White-glove onboarding
made scalable
The customer onboarding and implementation software that automates project management and enables customers at scale. 🚀
Empower customers with clear and actionable next steps. Eliminate manual tasks for your team. Cut implementation time in half.
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CUSTOMER ONBOARDING EXPERIENCE SOFTWARE
Trusted by the fastest growing teams
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Better customer experience ✨. Less busywork 🤖. Faster time-to-value 🚀.
OnRamp is Customer Onboarding Experience Software built to help you enable customers, automate administrative tasks for your team, and improve experiences for both sides.
Guide customers to value in a branded customer portal
Give customers a clear action plan and enable next steps to success with dynamic tasks, video embeds, forms, surveys, files, and integrations. All in a customer-facing experience you're proud to invite them to (no login required).
Scale winning customer milestones and enablement
Eliminate manual tasks and standardize excellence with workflow automation and playbooks for success across the customer journey. From customer onboarding and implementation, to renewal and upsells.
Get at-a-glance visibility into every customer project
Keep everyone in the know automatically with project summary and task notification emails, deep integrations with Salesforce, HubSpot, Slack, and Zapier, and a dashboard packed with insight on where and how you should act.
Continually improve process efficiency and customer experiences
Reduce time-to-live, drive better outcomes, and accelerate revenue with the reporting and insights you need to scale: Bottleneck Analysis, Health Scoring, Past Project Analysis, Custom Fields, and more.
Ditch spreadsheets and clunky project management tools
OnRamp empowers customers, cuts out project management busywork for your reps, and delivers actionable insights. Can your spreadsheets do that? It's the best experience for both sides and drives better results.
How it works
Build your playbooks and workflows for each customer segment and milestone.
Invite customers to progress through the workflow in a branded, integrated portal on your domain.
Review results and optimize your customer journey. Repeat.
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Handle it all without breaking a sweat
Kiss giant spreadsheets goodbye – get features carefully crafted to improve efficiency, enablement, insight, and experience.
Branded Customer Portal
Invite your customers to a beautiful portal customized just for them for an amazing first experience. Use your custom domain, colors, logo, and even notifications sent from your URL - no login required.
Dynamic Task Logic
Does your onboarding look different depending on different customer requirements? No problem. Dynamic Logic switches the tasks and requests a customer may see.
Smart Reminders
No more teeth pulling - customize proactive reminders and updates on tailor-made schedules in email or Slack. Nudge manually when needed.
Dashboard Reports
You can’t improve what you don’t measure. OnRamp delivers targeted out-of-the-box insights designed to be informational and actionable.
Real-time customer feedback
Don’t wait for a retro to get feedback from you customers. OnRamp builds in quick-feedback checkpoints so you know what’s working and what’s not.
Template Projects
Create standardized playbooks for each customer segment. Self-serve customers can fill out an action plan, while white-glove clients can manage all parallel workflows alongside you.
No-code workflows
Make it easy for customers (and your team) to actually get work done. OnRamp’s no-code workflow builder is the only customer onboarding solution that helps customers advance projects, not just check off tasks.
Flawless handoffs
Embed handoff forms in a new project so you always have the most important customer information at your fingertips -- Sales will thank you for making it so easy, and you’ll be glad you have the information you need.
Bottleneck analysis
See where the most trip-ups are happening throughout your onboarding process to update and experiment with your Playbooks.
Make onboarding easier for everyone (even you)
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Check out the latest OnRamp content
Blog Post
OnRamp Earns Top Awards in the G2 Crowd 2022 Summer Report
The results are in for the G2Crowd 2022 Summer Report for the Client Onboarding and Digital Adoption software categories. OnRamp is now recognized as the leader in a number of areas.
Case Study
OnRamp Earns Top Awards in the G2 Crowd 2022 Summer Report
The results are in for the G2Crowd 2022 Summer Report for the Client Onboarding and Digital Adoption software categories. OnRamp is now recognized as the leader in a number of areas.
Blog Post
Introducing New Customer Notifications & Weekly Summary Emails in OnRamp
Keep every stakeholder informed and customer project moving forward with OnRamp.
Case Study
Introducing New Customer Notifications & Weekly Summary Emails in OnRamp
Keep every stakeholder informed and customer project moving forward with OnRamp.
Blog Post
Introducing Custom Fields in OnRamp
OnRamp now makes it easy to capture data unique to your organization on your customer projects and tasks using custom fields.
Case Study
Introducing Custom Fields in OnRamp
OnRamp now makes it easy to capture data unique to your organization on your customer projects and tasks using custom fields.
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