CUSTOMER PORTAL
Streamline customer collaboration
OnRamp's simple customer-facing portal provides your customers with the tools they need to boost engagement, streamline communication, and complete onboarding tasks with ease.
By facilitating seamless collaboration through features like task messaging, automated reminders, and self-serve playbooks, OnRamp empowers your customers to engage in onboarding while completing tasks efficiently and effectively. OnRamp enhances project visibility for your customers ensuring that stakeholders remain informed about project progress and enabling them to take timely action to drive projects forward.
CUSTOMER PORTAL
Increase customer engagement in onboarding with a no-code, branded customer portal
Deliver an exceptional first impression with a beautifully customized interface showcasing your custom domain, colors, and logo. Maintain consistent branding throughout with notifications sent directly from your URL, providing a personalized touch without requiring additional logins. Stand out and impress customers with a seamlessly integrated and fully branded experience.
TASK MESSAGING
Support customers where they are increasing customer collaboration
Boost engagement by enabling direct commenting within tasks. Empower customers to effortlessly share questions or notes, minimizing reliance on lengthy email threads and streamlining conversations. Keep communication focused and immediate by facilitating comments within the relevant task context.
EMBED WITHIN YOUR APP
Create a consistent customer experience by embedding the customer portal directly into your application
Integrate your branded customer portal directly into your own app’s user experience with an onboarding progress bar widget or embed the OnRamp portal directly into your app. Enable your customers to access their customer portal without leaving your app, ensuring a smooth and uninterrupted experience. Whether tracking onboarding progress or accessing the full portal features, users can effortlessly navigate through tasks and projects within your app.
AUTOMATED EMAIL REMINDERS
Save social capital by streamlining communication with automated task-specific nudges and reminders
Efficiently communicate project progress, address blocked bottlenecks, and highlight overdue tasks with automated reminders tailored to context. Provide customers with streamlined communication to take action, reducing the need for manual follow-ups. Save valuable social capital by automating reminders directly from the client portal, alleviating the burden on customer success managers to chase down task completions.
SELF-SERVE PLAYBOOKS
Empower customers to self-serve with specific playbooks they can start themselves
Enable customers to initiate self-serve playbooks independently, allowing them to start new projects on their own. Encourage proactive engagement by enabling customers to spin up new projects themselves, fostering a sense of ownership and initiative. Offer additional modules, training, upsells or showcase new services to further enhance customer engagement.
Customer Portal FAQ
What is a customer portal?
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.
How can a customer portal benefit my business?
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.
What features should I look for in customer portal software?
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.
How does OnRamp’s customer portal improve the customer onboarding process?
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.
Can I customize the OnRamp customer portal for my brand?
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.
Can I integrate OnRamp’s customer portal with my CRM?
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.
How do automated reminders work in the customer portal?
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.
Can I embed OnRamp's customer portal into my app?
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.
How do automated reminders work in the customer portal?
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.
Can customers start their own projects from the customer portal?
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.
Is the customer portal secure?
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.