A customer portal is a secure online platform where businesses can provide their customers with access to essential documents, communications, and tasks. It serves as a central hub for managing client onboarding projects, sharing updates, and streamlining collaboration between your company and your customers.

A customer portal enhances your customers' experience by simplifying communication, task management, and project updates. It increases transparency, reduces the need for back-and-forth emails, and helps clients stay informed, which can improve engagement and satisfaction. Ultimately, a customer portal enables you to get your customer to value faster.

Key features to look for in customer portal software include task and project management,  task messaging, document sharing (file upload and download), and automated notifications. Customization options, such as branded interfaces and embedding into your own app, are also important for delivering a seamless, branded experience to your customers.

OnRamp’s customer portal accelerates customer onboarding by allowing customers to track their progress, complete tasks, and receive automated reminders, all within a branded, user-friendly interface. Self-serve playbooks enable customers to start new projects independently, enhancing engagement and reducing manual follow-ups from your team.

Yes! OnRamp’s customer portal is fully customizable. You can add your company’s logo, colors, and even your custom domain to maintain consistent branding throughout your customer’s experience, from automated reminders to the portal interface itself.

Yes, OnRamp’s customer portal can be integrated with your CRM system (Salesforce and Hubspot). This allows seamless data flow between the two platforms, enabling your team to manage customer interactions, track onboarding progress, and maintain a complete view of customer activities all in one place. The integration helps improve efficiency by syncing tasks, updates, and communications between the portal and your CRM, ensuring no information is lost or duplicated.

Automated reminders in the OnRamp customer portal are task-specific, meaning they notify customers when actions need to be taken, such as completing overdue tasks or addressing bottlenecks. These reminders are sent automatically, reducing the need for manual follow-up by your team.

Absolutely. You can embed OnRamp’s portal directly into your application for a seamless user experience. This allows customers to access onboarding progress and project details without leaving your app, keeping the entire process streamlined.

Automated reminders in the OnRamp customer portal are task-specific, meaning they notify customers when actions need to be taken, such as completing overdue tasks or addressing bottlenecks. These reminders are sent automatically, reducing the need for manual follow-up by your team.

Yes, OnRamp’s self-serve playbooks allow clients to independently start new projects. This feature fosters initiative and autonomy, encouraging customers to take ownership of their onboarding process while freeing up your team’s resources.

Yes, OnRamp’s client portal is built with security in mind. All customer data is encrypted, ensuring that sensitive information is protected throughout the entire onboarding process. You can read more about OnRamp security here.