Top Setuply Alternatives

Dubsado

Dubsado is a client management platform that streamlines business operations by automating workflows, managing contracts, invoices, and facilitating client interactions.

Docupace

Docupace is a digital document management app for wealth management firms, streamlining workflows, client onboarding, and document processing while ensuring compliance and security.

Content Snare

Content Snare simplifies client onboarding and document collection by centralizing requests, deadlines, and reminders in an easy-to-use platform.

Reptrics

Reptrics is a customer success software for B2B SaaS, helping teams manage onboarding, renewals, and reduce churn through automated workflows and data insights.

Clio Grow

Clio Grow is a cloud-based client intake and CRM software for law firms, streamlining client acquisition and management through online forms and automation.

SuiteDash

SuiteDash is a cloud-based platform for small to medium-sized businesses, integrating tools for project management, CRM, invoicing, and client portals to streamline operations.

Caseflood.ai

Automates law firm administrative tasks—client intake, consultations, retainer signings, and case management—using AI agents and voice to reduce administrative workload and streamline client handling.

Taktikal

Taktikal is a workflow automation tool for client onboarding, offering electronic signing, identity verification, and compliance solutions for various organizations.

Projetly

Projetly is an AI-based platform for digital sales rooms, customer onboarding, and team collaboration that helps manage deal handoff, tasks, and customer communication.

Acqui AI

AI platform that streamlines client acquisition and servicing: captures data from conversations, emails and CRMs, automates onboarding tasks, and provides real-time meeting support and analytics.

Rocketlane

Rocketlane is a project management and collaboration platform designed for customer onboarding and implementation, incorporating task management, document sharing, and time tracking.

Assembly

Client management platform for professional service firms, combining portals, CRM, tasks, files, contracts, forms, billing, payments, and integrations.

OnboardMap

Client onboarding portal for service businesses to collect forms, documents, and task updates with automated reminders and progress tracking.

Flowla

Flowla is a digital platform that personalizes and automates customer onboarding, improving engagement with tailored content and streamlined workflows.

Strise

Strise automates KYC processes for banks and fintechs, enhancing onboarding speed, monitoring customer risk, and adapting to regulatory changes efficiently.

Floify

Floify is a mortgage point-of-sale software that automates and organizes the loan origination process for lenders and borrowers.

Realaml

Realaml helps businesses verify customer identities, collect information, screen for AML risks, and manage onboarding and compliance records through web and mobile workflows.

Practice Ignition

Practice Ignition is a client engagement app that automates proposals, contracts, and payments for professional service providers.

Moxo

Moxo is a client management platform that streamlines communication and project workflows between businesses and their clients through a unified hub.

Clustdoc

Clustdoc is a no-code platform that automates client onboarding workflows, simplifying document management and enhancing data security for businesses.

Arrows

Arrows is an onboarding tool that integrates with HubSpot, helping teams manage customer onboarding efficiently with automations and progress tracking.

Jetpack Workflow

Jetpack Workflow is a cloud-based workflow management tool that helps accounting firms standardize, track, and automate processes for improved efficiency.

FileInvite

FileInvite automates the secure collection and management of client documents, streamlining workflows for organizations handling sensitive information.

Axe Credit Portal

Axe Credit Portal automates the credit lifecycle, from KYC to servicing, enabling lenders to streamline processes and improve decision-making across multiple credit products.

Clientjoy

Clientjoy is a CRM app that helps freelancers and businesses manage leads, proposals, clients, invoicing, and projects in one integrated platform.

Cotality AutomatIQ Borrower

Automates borrower verification and qualification by handling documents and providing financial assessment insights.

Dojah

Dojah is an AI-powered platform that helps businesses prevent fraud and improve KYC compliance through automated onboarding and monitoring processes.

GoProposal

GoProposal is a software for accounting firms to create proposals and engagement letters, manage pricing, and streamline client onboarding efficiently.

Sonny9

Sonny9 is an AI tool that assists CPAs and accounting firms in automating the collection of client information and documents for bookkeeping.

MyDocSafe

MyDocSafe secures and automates client communication, document signing, and onboarding processes, ensuring compliance and efficiency.