One platform. Two distinct experiences. 

Give customers the simple, intuitive onboarding experience they expect and your teams the deep project management and reporting tools they need.

Platform graphic form web (5)

One platform. Two distinct experiences. 

Give customers the simple, intuitive onboarding experience they expect and your teams the deep project management and reporting tools they need.

OnRamp offers a customer-facing portal and internal project management view

Why you need a Customer Onboarding Platform

Your customers aren't getting value fast enough
You need to scale onboarding without scaling headcount
You lack visibility and accountability across teams

How OnRamp's Customer Onboarding Platform Works

How OnRamp works 2

Capabilities built for the specific needs of customer onboarding

Auto-Project Creation

 

Auto-Project Creation

Kickstart onboarding instantly once a new deal closes to keep momentum from Sales to CS using automatic project creation directly from your CRM.

PM - Gantt Chart

 

Project Management

Keep teams and customers aligned with project management features like task tracking, timeline management, flexible project views, and more.

Customer Portal

 

Customer-Facing Portal

Move customers past roadblocks to achieve success faster with a single portal that provides one-stop access and intuitive, step-by-step guidance.

Reporting

 

Reporting

Capture more wins and mitigate onboarding risks before it's too late with insights into bottlenecks, time-to-completion, and project velocity.

Process Automation

 

Process Automations

Equip your team with self-serve, no-code task and workflow creation for efficiency gains and customer experience enhancements.

Integration Puzzle

 

Integrations

Fuel the tools you already use by integrating OnRamp with your other systems to push onboarding data across additional software, workflows, and teams.

Explore the power of OnRamp

Trusted by Customer and Revenue teams at leading B2B brands

Kentik _ Matt Cavanaugh-2
Taylor _ Nicole Arevelo-2
Flosum _ Scott Carruth-2
Espresa _ Glenn Levine-2
AGS Health _ Katy Morgan-2
IRE _ Casey Gregory-1
A2Z _ Seth Ritz-2
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Ready to see what’s possible?

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