OnRamp Features

Allows you to deploy NPS surveys to users.

Analyzes user survey responses and information in the application.

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Organizes users into predefined groups and provides different responses based on group.

Supports multiple languages.

Provides responses based on user behavior and feedback.

Supports audio and video-based walkthroughs.

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability.

Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application.

Tracks metrics that provide insight into how a user interacts with any interface or product

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).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

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.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Pre-designed project plans that can be customized

Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts.

Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding.

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Establish measurable goals and objectives and track their progress over a specific period of time

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provider a portal for customers and external users to collaborate and share documents.

Initiate interactions with customers by proactively starting conversations or providing informational content

Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages.

Allow internal and external users to collaborate without loging into the system.

Add customized logos and colors to align with company branding

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Enables integration with web-based software, websites, or other software applications.

Provides cued prompts, messages, tooltips, notifications and branded tutorials.

Manages user interactions and analyzes user behavior data within the software or application.

View and track pertinent metrics to find patterns and gain insights from data

Interact with data visualization elements, such as charts and graphs, to drill down into data

Analyze and gain insights into data in real-time

Supports self-service features like troubleshooting, form completion, or knowledge base access.

Provides in-app guidance on company-specific tools and workflows for onboarding.

Interprets what a user is doing based on context and helps guide them through the process.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Supports flexible learning at different times (i.e., learners can access course materials at their own pace)

Supports learning paths that combine in-person classes with online/virtual courses

Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add labels or tags to tasks

UI looks like a spreadsheet

Track and manage the scheduling of tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Convert emails into tasks

Monitor the progress of projects from start to finish

Measure and track time including hours worked and paid time off (PTO)

Split and manage tasks into individual components

Track the status and progress of tasks

Set up connections to third-party platforms to improve business processes

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Edit task information and all related elements

View and track pertinent metrics to find patterns and gain insights from data

Specify or track the date/time a project, task, etc., is due for completion

Application programming interface that allows for integration with other systems/databases

Track and manage task relationships and dependencies

Store, manage, and track all electronic documents in a centralized location

Assign issues and tasks based on availability or required skills

Organize and schedule projects

UI looks like task board

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Leave comments and notes on documents for others to view

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Import tasks from external sources

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

Leave comments and notes on documents for others to view

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Create, manage and track all task activities and progression

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Measure and track time including hours worked and paid time off (PTO)

Protect sensitive data for digital privacy

Allow users to access multiple services after entering their login credentials once

Track and document all activities across devices, networks, and other systems

Customize data fields to support various needs and use cases

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Identify customers at risk of migration and activate strategies to retain them

Manage contact details and communication with clients

Communicate using direct chat or messages within the system

Form predictions based on past and present data/trends

Access software remotely via mobile devices

Adds a customizable form to the landing page, usually for the purposes of lead generation

Gauge satisfaction and receive information for improvement and success

Monitor sales and make necessary adjustment in order to increase demand and revenue

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create, design and manage workflows for repetitive tasks

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and manage schedules and meetings via an integrated calendar

Track and manage adherence to policies for any service, product, process, or supplier

Electronic storage of stakeholder contact information

Digital forms that are shared and accessed online

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Track all company interactions with current clients

A digital list of items that need to be completed

Store, manage, and track all electronic documents in a centralized location

Use AI to generate content in the form of text, images, videos, etc.

Process of dividing customers into groups based on common characteristics

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Digitally sign online documents

Track the status and progress of tasks

A record of all activities within the system, including user access, changes made, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Accept and process online payment transactions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Custom forms to streamline repetitious aspects of a document

Receive data and information in real time

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, store and organize emails within the system or via third-party apps

Manage and support multiple languages

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Use AI to generate content in the form of text, images, videos, etc.

Create, design and manage workflows for repetitive tasks

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage and track all task activities and progression

Reporting on how each user, task or process has advanced since its initiation

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track visitors'/audience's responses across web pages and other optimized content

Games or game-like elements to track progress and reward accomplishments

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Customize data fields to support various needs and use cases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alter the layout and content of reports

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Centralized repository to store content and assets

Application programming interface that allows for integration with other systems/databases

Guide new users to understand and become proficient in using a product or service

Add customized logos and colors to align with company branding

Predefined actions automatically performed on the occurance of specific events

Tracks metrics that provide insight into how a user interacts with any interface or product

Online portal through which end users can access the system, manage tasks, or obtain information

Establish guidelines about how much and what kind of data can be stored in the repository

Import and export data to and from software applications

Process of familiarizing new employees with the company, their position, and responsibilities

Create and administer polls and surveys

Organize and track educational activities

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Pre-designed layouts that can be customized to match preferences and requirements

Allow the audience to interact or engage with the content

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Observe and track the demand, usage, progress or quality of a system, product, or user

Track employee/learner's progression through training programs

Manage and track all internal and external communication conducted via calls, email, text, or chat

Gauge satisfaction and receive information for improvement and success

The ability to create unique content