PROJECT MANAGEMENT

From contract signed to customer value, at scale

Unlike traditional tools that create busywork, OnRamp brings tasks, documents, timelines, and people together in one interactive, intuitive hub, for engaging collaboration that keeps customer onboarding projects friction-free, fast, and flawless.

 

Project and Task Management
 

Lock in success, from day one.

With intuitive project management, you can effortlessly organize, track, and anticipate every step of each onboarding, keeping your customers on pace for success from day one.

 

Intuitive Onboarding: Guiding Customers and Teams to Success at Every Step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

 

Intuitive Onboarding: Guiding Customers and Teams to Success at Every Step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

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Task Tracking

Simple task management with intuitive tracking and real-time updates for seamless alignment.

Embeddable Elements

Timeline Management

Keeps projects on track with right-time, right-fit notifications for smooth, faster completions—no constant oversight needed.

Project Velocity

Scalable Playbooks

Save and resuse templates and workflows to deliver consistent, successful onboarding experiences, again and again.
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AT-A-GLANCE DASHBOARDS 

Deliver one-stop convenience

Get a complete view of team and customer tasks, due dates, and progress from one command center. Now, every member of your team can jump in and see project statuses, upcoming workloads, and recent activities – to stay aligned and on track.

FLEXIBLE PROJECT VIEWS

Customize your experience

Effortlessly track and update tasks, deadlines, and assignments in List view, or choose Calendar and Gantt views for quick, visual planning, however you prefer. Seamlessly synced data across all views ensures efficient collaboration and keeps projects on track.

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Bottleneck Report

PROACTIVE GUIDANCE

Keep every project on track

Personalized welcome messages, notifications, alerts, and progress trackers keep teams aligned and projects on track. Real-time insights ensure no detail is missed, building confidence from day one – for your customers, your teams, and leadership.

  NEW!  
MULTI-ACCOUNT AFFILIATION

Get a complete view across all your accounts

Whether overseeing multiple locations or running several client projects, your regional managers and partners need 360º visibility to monitor progress, assign tasks, and stay aligned on all of them—without the hassle of jumping from account to account. 

Multi-account affiliation gives businesses better control by granting your key users single sign-on access to move quickly between accounts and projects associated to a primary umbrella account, to ensure every onboarding project is on track to completion.

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“We’ve gotten clients through onboarding in days, rather than weeks. It has streamlined our process and allowed us to serve clients faster and more effectively.”

Horizon Education-2

“It speeds up everything we’re doing and keeps us on track, which is great because we’re busier than ever. This helped us handle more clients efficiently.”

Taylor Communications-2

“The speed at which we want to move and our desire to delight customers with a better experience is why we chose OnRamp.”

MILESTONE MANAGEMENT

Track moments that matter

Set benchmarks and timelines that align with your customers’ overall strategic business objectives to build trust and confidence as a parter. Reveal self-serve progress updates, prioritize key steps, and keep everyone in sync, to ensure every project stays on target with each customer's business goals.

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CENTRALIZED DOC & COMMUNICATION HUB

Create results, not friction

Easily share and access key documents and resources in one central and secure hub, along with inline messaging to provide quick insights as questions arise – without requiring customers to scan multiple email threads.

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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.