Arrows pushes onboarding into HubSpot

The real gap was not task tracking, it was keeping onboarding tied to the system where revenue teams already decide what is happening with an account. When teams used spreadsheets, Asana, Trello, or email threads, the post sale process lived outside the CRM, so sales, success, and leadership could not see progress, trigger workflows, or report on whether closed won deals were actually reaching go live and producing revenue.

• In practice, many teams started onboarding with a workaround. A deal would close in HubSpot, then someone would manually create a project in another tool or a spreadsheet. That could create a checklist, but little meaningful data flowed back into HubSpot, so onboarding became a blind spot between sale and support.
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• This is why Arrows narrowed its product to the customer facing plan and pushed more than 40 onboarding data points back into HubSpot. That lets teams run pipeline views, automations, and reports inside the CRM instead of asking success managers to live in a separate dashboard.
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• The broader market was behaving the same way. Dock described onboarding teams using a mix of HubSpot or Salesforce, spreadsheets, email, project tools, and sometimes heavy customer success platforms like Gainsight or ChurnZero. The common problem was fragmentation, not lack of software.
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The direction from here is more post sale work moving into the CRM itself. As HubSpot keeps building service and platform capabilities, the winners around onboarding will be the tools that make customer facing collaboration easy while feeding clean data back into HubSpot, so onboarding becomes a visible revenue workflow instead of an off system handoff.