WHO WE SERVE

CSMs

The customer onboarding platform for automating and organizing  your tasks.
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You’re the heartbeat of your team’s operations and the face of your company to the world. Working with customers can be so rewarding but also so frustrating when issues arise. And onboarding can be the time of the most stress.

We get it - our team has worked as CSMs and knows the ins and outs of the job. Toughest of all can be trying to keep your customer on track. How many times have you launched a check-in meeting on Zoom only to learn the customer hasn’t made any progress since last week?

OnRamp is a customer onboarding and project platform built for SaaS Customer Success Managers like you that automates and organizes the busywork emails, check-ins, and reminders so you can focus on what actually matters: getting your customer to success.

Popular Features for CSMs

Easy Playbook Combination

New customer wants a little from Menu A and a little from Menu B? Not to worry! Combine playbooks in just a few clicks and make endless copy/pasting a thing of the past.

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.

Smart Reminders

No more teeth pulling - customize proactive reminders and updates on tailor-made schedules in email or Slack. Nudge manually when needed.

Contextual Support Requests

Customers working a project can easily reach out to your CS team if they have a question or comment. Route to your support team where needed.

Slack Integration

Reach your customers where they live: send automated reminders and notifications directly to shared channels with them.

Make onboarding easier for everyone (even you)

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