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PRODUCT

OnRamp Customer Onboarding Platform

The OnRamp platform offers flexibility and efficiency in managing your customer onboarding processes combining your internal project and task management with a branded no-code customer portal.

Unblock onboarding with intuitive automation and a seamless customer portal 

OnRamp provides a comprehensive solution for streamlining customer onboarding processes.

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Process Automation

Avoid the inefficiencies of manual processes with automated workflows. Build dynamic project workflows with OnRamp's no-code platform.

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Customer Engagement

OnRamp's customer portal empowers seamless collaboration, eliminating communication bottlenecks and onboarding delays by providing customers with a simple, customer-facing portal.

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Project Visbility

With streamlined task organization and enhanced project insights, OnRamp makes it easy to identify inefficiencies and empower teams to move customer onboarding projects along efficiently. 
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PLAYBOOK + PROCESS AUTOMATION

Maximize efficiency with smart workflow automation.

Simplify scaling with repeatable, customizable playbooks .

  • Workflow Canvas: Build your project workflow with complex logic, without a line of code.
  • Conditional Logic: Customize dynamic task flow based on individual customer responses
  • Playbook Library: Task and module building blocks enable you to construct workflows into custom reusable playbooks

PROJECT + TASK MANAGEMENT

Manage all onboarding tasks in one place

Avoid project bottlenecks and delays with increased visibility and completion.

  • Dependencies: Unblock your project workflow by establishing and managing clear task dependencies
  • Files Storage: Stop chasing down email attachments with consolidated project files
  • Project Views: Organize your work, your way with Gantt, List or Calendar views
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CUSTOMER PORTAL

Create a simple, guided experience that wows customers

Empower customers to complete onboarding tasks with a simple, customer-facing portal

  • Customer Portal: Increase customer engagement and onboarding completion with a mobile-friendly, branded customer porta
  • Communication: Streamline communication with com task-specific comments, nudges and automated reminders
  • Self-Serve Playbooks: Empower customers to self-serve with playbooks they can start themselves

REPORTING

Understand your onboarding insights at a glance

Identify bottlenecks to improve efficiency with out-of-the-box reporting, insights, and customer feedback. 

  • Project Velocity: Monitor the effectiveness and efficiency of your playbooks to track completion time and project status
  • Bottleneck Identification: Identify and resolve workflow bottlenecks with visibility into inefficiencies
  • Customer Feedback: Iterate and improve your onboarding experience with instant feedback from customers
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INTEGRATIONS

Connect directly with the tools you already use

OnRamp’s integrations ensure your data is always in sync where you want it without double entry.

  • CRM Syncing: Sync notes, automated tasks and deal notifications eliminating duplicate entry in Salesforce or HubSpot
  • Embeddable Elements: Integrate any URL into a subtask allowing seamless interaction and completion within the platform
  • Webhooks: Automate actions by connecting your team’s toolstack with OnRamp

GET A PERSONALIZED DEMO

Ready to see OnRamp in action?

Our team will walk you through OnRamp's customer-facing portal and internal platform in a 30-minute demo.