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We’ll manage your emails and ensure responses within 24 hours, giving you the freedom to focus on what truly matters!
Our ticket management system streamlines communication with automatic syncing and real-time updates.
Capture and document the processes involved in your customer support operations.
We’ll track key performance metrics such as response times, resolution rates, customer satisfaction scores and issue trends to improve service quality and customer experience.
Integrate our AI chatbot to automate everyday tasks and offer more proactive customer support.
Our team will take over and respond to your customers, ensuring timely resolutions.
An all-in-one HR solution designed to simplify your tasks.
Our HR tool centralizes all essential functions, making it easier to manage staff, track performance, and ensure compliance. With detailed reports and customizable settings, you can efficiently handle everything from payroll to employee records.
Simplify your financial management with our accounting module, offering seamless transaction mapping, bank account management, and budgeting tools. Gain in-depth insights through detailed reports like profit & loss, cash flow, and balance sheet summaries to keep your business on track.
Optimize your hiring process with our recruitment tool, from creating effective recruitment campaigns to managing candidate profiles and evaluations. Streamline job postings, interview scheduling, and onboarding, all while offering a seamless candidate experience through a dedicated portal.
Feature packed Timesheets & Leave Management app provides a comprehensive online solution for tracking employee work hours, managing project time, overseeing leave requests, and planning shifts effectively.
The Video Library app for Setupe CRM enables seamless sharing of project-related videos, tutorials, and essential information between staff and clients. Admins can easily upload training videos, categorize them, and allow staff to attach these videos to specific projects for clients to access.
The Document Management Module is a powerful digital solution designed to streamline the processing, storage, and tracking of documents. It enables organizations to efficiently manage the entire document lifecycle with automation, real-time notifications, and comprehensive auditing
Simplify asset tracking, allocation, and management across staff, projects, and clients with advanced features like depreciation tracking, electronic signature integration, and real-time location monitoring.
Setupe Rapid Share is a flexible online file-sharing app designed to simplify collaboration with clients, partners, and colleagues. Share multiple files easily via email or a shareable URL, ensuring seamless distribution and secure content exchange.
URL Shortener is the ultimate solution for managing and tracking your URLs within Setupe CRM. Instantly create custom, branded short links and gain full control over their lifespan with expiration dates, enhancing your campaign performance and user engagement.
You can effortlessly collect, manage, and showcase customer feedback directly within your CRM, without the need for external tools.
Gather diverse testimonials in text, video, or image format, automate review requests at key moments, and display your best feedback in an engaging “Wall of Love” gallery.
An internal knowledge management solution, offering a streamlined and efficient way to organize and access your knowledge resources. With an intuitive and user-friendly interface, Setupe Wiki serves as a powerful internal wiki to keep your team informed and productive.
The ultimate solution for streamlining staff approval processes within Setupe CRM. With a robust set of features, it allows you to effortlessly create, track, and manage various types of approvals, ensuring smooth communication and accountability across your team.
The Project Management Enhancements app is designed to elevate your project management capabilities, boost productivity, and streamline team collaboration. With a robust set of features, this module transforms how you manage tasks, communicate with your team, and organize your projects, ensuring more efficient workflows and improved project outcomes.
The Invoice builder offers a powerful Template Builder and a versatile Template Collection to easily create and manage your invoices. Streamline your workflow by building, sending, downloading, or printing invoices with ease, ensuring a seamless and efficient invoicing process.
Designed for businesses, marketers, and analysts, it enables you to optimize strategies and boost engagement by tracking, measuring, and analyzing key performance data, providing detailed and actionable insights into each platform’s metrics.
This Marketing app enables marketers to create personalized, segmented, and timely experiences for customers and prospects across multiple channels, including email, social media, lead generation, and digital advertising.
The workflow app is a comprehensive diagram editor that enables you to create, edit, and share BPMN, custom flowcharts, process diagrams, org charts, UML, ER, and network diagrams using the diagrams.net library.
Capture more data and track client interactions with advanced features like real-time drop-off tracking, custom fields, and seamless integration with leads, customers, feedback, and surveys. Say goodbye to third-party platforms like Google Forms or Typeform and enjoy the convenience of fully customizable forms within your own CRM
Easily organize tasks into time-boxed sprints, helping your team stay focused and productive. Create unlimited sprints, link tasks manually or automatically, and even generate invoices for project tasks with just a click, streamlining your workflow.
The Team Password app is a secure, designed for businesses to safely share passwords with teams or clients. With advanced encryption and robust access control, this module ensures that every password is securely stored and shared, providing peace of mind while maintaining control over access permissions. Keep your team’s credentials safe and easily accessible with this powerful solution.
Cutting-edge tool designed to supercharge your business operations with powerful AI-driven features. With Image Generation, create stunning visuals tailored to your needs, perfect for marketing, presentations, and more. Additionally, Audio Transcription and Audio Translation features provide quick, accurate text conversions and multilingual support.
Optimize every phase of your marketing journey with Perfex Setupe’s Marketing Planning Management module. From segmentation to lead management, this all-in-one tool allows you to seamlessly track and improve customer engagement, driving business growth like never before.
Boost productivity with seamless two-way synchronization between Google Workspace and Setupe CRM. Manage your spreadsheets, documents, forms, and slides right from the CRM, ensuring smooth collaboration and efficient file handling.
Supercharge your marketing strategy with the Google Analytics Module. Gain granular tracking, custom reports, and flexible data management, all designed to provide you with actionable insights for better decision-making and optimized performance.
We will create customised forms tailored to your specific needs based on the number of submissions required. Whether it’s a basic form or a multi-step form with conditional logic, we’ll ensure each one is designed to efficiently capture and organise qualitative insights to help achieve your goals.
We’ll provide a Goal Conversion Form Report with detailed insights on how effectively your forms drive lead generation, sign-ups, and other key actions. By tracking user interactions, submission rates, and conversion data, we’ll help you understand form performance and optimise them to better achieve your business objectives.
We offer a wide range of form creation services, allowing us to design and develop multiple forms specifically tailored to your brand’s needs. Whether you require forms for lead generation, customer feedback, event registration, or product inquiries, each form will be uniquely customized to align with your brand identity and business objectives.
We’ll connect and manage all your social media accounts from LinkedIn and YouTube to Instagram, TikTok, and more, through a single, intuitive dashboard. This saves you time and ensures consistency across all your platforms.
Our platform delivers visually engaging and actionable insights on follower activity and post engagement, designed to help you effectively grow your social media presence. These insights are presented in a clear, easy-to-read format, making it simple to understand trends and apply the data directly to optimize your social media strategy.
We will streamline team collaboration by creating a structured approval process for your social media posts. Whether you’re managing a large team or need specific posts reviewed before going live, the Approval Flow ensures your content is vetted and approved smoothly, helping your team work more efficiently and stay organized
Gain full visibility into your website’s performance with our all-in-one web analytics tool. Effortlessly track user journeys, replay sessions, and generate heatmaps to optimize engagement. With easy-to-use dashboards, you can monitor key metrics like pageviews, sessions, and visitor behaviors in real time, helping you make data-driven decisions that drive growth and enhance user experience
Easily define and monitor key goals such as homepage engagement, product or service interactions and conversions, and newsletter sign-ups. Our platform provides clear insights into which areas are driving the most conversions.
We’ll provide heatmaps to give you a clear, data-driven view of how users interact with your website. By tracking clicks, scrolls, and engagement patterns, heatmaps reveal where visitors are most active and where they lose interest.
Enhance collaboration with our seamless team-sharing capabilities. Invite and manage team members effortlessly, ensuring everyone stays in sync. Whether it’s tracking analytics, setting goals, or monitoring conversions, your team can now work together in real time.
We’ll provide session replays, allowing you to visually track and analyze how visitors navigate your website in real-time. These replays capture every click, scroll, and interaction, giving you a clear understanding of the user journey.
Our service offers comprehensive crawling and analysis capabilities to ensure your website’s technical health and SEO performance. We help you find broken links, errors, and redirects, analyze page titles and meta data, review meta robots and directives, and discover both exact and near duplicate content. Additionally, our tools allow for advanced JavaScript rendering, crawl comparison, and custom source code search and extraction.
We integrate with Google Analytics, Search Console, and PageSpeed Insights APIs to fetch user and performance data for all URLs on your site. Our service also includes pulling external link metrics from Majestic, Ahrefs, and Moz APIs, providing you with a thorough content audit or link profile analysis. These comprehensive reports give you a complete understanding of your site’s SEO health, enabling you to make informed, data-driven decisions to improve your SEO strategy.
We offer scheduled SEO audits to help you maintain and improve your website’s performance consistently. Our service allows you to set up regular crawls of your site at chosen intervals, ensuring continuous monitoring and timely identification of any SEO issues. These scheduled audits enable you to stay proactive in addressing potential problems, keeping your site optimized and up-to-date with the latest SEO best practices. This ensures your website remains competitive and delivers a seamless user experience.
We’ll optimise your profile, craft personalised outreach and engage with high value propects with messaging and surveys.
We will audit verified emails, craft high converting messages and automate outreach with precision. Protect your domain with secondary setup and warming while ensuring high deliverability.
We will use the secondary domain to build a high converting landing page, complete with all relevant content and messaging for your service and integrated tracking.
Our 4 Step Onboarding Process.
Our onboarding process is seamless and tailored to your business needs. It begins with a brief intake form followed by a discovery call to align our services with your goals. We then create a project integration board for full transparency. Once everything is set up, we launch your monthly subscription. This ensures ongoing, customized support to help your business grow.
Frequently Asked Questions
Our dedicated, quirky team members will handle your email responses. During onboarding, Setupe Support staff will be assigned to your account. They will collaborate with you to create an optimal customer support experience. Your Setupe team will manage your day to day operations covering for each other during vacations, sick days, and any unexpected events.
Our goal is to deliver immediate value to every client. During the first week (free of charge), we access your support systems, observe frequent inquiries, and start documenting processes. By the end of this orientation week, we plan to handle 3-5 support scenarios.
Yes, we offer a comprehensive suite of tools to enhance your customer support and management capabilities.
Our services include:
Ticketing System: Efficiently track, prioritize, and resolve customer inquiries.
AI Chatbot: Automate responses to common questions and provide instant support around the clock.
Live Chat: Engage with customers in real-time for immediate assistance.
Social Media Management Portal: Post customized content to your social media platforms.
Form Management Portal: Streamline the creation, distribution, and analysis of forms and surveys.
Web Analytics Access: Gain insights into your website traffic, user behavior, and performance metrics to make data-driven decisions.
These tools are designed to work seamlessly together, providing a holistic approach to managing your customer interactions and improving overall efficiency.
Yes, we offer both live chat and AI chat services. These tools are designed to enhance your customer support by providing immediate, around-the-clock assistance.
- Live Chat: Engage directly with customers in real-time, offering personalized support and resolving issues quickly.
- AI Chat: Leverage advanced artificial intelligence to automate responses to common queries, ensuring customers receive instant help even outside of business hours.
We invite you to review our pricing plans or contact us to schedule a demo and see how our chat solutions can benefit your business.
The internal documentation we create is entirely yours to keep. Should you choose to cancel our services, you can take all the documentation with you. We’ll retain it in our shared documents for 30 days, allowing you ample time to transfer everything to your own systems.
With each business owner, we establish a customized Escalation Policy tailored to your specific needs. This policy outlines the precise steps we will take when encountering issues or inquiries that we cannot immediately resolve. You have the flexibility to design an Escalation Policy that works best for your business, and rest assured, it can be updated as your needs evolve. Our goal is to ensure seamless handling of any situation, providing you with peace of mind.
We understand that circumstances can change. Our cancellation policy is straightforward: just inform us of the last day you wish to use our services. There’s no need for a lengthy notice period, and we don’t charge any cancellation fees. You will receive a prorated refund for any unused days. We won’t ask questions about your decision to cancel, but we would appreciate any feedback you can provide to help us improve our services.
