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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

Build and sustain strong customer relationships. Increase customer retention. Lower customer acquisition costs. How does Kilterly help you build long-lasting customer relationships? Our data-driven analysis engine tells you who is engaged, who is indifferent and who is ready to churn.Our proprietary survey tool was developed specifically for customer success. It even includes a unique way to measure customer sentiment based on responses. How likely is your customer to recommend your business or product? We give you the tools needed to measure NPS routinely and unobtrusively. Kilterly’s automated communication lets you create campaigns and task work-offs that take onboarding and nurturing of the customer relationship to a new level. Our platform lets you pick and choose which customer segments to reach out to when most needed. Multiple segmentation criteria are available. Structure your team’s workflow.

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

Businesses seeking a solution to build and sustain strong customer relationships

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version Not Supported
Free Trial Supported

Pricing

$399.00/month
Kilterly offers three pricing tiers based on number of clients
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Arrows
Founded: 2018
United States
arrows.to/features/

Company Information

Kilterly
Founded: 2018
United States
kilterly.com

Alternatives

Alternatives

Freshsuccess

Freshsuccess

Freshworks

Categories

Categories

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Not Supported
Health Score Supported
Onboarding Supported
Revenue Management Not Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Not Supported

Customer Engagement Features

Analytics Not Supported
Churn Management Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Not Supported

Customer Experience Features

Action Management Supported
Analytics Not Supported
Customer Segmentation Not Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Not Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Not Supported

Customer Satisfaction Features

360 Degree Feedback Not Supported
Analytics Not Supported
Call Reporting Not Supported
Complaint Monitoring Not Supported
Feedback Collection Supported
Survey Management Supported

Integrations

Salesforce Supported
Freshdesk Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
Intercom Not Supported
Mailgun Not Supported
Pipedrive Not Supported
Slack Not Supported
Zapier Supported
Zendesk Not Supported

Integrations

Salesforce Supported
Freshdesk Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Sales Hub Supported
Intercom Supported
Mailgun Supported
Pipedrive Supported
Slack Supported
Zapier Not Supported
Zendesk Supported
Claim Arrows and update features and information
Claim Arrows and update features and information
Claim Kilterly and update features and information
Claim Kilterly and update features and information