
Setuply - Alternatives & Competitors
AI-Powered Client Onboarding and Lifecycle Management Platform
Setuply streamlines client onboarding and lifecycle management with AI-driven automation, integrated workflows, and secure data management for enhanced business growth and client retention.
Ranked by Relevance
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1
Instalily The World's Most Advanced Vertical AI Agent Platform
Instalily is a platform for building and deploying AI agents to automate complex tasks in B2B verticals. Its Composable Agents Layer™ allows for seamless integration and enhanced security.
- Contact for Pricing
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2
Project Planner AI-Powered Project Management for Enhanced Productivity
Project Planner combines AI with online project management tools, boosting team productivity and streamlining communication. Its AI Assistants automate tasks and workflows, saving time and improving efficiency.
- Paid
- From 6$
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3
Formisoft The Smart Client Intake Solution for Modern Professionals
Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.
- Freemium
- From 50$
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4
Superagent A workspace where your team and AI work together.
Superagent is a collaborative AI platform designed to integrate with your team's workflow. It handles tasks, connects to existing services, and processes large data volumes across various project types.
- Contact for Pricing
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5
Sonny9 AI Front Office for Professional Services Firms
Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.
- Paid
- From 190$
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6
Capably Supercharge your company with next-gen AI Automation Platform
Capably is an Enterprise Autonomous AI platform that goes beyond traditional AI assistants by automating tedious and repetitive tasks across entire organizations. It offers a comprehensive suite of AI capabilities tailored to business processes with enterprise-grade security and privacy features.
- Contact for Pricing
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7
AI Assistify Revolutionize Your Work with AI Assistify
AI Assistify is an AI-powered platform that enables users to build custom agents, automate workflows, and enhance productivity without coding. It offers access to over 50 AI models, enterprise-grade security, and 24/7 support.
- Paid
- From 49$
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8
Hubflo The All-in-One Hub to Work with Clients
Hubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.
- Freemium
- From 72$
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9
Onboard.io World-class customer onboarding solution to reduce churn and improve implementation
Onboard.io is a comprehensive customer onboarding and implementation platform that automates launch plans, streamlines collaboration, and provides 360° visibility for all stakeholders to ensure successful client onboarding.
- Paid
- From 499$
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10
TrustMe.ai Ignite Growth with Unified Security, Continuous Compliance, and Seamless Governance
TrustMe.ai revolutionizes how companies innovate and maintain secure, compliant, and productive organizations for software and AI. It helps organizations attain operational excellence by saving time, reducing risks, and maximizing outcomes.
- Contact for Pricing
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11
Trusli Negotiate smarter, not harder
Trusli is an AI-powered contracting platform designed for in-house legal teams. It streamlines contract drafting, review, and negotiation with automated recommendations and pre-approved fallbacks.
- Contact for Pricing
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12
AgencyAnalytics Automated Client Reporting Platform for Marketing Agencies
AgencyAnalytics empowers marketing agencies with automated client reporting, customizable dashboards, and actionable AI-driven insights, streamlining agency operations and enhancing client satisfaction.
- Free Trial
- From 59$
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13
Midly.AI Simplify Your Contracting Workflow with AI for Smarter Business, Deals, and Collaboration
Midly.AI leverages AI to streamline contract management by analyzing documents, highlighting key terms, automating workflows, and fostering collaboration, enabling businesses to close deals faster.
- Paid
- From 47$
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14
TorkeHub Intelligent Tools to Drive Business Success
TorkeHub offers AI-powered CRM and automation tools to streamline operations, manage leads, and enhance sales and marketing processes. Boost productivity and efficiency with smarter tools.
- Freemium
- From 6$
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15
Easify AI Make Your Business AI-Ready
Easify AI provides AI and automation solutions to help businesses integrate AI, drive efficiency, reduce costs, and unlock new growth opportunities.
- Contact for Pricing
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16
Creately The New Interface For Work.
Creately is a visual workspace platform that combines diagramming, whiteboarding, and data visualization to streamline workflows from ideation to execution. It offers a centralized hub for teams to collaborate, plan, and manage projects efficiently.
- Freemium
- From 9$
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17
UpBrains AI Transform your Operations with AI
UpBrains AI provides intelligent AI agents designed to automate business operations, enhancing efficiency and customer satisfaction across various workflows like order processing and customer support.
- Free Trial
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18
Techup.ai Monetize AI for your Business.
Techup.ai provides custom SaaS, mobile app, and e-commerce solutions, leveraging AI and machine learning to drive business growth and efficiency.
- Contact for Pricing
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19
capably.ai Supercharge your company with next-gen AI Automation Platform
Capably is an Enterprise Autonomous AI platform that helps organizations automate work across departments using AI capabilities tailored to business processes. It goes beyond traditional assistants to handle repetitive tasks autonomously.
- Contact for Pricing
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20
welcomr Automate and Streamline Employee Onboarding Workflows
welcomr is a platform designed to simplify and automate new employee onboarding by providing structured workflows, real-time tracking, and feedback collection.
- Other
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21
CollabAI Empower Your Teams & Protect Your Data: Custom AI Solutions for the Modern Enterprise
CollabAI is a self-hosted, open-source AI assistant platform that offers customization, data security, and seamless integration with popular tools for businesses.
- Contact for Pricing
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22
Contractify Intelligent Contract Management Empowered by AI
Contractify is an AI-powered contract management platform that helps businesses centralize, automate, and streamline their contract processes, reducing risks and improving efficiency.
- Paid
- From 161$
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23
Clientjoy All-in-One Agency Growth and Client Management Platform Powered by AI
Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.
- Paid
- From 49$
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24
Discovery Outcomes AI-Powered Product Management Platform for Supercharged Growth, Innovation, and Productivity
Discovery Outcomes is an AI-powered product operating system that streamlines product management, enhances collaboration, and leverages AI for efficient workflows and data-driven decisions.
- Free Trial
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25
Cassidy AI The AI workspace that scales with your team
Cassidy AI is an enterprise-grade AI platform that provides access to multiple AI models, assistants, and automated workflows, enabling teams to build AI-powered automation with secure data handling and integration capabilities.
- Freemium
- From 79$
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26
Productbot AI Accelerate innovation with feedback that matters
Productbot AI automates feedback collection and analysis to highlight impactful customer requests, enabling businesses to launch standout products. It streamlines product discovery and enhances decision-making.
- Paid
- From 1000$
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27
Inflection AI Enterprise AI made simple, secure, and scalable
Inflection AI is an enterprise-focused AI platform that offers customizable, secure AI solutions with a focus on easy integration and user-friendly implementation.
- Contact for Pricing
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28
Officely.ai Create AI Workflows - Secure, Any Model, Full Control
Officely.ai is a low-code platform that enables companies to create and manage AI workflows with comprehensive control over various AI models and integration capabilities.
- Freemium
- From 39$
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29
Workstreams.ai Powerful workflow management app with AI productivity features.
Workstreams.ai is a workflow management application that enhances productivity with AI-powered features, project planning, time allocation, and Kanban boards. It offers seamless integrations with Slack and Microsoft Teams.
- Freemium
- From 10$
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30
PromptOwl The Future of Work is Agentic
PromptOwl is a no-code platform for building and managing AI-powered workflows and agents, enabling businesses to automate complex tasks and streamline operations across departments.
- Contact for Pricing
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31
Workplete Automate Your Workflow with AI Employees
Workplete offers AI-powered automation solutions, including AI agents and custom workflows, to handle repetitive tasks and enhance business productivity across various departments.
- Contact for Pricing
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32
Automaited Automate your document-centric business processes
Automaited automates document-centric business processes by capturing, validating, and integrating document data directly into your workflows, reducing errors and boosting efficiency.
- Contact for Pricing
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33
Workv.io Hassle-Free Freelance Management with AI Contracts
Workv.io streamlines freelance work with AI-powered contract generation, time tracking, expense monitoring, and client management—all in one free platform designed specifically for freelancers.
- Free
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34
Pipefy AI AI-powered process automation for efficient workflow management
Pipefy AI is an enterprise workflow platform that enables businesses to build, automate, and optimize processes using artificial intelligence, offering no-code solutions for workflow creation and management.
- Freemium
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35
WorkSync AI AI-powered work management to help you work smarter, not harder.
WorkSync AI is an AI-driven platform designed to streamline workflows, automate tasks, and enhance team collaboration for improved productivity.
- Freemium
- From 15$
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36
AI Checklist Generator Use AI to create custom checklist templates for any process
An AI-powered tool that generates customized checklist templates for various industries and processes, leveraging GPT-4 technology for accurate and comprehensive results.
- Free Trial
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37
Konnectify Automate Your Business Workflows with AI
Konnectify is an AI-powered integration platform (iPaaS) enabling businesses to connect apps and automate complex workflows across various departments like Sales, Marketing, and Finance without coding. Use AI agents to streamline operations and enhance efficiency.
- Freemium
- From 15$
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38
Tactful AI Simpler, Better and Modern Customer Service
Tactful AI offers an AI-powered customer service platform that enhances customer experiences through a blend of human touch and AI innovation. It provides omnichannel support, intelligent routing, and automation to improve efficiency and customer satisfaction.
- Freemium
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39
Personal AI Transform How Work Gets Done with AI Personas
Personal AI offers an AI-powered platform to create and deploy AI personas, streamlining workflows and enhancing productivity for businesses. It prioritizes privacy, security, and data ownership.
- Contact for Pricing
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40
AI Pro Management Artificial Intelligence for professional project management
AI Pro Management is a comprehensive project management platform that combines advanced AI capabilities with traditional project management tools to streamline planning, budgeting, risk assessment, and team collaboration.
- Freemium
- From 15$
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41
LegalOn Legal AI Built for Contract Review - Negotiate stronger contracts up to 85% faster
LegalOn is an AI-powered contract review platform that helps legal teams review and redline contracts up to 85% faster using attorney-built playbooks and sophisticated AI technology.
- Paid
- From 349$
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42
DoubleO Ridiculously Simple AI Automation for Non-Developers
DoubleO is an AI automation platform that allows users to build and deploy AI agents to automate complex tasks without needing development skills. It offers pre-built templates and custom workflows, integrating with existing tools for seamless operation.
- Contact for Pricing
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43
Tulsk.io AI-Powered Project Management Platform for Seamless Team Collaboration
Tulsk.io is an AI-powered project management platform that combines task management, event planning, and intelligent automation through ChatPM and customizable templates to streamline team workflows.
- Freemium
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44
Surfsite Empowering Organizations with AI Agents
Surfsite provides AI-powered assistants grounded in your company's data, enabling more accurate decisions and efficient workflows. Securely integrate your tools and leverage AI for streamlined operations.
- Contact for Pricing
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45
Streamline AI Mission Control for In-House Legal Teams
Streamline AI is an intelligent platform for in-house legal teams, providing seamless request intake, triage, workflow automation, and matter management to enhance efficiency and provide data-driven insights.
- Contact for Pricing
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46
Kaizan Client Relationship Excellence
Kaizan is an AI assistant designed for client-facing teams, empowering them to deliver exceptional client experiences and improve relationship management.
- Paid
- From 60$
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47
Smartsheet Work management that adapts to your needs.
Smartsheet is a dynamic work management platform that empowers teams to manage projects, automate workflows, and build solutions at scale. It offers a comprehensive suite of tools for enhanced collaboration, security, and productivity.
- Paid
- From 9$
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48
PitchPower.ai Supercharge Your Next Proposal
PitchPower.ai is an AI-powered workflow tool that helps freelancers, agencies, and service firms create high-quality business proposals quickly and efficiently.
- Paid
- From 20$
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49
CompanyGPT Secure and Flexible AI Platform for Seamless Integration and Productivity.
CompanyGPT is a secure, GDPR-compliant AI platform designed for businesses to easily integrate AI into their workflows, enhancing productivity and automating processes without complex IT projects.
- Paid
- From 454$
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50
Outbox Solutions Client acquisition on autopilot.
Outbox Solutions provides custom-built AI Agents (Chat, Phone, Outreach) to automate business funnels, handling lead qualification, appointment setting, and outreach 24/7.
- Contact for Pricing
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