GUIDEcx
Client Onboarding Software
GUIDEcx is a dedicated client onboarding platform that helps you bridge the gap between closing a sale and delivering value. Instead of managing compl
Arrows is a customer onboarding software designed for HubSpot users to create collaborative action plans, automate task tracking, and accelerate time-to-value for new customers during the post-sale transition.
Arrows is a specialized onboarding platform built specifically to run inside your HubSpot CRM. It helps you bridge the gap between closing a deal and achieving long-term customer success by replacing messy spreadsheets and buried email threads with high-visibility customer facing plans. You can create structured checklists that guide your customers through every milestone of their setup process without forcing them to create new accounts or learn complex software.
The platform syncs every customer interaction directly back to your HubSpot deals or tickets, ensuring your internal team always knows exactly where a project stands. By providing a clear, branded interface for your clients, you reduce friction and professionalize your handoff process. It is ideal for B2S SaaS companies and service providers who already use HubSpot and want to scale their onboarding operations while maintaining a personal touch.
Stop losing momentum after the sale. Arrows provides the structure you need to guide customers through complex setups while keeping all your data synced perfectly with your HubSpot portal.
Manage your entire onboarding process directly inside HubSpot deals and tickets so your team never has to switch tabs.
Create branded, collaborative checklists that show your customers exactly what they need to do next to get started successfully.
Set up automated nudges to remind customers of pending tasks, ensuring your projects stay on schedule without manual follow-up.
Sync every task completion and milestone update to HubSpot properties to trigger powerful internal workflows and reporting.
Collect necessary documents and assets from your customers directly within their action plan for a centralized, organized handoff.
Identify at-risk accounts instantly by tracking progress velocity and engagement levels across all your active onboarding projects.
Arrows offers straightforward pricing designed for teams growing on HubSpot. You can start with a comprehensive professional tier or scale up to enterprise-grade features. Both paid plans focus on unlimited participants so you can collaborate with as many customers as you need without worrying about per-seat costs for your clients.
Based on feedback from HubSpot power users and customer success teams, here is how Arrows performs in real-world onboarding scenarios:
Perfect for B2B SaaS companies and agencies using HubSpot who need to professionalize their customer onboarding and reduce time-to-value.
Arrows is a top-tier choice if your business lives in HubSpot and you struggle with disorganized customer handoffs. It eliminates the 'black hole' that often occurs after a deal closes by giving you and your customer a shared source of truth.
While the price point is higher than a standard project manager, the deep CRM integration and automated reminders pay for themselves in saved time and higher retention. Highly recommended if you want to scale your success team without losing the high-touch feel your customers expect.
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