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Customer onboarding is your first and fastest path to revenue.

OnRamp is the Customer Onboarding Platform that accelerates time-to-value and time-to-revenue with guided workflows, scalable playbooks, and real-time automation.

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Trusted by Customer and Revenue teams at leading B2B brands

Your revenue will be won or lost during customer onboarding.
Because customers aren't truly "won" until they see value.

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Deliver customer value fast and win champions early

 

"We have successfully reduced our time-to-value by nearly 70%, bringing our average onboarding time down from 48 days to 15 days."

Scott Carruth

VP, Customer Success

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Grow revenue efficiently with scaled, repeatable success

 

"OnRamp has eliminated 10-15 hours per week in chasing customer tasks and enabled me to double my implementations without doubling my workload."

Jodi Shay
Implementation Manager
hhaexchange
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Create space for CS to consult, not just coordinate

 

"What once took weeks now takes days - allowing us to serve more clients, better with the same team."

Jonathan Buchan

Data Services Manager

realmarketing

Friction is the first stage of churn. Better customer onboarding fixes that.

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The first customer onboarding platform built for both your customers and internal teams.
So you can deliver outcomes that are fast, repeatable, and personal every time.

Personalized Customer Portals

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

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

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

Reusable Projects & Playbooks

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

 

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.
Inline Communication: Enable instant, in-task messaging—without cluttering inboxes.

Self-Serve Flexibility: Keep projects on track to completion with easy-to-access goal trackers, on-demand training resources, and intuitive next steps.
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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.

“OnRamp enables us to provide a great first impression of our company. It has significantly decreased the amount of meetings and emails our onboarding managers have to manage, so they can focus on the work that matters.”

Christian Rector, Director of Customer Operations, CommerceIQ

 

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.

Customer onboarding software

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

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"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 the OnRamp platform 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.

How much does OnRamp cost? How does OnRamp pricing work?

OnRamp pricing is based on the value we deliver to your team. Your investment depends on several factors, including your team size and the complexity of your onboarding process, your onboarding workflows and playbooks, your integration requirements, and how much customization and support you need. To get accurate pricing for your business, schedule a quick conversation with our team.