Your customers shouldn’t have to wonder what’s next.
Give every customer a clear onboarding plan, deeply connected to your CRM. Collect files, assign tasks, automate reminders, and launch customers faster.
Remove the friction that slows onboarding down.
Onboarding runs smoothly when customers know exactly what to do and your team doesn’t have to chase. Arrows makes that the default.
Give every customer a plan they can actually follow
Arrows makes every onboarding step crystal clear, so even the least tech-savvy customer always knows what to do next.
"One of our AEs saw someone hanging out in their sales room and was able to shoot him a quick message. Within 10 minutes the prospect had replied and that deal closed really quickly."
Kalvin Richen
Revenue Operations Manager
Collect what you need without the back-and-forth
File and form collection made simple, so customers know exactly what to send and your team can start working faster.
“Within minutes of receiving their first Arrows sales room, a prospect responded: Love the shared workspace format. Very efficient for storing all relevant info specifically.”
Evan Friedkin
Head of Business Development, Roobrik
Keep customers on track automatically
Assign tasks and due dates, then let Arrows handle the nudging. Automated reminders keep customers accountable so your team doesn’t waste time chasing them down.
“I feel real confidence when I see an Arrows room has been opened—especially by multiple stakeholders. That’s just information I couldn’t see across the deal before.”
Dominique Rennell
Chief Customer Officer, Projectworks
The strongest CRM integration you’ll find
Your customers move fast in Arrows, while everything they do flows into your CRM. One source of truth, total visibility, no extra work for your team to manage.
“Arrows knows what I need to do to close this deal. Because Arrows parses out the exact next steps—from our activities in HubSpot—and updates our sales room with one click.”
Harris Kenny
Founder at OutboundSync
And a whole lot more
Get real-time notifications when customers complete tasks. Know exactly where every account stands without digging for updates.
Use CRM data to tailor each plan to your customer’s needs. Dynamically include specific tasks or phases based on their segment or unique setup.
Arrows plans can be translated into English, German, French, Portuguese, Spanish, Dutch, and Japanese. Serve global customers with an onboarding experience that feels natural everywhere.
Arrows syncs over 60 data points about every plan directly into your CRM. That means you can build any report you need — all inside the dashboards your team already trusts.
3 Reasons why customers choose Arrows over competitors
Arrows helps reps create and update their sales rooms in minutes with AI. This allows busy sales reps to create a room for every deal, no matter the size, because they know it’s always easy to update.
Buyers don’t want another login or endless email threads. Arrows gives them a clean, mobile-friendly page with everything they need—something they can actually forward upstream and get decisions made. It's not flashy. It's focused.
No other onboarding tool integrates with your CRM like Arrows. Every detail moves bi-directionally, powering personalization, reporting, and automation your team can trust.
Onboarding velocity by design
Customers shouldn’t wonder what comes next. Arrows shows them exactly what to do so progress never stalls.
Free your team from constant hand-holding. With Arrows, customers can complete tasks and keep moving on their own.
Keep onboarding active even outside of meetings. Automated reminders and clear tasks push customers forward until the next touchpoint.
Track onboarding in real time. Arrows highlights risks instantly so you can step in before issues snowball.
What else can Arrows do?
Start winning more of the revenue already in your pipeline
Attach an Arrows sales room to every opportunity—one link your buyer uses to move the deal forward.
Within minutes of receiving their first Arrows sales room, a prospect responded: 'Love the shared workspace format. Very efficient for storing all relevant info specifically for us.'
We'll help you maximize efficiency, so you can focus on business instead of busywork.
Still have questions?
Arrows creates customer-facing onboarding plans that attach to your HubSpot deals, tickets, or custom objects or Salesforce opportunities and cases. This gives your customer-facing teams shared visibility into onboarding progress and insights, and gives your customers an easy-to-follow path to success with your product. We're the #1 customer success software for teams using HubSpot and have a best-in-class CRM integration for Salesforce.
A "plan" is the set of steps sent to each customer specifically for them. For example, a plan could include a set of questions that a customer will answer, or a set of tasks that a customer will complete on their journey to success.
Arrows has a native best-in-class integration with HubSpot and Salesforce which allows you to manage your Arrows plans and all data from within the CRM. Within Arrows tasks you’re able to directly embed other tools like Calendly, HubSpot meetings, PandaDoc, Loom, Google Docs, Typeform, and many more!
We've designed Arrows to be as seamless as possible for your customers to access their plans and ultimately complete their assigned tasks. That means we do not require external participants to create a username and password to access Arrows. Instead, they’ll simply be prompted to confirm their email address so your team knows who has access to the plan.
Arrows onboarding plans connect to HubSpot deals, tickets, service, and custom objects and Salesforce opportunities and cases. Deals, tickets, and services are included in the free version of HubSpot, while custom objects are only available on HubSpot enterprise tiers.
To use Arrows data with more advanced HubSpot features like sequences and workflows, you would need a paid account.
We typically recommend utilizing either Sales Hub Professional or Service Hub Professional in order to get the most out of Arrows.
You can sign up for a free Arrows account in just a few clicks at app.arrows.to/signup!
You'll be able to build out your own template to see what your process would look like in Arrows.
Not quite ready to get into an account? Schedule a demo with our team!