🎉 OnRamp Earns Top Awards in the G2 2022 Summer Report. "Best Est. ROI", "Best Support", and more...
Accelerate onboarding.
Reduce churn.
Streamline implementations with an easy-to-use customer portal.
Trusted by the fastest growing teams
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THE LEADING CUSTOMER ONBOARDING SOFTWARE PLATFORM
Simplified design built to streamline B2B customer onboarding projects.
End communication silos and ditch clunky spreadsheets with an intuitive and no-code customer portal. Simple and accessible for non-technical customers and teams. Less project management busywork and handholding. More time for high-impact strategy and enablement. The only customer onboarding software backed by behavioral science designed to drive customers to take action.
Guide customers through every step
Empower customers to fly through steps with a simple, dynamic action plan. Deliver tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time following dynamic task logic.
Standardize and automate any high-touch process
Get any customer onboarding process "on rails" and save time with customer playbook templates. From onboarding and implementation, to renewal and upsell, customer onboarding software that enables every customer to complete onboarding.
Know which customers are on track or behind
Keep everyone in the know with automatic email notifications and summaries, and deep integrations with Salesforce, HubSpot, and Slack. Have a pulse on every incoming and active customer action plan.
Improve efficiency, outcomes, and experiences
Identify exactly where customers get held up in your process. Automatically collect CX feedback and engagement at every step. Optimize your way to predictable, scalable customer onboarding processes with customer onboarding process software.
Ditch spreadsheets and clunky project management
Manual project management stalls customer value. The only customer onboarding platform that accelerates customer engagement. Get a demo of OnRamp to see how a customer onboarding process software can help you and your team do more with less.
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How it works
Build playbooks for each customer segment and milestone, including internal and external steps.
Empower customers to effortlessly progress through a playbook with a dynamic action plan.
Have visibility on your next steps, customer progress, and insights on how to to improve.
Integrations
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Handle it all without breaking a sweat
Branded Action Plans
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.
Why customer teams love us
Make onboarding easier for customers and teams
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