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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
Zendesk No 

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 
Zendesk Yes 

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 

Alternatives

Alternatives

Freshsuccess Reviews

Freshsuccess

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