Case Study: Projectworks gains sales visibility and scales onboarding with Arrows

Projectworks gained sales visibility and scaled onboarding capacity with Arrows

Projectworks, a global project intelligence platform for consultants, engineers, architects, and software companies, was struggling to keep sales and customer success processes consistent as it scaled. Sales reps were sending fragmented follow-ups and had little visibility into multi-stakeholder engagement, while the customer success team was managing about 40 concurrent onboardings through email and daily standups, creating coordination chaos.

With Arrows, Projectworks implemented sales rooms and onboarding plans integrated with HubSpot to centralize follow-ups, automate workflows, and provide real-time engagement visibility. The result was more consistent buyer experiences, stronger deal insight, and the ability to handle 40+ concurrent onboardings without adding headcount; the team also reduced coordination meetings from daily to twice weekly and improved feedback collection, with about half of completed onboardings now including survey responses.

Projectworks

Dominique Rennell

Chief Customer Officer