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    4.7 / 5.0
    Customer References37 total
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    Arrows is a customer onboarding checklist. Send every customer a personalized onboarding plan, with automated email reminders, due dates, assigned tasks, and a lot more. Guide your customer accounts to success. Arrows is a shared home for your customers’ tasks and goals. Plus, there’s an internal overview so you can see exactly what each account has done, needs to do, and where they’re going next.

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    4.7 / 5.0
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    Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

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    4.7 / 5.0
    Customer References54 total
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    Planhat is a powerful, beautiful, and an easy to use tool for Customer Success. It helps companies reduce churn, increase and identify upsell opportunities, communicate seamlessly with team members, and these are just a few things Planhat does. At Planhat, they are passionate about customer success and are proud to have been part of the evolution of CS over the past 15 years - with a team and founders who have been working in the field since before the official title of customer success came about. With all the experience and knowledge they built a solution that they love to use, and one that their customers enjoy using to achieve their financial and operational goals.