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.
Velaris
Velaris is a customer success platform that centralizes your data to help you manage renewals, identify expansion opportunities, and automate customer health tracking for better retention.
Quick Comparison
| Feature | Arrows | Velaris |
|---|---|---|
| Website | arrows.to | velaris.io |
| Pricing Model | Subscription | Custom |
| Starting Price | $500/month | Custom Pricing |
| FREE Trial | ✓ 0 days free trial | ✘ No 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 | 2021 |
| Headquarters | New York, USA | London, UK |
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.
Velaris
Velaris gives you a unified view of your customer journey by pulling data from your entire tech stack into one workspace. You can stop digging through spreadsheets and start managing your accounts proactively with real-time health scores and automated alerts. It helps you identify which customers are at risk of churning and which are ready for an upsell, allowing your team to focus their energy where it matters most.
The platform simplifies complex workflows by automating repetitive tasks like playbooks and reporting. You can build custom dashboards to track key performance indicators and share insights across your organization. Whether you are scaling a startup or managing an established enterprise team, Velaris provides the visibility you need to drive predictable revenue and build stronger long-term customer relationships.
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.
Velaris Features
- 360-Degree Customer View. See every interaction, support ticket, and product usage metric in one centralized profile for every customer.
- Health Scoring. Configure custom weighted health scores to automatically identify at-risk accounts and high-value expansion opportunities.
- Automated Playbooks. Standardize your team's response to customer milestones or risks with automated task assignments and workflows.
- Renewal Management. Track upcoming renewals in a visual pipeline so you never miss a deadline or a chance to negotiate.
- Revenue Intelligence. Forecast your retention and expansion revenue with accuracy using data-driven insights from your customer base.
- Segmented Communication. Send targeted messages to specific customer groups based on their behavior, industry, or health status.
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
Velaris Pricing
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
Velaris
Pros
- Intuitive interface makes account management simple
- Powerful data synchronization across multiple platforms
- Highly customizable health scoring parameters
- Responsive support team for technical setup
Cons
- Pricing is not transparent on website
- Initial data mapping requires significant time
- Learning curve for complex automation builders