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Customer onboarding is your first and fastest path to revenue.
Turn clutter into clarity, sales into success, customers into champions – and results into revenue.
Trusted by CS & Revenue Leaders at leading B2B brands
Friction is the first stage of churn.
“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.”
“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.”
“The speed at which we want to move and our desire to delight customers with a better experience is why we chose OnRamp.”
48% of customers abandon onboarding when they don’t see value quickly.
OnRamp isn't another task management tool. It's outcome orchestration.
Because customers, and your revenue, aren’t truly won until value is delivered.
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
Unlike one-size-fits-all project management tools, OnRamp’s customer-first portals are designed to dynamically guide every project from start to finish.
Insights & Progress Trackers
Get instant visibility into successes and blockers to reduce friction, expedite time-to-value, and achieve measurable outcomes.
Automated Sales-to-CS Handoffs
Rather than disjointed handoffs, OnRamp's Customer Onboarding Platform auto-creates new projects from your CRM, immediately upon closed/won.
Reusable Projects & Playbooks
Adapt your playbooks to businesses of all types, to deliver high-quality service for every customer, again and again.
You can’t expand what you can’t scale.
Spreadsheets and project management tools aren't customer-facing and create chaos. OnRamp brings control. Get clear visibility, guided experiences, and faster, repeatable, wins for your team and your customers – from day one.
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.
"We geeked out with excitement when we first discovered OnRamp since we were managing onboarding in Google Docs before. This gives us the visibility and scalability we desire for our customer onboarding process."
James Fleming
Chief Learning Officer
"In the past, we sent a lot of spreadsheets and forms and emails. That was a lot of movement but not the best experience. We're now prioritizing delighting customers, and that's what's brought us to OnRamp"
Nicole Arevelo
Account Director
"I no longer spend so much time with PowerPoint. This speeds up everything we're doing, which is great."
Dodie Carmichael
Senior Implementation Manager
"We've already gotten clients through the onboarding experience in days. It used to take us weeks. I've seen clients knock all their tasks out now in a day."
Jonathan Buchan
Data Services Manager
Remove the friction that silently kills your momentum and results, taking your revenue with it.
Customer onboarding software built with your customers and internal teams in mind.
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 customer’s view
Accelerate time-to-value by delivering onboarding experiences customers actually want to engage with.
Your branded customer portal
Seamless, personalized customer onboarding journey that guides customers each step of the way
Self-Guided Access: Remove guesswork with step-by-step directions and tasks that adapt to each customer.
Shared Visibility: Keep everyone aligned with task updates, next-step reminders, and timeline tracking.
Self-Serve Flexibility: Keep projects on track to completion with easy-to-access goal trackers, on-demand training resources, and intuitive next steps.
Your team’s view
Equip your team to get more customers from start to finish, without sacrificing the personal touch.
Your team’s view
Off-the-shelf but configurable onboarding tools to help teams scale their reach, results, and consistency.
Ready-to-go Playbooks: To onboard customers quickly and consistently.
Configurable Projects & Tasks: To quickly flex with each customer’s unique needs.
Onboarding Progress & Tracked Milestones: To keep every team member in the know on upcoming or overdue tasks.
Platform Integrations: To the tools you already use for smooth Sales-to-CS handoffs and system updates.
“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
Unblock your customer onboarding to unlock revenue.
See the customer onboarding software that turns delays into dollars.
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.
How Customer Success and Revenue Leaders scale their reach and results with OnRamp's customer onboarding software
How organizations like yours scale customer onboarding with OnRamp
"To give you all kudos, I love the new project creation flow and the Slack integration update."
Lance Walton
Head of Customer Success
"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 Dawson
Project Manager
"We have really started cruising with OnRamp, driving meaningful scale within our implementation team."
Katy Morgan
Vice President of Client Services
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:
Branded customer portalfor customers to complete tasks and track project (separate from the internal project management tool)
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.
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