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OnRamp Reviews & Product Details

Verified User in Real Estate
AR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OnRamp?

We love the customer facing portal which allows them to complete a complex onboarding process step by step keeping them in order. Reduces confusion accross multiple departments of our organization. Also Chad M. has been amazing and super helpful. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

The management or admin side of the software in my opinion is the biggest weakness of OnRamp. We are coming from Monday which uses a simple column dropdown menu status list. While we have created multiple "data fields" in OnRamp there isn't an easy way to edit or update using dropdowns quickly.

It would be nice to be able to have a data field "folder" to not overwhelm the section, right now we use a labeling system which works ok but is very busy. Also when you add these data fields to the project view your software doesn't allow scrolling and doesn't size it well enought to use large amounts of data fields.

We would love to have a notification go to an internal user other than the project owner when specific task completion occurs.

Last one I promise ^ - I feel as though the "contributor" role really lacks in usability. We assumed they could see the project view from the get go but later found out they only see the dashboard view which may have been a deal killer from the beggining. I would suggest letting the customers know what each role will see prior to the sale. We now have a much larger cost than we anticipated originally. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

OnRamp is taking a massive workflow from multiple departments and taking the customer through one flow that encompasses all of them with streamlined communication. This is the main and most important value to us Review collected by and hosted on G2.com.

OnRamp Overview

What is OnRamp?

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

OnRamp Details
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Product Description

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. Key features: Personalized project plans 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

How do you position yourself against your competitors?

No customer wants to be invited into a project management environment separated from your product and brand (as you would do with other Client Onboarding Software). Project management apps skinned for customer onboarding create busy work for your team and keep customers on the sidelines.

Customers want to be empowered to reach value themselves. They want visibility and an effortless experience.

With OnRamp, you invite customers into Dynamic Action Plans that are branded, integrated with your product, and provide engaging, guided enablement.

Customers are empowered to do more on their own, easier, with always clear and actionable next steps.

Your team is enabled to spend more time on strategic guidance and continuously improve.

Get a demo at https://onramp.us

Get a demo of other solutions as well to see the difference for yourself.

Choose the solution that best aligns with the experience you want to deliver to customers.


Seller Details
Company Website
Year Founded
2019
HQ Location
Boston, US
Twitter
@LetsOnRamp
47 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
Description

OnRamp Technology, Inc. is a technology solutions provider specializing in IT services, cloud computing, and software development. Based in the United States, the company focuses on delivering tailored solutions to help businesses optimize their technology infrastructure and enhance operational efficiency. Their offerings include managed services, application development, and IT consulting, aimed at driving innovation and growth for their clients. For more information, visit their website at https://www.onramp.us.


Paul H.
PH
Overview Provided by:

Recent OnRamp Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Mostly awesome, a little clunky"
Great customer service. Helpful project management tool for tracking tasks, project deadlines, collecting information from clients, documenting wor...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Easy and friendly Onboarding tool for our customers"
Its step-by-step guidance makes it a user-friendly interface for our customers to complete the Onboading, and it helps us to keep on track with the...
Julio M.
JM
Julio M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Experience 9 out of 10, still missing some things that can be improved like arranging projects."
You can create projects and organize them easily.
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OnRamp Media

OnRamp Demo - Customer Portal - Welcome
A white-labeled, customizable experience specifically for your customers. It is equal parts guided roadmap and embedded workflow tool. Your customers can watch videos, upload, download, respond to inquiries, and more without having to leave the page.
OnRamp Demo - Customer Site - Workflow Tool
Stop scouring huge email threads for key files from your customers. OnRamp gives them a place to upload everything you need AND gives you easy access to files anytime you need them.
OnRamp Demo - Org Site - Insights
The OnRamp platform surfaces the onboarding metrics that matter most to Customer Success and Implementation teams, such as "Time to Live" and "Project Bottlenecks."
OnRamp Demo - Digital Adoption
Invite customers to progress through their onboarding and take next steps for users to gain more value with the OnRamp in-app widget. Users are taken to their dedicated space to see and complete digital adoption playbooks.
OnRamp Demo - Collect Customer Data
Collect qualitative feedback, content assets, and more from customers to help your team deliver enablement that drives adoption and customer success.
Play OnRamp Video
Play OnRamp Video
Play OnRamp Video
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124 out of 125 Total Reviews for OnRamp

4.5 out of 5
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124 out of 125 Total Reviews for OnRamp
4.5 out of 5
124 out of 125 Total Reviews for OnRamp
4.5 out of 5

OnRamp Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for OnRampQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OnRamp?

Great customer service. Helpful project management tool for tracking tasks, project deadlines, collecting information from clients, documenting work done. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

Building projects out can be a little clunky. Its harder to update a module on the fly, if needed. If I've already started completing a task, I have to reset the entire thing if I want to modify part of the task. I end up utilizing the comments a lot because I don't want to lose all of the work I've done on the rest of the task. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

Interfacing with clients to get a lot of information in a way that is organized and secure. I can keep all of my work for client projects in one place, and I can control who sees what. Clients can tell what I'm working on and I can easily track progress for their project. Review collected by and hosted on G2.com.

Hayley P.
HP
Software Configuration Expert
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about OnRamp?

It provides valuable insight and collaboration for our customers, ultimately providing better management of their project and onboarding experience. It keeps everything in one place for everyone. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

Text fields and adding tasks is still a bit buggy and slow, and there is little in the way of customising tasks for customer users, rather than just the organisation. It takes a long time to build out library tasks and modules. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

Provides a centralised source of information for our customers - they no longer need to rummage through lots of email threads to find tasks, meeting notes, next steps, expectations etc. Everything they need is in one place. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about OnRamp?

Customer engagement has increased thanks to the portal's ability to gather information from various internal teams in a organized way. The platform is great at assigning tasks both internally and externally ensuring that everyone remains informed. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

The reporting capabilities need work but it could become a powerful tool. While it currently has limitations in handling large volumes of projects, exporting data is a useful workaround. The built-in reporting capabilities does manage one-on-one evaluations but with further development it could be expanded to better support team management needs. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

OnRamp has addressed some key issues by providing a structured format for internal users to hand over sales to the implementation team. This process ensures that the implementation team has a better understanding of the customer's needs identified during the sales process and how our product can meet them. As a result, the implementation team is better equipped to address these during the project phase. Review collected by and hosted on G2.com.

Steve B.
SB
VP of Revenue
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about OnRamp?

Playbooks that help all of the key implementation processes be mapped across different account and project types. Workflows that move key tasks across different teams and team members along efficiently. Dashboards to make sense of where all projects are in flight and increase integration capabilities with other core applications. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

Still early stage so some strucutred data fields or customization within the app is not there yet. The team is very collaborative and takes feedback seriously. We have a slack channel with them where we can share feedback and collaborate in real time Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

We have projects the involve different team members all working remotely and require some sequential tasks + tasks that can be progressed simultaneously, we also constantly find ways to improve our process. Onramp makes it to easy to structure this all so nothing is missed. Also, the ability for us to include the customer in the process has been great. We are finding ways to leverage OnRamp to enable the implementation process to be more self service Review collected by and hosted on G2.com.

Brittney C.
BC
Assistant Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OnRamp?

Whether it's been via email or via Zoom, Paul, OnRamp's CEO, has been with us every step of the way ensuring we are set up for success. The platform is easy to navigate and has been easy to implement within our current processes. There is a lot of flexibility and room to really make it our own so that it best fits our current needs. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

Big fan so far! The platform does a lot, but wish the HC was a bit more expanded. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

We have trouble getting clients to do the work on their end to ensure that they are set up for success. A lot of my team's time is spent on follow ups and we are hoping OnRamp will help eliminate that a bit (if not entirely 😉). Giving the client a clear list of what needs to be done on their end vs just sending it in an email or as a PDF attachment is a game changer. Review collected by and hosted on G2.com.

Jennifer D.
JD
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about OnRamp?

One of the standout features of OnRamp is its user-friendly interface, which made the setup process a breeze. Navigating through the platform was intuitive, and the onboarding steps were clearly outlined, allowing our team to swiftly configure the necessary settings without any hassle. This ease of use significantly reduced the time it takes to get new customers up and running, providing a positive first impression right from the start.

The stellar customer service provided by the OnRamp team further solidifies its position as a top-tier onboarding tool. The support team is not only knowledgeable but also incredibly responsive. Whenever we encountered a question or needed clarification, the team was quick to provide step-by-step assistance, ensuring that we never felt stranded during the onboarding journey. Their commitment to customer success is truly second to none. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

OnRamp excels in onboarding but could improve by adding customization options for homepage elements and introducing sorting features on the dashboard for increased user flexibility. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

OnRamp efficiently streamlines onboarding by consolidating all necessary information in one place, saving valuable time for a seamless and organized integration process. Review collected by and hosted on G2.com.

JW
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OnRamp?

- Customer-friendly project portal

- The team at Onramp! Super helpful and responsive, very genuine.

- They listen and value customer feedback

- Sub-task editor / modules and playbooks allow us to build up templates for different customer journeys

- Superb collaborative support throughout implementation and beyond

- Easy to use and intuitive Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

- No MS Teams integration (apparently this may be coming? Features are currently available for Slack only) Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

- Customer onboarding projects dragging on for month

- Trying to collaborate on complex projects using spreadsheets and emails (so many emails!)

- Less time spent writing emails to follow up with customers (now we just send them a quick comment on the specific task we're following up about, or rely on the automated emails from Onramp!)

- Proactive customers are no longer dependent on us being available to send information through via email etc, they can jump onto the portal and work through tasks in their own time. Review collected by and hosted on G2.com.

Tanisha W.
TW
Project Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OnRamp?

OnRamp has helped my team organize and implement a better customer experience. Our team uses OnRamp daily to keep track of our work and keep our projects on task. The OnRamp team has been great in helping support our transition to the platform. They've given great training and best practice direction as needed. The platform itself offers some helpful integrations for our business enterprise to ensure correct information from Sales and to operation. OnRamp itself is super easy to use, manageable and provides great transparency for my stakeholders. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

My concerns are small things that are in the weeds; the ability to hide customers that are no longer in use, viewing documents in OnRamp itself as opposed to downloading, and some additional features being made available for contributors. Outside of that, I am satisfied. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

OnRamp is helping us solve the concern of lack of transparency with the client as it relates to the timeline/stages of their projects. OnRamp allows the client to see what tasks have been accomplished and what needs to be done either by them or our team. Review collected by and hosted on G2.com.

Response from Melissa Scatena of OnRamp

Hi Tanisha!

Thank you for your positive review and valuable feedback! We're so happy to hear that OnRamp has enhanced your team's organization and improved the overall customer experience. I'm so glad to hear that our team's support, training, and best practices have contributed to a smooth transition and that you are finding OnRamp super easy to use!

We appreciate your insights into areas for improvement. We're excited to share that we now have the ability to archive customers (you may have noticed in our most recent release), addressing your request for hiding inactive ones. After archiving a customer, they will no longer appear on your Customer List or in the Customer Drop Down when creating a new project!

Additionally, we're actively exploring additional features for contributors, as well as options for improving how you interact with documents in OnRamp.

We look forward to delivering even more value to your team in the future!

Bobby S.
BS
Product Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OnRamp?

It is a robust app that feels lightweight for both the end-client and the internal user/administrator. Implementation was pretty easy. The cost is a little high to bring on a ton of users, which limits its capabilities. But overall, the app is nice and looks & feels native to our own application and product. Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

I'm not sure it is best for some of the information passed through OnRamp to live outside of your company's cloud storage and internal documentation. This is more of a "right product for maybe the wrong problem" Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

There is a lot of input we need from our clients to ensure a successful customer onboarding. This includes short and long form answers to crucial questions, file uploads, and key user metadata we need to set up everyone's account. Review collected by and hosted on G2.com.

BM
Sr. Client Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about OnRamp?

Great partnerships with Onramp's team (Chad, Aden, Peter), User Friendly, easy to set up, makes easier to stick to deadlines Review collected by and hosted on G2.com.

What do you dislike about OnRamp?

Inability to house grids/spreadsheets residential. Review collected by and hosted on G2.com.

What problems is OnRamp solving and how is that benefiting you?

Housing all onboarding data collection, keeping timelines. Will eventually be used for ongoing internal data metrics. Review collected by and hosted on G2.com.