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
Phano is a composite AI for Customer Success and Account Management teams at B2B SaaS companies. It cross-references each account's signals every day (usage, relationship, support and every other connected source) to surface, ahead of renewal, the accounts at risk of churn and those ready for expansion, with their probable cause and the action to take. Every diagnostic exposes its evidence, contradictions and blind spots, so teams can trust it before acting.
Phano also covers client meetings end to end: a brief before every call, live coaching during it, a structured recap written to the CRM and the follow-up email drafted in the inbox.
Intelligence is delivered where teams already work: email, Slack, Microsoft Teams, CRM and webhooks, plus API and MCP. The CSM protects the customer base, the Account Manager grows the accounts, from the same diagnostic.
Self-serve setup, 30-day free trial, then 99 EUR per month.
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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
Customer Success and Account Management teams at B2B SaaS companies
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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 Videos |
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Pricing
$99 per month
Free Version
Free Trial
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Pricing
€99/month
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 InformationPhano
Founded: 2026
France
phano.ai/en
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Alternatives |
Alternatives |
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Categories |
Categories |
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Customer Success Features
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
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Integrations
Salesforce
HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Microsoft Teams Phone
Model Context Protocol (MCP)
Slack
Zapier
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Integrations
Salesforce
HubSpot CRM
HubSpot Customer Platform
Microsoft Teams
Microsoft Teams Phone
Model Context Protocol (MCP)
Slack
Zapier
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