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Average Ratings 0 Ratings
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.
Description
Establishing and maintaining robust customer relationships is essential for enhancing customer retention and reducing acquisition costs. Kilterly plays a pivotal role in facilitating the development of enduring customer connections. Our advanced data analysis engine identifies engaged customers, those who are indifferent, and those at risk of leaving. We have crafted a proprietary survey tool tailored for customer success, which features an innovative method for gauging customer sentiment through their feedback. We empower you to routinely and discreetly assess how likely your customers are to recommend your business or product by measuring Net Promoter Score (NPS). Additionally, Kilterly offers automated communication capabilities that enable you to design campaigns and manage tasks, elevating both the onboarding process and ongoing customer relationship nurturing. Our platform provides the flexibility to select specific customer segments to engage with at the most opportune moments, utilizing various segmentation criteria. You can effectively structure your team’s workflow to ensure that every customer interaction is meaningful and impactful. Consequently, Kilterly not only enhances your understanding of customer needs but also equips you with the tools to respond proactively to them.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Freshdesk
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Sales Hub
No
Intercom
No
Mailgun
No
Pipedrive
No
Slack
No
Zapier
Yes
Integrations
Salesforce
Yes
Freshdesk
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Sales Hub
Yes
Intercom
Yes
Mailgun
Yes
Pipedrive
Yes
Slack
Yes
Zapier
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Pricing Details
$399.00/month
Kilterly offers three pricing tiers based on number of clients
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Arrows
Founded
2018
Country
United States
Website
arrows.to/features/
Vendor Details
Company Name
Kilterly
Founded
2018
Country
United States
Website
kilterly.com
Product Features
Customer Success
Account Alerts
No
Account Management
No
Communication Management
No
Customer Engagement
No
Customer Lifecycle Management
No
Health Score
No
Onboarding
No
Revenue Management
No
Usage Tracking / Analytics
No
Win / Loss Analysis
No
Product Features
Customer Engagement
Analytics
No
Churn Management
Yes
Communication Management
Yes
Community Management
No
Content Syndication
Yes
Feedback Collection
Yes
Gamification
No
Live Chat
No
Video Content
No
Customer Experience
Action Management
Yes
Analytics
No
Customer Segmentation
No
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
No
Multi-Channel Collection
No
Sentiment Analysis
Yes
Survey Management
Yes
Text Analysis
Yes
Trend Analysis
No
Customer Satisfaction
360 Degree Feedback
No
Analytics
No
Call Reporting
No
Complaint Monitoring
No
Feedback Collection
Yes
Survey Management
Yes
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
No
Health Score
Yes
Onboarding
Yes
Revenue Management
No
Usage Tracking / Analytics
Yes
Win / Loss Analysis
No