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Scale your customer onboarding.

OnRamp's customer onboarding software helps you simplify onboarding, remove friction, uncover what’s working, and fix what’s not—so you can deliver exceptional experiences from start to finish.

Scale your 
customer onboarding, effortlessly.

Remove barriers to entry and pave the
way to success… from day one.

Customer Onboarding Software

Trusted by leading brands

Real Marketing-Oct-30-2024-07-50-18-3408-AM

“We’ve gotten clients through onboarding in days, rather than weeks. It has streamlined our process and allowed us to serve clients faster and more effectively.”

Horizon Education-2

“It speeds up everything we’re doing and keeps us on track, which is great because we’re busier than ever. This helped us handle more clients efficiently.”

Taylor Communications-2

“The speed at which we want to move and our desire to delight customers with a better experience is why we chose OnRamp.”

 

Onboarding is the crucial stage where customers are won or lost

Don't let time run out on getting customers to value. It takes up to 5x more effort to fix a broken customer relationship than to get it right from the start.

 

Maximize the crucial stage where customers are won or lost

Don't let time run out on getting customers to value. It takes up to 5x more effort to fix a broken customer relationship than to get it right from the start

Personalized Customer Portals

Personalized Customer Portals

Unlike one-size-fits-all project management tools, OnRamp’s customer-first portals intuitively guide every customer from start to finish.

Real-Time Insights & Progress Trackers

Real-Time Insights & Progress Trackers

Get instant visibility into successes and blockers to decrease time-to-value built into OnRamp's customer onboarding platform.

Automated Sales-to-CS Handoffs

Automated Sales-to-CS Handoffs

Rather than disjointed handoffs that stall success, automate project creation immediately upon closed/won.

Reusable Projects & Playbooks

Reusable Projects & Playbooks

Adapt your playbooks to businesses of all types, to deliver high-quality service for every customer, again and again.

 

Scale your customer onboarding.

OnRamp's customer onboarding software extends your team's reach and results with configurable playbooks,
drag-n-drop workflow builders, adjustable timelines, and more.

 

Scale Your Entire Customer Facing Team

OnRamp extends your team's reach and results with configurable playbooks, drag-n-drop workflow builders, and adjustable timelines.

 

 Not another static project management tool
OnRamp's customer onboarding software guides customers and teams to success at every step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

 

Intuitive Onboarding: Guiding Customers and Teams to Success at Every Step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

Your branded customer portal

Seamless, personalized customer onboarding journey that guides customers each step of the way

Your branded customer portal

Seamless, personalized customer onboarding journey that guides customers each step of the way

Branded magic link to bypass login for instant, easy engagement
Right-time tasks and progress trackers to prioritize next steps
Automated welcome, workflows, and reminders
Centralized file management and inline messaging for efficient collaboration
customer-portal
teams-view

Your team’s view

Off-the-shelf but configurable customer onboarding software tools to help teams scale their reach, results, and consistency.

Your team’s view

Off-the-shelf but configurable onboarding tools to help teams scale their reach, results, and consistency.

CRM auto-project creation to speed up next steps
Customizable playbook templates to simplify steps, tasks, and success milestones
Flexible project management adaptable to each customer's timeline
Real-time progress trackers to keep projects on track

“The speed in which we want to onboard and the goal of delighting our customers more is what brought us to OnRamp.”

Nicole Arevalo, Account Director, Taylor Corporation

 

Time to elevate customer onboarding to a prominent seat at the table

Maximize customer lifetime value with customer onboarding software that recognizes onboarding as the strongest organization-wide lever to retain more customers and revenue.

 

Time to elevate customer onboarding to a prominent seat at the table

Maximize customer lifetime value with a platform that recognizes onboarding as the strongest organization-wide lever to retain more customers and revenue.

Customer onboarding software

How organizations like yours scale customer onboarding with OnRamp's customer onboarding software

How organizations like yours scale customer onboarding with OnRamp

Parkhub

"To give you all kudos, I love the new project creation flow and the Slack integration update."

Lance Walton
Lance Walton

Head of Customer Success

customer onboarding | cvs health

"I hate digging through files and keeping track of things. With OnRamp's customer onboarding software, everyone easily adds their notes to one spot. It’s way more organized."

Michelle Lawson
Michelle Dawson

Project Manager

AGS Health-1

"We have really started cruising with OnRamp, driving meaningful scale within our implementation team." 

Katy Morgan
Katy Morgan

Vice President of Client Services

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Ready to see what’s possible with OnRamp's customer onboarding software?

We’d love 30 minutes to show how to get your customers to their value destination faster.

What is customer onboarding software?

Customer onboarding software helps businesses scale their customer experience by guiding new customers through the setup and implementation of their product or service. Customer onboarding software, like OnRamp, automates tasks, tracks progress, and ensures a seamless customer journey from purchase to adoption. Effective customer onboarding software reduces churn, improves retention, and accelerates time-to-value by eliminating manual processes and keeping customers engaged.

How is OnRamp different from other customer onboarding software?

OnRamp focuses on making onboarding simpler and more scalable by offering an easy-to-use, customer-facing portal. Unlike other tools that invite customers into a clunky, internal project management tool or require customers to chase down email threads and spreadsheets, OnRamp provides a centralized experience with automated steps, clear progress tracking, and built-in communication tools. OnRamp's customer onboarding platform reduces friction, improves engagement, and ensures every customer onboarding experience is a success.

How does customer onboarding software improve retention and adoption?

Without a structured onboarding process, customers can feel lost, leading to lower adoption rates and early churn. Customer onboarding software provides a clear, step-by-step process that ensures customers understand how to use the product effectively. It also improves visibility for customer success teams, allowing them to proactively address roadblocks, increase engagement, and reinforce long-term product value.

What features should I look for in customer onboarding software?

The best customer onboarding software includes:

These features help streamline the onboarding process and ensure customer teams can be efficient and productive, new customers stay on track and data is secure.