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Customer onboarding made easy.

Streamline implementations and build the foundation for success at scale.

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 best customer onboarding software built for growth and backed by behavioral science to drive customers to take action.
Delightful customer onboarding portal software

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, client onboarding software that enables every customer to complete onboarding.
Customer onboarding project playbook software
Customer onboarding project template software
Customer onboarding project tracking software

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. Increase customer retention with 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.
Customer onboarding time to live tracking software
Customer Success playbook reporting and analytics
Delightful customer project management

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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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

"OnRamp has been an integral part of building and scaling a great implementation process for our company and customers. I highly recommend their supportive team to anyone looking to deliver value to customers faster."
"A successful onboarding experience is key to making a great first impression with customers, and OnRamp brings the visibility and trust to help make any CS team world-class. The difference is night and day."
"We chose OnRamp because it provides an easy, engaging experience for our customers. We're thrilled to not only be able to keep our customers informed and accountable, but excited during one of the most critical times of the user journey."
"OnRamp adds a purpose-built, powerful customer on-boarding application to the CS team’s toolbox. It helps deliver flawless execution of the customer journey."
"OnRamp makes it easy for CS teams to standardize and scale onboarding workflows for complex products while enabling bespoke experiences. These deliver customer wins - every time."
"We want our customers to feel like they are getting a premium experience - not just with our product but when working with us as well - and OnRamp is key to helping us deliver that experience."

Make onboarding easier for customers and teams

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