OnRamp Features

Provides users a customer-specific score to determine the overall satisfaction of each customer. This feature was mentioned in 33 OnRamp reviews.

As reported in 34 OnRamp reviews. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. 34 reviewers of OnRamp have provided feedback on this feature.

Based on 37 OnRamp reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. This feature was mentioned in 31 OnRamp reviews.

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. 33 reviewers of OnRamp have provided feedback on this feature.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. 32 reviewers of OnRamp have provided feedback on this feature.

Based on 33 OnRamp reviews. Calculates the risk that your customers will not renew or continue using your product or service.

As reported in 30 OnRamp reviews. Discovers and highlights factors that lead to upsell opportunities.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. This feature was mentioned in 33 OnRamp reviews.

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. 31 reviewers of OnRamp have provided feedback on this feature.

Access pre-built and custom reports and dashboards for viewing This feature was mentioned in 36 OnRamp reviews.

The number of sources from which the platform can pull customer data and how well those integrations are supported. 31 reviewers of OnRamp have provided feedback on this feature.

As reported in 14 OnRamp reviews. Ability to input, modify, and extract data from the application in bulk through a structured file.

Automates everday customer success functions for more efficient and effective day-to-day processes. 37 reviewers of OnRamp have provided feedback on this feature.

As reported in 36 OnRamp reviews. Set alerts for customer actions in order to respond quickly and proactively.

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 37 reviewers of OnRamp have provided feedback on this feature.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. This feature was mentioned in 38 OnRamp reviews.

As reported in 36 OnRamp reviews. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. 37 reviewers of OnRamp have provided feedback on this feature.

Based on 37 OnRamp reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows you to deploy NPS surveys to users. This feature was mentioned in 15 OnRamp reviews.

Based on 17 OnRamp reviews. Analyzes user survey responses and information in the application.

As reported in 16 OnRamp reviews. Organizes users into predefined groups and provides different responses based on group.

Supports multiple languages. This feature was mentioned in 15 OnRamp reviews.

Based on 15 OnRamp reviews. Provides responses based on user behavior and feedback.

Supports audio and video-based walkthroughs. This feature was mentioned in 15 OnRamp reviews.

As reported in 20 OnRamp reviews. Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document. 21 reviewers of OnRamp have provided feedback on this feature.

Allows users to provide an e-signature within the platform. This feature was mentioned in 19 OnRamp reviews.

As reported in 22 OnRamp reviews. Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 22 OnRamp reviews.

Based on 18 OnRamp reviews. Provides billing and invoicing within the application.

As reported in 19 OnRamp reviews. Provides internal and/or external instant messaging capability.

As reported in 20 OnRamp reviews. Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement. This feature was mentioned in 21 OnRamp reviews.

Based on 20 OnRamp reviews. Allows businesses to track time spent on projects within the application.

As reported in 43 OnRamp reviews. Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates). 44 reviewers of OnRamp have provided feedback on this feature.

As reported in 42 OnRamp reviews. Users can move tasks and change dependencies using drag and drop.

Based on 42 OnRamp reviews. Allows users to update multiple tasks at the same time, accross multiple projects.

Based on 41 OnRamp reviews. Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks. This feature was mentioned in 40 OnRamp reviews.

Define dependencies between tasks and the rules to manage them. 41 reviewers of OnRamp have provided feedback on this feature.

As reported in 39 OnRamp reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Provide customizable workflows for onboarding activities and tasks. 83 reviewers of OnRamp have provided feedback on this feature.

Include templates for onboarding project plans and documents. 79 reviewers of OnRamp have provided feedback on this feature.

Generate checklists to monitor the prograss of onboarding projects. 82 reviewers of OnRamp have provided feedback on this feature.

As reported in 76 OnRamp reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.

Allocate resources to tasks and projects, and track their costs. This feature was mentioned in 75 OnRamp reviews.

Manage onboarding documents, training materials, and other content. 72 reviewers of OnRamp have provided feedback on this feature.

Based on 77 OnRamp reviews. Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 72 OnRamp reviews.

Provider a portal for customers and external users to collaborate and share documents. 78 reviewers of OnRamp have provided feedback on this feature.

Include features to keep customers engaged such as internal communications. This feature was mentioned in 72 OnRamp reviews.

Based on 73 OnRamp reviews. Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 73 OnRamp reviews.

Based on 79 OnRamp reviews. Allow internal and external users to collaborate without loging into the system.