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
Uniify helps you simplify the process of gathering customer data, meeting KYC, KYB, and credit assessment requirements while saving time, reducing costs, and elevating the customer experience. We help our customers make smarter business decisions with digital solutions that make the onboarding process significantly faster, cheaper, and simpler. With our customized digital onboarding flow, you are guaranteed a better, more secure and smooth customer experience that retains customers and increases revenue. Most of our customers save over 80% in development costs with our solution. We help reduce costs of development, operation, and maintenance without sacrificing quality. No two customers are alike. Use our no-code form builder to build your very own customized forms. With our advanced form builder, you can connect all different sources, create custom onboarding forms and combine them into dynamic onboarding flows.
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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
Companies interested in an all-in-one platform to simplify every unique onboarding journey
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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
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 InformationUniify
Denmark
uniify.io
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Alternatives |
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Categories |
Categories |
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Integrations
Salesforce
Zapier
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