OnRamp

OnRamp is customer onboarding software for B2B SaaS and client services teams, with a branded customer portal and CRM-triggered projects, sold by quote.

OnRamp runs customer onboarding as one shared project between a vendor's team and its new customer, from the closed deal to go-live. Each side sees what is done, what is theirs to complete and how far the account is from launch. OnRamp Technology, Inc. builds the product from Boston and has done so since 2020. Work starts from playbooks, reusable templates that carry tasks and milestones into every new project. A closed-won deal in Salesforce or HubSpot can launch the project, and Workflows assign its owner from the deal's data. Customers enter the Customer Portal from a one-click access email, then complete interactive tasks that collect text, files, links and video. Task dependencies keep a step locked until the one before it is done, and the Gantt chart lets the team drag work along the timeline. Project Automations, Aero AI agents and the Insights reports cover the rules, the customer nudges and the view of stalled or overdue work. The main users are customer success and implementation teams at B2B SaaS companies that onboard the same way again and again. Professional and client services firms use it to bring new clients in through a branded portal. It also serves teams running healthcare onboarding and revenue cycle management onboarding. Role-based visibility keeps each customer contact on the tasks meant for them, and the platform holds SOC 2 Type II compliance. A project begins at the sales handoff, when a closed-won deal or another chosen trigger opens the plan in the background. Implementation managers follow Slack reminders when a customer hits or misses a milestone, while questions stay in task comments that both teams can read. Zapier connects the tools that have no native link, and time tracking rolls hours up to tasks, projects and accounts. Team leads use the Project Schedule Timeline to see how work spreads across owners. For an onboarding leader, the job OnRamp does is showing which accounts are slipping while there is still time to step in.