Arrows is a customer onboarding and success planning tool that builds collaborative action plans shared with customers, with all progress tracked natively inside HubSpot. It transforms the typical onboarding spreadsheet into a branded, interactive portal that CS teams and customers work through together.
Product Overview
Arrows creates shared onboarding plans — called customer-facing project plans — that are accessible via a unique link sent to each new customer. Tasks are assigned to both the internal team and the customer, with completion status syncing back to HubSpot properties and deal stages in real time. This native HubSpot integration is Arrows' primary differentiator: onboarding progress, task completion rates, and time-to-value metrics all live in HubSpot reports without any manual updates. CS teams can build reusable plan templates per product tier or customer segment, then auto-populate them from HubSpot deal properties when a deal closes. Arrows is popular with SaaS companies that close deals in HubSpot and want onboarding continuity without switching to a separate CS platform.
Key Features
- HubSpot-Native Onboarding Plans: Create and manage customer onboarding plans that sync task completion, milestones, and health data directly to HubSpot.
- Customer-Facing Portals: Branded, shareable plan portals where customers complete their tasks and track progress without logging into your internal tools.
- Plan Templates: Build reusable onboarding templates by segment or product tier — auto-populate from HubSpot deal properties at close.
- Automated Task Assignments: Trigger task assignments and reminders based on onboarding phase, customer behaviour, or HubSpot workflow conditions.
- Time-to-Value Reporting: Track completion rates, time in each phase, and stalled accounts — all reportable in HubSpot dashboards.
Best For
HubSpot-native B2B SaaS CS teams that want structured customer onboarding plans without leaving the HubSpot ecosystem.
Pricing
From $300/month. Pricing scales with number of active plans.
Key Integrations
HubSpot, Slack, Gmail, Google Calendar, Loom, Notion, Zapier, Google Docs, Calendly, Zoom
Pros
- Best-in-class HubSpot integration — onboarding progress natively reportable in HubSpot
- Customer-facing portals reduce email back-and-forth during onboarding
- Template system scales onboarding without rebuilding plans from scratch
- Time-to-value data feeds directly into renewal and expansion forecasting
Cons
- Tightly coupled to HubSpot — limited value for teams on Salesforce or other CRMs
- Less suited for complex enterprise onboarding requiring project management depth
- Higher price point than simple shared Google Docs or Notion-based alternatives
RevOps Jobs-to-Be-Done
- Collaborative customer onboarding action plans — CS and onboarding teams use Arrows to build structured onboarding plans with task assignments for both the customer and the CS team — with automatic reminders keeping customers accountable for their tasks between calls. KPI: Reduce time-to-activation by 35%; customers complete onboarding tasks 2x faster with automated reminder sequences
- HubSpot-native onboarding tracking — RevOps teams use Arrows' deep HubSpot integration to surface onboarding plan progress (task completion %, milestone status) directly in HubSpot deal and contact records — giving CS and sales full context without switching tools. KPI: CS team views onboarding progress in HubSpot without leaving CRM; reduce CS platform context-switching by 60%
- Scaled low-touch onboarding with digital plan delivery — Customer success teams use Arrows to deliver digital onboarding plans to SMB customers who don't get a dedicated CSM — with self-guided plans, embedded video resources, and progress tracking that enables CS to scale without headcount. KPI: Onboard 3x more customers with same CS team using digital Arrows plans for low-touch segment
How It Fits Your Stack
Primary system of record: HubSpot (CRM — Arrows is HubSpot-first)
Key integrations: HubSpot, Slack, Loom, Zoom, Google Workspace
Data flows: Arrows creates onboarding plans synced to HubSpot deals/contacts. Customer task completion syncs to HubSpot as custom properties and activity timeline. Reminders are sent via email and/or Slack. CS team manages plans in Arrows; views summary in HubSpot.
Security & Compliance
- SSO / SAML: Yes (Google SSO)
- RBAC / permissions: Yes
- Audit logs: No
- Certifications: SOC 2 Type II, GDPR
- Data residency: US
Implementation & Ownership
- Time to first value: 1–3 days — HubSpot connection and first plan template
- Implementation complexity: Low
- Typical owners: CS Manager, Onboarding Specialist, RevOps
Arrows is the dominant onboarding workspace for HubSpot-first companies. If you're on Salesforce, consider Dock or Rocketlane instead. Arrows' tight HubSpot integration means onboarding data flows naturally into the existing CRM workflow without extra configuration.
Proof & Buyer Signals
Ratings: 4.9/5 on G2 (200+ reviews)
What buyers praise:
- HubSpot integration is seamless
- Customers love the shared plan experience
- Automatic reminders really work
- Fast implementation
Common complaints:
- Only HubSpot native (no Salesforce)
- Reporting could be richer
- Template editing could be more flexible
Often Compared With
- Dock — Dock extends from sales deal rooms into onboarding; Arrows is purely post-sale onboarding with deeper HubSpot integration.
- Rocketlane — Rocketlane is stronger for complex professional services onboarding with project management; Arrows wins for SaaS product onboarding with HubSpot-first workflows.
- Gainsight — Gainsight covers the full CS lifecycle with health scoring; Arrows is focused specifically on the onboarding phase with HubSpot-native action plans.
