Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Veriam Reviews & Ratings
    3 Ratings
    Company Website
  • Eurekos Reviews & Ratings
    70 Ratings
    Company Website
  • Moxo Reviews & Ratings
    194 Ratings
    Company Website
  • Pipefy Reviews & Ratings
    583 Ratings
    Company Website
  • CredentialStream Reviews & Ratings
    161 Ratings
    Company Website
  • NinjaOne Reviews & Ratings
    3,047 Ratings
    Company Website
  • Pimberly Reviews & Ratings
    211 Ratings
    Company Website
  • monday sales CRM Reviews & Ratings
    1,520 Ratings
    Company Website
  • Ganttic Reviews & Ratings
    240 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    617 Ratings
    Company Website

What is Onboard?

Enhance, automate, and manage customer onboarding from the initial transition all the way to the launch phase with specialized software crafted for teams dedicated to customer implementation. This innovative tool recognizes that onboarding should never be a one-size-fits-all approach, allowing you to move beyond inflexible templates by embracing the unique needs of each customer. Onboard’s platform creates customized launch strategies, referred to as Maps, that adapt to diverse customer requirements, ultimately saving precious time and effort while providing a bespoke onboarding experience. Internal team members and external stakeholders can effectively collaborate through these flexible plans, ensuring that visibility, accountability, and alignment are maintained among all involved parties. No longer will you need to wonder, "What stage is this customer in during onboarding?" By streamlining repetitive tasks, you can empower your team to expedite client launches with greater efficiency and less strain. Delivering consistent and reliable service not only boosts customer ROI but also significantly reduces the time taken to achieve value. Moreover, this method cultivates stronger relationships, making every customer feel appreciated and understood throughout their onboarding journey, which in turn can lead to increased customer loyalty and satisfaction. This personalized approach allows for ongoing adjustments based on feedback, further enhancing the overall effectiveness of the onboarding process.

What is Arrows?

Every customer has distinct goals and needs, making a uniform onboarding experience ineffective. With Arrows, you have the power to tailor, rearrange, and adjust tasks in your onboarding templates to suit each customer's unique situation. This adaptability guarantees that every onboarding journey is personalized and addresses specific requirements. You can easily delegate tasks to both your team and your customer's team, fostering clear accountability for each action item. Instead of continually nudging customers about outstanding tasks, let Arrows handle automated reminders, freeing your team to act as the strategic partner your customers seek. Move away from chaotic spreadsheets and adopt a cohesive internal dashboard that highlights customers with overdue or impending tasks, ensuring everything remains organized and easy to access. If you’re looking to automate the development of onboarding plans for each client or update the CRM upon reaching specific onboarding milestones, Arrows has the solution for you! To ensure everyone stays informed and aligned, a weekly email every Monday provides a summary of the current task status, keeping all stakeholders updated on progress and upcoming steps. This systematic approach fosters active engagement and collaboration throughout the onboarding experience, reinforcing a culture of transparency and teamwork.

Media

Media

Integrations Supported

Salesforce
Zapier

Integrations Supported

Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Onboard.io

Date Founded

2020

Company Location

United States

Company Website

onboard.io

Company Facts

Organization Name

Arrows

Date Founded

2018

Company Location

United States

Company Website

arrows.to/features/

Categories and Features

Categories and 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

Popular Alternatives

Popular Alternatives