The Arrows alternative for customer onboarding
Arrows is a customer onboarding platform built exclusively for HubSpot and Salesforce. If you want action plans, file collection, and a client-facing portal without being tied to one CRM, and with transparent pricing, Collect is a flexible alternative.
Arrows is customer onboarding software built exclusively for HubSpot and Salesforce, with quote-based pricing. Collect is post-close onboarding and document collection software with native HubSpot and Pipedrive sync, plus Zapier and API, on transparent monthly plans from $129/month. Choose Arrows if your team lives entirely in HubSpot or Salesforce; choose Collect for CRM-flexible onboarding with document collection at its core.
Why teams look for a Arrows alternative
- Arrows is built exclusively for HubSpot and Salesforce, and getting full value often requires paid CRM tiers.
- Pricing is quote-based, which makes budgeting harder.
- Onboarding plans lead the product; document collection is not the core.
- No built-in video messages for guiding clients.
Collect as the Arrows alternative
Collect runs the same post-close job, mutual action plans, file and form collection, automated reminders, and a client-facing portal, but it is not locked to a single CRM. It syncs natively with HubSpot and Pipedrive, connects through Zapier and API, and puts document collection and video messages at the center, on transparent monthly pricing.
Explore the pieces: document collection, client portal, customer onboarding, tasks & action plans, and video messages.
Where Collect pulls ahead
- Document collection at the core, reminders, approvals, and a secure portal, not just action plans.
- The most advanced AI in onboarding: portal builder, document validation, automatic file renaming, and data extraction, plus a hosted MCP server for Claude and ChatGPT.
- A built-in mobile scanner so clients capture paper documents from their phone.
- Cloud sync that files documents into subfolders, renamed, across Box, Dropbox, Google Drive, OneDrive, and SharePoint.
- Works with or without a CRM, native HubSpot and Pipedrive, Zapier, and API, with no HubSpot or Salesforce lock-in.
- Transparent monthly pricing instead of quote-only, plus SSO, SAML, and custom roles and permissions.
Collect vs. Arrows at a glance
| Feature | Collect | Arrows |
|---|---|---|
| Primary use case | Post-close onboarding + document collection | Customer onboarding action plans |
| Deal stage | Post-close onboarding and document collection | Post-close onboarding (also sales rooms) |
| CRM requirement | CRM optional; native HubSpot and Pipedrive | Requires HubSpot or Salesforce |
| Pricing model | Transparent monthly, from $129 | Quote-based |
| Client portal | Branded, secure client portal | Customer-facing onboarding plans |
| Tasks / mutual action plans | Yes, tasks and mutual action plans, assignable to clients or teammates | Yes, a core strength |
| Document collection | Core, with reminders and approvals | File uploads within plans |
| Video messages | Yes, camera, screen, or both, embedded in the portal | Embed Loom and other tools |
| E-signature | Yes, via DocuSign | Embed tools like PandaDoc |
| CRM data sync | Native HubSpot and Pipedrive | Best-in-class HubSpot/Salesforce, 40+ data points |
| AI | AI portal builder, document validation, automatic file renaming, and data extraction, plus a hosted MCP server for Claude and ChatGPT | AI-powered suggestions |
| Mobile scanner | Built-in mobile scanner: clients scan paper to clean PDFs from their phone | No |
| Cloud storage sync | Auto-dispatch to Box, Dropbox, Google Drive, OneDrive, and SharePoint, sorted into subfolders with renamed files | Via integrations |
| Enterprise (SSO, SAML, custom roles) | Custom roles and permissions, SSO and SAML, plus optional hosting on your own S3 | Custom security on Enterprise |
| Security | Encryption, audit logs, MFA, roles and permissions, data retention | Standard |
Pricing compared
From $129/month (Pro, 5 seats included), $349/month (Business), from $849/month (Enterprise). Seats are bundled, not billed per user. 7-day free trial, no credit card.
Quote-based. Publicly reported figures suggest sales rooms from roughly $100/month and onboarding from roughly $500/month, but Arrows no longer publishes fixed tier prices.
Pricing as of 2026.
Who each tool is best for
- Teams that want onboarding without being locked to HubSpot or Salesforce
- Teams where document collection is central to onboarding
- Anyone who wants video messages built into the portal
- Teams that prefer transparent monthly pricing
- Teams that run everything inside HubSpot or Salesforce and want onboarding native in the CRM
- Customer success teams that need deep, native CRM lifecycle automation
- Teams that also want sales rooms in the same HubSpot-native tool
How to switch from Arrows
Moving from Arrows to Collect keeps your action-plan approach while freeing you from a single CRM.
- Recreate your onboarding plan as a Collect template with tasks, document requests, and forms.
- Connect HubSpot or Pipedrive so plans trigger from a closed deal and data syncs back.
- Add a welcome video message and turn on automated reminders.
- Run new onboardings in Collect and let active Arrows plans complete.
Frequently asked questions
What is the best Arrows alternative?
Collect is a strong Arrows alternative for post-close onboarding. It offers mutual action plans, document collection, video messages, e-signature, and native HubSpot and Pipedrive sync on transparent monthly pricing from $129/month, without requiring you to run everything inside HubSpot or Salesforce.
How is Collect different from Arrows?
Arrows is built exclusively for HubSpot and Salesforce and leads with onboarding action plans. Collect puts document collection and a branded portal at the center, adds video messages, and syncs natively with HubSpot and Pipedrive while also working via Zapier and API, so you are not tied to one CRM.
Does Collect work without HubSpot or Salesforce?
Yes. Collect works with or without a CRM. It syncs natively with HubSpot and Pipedrive and connects to other tools through Zapier and its API, whereas Arrows requires HubSpot or Salesforce.
Does Collect have mutual action plans like Arrows?
Yes. Collect’s tasks work as mutual action plans: assignable to clients or teammates, with due dates, attachments, completion tracking, and automatic reminders, all inside the client portal.
How much does Arrows cost compared to Collect?
Arrows uses quote-based pricing and no longer publishes fixed tiers; reported figures start around $500/month for onboarding. Collect is transparent at $129/month (Pro), $349/month (Business), and from $849/month (Enterprise).
Information verified September 2026. Arrows details are drawn from public sources:
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