ONRAMP FOR SAAS

Increase engagement. Accelerate time to value.

Customer Success teams rely on OnRamp to get customers to their aha moment quickly, securing loyalty and retention early in the relationship.

Faster adoption, stronger retention, scalable success.

Trusted by leading tech teams

 

Customer onboarding is complex, whether you’re serving technical or non-technical customers.

OnRamp transforms onboarding into a smooth, customer-centered process, ensuring every step is efficient, transparent, and personalized.

 

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.

Value Delivered
Achieve faster time to value

Prevent churn risk early

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Scale your reach & results

Equip your CS teams to drive impact

Project Velocity
Retain customers from day one

Build trust to foster early loyalty

OnRamp for SaaS & Tech Teams

Delivering a polished, efficient onboarding experience strengthens B2B customer relationships and drives long-term success.

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Healthtech

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Fintech

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Edtech

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Legaltech

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Martech

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Construction & Proptech

Your customer onboarding portal

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

Your branded customer portal

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

Step-by-step, adaptable workflows simplify complex onboarding processes
Drag-and-drop workflow builders automate repetitive tasks, reducing delays and ensuring accuracy
Self-service portals, centralized communications, personalized timelines, milestone tracking, and auto-reminders keep onboarding on track
Reusable playbooks scale processes for consistent, compliant onboarding across teams and locations

Dashboards and reports provide real-time visibility and insights into progress tracking, bottlenecks, and task completion
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Early green signals mean fewer yellows and reds down the road.

Turn onboarding into your strategic retention lever by putting customers in the driver’s seat on their road to success.

Value Delivered

Adoption from the start

Deliver a guided, exceptional onboarding experience that sets the foundation for lasting partnerships.

Reach & Results

Loyalty that lasts

Guide customers to early wins, building confidence and satisfaction from day one.

Sustainable Success

Advocacy over time

Empower customers to succeed and grow, turning them into loyal advocates for your brand.

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CONNECT YOUR TECH STACK

Get more done with tools you already use

Connect OnRamp to your tech stack to sync CRM data, automate workflows, and streamline your customer onboarding operations.

OnRamp sets the stage for frictionless customer onboardings and successful outcomes—over the entire customer journey.

 

Customer Onboarding FAQ

 

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.

Can I use OnRamp to onboard multiple customers simultaneously?

Yes, OnRamp is designed to handle onboarding for multiple customers at once without sacrificing personalization. Its drag-and-drop workflow builders and automated reminders make it easy to manage tasks at scale, ensuring every customer progresses efficiently through their onboarding journey. Additionally, real-time progress tracking provides transparency and helps teams identify and resolve bottlenecks quickly.

What metrics can I track during onboarding?

OnRamp provides comprehensive dashboards and exportable reports that allow you to monitor key onboarding metrics, including time to completion, project velocity, and task completion rates. These insights help you identify potential delays, optimize processes, and demonstrate value to stakeholders. You can also track customer engagement and milestones to ensure they’re on the path to success.

How does OnRamp integrate with my existing tools?

OnRamp connects seamlessly with your existing tech stack, including CRM, project management, and communication tools. This integration ensures data synchronization, automates workflows, and eliminates manual entry, allowing your team to focus on delivering exceptional onboarding experiences. Popular integrations include Salesforce, HubSpot, Slack, and Jira.

Is OnRamp suitable for both technical and non-technical customers?

Absolutely. OnRamp’s adaptable workflows and self-service portals cater to a wide range of customer types. For technical customers, you can provide detailed, step-by-step instructions and resources. For non-technical users, intuitive portals and guided tasks make the onboarding process simple and accessible, helping everyone reach their goals efficiently.

How does OnRamp help reduce churn risk?

By delivering a structured and transparent onboarding experience, OnRamp ensures customers achieve early wins that build confidence and satisfaction. Features like personalized workflows, real-time progress tracking, and timely reminders keep customers engaged and on track. Early success fosters trust and loyalty, reducing the likelihood of churn and setting the stage for long-term retention.

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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.