The platform built to get every customer from signed to success

OnRamp is built to remove the friction that delays customer success and revenue. Our customer onboarding software guides customers and teams every step of the way.

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Paving the road to success

Manage any number of new customer onboardings without sacrificing quality or adding headcount
to drive better outcomes for your business, your customers, and internal teams.

Value delivered

Value delivered
early and often

Guide customers with right-time tasks, notifications, and communications to pave the path to wins.

Reach & Results

Reach and results
at scale

Automate admin work while personalizing each project to keep momentum.

Sustainable Success

Sustainable success
for the long haul 

Create playbooks and repeatable automations to reuse for new customers.

 

Dynamic customer portal

Give every customer a clear, engaging onboarding experience that keeps them on track, builds trust, and speeds up faster time-to-value.

 

Dynamic Customer Portal

Deliver an experience customers want to engage with.

Simple & Easy Setup

Simple to set up, easy to complete

Configure each interaction and task to dynamically adapt to individual customers for faster completions.

Reminder & Progress Tracking

Automated reminders & progress tracking

Timed alerts, status updates, and next-step guidance keep customers and teams on track.

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Inline messaging

Simple communication within tasks lets teams and customers collaborate in real-time.

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Project and Task Management
 

Project and task management

Generic tools aren’t built for customer onboarding. Every point of friction slows progress, results, and revenue. OnRamp gives you one purpose-built platform to manage onboarding, align teams, and get customers to success faster.

 

Project & Task Management

Break free from legacy tools never designed for onboarding—forcing workarounds—with a flexible, centralized hub and smart insights for optimal results.

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Outcomes-focused task management

Tailored tasks, clear ownership, essential documents, and flexible timelines are all organized in one place to accelerate customer success.

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Customizable project views

Teams can efficiently track projects their preferred way—choosing from Gantt, List, or Calendar formats.

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Filters and tags

Make it easy for your team to organize and categorize tasks by status, deadlines, or team assignments.

Playbooks and process automation

No code, just continuous flow: reduce admin time, reuse workflows, and recycle playbooks
to cover more ground, without adding headcount or sacrificing service-levels.

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No-code workflow automation

Create adaptive workflows based on customer responses, using the interactive drag-and-drop builder and conditional logic, without dependence on developers.

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Auto-project creation

Automatically launch projects in the background from CRMs like Salesforce and HubSpot, to reduce manual work from the start.

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Reusable playbooks

Save workflows in your library as custom playbooks for easy, repeatable use by anyone on the team.

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

Lance Walton, Head of Customer Success, JustPark

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Reporting

Get the info you need at a glance or sent straight to stakeholder inboxes.

 

Reporting

Get the info you need at a glance or sent straight to stakeholder inboxes.

Project Velocity

Project velocity

Track playbook efficiency and performance for continuous improvement.

Bottleneck Detection

Bottleneck detection

Identify delays and process bottlenecks to optimize experiences over time.

Customer Feedback

Customer feedback

Collect and analyze customer feedback for long-term satisfaction and to stay in touch with evolving needs.

Integrations

Sync your systems, embed external links, and automate your workflows
to avoid system-related delays that block progress.

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CRM Sync

CRM Sync

Keep momentum from sales to onboarding by auto-syncing notes, tasks, and updates from Salesforce or HubSpot.

Embeddable Elements

Embeddable Elements

Embed URLs directly into subtasks, for users to complete actions without leaving OnRamp.

Webhooks

Webhooks

Trigger actions and updates in your other tools by connecting them to OnRamp, no manual work needed.

 

Security

Enterprise-level security, access controls, and compliance: trusted data protection,
24/7 monitoring, and industry certifications to keep your information secure.

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Realtime Analytics

OnRamp meets rigorous security and compliance standards, ensuring data protection and privacy.

Infrastructure Security

Infrastructure Security

Hosted on AWS with 24/7 intrusion detection, encrypted data, and 99.9% uptime for secure operations.

Customer Data Protection

Customer Data Protection

Best-in-class encryption for data in transit and at rest, with logical tenant separation for added security.

Compliance & Privacy

Compliance & Privacy

GDPR Compliant, CCPA Compliant, HIPAA Compliant

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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.