Arrows vs Projetly Comparison: Reviews, Features, Pricing & Alternatives in 2026

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.

Projetly is an AI-native platform designed to enhance your customer onboarding and sales processes. It helps you bridge the gap between sales and customer success by automatically passing deal context to your onboarding team. You can generate structured onboarding plans, automate workflows, and provide a shared customer workspace from kickoff to go-live.

For sales teams, Projetly creates a digital sales room for every deal in your CRM, offering AI-powered buyer engagement tracking and mutual action plans. For customers, it provides a single link for visibility into proposals, timelines, and progress, eliminating email chaos and building trust.

• 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.

• AI-Powered Onboarding Execution. Automate task creation, assignment, and deadline tracking with AI agents, ensuring your onboarding journey runs smoothly 24/7.
• Digital Sales Rooms. Automatically create a digital sales room for every deal in your CRM, tracking buyer engagement and deal intelligence.
• Customer and Partner Portal. Provide a centralized space for seamless collaboration with customers, partners, and stakeholders on documents and proposals.
• Real-Time Chat Channels. Communicate instantly with team members, customers, partners, and vendors through dedicated chat channels.
• Automated Workflows. Streamline onboarding workflows and automate tasks to deliver consistent, scalable onboarding experiences.
• AI-Driven Personalization. Create personalized onboarding experiences with persona-based project templates and tailored workflows for different user segments.
• Data-Driven Decision Making. Access real-time project data and insights to make informed decisions, identify trends, and continuously improve.