wide array of paper templates and covers, allowing users to customize their notebooks according to their needs.
• Collaboration Tools
  GoodNotes supports collaborative note-taking, allowing multiple users to work on a single document simultaneously.
• Annotation Features
  Users can annotate PDFs, images, and other documents, making it versatile for different types of note-taking and review.

Possible disadvantages of GoodNotes

• Platform Limitation
  GoodNotes is currently available only on iOS and macOS platforms, limiting its accessibility for users on other operating systems.
• No Audio Recording
  Unlike some other note-taking apps, GoodNotes does not offer an audio recording feature, which could be a downside for users who like to sync notes with lectures or meetings.
• Learning Curve
  Although the interface is user-friendly, some of the advanced features can have a steep learning curve for new users.
• Subscription Model
  While GoodNotes offers a variety of features, it comes with a subscription cost, which may be a consideration for budget-conscious users.
• File Size
  Notes and documents in GoodNotes can become quite large, potentially taking up substantial storage space on your device.
• Limited Cloud Storage
  Although GoodNotes supports iCloud syncing, it does not offer integration with other popular cloud storage services like Google Drive or Dropbox out-of-the-box.

Analysis of GoodNotes

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

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