Arrows Reviews

Arrows Description

Every customer has unique needs and goals. Why send the same onboarding plan to all customers? Arrows allows for you to edit, reorder and add/remove tasks from each customer's templates. Each plan can be unique. You can easily assign tasks to anyone on your customer's or your own team. Everyone will know who is responsible for delivering the work. Don't nag your customers about overdue work. Let Arrows handle all reminders and task management so your team can become the strategic partner that your customers need. A simple internal dashboard replaces messy spreadsheets. Customers with outstanding or due today tasks should always be at the top and all active customers below. You can automatically create an onboarding program for each customer. You might also want to update your CRM opportunity once onboarding reaches a certain stage. It's possible! You can keep everyone moving forward with the Monday Morning Heartbeat Email. It includes a status update on the current phase of work.