Bring transparency to all aspects of your onboarding operation with automated real-time dashboard and reports.
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Visibility across customers
Go from juggler to ringmaster. See where every customer project stands and what needs to get done next.
No more teeth pulling - customize proactive reminders and updates on tailor-made schedules in email or Slack. Nudge manually when needed.
Internal Tasks & Notes
You shouldn’t have to use multiple tools to manage one customer. Keep all notes and tasks in OnRamp - while hiding what your customer doesn’t need to see.
Consolidated files & attachments
Stop hunting through lengthy un-secure email chains for all the data, files, and information you’re sharing and collecting. OnRamp consolidates it for you in one place.
Embed handoff forms as part of 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 info you need.
Automated Project Health Scores
At-a-glance health scores for each Project tell you what’s on track and what should be your primary focus.