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.
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 early and often
Guide customers with right-time tasks, notifications, and communications to pave the path to wins.
Reach and results at scale
Automate admin work while personalizing each project to keep momentum.
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 to set up, easy to complete
Configure each interaction and task to dynamically adapt to individual customers for faster completions.
Automated reminders & progress tracking
Timed alerts, status updates, and next-step guidance keep customers and teams on track.
Inline messaging
Simple communication within tasks lets teams and customers collaborate in real-time.
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.
Outcomes-focused task management
Tailored tasks, clear ownership, essential documents, and flexible timelines are all organized in one place to accelerate customer success.
Customizable project views
Teams can efficiently track projects their preferred way—choosing from Gantt, List, or Calendar formats.
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.
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.
Auto-project creation
Automatically launch projects in the background from CRMs like Salesforce and HubSpot, to reduce manual work from the start.
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
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
Track playbook efficiency and performance for continuous improvement.
Bottleneck detection
Identify delays and process bottlenecks to optimize experiences over time.
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.
CRM Sync
Keep momentum from sales to onboarding by auto-syncing notes, tasks, and updates from Salesforce or HubSpot.
Embeddable Elements
Embed URLs directly into subtasks, for users to complete actions without leaving OnRamp.
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.
Realtime Analytics
OnRamp meets rigorous security and compliance standards, ensuring data protection and privacy.
Infrastructure Security
Hosted on AWS with 24/7 intrusion detection, encrypted data, and 99.9% uptime for secure operations.
Customer Data Protection
Best-in-class encryption for data in transit and at rest, with logical tenant separation for added security.
Compliance & Privacy
GDPR Compliant, CCPA Compliant, HIPAA Compliant
Ready to see what’s possible?
We’d love 30 minutes to show how to get your customers to their value destination faster.
