Work-Relay

Work-Relay

Neostella
+
+

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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

Extend the power of Salesforce to keep critical work moving smoothly, and ensure it’s completed on time. Work-Relay centralizes workflow management and automation improves communication among team members, and tracks progress in real-time. Say goodbye to juggling multiple apps. Bring teams, tools, and data together in one central hub. Integrate tools and keep everything synced. Merge orders, inventory, and client management systems. With integrated communication tools, teams stay connected and informed every step of the way. Managing work from a single location provides the visibility needed to make smarter decisions and prioritize the right work. Automate forms, tasks, and workflows so your team can work with increased speed and predictability. As tasks progress from one team or phase to another, seamless transitions ensure continuity and reduce downtime. See the full spectrum of tasks, from incoming orders to installation schedules, all in a centralized dashboard.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Enterprises and teams interested in a solution to view, prioritize, and complete their assigned work

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version
Free Trial

Pricing

$35 per month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Neostella
Founded: 2019
United States
www.neostella.com/work-relay/

Alternatives

Alternatives

Nifty

Nifty

Nifty Technologies

Categories

Categories

Integrations

Salesforce
Cognizant
Deloitte Cascade Suite
Infosys Regulated Document Management
Simplify
Telarus SolutionVue
Zapier

Integrations

Salesforce
Cognizant
Deloitte Cascade Suite
Infosys Regulated Document Management
Simplify
Telarus SolutionVue
Zapier
Claim Arrows and update features and information
Claim Arrows and update features and information
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