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OnRamp

The Customer Onboarding & Engagement Platform

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OnRamp is a customer onboarding and engagement platform for enterprise teams. It addresses the challenge of managing onboarding projects across customers and internal teams by providing personalized customer portals, dynamic workflows, and reporting that surfaces progress, bottlenecks, and completion risks.

Key capabilities include a Personalized Portal Experience tailored by company profile, role, and interaction history; Dynamic Workflows with rule-based and AI-driven logic, where agentic AI can build playbooks from a spreadsheet, image, or natural language; and an Intelligent Insights Engine that pushes structured data to CRMs and systems of record while surfacing next best steps and risk alerts. Reporting covers time-to-onboard, project velocity, status, bottleneck detection, customer feedback, and project pipeline, with AI-powered summaries and recommendations. Integrations include native Salesforce and HubSpot connections, Zapier app connections, and an open API. Security features include SOC 2 Type 2 certification, GDPR and HIPAA compliance, SSO, audit logs, and email-whitelist portal access.

OnRamp is aimed at customer and operations leaders at B2B companies, as well as post-sales, customer success, and program management teams. The pages describe booking a demo as the path to access; no free plan, trial, editions, or seat-based or usage-based packaging is stated.

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