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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
Tallyfy simplifies workflow management like no other, offering an unparalleled product that streamlines your workflows, forms, tasks, processes, approvals, and documents seamlessly. While you can explore various alternatives, none compare to the satisfaction that Tallyfy delivers, as it harmoniously integrates with your current applications. Discover the positive feedback from users who appreciate its efficiency. This platform enables you to effortlessly capture and automate every process within your organization, all without the need for coding, complicated flowcharts, or unnecessary complexity. Unlike many attractive flowchart and project management solutions that ultimately fall short, Tallyfy combines both beauty and functionality. To alleviate workplace stress for good, begin your Tallyfy journey today. Preserve essential knowledge within your organization by developing actionable blueprints that avoid convoluted flowcharts and chaotic documentation. The ease and power of training and automation have reached new heights, making Tallyfy an essential tool for modern businesses. With Tallyfy, you can enhance productivity and ensure that your processes are as effective as they are visually appealing.
API Access
Has API
API Access
Has API
Integrations
Zapier
Basecamp
Dropbox
Easyflow
Facebook
Gmail
Integrately
KonnectzIT
Mailchimp
Microsoft 365
Integrations
Zapier
Basecamp
Dropbox
Easyflow
Facebook
Gmail
Integrately
KonnectzIT
Mailchimp
Microsoft 365
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Arrows
Founded
2018
Country
United States
Website
arrows.to/features/
Vendor Details
Company Name
Tallyfy
Founded
2014
Country
United States
Website
tallyfy.com
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
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration