OnRamp

OnRamp's customer onboarding platform simplifies complex processes into an easy-to-use, customer-facing portal, helping customers get to value faster.

About:

OnRamp’s platform delivers a smooth, customer-first onboarding experience. Instead of overwhelming new users with a long list of tasks, we focus on guiding them toward positive outcomes. For B2B SaaS companies that rely on efficient, scalable processes, OnRamp accelerates customer value from the start. Integrations with HubSpot and Salesforce automatically create projects as soon as deals close, streamlining the transition and maintaining momentum.

Best fit for:

Employee Count: 200-10,000+

Location: North America

Industries: Software

Job Titles: Customer Success Leaders, Onboarding, Operations, Finance

Key Features:

Personalized project plans
Customer-facing portal
Internal team task management
Configurable playbooks
Guided tasks & workflows
Progress tracker, status & reports
Resource sharing
Inline messaging
Task notifications and past-due reminders
HubSpot & Salesforce integrations
CRM auto-project creation

Company Summary

OnRamp is a software company that helps businesses guide new customers through the setup and use of their products or services. Their platform makes the onboarding process easier by providing a simple, customer-friendly portal that helps customers get value from the product quickly. (onramp.us)

Price Estimate

OnRamp offers customized pricing based on the specific needs of each business. For detailed pricing information, you can request a demo through their website. (onramp.us)

Who is OnRamp for?

OnRamp is designed for businesses of various sizes, from small companies to large enterprises. It’s especially useful for:

Company Size: Businesses ranging from small startups to large enterprises.
Job Titles: Common users include Customer Success Managers, Implementation Specialists, Project Managers, Sales Managers, and Operations Directors.
Industries: OnRamp serves industries such as software, finance, healthcare, marketing, and technology. (onramp.us)

Features, Functionalities, and Benefits

Personalized Customer Portals: Create customized portals that guide customers through each step of the onboarding process. (onramp.us)
Automated Workflows: Set up automated tasks and reminders to keep the onboarding process moving smoothly. (onramp.us)
Progress Tracking: Monitor customer progress and identify any obstacles to ensure timely completion. (onramp.us)
Integration with CRM Systems: Connect with tools like Salesforce and HubSpot to streamline data flow and communication. (onramp.us)
Reusable Playbooks: Develop templates for onboarding processes to ensure consistency and efficiency. (onramp.us)

Use Cases

Companies use OnRamp for:

Sales-to-Customer Success Handoffs: Ensuring a smooth transition from sales to customer success teams. (onramp.us)
Customer Training: Providing step-by-step guidance to help customers learn how to use a product. (onramp.us)
Implementation Projects: Managing complex setup processes for new customers. (onramp.us)
Customer Engagement: Keeping customers involved and informed throughout the onboarding process. (onramp.us)

Who Are Their Best Customers?

Notable customers include:

ParkHub: A parking management company that used OnRamp to automate complex workflows, reducing the time to get new customers from signed agreements to launch. (prnewswire.com)
Taylor Corporation: A marketing solutions provider that streamlined their onboarding process with OnRamp, preparing for scalable growth. (onramp.us)

What Makes OnRamp Different?

OnRamp stands out by offering a customer-first portal that simplifies complex onboarding processes. Unlike traditional project management tools, OnRamp provides a dynamic, easy-to-use interface that guides customers through each step, reducing friction and accelerating time to value. (onramp.us)