Arrows
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.
Tallyfy
Tallyfy is a cloud-based process management and workflow automation software that helps you document, track, and automate repeatable business processes without using complex flowcharts or messy spreadsheets.
Quick Comparison
| Feature | Arrows | Tallyfy |
|---|---|---|
| Website | arrows.to | tallyfy.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $500/month | $25/month |
| FREE Trial | ✓ 0 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2020 | 2014 |
| Headquarters | New York, USA | St. Louis, USA |
Overview
Arrows
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.
Tallyfy
Tallyfy helps you transform your static SOPs and messy spreadsheets into living, breathing workflows. Instead of drawing complex flowcharts that nobody follows, you can create simple, checklist-based processes that your team can actually execute. You can hide or show tasks based on powerful rules, ensuring that everyone only sees what they need to do at the right time.
The platform eliminates the chaos of chasing people for status updates by providing real-time visibility into every active process. You can easily onboard new employees, manage client requests, and ensure compliance across your entire organization. It is designed for teams that need to scale their operations without adding administrative overhead, making it a favorite for operations managers and department heads in professional services and finance.
Overview
Arrows Features
- HubSpot Native Integration Manage your entire onboarding process directly inside HubSpot deals and tickets so your team never has to switch tabs.
- Customer Action Plans Create branded, collaborative checklists that show your customers exactly what they need to do next to get started successfully.
- Automated Task Reminders Set up automated nudges to remind customers of pending tasks, ensuring your projects stay on schedule without manual follow-up.
- Real-time Data Sync Sync every task completion and milestone update to HubSpot properties to trigger powerful internal workflows and reporting.
- File Upload Requests Collect necessary documents and assets from your customers directly within their action plan for a centralized, organized handoff.
- Onboarding Health Reporting Identify at-risk accounts instantly by tracking progress velocity and engagement levels across all your active onboarding projects.
Tallyfy Features
- Dynamic Logic. Show or hide specific tasks based on previous answers so your team only sees steps relevant to their current situation.
- Structured Data Capture. Collect specific information through form fields within tasks to ensure you have all the data needed for the next step.
- Real-time Tracking. Monitor the progress of every active workflow from a single dashboard and identify bottlenecks before they cause delays.
- Automated Handoffs. Notify the next person in line automatically as soon as a task is completed to keep your projects moving forward.
- Guest Access. Invite clients or external partners to complete specific tasks in your workflow without requiring them to create an account.
- Template Versioning. Update your process templates and instantly apply those changes to all active runs to keep your team on the latest version.
Pricing Comparison
Arrows Pricing
- Unlimited participants
- Unlimited active plans
- HubSpot data sync
- Branded customer portal
- Template library
- Email support
- Everything in Growth, plus:
- Advanced HubSpot syncing
- Custom domain (White-labeling)
- Multiple brand support
- Priority support
- Dedicated success manager
Tallyfy Pricing
- Unlimited view-only guests
- Unlimited process documentation
- Basic folder organization
- Standard support
- Document export options
- Everything in Docs, plus:
- Unlimited active process runs
- Conditional branching logic
- App integrations via Zapier
- Reporting and analytics
- Custom branding options
Pros & Cons
Arrows
Pros
- Deepest HubSpot integration available on the market
- No login required for customers increases task completion
- Clean and professional interface builds client trust
- Reduces manual work through powerful workflow automations
Cons
- Only works for teams using HubSpot CRM
- Higher starting price point than generic task tools
- Requires initial time investment to map HubSpot properties
Tallyfy
Pros
- Eliminates the need for complex flowcharting
- Intuitive interface makes team adoption very fast
- Powerful conditional logic handles complex scenarios
- Guest features simplify client data collection
Cons
- Mobile app experience is less polished
- Initial setup of complex logic takes time
- Higher price point than basic task managers