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
