Related Products
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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.
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About
OnboardHive is client onboarding software for agencies, consultants and B2B service businesses. It gives every client one private magic link that does two jobs, replacing the five-tool stack most small agencies stitch together the moment a deal closes.
Act one is the proposal. You publish versioned proposals (v1, v2, v3) to the client's link, and OnboardHive tracks what happens next: every open, active read-time measured in ten-second heartbeats while the tab is genuinely visible, and a re-open alert the moment a quiet client comes back. That return visit is the strongest buying signal in the pipeline, and most teams never see it. Clients accept or decline inside the link. No login, no account, no PDF lost in an email thread.
Then the link flips. The client says yes and the same URL becomes a branded onboarding portal. Nothing to resend, nothing to re-explain. Act two is onboarding, the part almost every tool leaves undone.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
OnboardHive gives every client one private magic link: a tracked proposal that shows opens
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$99 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationArrows
Founded: 2018
United States
arrows.to/features/
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Company InformationOnboardHive
Founded: 2026
India
onboardhive.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Salesforce
Zapier
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