New Releases, Best Practices & Company Updates
The complete 2026 guide to onboarding B2B SaaS customers – the five phases every onboarding moves through, how to build a repeatable process, the tools you actually need, the mistakes that kill momentum, and the metrics that prove it's working.
Read moreThe five strongest Arrows alternatives for customer onboarding in 2026 – Valuecase (AI-native, deep in-Space features, MCP, from €59/mo), Dock, Rocketlane, GUIDEcx, and general-purpose tools – plus a quick framework for choosing the right fit.
Read moreCustomer onboarding software runs the post-sale phase – from deal closed to customer fully live – in one shared, customer-facing workspace instead of email threads and spreadsheets. Here's what it does, its core features, and how it differs from adoption and customer success platforms.
Read moreA practical framework for choosing customer onboarding software as a SaaS or tech company: three questions – product-led or not, does going live take a human, and who owns the customer post-sale – that point you to the right category.
Read more30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
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Customer onboarding stalls most often right after the deal closes. Creating a strong Day-1 experience locks in momentum, drives engagement, and reduces churn. Here are four practical moves founders can implement immediately after signing.
Read moreMessy onboarding threatens long-term customer success and retention. To set your users up for success, build scalable onboarding processes that remove friction, establish clarity, and deliver measurable outcomes.
Read moreCustomer onboarding is no longer just a cost center—it's a key revenue driver. By accelerating your customers' time-to-value, you boost retention, reduce churn, and unlock faster growth.
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Mutual Action Plans (MAPs) can be a game-changing tool in the realm of complex sales. This comprehensive guide will help you understand the intricacies of MAPs, the potential roadblocks, and how to leverage their benefits.
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