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OnRamp

OnRamp helps B2B customer and operations teams scale customer onboarding with personalized portals, automated workflows, project tracking, integrations and AI guidance.

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By OnRamp

onramp.ai

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Overview

OnRamp is a customer onboarding and engagement platform for B2B teams. It combines personalized customer portals, project and task management, reusable playbooks, dynamic workflows, reporting, integrations, and Aero AI to guide onboarding from contract signing toward customer value. Portals support branded, self-service access, task completion, progress tracking, contextual messaging, and AI guidance. Teams can track tasks, deadlines, assignments, milestones, blockers, workload, and project status using list, calendar, Gantt, and dashboard views. The service is hosted exclusively on AWS, and API access is available on higher tiers; specific API endpoints and limits are not stated.
More product details

Product

License Model
Proprietary
Solution Kind
Platform

Who it is for

Organization Types
  • Business
Use Cases
  • Project creation
  • Task management
  • Executive
  • Time tracking

Images

Gantt chart in the OnRamp project and task management product.1 / 1

Gantt chart in the OnRamp project and task management product.

OnRamp project management Gantt chart showing a project timeline and scheduled tasks.

Features

Reporting/Project Tracking

Reports and dashboards show customer project status, deadlines, blockers, velocity, workload and completion risk.

Project Planning/Scheduling

Organize and track onboarding tasks, deadlines, assignments, timelines, milestones and reusable playbooks.

Gantt/Timeline View

Gantt and calendar views for visual planning

Customer-facing Gantt-style timeline

Multiple Projects

Multi-account affiliation provides a view across accounts and associated projects.

Milestone Tracking

Set and track milestones aligned with customer business objectives and project timelines.

Task Management

Task tracking with real-time updates, assignments, deadlines and progress tracking.

Collaboration Tools

Shared customer and team portal with contextual messaging, document access, notifications, reminders and task collaboration.

Workflow details

Work Views
  • List view
  • Calendar
  • Gantt

Pricing

Basic

Contact vendor

Contact vendor

Plan details & limits

Limits
  • Unit
    customer users
    Unlimited
    Yes
    Conditions
    The pricing page says every plan includes unlimited customer users.

Premier

Contact vendor

Contact vendor

Plan details & limits

Limits
  • Unit
    customer users
    Unlimited
    Yes
    Conditions
    The pricing page says every plan includes unlimited customer users.

Access & availability

API operations and access

Open API for integrations beyond native connectors and Zapier options

What you need
  • Paid plan
Limits to check
  • Higher tiers add API access.
  • Specific endpoints, permissions, and rate limits are not stated.

Technical details

AI

AI usage conditions
Allowance scope
Varies by plan
Allowance renewal
Varies by plan
Usage unit
Usage allowance
Usage conditions
  • Pricing scales based on onboarding volume, team size, number of playbooks, and integration requirements.
  • One customer account can participate in unlimited projects.
  • Five user types have varying permissions; exact included quantities and usage allowances are not stated.

API

API access conditions
  • Higher tiers add API access; the pricing page does not specify API operations, permissions, or maturity limits.

Implementation

Delivery Mode
  • Vendor

Deployment

Delivery Models
  • Cloud (SaaS)

Customization

Supported Scopes
  • Branding
  • Workflows
  • Reports

Reliability

Uptime SLA Percent
99.9

Security

Encryption At Rest
Yes
Encryption In Transit
Yes
SSO Protocols
  • SAML

Integrations

Salesforce

Direction
Bidirectional
Method
Built-in connector
Objects
  • OnRamp onboarding project creation; customer/account data exchange; push onboarding data back to CRM
Publisher
HubSpot
Sync Mode
  • Event driven

Hubspot

Direction
Bidirectional
Method
Built-in connector
Objects
  • OnRamp onboarding project creation; customer/account data exchange; push onboarding data back to CRM
Publisher
HubSpot
Sync Mode
  • Event driven

Zapier

Direction
Bidirectional
Method
Marketplace app
Objects
  • Share OnRamp onboarding data with Zapier's 8,000+ apps to automate workflows
Publisher
Zapier
Sync Mode
  • Event driven

Reviews

User experiences, moderated before publication. Review policy

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