Arrows 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.

Pricing

Pricing Starts At:
$99 per month
Free Trial:
Yes

Integrations

API:
Yes, Arrows has an API

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Company Details

Company:
Arrows
Year Founded:
2018
Headquarters:
United States
Website:
arrows.to/features/

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Online Support

Arrows Features and Options

Customer Success Software

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

Arrows User Reviews

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