OnRamp Reviews & Product Details

- Customer-friendly project portal

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

- They listen and value customer feedback

- Integrations with hubspot and salesforce for automated project creation

- 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.

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

Very easy to use when creating a brand new project, the Directions are very simple, Able to track my work for customers and watch their progress with an easy dashboard. Logging on to the website my first thought was it was very clean and it seemed like everything I needed was right on the front page. I enjoyed being able to tailor each project before publishing it which would give access to the people in the project. This was helpful for some clients so we can make sure they have everything we haven't taught yet. Review collected by and hosted on G2.com.

Had some trouble with formatting when copy pasting paragraphs or questions from word. This was very annoying as sometimes I would have long quotes that I would want to paste but it wasn't easy to do so. I was able to receive help right away from support to fix this issue by using google docs as my source to paste and then copy-paste from there. I haven't had any issues since then on formatting which is great. Originally, Adding pictures was difficult because it would be too big before but it was fixed very quickly whereas now it is just an easy upload and you can easily make sure the picture looks nice. Review collected by and hosted on G2.com.

What stands out most about OnRamp is how streamlined and centralized the onboarding process is. It keeps everything—tasks, documentation, and communication—in one place, which reduces back-and-forth and improves accountability across teams. The visibility into progress and clear tracking of outstanding items makes it easy to stay organized and ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

One area for improvement with OnRamp is the user experience—certain workflows can feel less intuitive than expected, which may require additional guidance for new users. Additionally, there can be some delays in updates or limited flexibility when handling more complex or non-standard onboarding scenarios. Enhancing customization options and improving real-time visibility would make the platform even more efficient. Review collected by and hosted on G2.com.

I like how easy OnRamp is to use. The interface is quite intuitive, making navigation simple. Building out the back end and workflows is also easy, which makes it not too hard to adopt. From an ease of use perspective, I was able to connect Salesforce directly with OnRamp, allowing for automatic project creation, which has been a huge lift for us especially with high volumes of projects. Review collected by and hosted on G2.com.

Building the workflows for clients with multiple locations is quite challenging. Depending on the location count and how many bank accounts they have, as well as if they have separate EIN numbers for their business, all of that dependency triggers different setups. It has been quite a challenge for us to build a flow that works for these multi-location clients. Review collected by and hosted on G2.com.

I like that everything is in one place with OnRamp. The customer only needs to access one portal to learn how to do things, acknowledge tasks, download guides and documents, and upload necessary files. I also appreciate the ability to create decision trees, which adapt the process based on specific customer answers, leading to different lines of questioning or subsequent steps. The initial setup in the library or playbooks allows customers to operate at their own pace, reducing dependency on business hours and email chains. Additionally, I enjoy the user-friendly, 'what you see is what you get' editor and the ease of customizing and controlling questions and steps. Review collected by and hosted on G2.com.

One thing in particular was the user accounts when we first started with one of our customer accounts. Two particular users, they didn't have their business email addresses set up yet. So they gave us their personal emails. Now that they have their business emails, I needed to update those. That was a little cumbersome. Because the user already existed, I couldn't find a way to actually remove the previous email that they started with and add the new business email. So I had to delete the account altogether and recreate them. I think it could just be easier to update those contact email addresses. Review collected by and hosted on G2.com.

I like the tree view functionality in OnRamp. I really enjoy that I can build out multiple layers within specific tasks, allowing for a continuous flow of accessing information, creating a check for understanding, completing that check, and then moving forward with the completion of the overall activities. I think this provides a great experience for both the managers leading the team as well as the actual new hire or mentee. Review collected by and hosted on G2.com.

There is not as much ease of use when it comes to creating multiple projects or library assets. It's not easy to copy and paste certain modules into other projects or to edit projects once they are already live. I would love to do a bit more plug and play, being able to copy paste, and modify from there. It needs to be a bit more user friendly. Review collected by and hosted on G2.com.

I love that I can show customers what I am doing and what they need to be doing, which brings us together and ensures nothing is missed. It allows me to work alongside my customers, letting them see where they are and what needs to happen next. This feature helps me have better relationships with my clients and holds me accountable for the project moving along on time. Review collected by and hosted on G2.com.

It's slow, I wish it was faster. It also has some limits in playbooks vs projects. Playbook needs more work. I would like the ability to collapse modules, make it faster, and add a module just where I need it. Review collected by and hosted on G2.com.

I really like the User Task List view in OnRamp because I can quickly see all the tasks assigned to me and other members of my team. OnRamp also provides more visibility to tasks and centralizes projects, which was a big factor in switching from Rocketlane. Additionally, the initial setup was straightforward, making it easier to get started. Review collected by and hosted on G2.com.

I don't like the messaging 'Comments' within tasks. It lacks the ability to send reactions and to send internal-only comments within a chat. It would be helpful to mark certain messages as internal-only, so internal teams can communicate freely without exposing those conversations to clients. Review collected by and hosted on G2.com.

I appreciate how OnRamp provides a framework that ensures our customers learn everything they need to be successful with our product. I like the flexibility of OnRamp; it allows us to build whatever we need to ensure our customers are learning the things we need them to know. The initial setup was pretty easy, even if a bit time-consuming. Review collected by and hosted on G2.com.

we have some feature requests in. for example, the dynamic flow, where you can serve up different content based on different selections, does not work intuitively yet. it adds the modules to the end of the project, rather than where the dynamic question is Review collected by and hosted on G2.com.

I really like OnRamp's intuitive and easy-to-use UI. It's nice having a dashboard that clearly shows a progress bar for each project, which helps me keep track of what I'm working on. It also provides detailed instructions to ensure we know what we have done and what still needs to be done. The initial setup of OnRamp was very easy, which was a relief. Review collected by and hosted on G2.com.

Sometimes it can be buggy, when you set a task as complete it doesn't always log it. When you complete a task on a project, sometimes it'll say something like 'error, this couldn't be completed'. Review collected by and hosted on G2.com.