White-glove onboarding made scalable

Turn any high-touch customer onboarding process simple. Onboard 2x faster.

The customer onboarding and implementation software that automates project management and enables customers at scale. 🚀

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CUSTOMER ONBOARDING EXPERIENCE SOFTWARE

Trusted by the fastest growing teams

THE ONLY DYNAMIC CUSTOMER ONBOARDING PLATFORM

Ditch manual project management. Go dynamic customer onboarding.

Less project management busy work. More time for high-impact work. Dynamic onboarding reduces effort for customers to complete steps and cuts manual steps for your team so you can actually do more with less.

Guide customers → Automate process → Get visibility → Continually improve →

Delightful customer onboarding portal software

Dynamically guide customers through every step

Empower customers to fly through steps on their own with a simple, dynamic action plan. Deliver tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go.

Standardize and automate any high-touch process

Get any customer onboarding process "on rails" and save time with Playbooks. From onboarding and implementation, to renewal and upsell. Your team is enabled with a proven plan for every customer.

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 integrations with Salesforce, HubSpot, Slack, and Zapier. Have a pulse on every incoming and active customer action plan.

Improve efficiency, outcomes, and experiences

Identify exactly where customers are getting held up in your process. Automatically collect customer feedback and progress data at every step. Optimize your way to predictable, scalable customer onboarding processes.

Customer onboarding time to live tracking software

Customer Success playbook reporting and analytics

Ditch spreadsheets and clunky project management

Manual onboarding project management stalls customer value. Dynamic, customer-led onboarding accelerates it. Get a demo of OnRamp to see how a dynamic onboarding process can help you 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

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.

Why customer-facing pros 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."

Steve Botz

VP, Sales & Success

"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."

Jon Sousa

Director of CS

"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."

Nadya Collins

VP of Success and Services

"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."

Ryan Whitney

Former SVP, Americas Sales

"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."

Manuel Harnisch

VP of Customer Success

"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."