Related Products
|
||||||
About
Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.
|
About
Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Customer onboarding checklist platform for businesses wanting to send every customer a personalized onboarding plan, with automated email reminders, due dates, and assigned tasks
|
Audience
Service firms that need a client portal solution
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
$99 per month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$55/month
Free Version
Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationArrows
Founded: 2018
United States
arrows.to/features/
|
Company InformationHubflo
Founded: 2022
France
www.hubflo.com
|
|||||
Alternatives |
Alternatives |
|||||
Categories |
Categories |
|||||
Integrations
Salesforce
Not Supported
Zapier
Not Supported
|
||||||
|
|
|