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ease
features
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support

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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. Now, it has become incredibly convenient to access all necessary details about a contact or organization, empowering you to make informed decisions and take appropriate actions. When you select or input an email, the timeline automatically populates, displaying all interactions related to that contact directly within your inbox. Engagement can encompass various elements such as emails, phone calls, tasks, notes, and information streaming in from your current systems, including sales, marketing, customer support, and others. You can effortlessly toggle to the company view to monitor all activities associated with the organization. Additionally, the contact view will display a timeline for the email address you’ve selected or entered, and from there, you have the option to switch to the company view, which will then showcase the timeline for any contacts sharing the same domain as the chosen email address, enhancing your insights even further. With this functionality, managing and tracking activities has never been more seamless.

Description

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Shopify
Slack
Stripe
Wufoo
Xero
Zapier
Zendesk

Integrations

Salesforce
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Shopify
Slack
Stripe
Wufoo
Xero
Zapier
Zendesk

Pricing Details

$10 per user per month
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AppsForOps

Founded

2015

Country

Australia

Website

www.AppsForOps.com

Vendor Details

Company Name

Arrows

Founded

2018

Country

United States

Website

arrows.to/features/

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Timeline

Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Alternatives

Project Office Reviews

Project Office

DK Consulting

Alternatives