---
title: OnRamp Reviews
meta_title: 'OnRamp Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 200 reviews by the users' company size, role or industry
  to find out how OnRamp works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 200
  scale: '5'
date_modified: '2026-08-01'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---

# OnRamp Reviews
**Vendor:** OnRamp Technology, Inc.  
**Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 200
## About OnRamp
OnRamp is an intelligent customer onboarding and engagement solution designed to help businesses streamline their customer success processes. By automating the onboarding project kick-off directly from the CRM, OnRamp enables organizations to provide a more efficient and personalized experience for their customers. This software solution focuses on reducing the time it takes for customers to realize value from a product or service, thereby minimizing churn risk and fostering long-term relationships. Targeted primarily at customer success teams, OnRamp is particularly beneficial for companies that prioritize customer engagement and retention. It caters to a diverse range of industries, including SaaS, e-commerce, and service-based businesses, where effective onboarding is crucial for maximizing customer satisfaction and loyalty. The platform&#39;s personalized workflows guide customers through the onboarding process, ensuring that they receive the support and resources they need at every stage of their journey. Key features of OnRamp include real-time visibility into onboarding progress, inline collaboration tools, and usage insights that keep customers engaged. The ability to monitor onboarding milestones and track customer interactions allows businesses to proactively address any challenges that may arise, further enhancing the customer experience. Additionally, the scalable workflows offered by OnRamp enable organizations to deliver a high-touch experience without the need for increasing headcount, making it a cost-effective solution for managing customer success initiatives. By leveraging OnRamp, companies can achieve faster onboarding times, higher product adoption rates, and stronger customer relationships. The platform not only helps in retaining existing customers but also supports revenue growth through expansion opportunities. As businesses utilize OnRamp to enhance their customer engagement strategies, they can expect measurable improvements in customer satisfaction and loyalty, ultimately transforming customer success into a sustainable growth engine.



## OnRamp Pros & Cons
**What users like:**

- Users find OnRamp&#39;s **ease of use** essential for streamlined collaboration and efficient project management with clients. (39 reviews)
- Users appreciate the **unmatched customer support** from the OnRamp team, enhancing project implementation and overall efficiency. (22 reviews)
- Users find OnRamp to be **incredibly efficient** for project management and customer experience optimization, enhancing overall productivity. (19 reviews)
- Users value the **efficient task management** features of OnRamp, enhancing team organization and project tracking. (18 reviews)
- Users value the **easy team collaboration** in OnRamp, enhancing project tracking and transparency for stakeholders. (18 reviews)
- Users value the **ease of implementation** with OnRamp, enjoying seamless project setup and enhanced efficiency. (16 reviews)
- Intuitive (16 reviews)
- Time-saving (16 reviews)
- Client Management (15 reviews)
- Easy Setup (14 reviews)

**What users dislike:**

- Users are frustrated by the **missing features** in OnRamp, such as manual updates for shared content and outdated projects. (17 reviews)
- Users find the **learning curve steep** due to numerous features, which can hinder efficiency at first. (12 reviews)
- Users express a desire for more **customization options** , as current bulk updating is tedious and limited. (10 reviews)
- Users note a significant **missing functionality** in OnRamp, particularly regarding subtasks and task management complexity. (10 reviews)
- Users note the **limited features** of OnRamp, particularly regarding video links and document management capabilities. (8 reviews)
- Not Intuitive (8 reviews)
- Users experience **field population issues** and find bulk updates tedious, complicating task management heavily. (8 reviews)
- Glitches (7 reviews)
- Users express a desire for better **integration with Outlook and CRMs** , noting it complicates scheduling and due date updates. (7 reviews)
- Users experience a **steep learning curve** with OnRamp, as mastering its features requires time and effort. (7 reviews)

## OnRamp Reviews
  ### 1. OnRamp Makes Onboarding Easier

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2024

**What do you like best about OnRamp?**

The abilty to allow clients to complete their onboarding tasks easily and efficiently.  We love how it reduces email traffic and gives tranparency to both us and the client as to where they are in their project, which promotes accountability and better communication. The customer support team is great too.

**What do you dislike about OnRamp?**

They are working to upgrade the features to make it more robust, including design features to make the modules more aestetically pleasing.  I'd like to have the ability to customize email templates to clients.

**What problems is OnRamp solving and how is that benefiting you?**

It is helping us solve a clunky onboarding process to make it more automated and easier to track with clients in a more professional way.

  ### 2. OnRamp: A game-changer for our customer onboarding process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rachel D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 24, 2024

**What do you like best about OnRamp?**

We have been able to streamline our customer onboarding process with OnRamp. The team has been very helpful in guiding us through the transformation and the product continuously improves.

**What do you dislike about OnRamp?**

No dislikes at the moment. The team and product have been great.

**What problems is OnRamp solving and how is that benefiting you?**

Historically, our biggest friction point with customers is during onboarding. We had different and complicated onboarding flows, with OnRamp we've been able to streamline this and give customers a much cleaner onboarding experience,

  ### 3. Fully-featured and well designed customer onboarding platform!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Manuel H. | VP, Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2024

**What do you like best about OnRamp?**

Legendary responsiveness to requests
Very quick to get started
Our customers love collaborating on this platform
Gives me full visibiity into where customers are with their onboarding

**What do you dislike about OnRamp?**

Lack of easy integration feeding data back to SFDC or a CSP

**What problems is OnRamp solving and how is that benefiting you?**

We have very long, often complex onboarding cycles requiring a lot of customer stakeholders. Rather than just drowning customers with project plans that nobody ever looks at, OnRamp helps us engage customers much more effectively.

  ### 4. OnRamp is a great product and is setting us up to scale on our onboarding capacity.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jim T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 01, 2024

**What do you like best about OnRamp?**

It is specifically designed for Onboarding, which includes features that another project or task management software doesn't.

**What do you dislike about OnRamp?**

I would like to see features that allow you to add a group of people at one time to a project and the ability to customize the columns you see in the project view.

**What problems is OnRamp solving and how is that benefiting you?**

Being able to manage all of the steps in onboarding for our team and a great client experience.

  ### 5. Amazing Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** James L. | Head of Sales & Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 01, 2024

**What do you like best about OnRamp?**

OnRamp has been so easy and intuitive to use. With OnRamp's support, building the perfect tool for our customers has been a breeze. Our Team loves it!

**What do you dislike about OnRamp?**

We have not found any major downside to OnRamp. I will say it would be nice if it integrated with our current CRM, but that did not stop us from moving forward.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp is streamlining the experience for our customers.

  ### 6. OnRamp - the time-saving Onboarding tool everyone needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 01, 2024

**What do you like best about OnRamp?**

I like how flexible the OnRamp product is. In our industry, things change quite often, but I can always rely on OnRamp to be just as flexible and with a friendly UI too. 
Getting my clients set up onto OnRamp has been extremely easy and efficient, and they enjoy it as well.

**What do you dislike about OnRamp?**

I don't have any dislikes about OnRamp at this time.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp helps me and my team lay out each necessary Onboarding task. It's been extremely beneficial as there is now a visual aid for both my team and customers to rely on when inquring about the status of their implementation.

  ### 7. Game changing onboarding software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nikhil A. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 16, 2022

**What do you like best about OnRamp?**

One of our challenges is having our B2B customers execute on their tasks during the implementation and onboarding phases. With OnRamp, we are able to "project manage" our customers. We create project plans with due dates and deliverables. Our customers are able to see everything in one place so they know what's expected of them. We even answer all questions from within OnRamp. It's really made the entire process so easy!

EDIT: Over the last few months, they've added many features. My favorite is the drag and drop gantt view. It's made the UI so simple. I also love that we can now connect our internal systems through webhooks.

**What do you dislike about OnRamp?**

I spoke to the OnRamp team about this already and they are looking to prioritize it on their roadmap. Primarily, we do a lot of customization of our onboarding processes. They already have super useful templates. But we'd love to be able to define more granular templates and then mix and match those to create higher level playbook templates. It still works really well but it's a feature we'd love to have for our use case.

**What problems is OnRamp solving and how is that benefiting you?**

It's truly a game changer for both retention and onboarding. On the retention side, our customers sometimes don't see the results they would like to see, and it's a tough conversation around renewals when we realize that the customer failed to implement the necessary integration steps and we didn't follow up with them enough to get that through. OnRamp has completely resolved that issue. We don't allow the customer to move out of the implemenation phase until the playbook on OnRamp has been completed.  This ensures near perfect implementation for our customers.

From an onboarding perspective, OnRamp really shines. We are able to reduce customer implementation times by 25% on average since we started using OnRamp dedicatedly. It's also made the process very streamlined. We are big fans of OnRamp.

**Official Response from Dan Wittich:**

> Thanks Nikhil! I love the concept of "project managing your customers." I might steal that!

  ### 8. Way better than email chains!

**Rating:** 4.5/5.0 stars

**Reviewed by:** N. S. | Dir. Digital Media at Trivium, Consulting, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 05, 2024

**What do you like best about OnRamp?**

I like that we can assign individuals or orginizations tasks to speed up the onboarding process, keep projects secure and use a link to keep onboarding whitelabeled and trustworthy. Automated messages keep users notified and up to date on their remaining tasks. Onramp Customer service is awesome.

**What do you dislike about OnRamp?**

The UI has recently been updated and has solved the majority of my previous issues.

**What problems is OnRamp solving and how is that benefiting you?**

Onramp has entire team onboarding, so Our side as well as client tasks can be assigned, segregated and hidden from those that don't need visibility of sensitive information.

  ### 9. Onramp review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Oliver H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 20, 2024

**What do you like best about OnRamp?**

Its user frendly design and its clear design.

**What do you dislike about OnRamp?**

takes a little while to get used to. 
new system teething

**What problems is OnRamp solving and how is that benefiting you?**

keeps the customer journy simple and keeps them on track

  ### 10. Fundamentally changed my customer onboarding (for the better)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brett H. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 07, 2022

**What do you like best about OnRamp?**

It makes things easier for my customers while giving my team significantly better visibility. The user experience and product are super thoughtfully designed and clean / easy to use on both sides (internally and for customers). Have been using it for a while and am still really enjoying it.

**What do you dislike about OnRamp?**

It would be really helpful if OnRamp had some of the most helpful integrations (i.e. Google Calendar and Zoom), but I know that the team is working on these features! Looking forward to using them when they're available.

**What problems is OnRamp solving and how is that benefiting you?**

We've been abe to reduce the number of meetings we need to take with our customers through the onboarding process, reducing the lift for them and the time to complete onboarding. The automated syncing with SalesForce is great.

**Official Response from Dan Wittich:**

> We're all about making things easier for customers--both ours and yours! Thanks for the positive comments, Brett!

  ### 11. Fantastic onboarding software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2024

**What do you like best about OnRamp?**

Ease of use, our customers love it and find it really easy.

**What do you dislike about OnRamp?**

Nothing so far. It would be better if you didnt have to create a customer first but apart from that all good.

**What problems is OnRamp solving and how is that benefiting you?**

Being able to manage our clients onboarding journey easily and without delay.

  ### 12. OnRamp - Helps improve our client success

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 08, 2024

**What do you like best about OnRamp?**

We use onramp for onboarding new clients
Its super helpful to set expectations internally and ensure a smooth rollout and implementation for our new customers

**What do you dislike about OnRamp?**

Feature overload - but this isn't a bad thing :)

**What problems is OnRamp solving and how is that benefiting you?**

It helps us standardize our onboarding process and improves roll-outs. We have core process that is followed when onboarding a customer that OnRamp has helped us build

  ### 13. Game changer for our onboarding efficiency and efficacy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2022

**What do you like best about OnRamp?**

OnRamp's platform is very user-friendly. I love it and so do the customers. Onboarding was such a pain before, and our customers were not satisfied. With OnRamp, sentiment has completely turned around!

**What do you dislike about OnRamp?**

We continue to look for more integrations to allow us to leverage all of the tools we use efficiently. Luckily, we view OnRamp as a partner and have confidence that they are constantly working on improving the product. We have seen numerous product releases since becoming a customer and look forward to OnRamp's continued investment on the integrations front.

**Recommendations to others considering OnRamp:**

Talk with the immensely talented team! I've loved working with the people at OnRamp and cannot recommend them highly enough.

**What problems is OnRamp solving and how is that benefiting you?**

I have worked in our Product Operations organization for over three years, primarily focused on onboarding customers. Previously, we had to use so many disparate tools, for internally facing project management items and externally facing customer communications. With OnRamp, we have been able to merge everything that touches the onboarding into one ecosystem. My team is operating more efficiently, as onboarding time has decreased significantly! Errors, both big and small, that hurt customer trust just don't happen anymore. And, most importantly, our customers are happier with the onboarding experience than they ever have been!

  ### 14. Simple platform, helpful integrations

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 08, 2024

**What do you like best about OnRamp?**

It is easy to setup & track the onboarding process in partnership with customers.

**What do you dislike about OnRamp?**

Having another tool to onboard in addition to the actual onboarding -- some customers fall behind on engaging with the project in OnRamp along with using the software tool itself.

**What problems is OnRamp solving and how is that benefiting you?**

Visibility on project execution & completion as it relates to onboarding

  ### 15. Wonderful Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kianna D. | Medical Billing and Consulting , Small-Business (50 or fewer emp.)

**Reviewed Date:** November 28, 2023

**What do you like best about OnRamp?**

I like the new GANTT feature. Everything is on 1 page and I can click what I want and hover over some things to see where the client is at.

**What do you dislike about OnRamp?**

I dislike that I cannot nudge a client via GANTT.

**What problems is OnRamp solving and how is that benefiting you?**

It helps the client see where the are on the path with onboarding.

  ### 16. Effective client onboarding tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Margaret W. | Proj Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2024

**What do you like best about OnRamp?**

Simple and easy to use for clients and team

**What do you dislike about OnRamp?**

Some internal bumps with functionality but the support is quick to react and improve

**What problems is OnRamp solving and how is that benefiting you?**

More efficiently and comprehensivley onboards the clients and gives our team excellent visibility on multiple projects

  ### 17. Great product, great team, great results.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erika W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2024

**What do you like best about OnRamp?**

On-ramp has made scaling our sales processes, onboarding and new customer experience significantly better. Couldn't think about not continuing to count on OnRamp as we grow.

**What do you dislike about OnRamp?**

Any issues we've had have  been resolved in new releases.

**What problems is OnRamp solving and how is that benefiting you?**

Helps introduce our product in a streamlined, professional, easy to follow way.

  ### 18. Intuitive and easy to implement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 02, 2024

**What do you like best about OnRamp?**

The ease of use, it is a intuitive tool suitable for all types of profiles. OnRamp saves time in the first steps of onboarding and ensures a good customer experience where the client feels part of the process. It has many options to be integrated with other solutions.

**What do you dislike about OnRamp?**

New releases should be tested more before they are released to avoid bugs that taint the user experience.

**What problems is OnRamp solving and how is that benefiting you?**

Spending human resources in onboarding customers, as it offers a self-service process.

  ### 19. Great product for onboarding my customers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 12, 2024

**What do you like best about OnRamp?**

Great product and great, helpful team. Love the new drag-and-drop Gantt view and advanced features. Very easy to use

**What do you dislike about OnRamp?**

There is nothing that I can really think of.

**What problems is OnRamp solving and how is that benefiting you?**

Onramp helps me onboard my customers faster

  ### 20. Top notch product for successful workplace training and learning.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carolina G. | Lease Administration Manager, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2023

**What do you like best about OnRamp?**

OnRamp application has helped us to extensively train  our employees on omtje various products and services we offer as a company. It's accessible from anywhere and does not require any download. OnRamp application helps us to track each employee training progress very effectively. The team appreciates the branded certificates and trophies that are rewarded after a very successful training.

**What do you dislike about OnRamp?**

There nothing major that comes in to mind . Being a simple to use and stable application we have not encountered any major issues during the period we have been using this application.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp application has enabled us to conduct successful training and learning to our employees. Very easy to use application and customer support team is very friendly  and are ready to help. OnRamp platform is very cost effective application and no download is required in order to use the application.

  ### 21. Out of the box almost ready to go live

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 02, 2024

**What do you like best about OnRamp?**

The faster can go in production not being a requirement to be an expert. The technical support is a well excellent, highly recommed it.

**What do you dislike about OnRamp?**

The ability to upload more multimedia materials.

**What problems is OnRamp solving and how is that benefiting you?**

Single centralized console for all onboardings.

  ### 22. Great first step

**Rating:** 4.0/5.0 stars

**Reviewed by:** Samantha M. | Client Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 08, 2024

**What do you like best about OnRamp?**

I like how easy it is to use and the ease of assigning tasks to different people

**What do you dislike about OnRamp?**

it can be a bit difficult to navigate sometimes

**What problems is OnRamp solving and how is that benefiting you?**

Keeping tasks organized

  ### 23. Excellent platform with potential to get even better

**Rating:** 4.0/5.0 stars

**Reviewed by:** Matt P. | Solutions Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about OnRamp?**

- OnRamp organizes data in a clear and concise manner for my customers. 
- OnRamp allows me to keep track of my team's progress for onboarding
- OnRamp empowers my customers/prospects to move faster in onboarding processes

**What do you dislike about OnRamp?**

- Slight bugs when new features are created
- Wish there were ways to edit feedback and automation with rich text
- Wish I could aggregate nudges to customers in one message (in addition to nudging by individual task)

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp aggregates information about our onboarding process in a concise & easy-to-use workflow. This is benefiting our team massively - allowing us to use a technology platform/software to move tasks forward versus going back and forth on email

  ### 24. Has help get all of our processes on paper

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 01, 2024

**What do you like best about OnRamp?**

Easy to setup
Listen to our needs to get key items on the roadmap

**What do you dislike about OnRamp?**

Not easy to integrate with Salesforce
Hard to understand from an executive sponsor or administrator how projects are progressing.

**What problems is OnRamp solving and how is that benefiting you?**

Helping us get clients onboarded

  ### 25. A very easy to use product that has greatly improved our clients user experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about OnRamp?**

Prior to OnRamp, we primarily used emails and excel spreadsheets to collect the numerous pieces of onboarding data required from our clients and now OnRamp adds a level of professionalism and ease for our clients. The easy export of the data keeps us organized and prompts the clients to give us exactly what is needed.

**What do you dislike about OnRamp?**

There are a few aspects of setting up the playbooks that could be a bit more flexible (moving around multiple choice answers, adding font customizations, etc).

**What problems is OnRamp solving and how is that benefiting you?**

Our company collects dozens of data pieces from our clients in order to onboard our software and OnRamp makes things easy to not only let the client know exactly what we need, but to also keep things organized and make sure we can get the information in a timely fashion.

  ### 26. OnRamp has helped us consolidate our ever-growing account configuration processes at scale.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about OnRamp?**

Ease of use. Ability to create branching logic for our setup steps and ability to add/attach helpful documentation and videos to steps. Having one screen that shows the various projects we have in place has also been helpful.

**What do you dislike about OnRamp?**

While somewhat infrequent, the bugs we have experienced usually around updates, have caused a few headaches for us, but the team has been incredible responsive and has been able to address anything we've noticed that has been off.

**What problems is OnRamp solving and how is that benefiting you?**

We needed a better customer experience for configuring and provisioning our accounts. We also needed a platform that would be flexible enough to change/modify existing account setup steps to the individual customer based on products/channels they've purchased, as well as specific unique technical requirements for each setup.

  ### 27. Streamlines Onboarding Substantially

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2023

**What do you like best about OnRamp?**

Really powerful user interface; really changes how customers / clients onboard. We use this on a daily basis and it has integrated seamlessly into our existing processes. Very easy to use 

Great team as well!

**What do you dislike about OnRamp?**

We wish that it could integrate more seamlessly into other tools such as Zoom

**What problems is OnRamp solving and how is that benefiting you?**

Helping to onboard different teams to our platform in a seamless and easy to use manner

  ### 28. Amazing platform if you want make onboarding easy for your customers!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John S. | Director of Client Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about OnRamp?**

Modules! Onboarding high-touch customers can be difficult because of a lack of transparency when it comes to technical requirements, multiple stakeholders who differ in what they see as requirements for launch, or a multitude of elements outside of your control which eventually inhibits a launch altogether. With OnRamp, you can change all of this by putting launch ownership in your customer's hands.  The module approach allows you to detail the onboarding process in a manner that's easy to digest while also allowing you to request necessary information with each phase. You can set up notification triggers to keep your customers aligned with the agreed-upon timeline and so much more.

They also have a great CS team, so you're never alone in setting yourself up for success.

**What do you dislike about OnRamp?**

Project management for onboarding is more of a skill than a science, so the platform requires you to do many of the PM-style workflows elsewhere...for now. This is a great add-on to your CS tech stack but not an all-in-one solution if that's what you're looking for.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp helped us solve onboarding for high customers who required high-touch onboarding with nationally dispersed teams. OnRamp is an excellent solution if you're working to implement a digital onboarding experience that's still branded and flexible enough to change as your company grows.

  ### 29. Great product, excellent customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about OnRamp?**

Customer service is incredible at this company. They are a newer software and as they work through product issues and bugs the customer service team is timely and professional in assisting with troubleshooting

**What do you dislike about OnRamp?**

There are a few feature products that I feel OnRamp is missing and would be nice to have. It is a newer product, so I understand why not everything exists yet. For instance I would love to see tasks as an optional feature

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp is solving for our customer onboarding, we assign onramp tasks to customers, and this eliminates much of the email back and forth we'd usually be doing with our customers.

  ### 30. "Freaking flamboyant to effectively monitor our customers actions".

**Rating:** 4.5/5.0 stars

**Reviewed by:** George K. | Database Administrator, Apparel & Fashion, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 21, 2023

**What do you like best about OnRamp?**

Flamboyant with real-time monitoring of customer actions.
Segmentation is very powerful feature with separation of customers based on th usage behaviors.
Efficiency to determine net promoter scores.
Extraordinary with calculation of risks to determine whether customer will continue using the services.

**What do you dislike about OnRamp?**

Quite effectiveness with determining the risk based on users behavior.

**What problems is OnRamp solving and how is that benefiting you?**

Terrific to determine customer success.
Prolific and extravaganza with segmentation of customer based of their support needs.
The surveys are incredible with knowing if customer is satisfied with our services.
Technical support is top notch with their timely responses.

  ### 31. "Giving me goosebumps with onboarding".

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anthony K. | Procurement Officer, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 16, 2023

**What do you like best about OnRamp?**

I love how it's leads to engaging our customers in real time.
The portal are actually customized to to suit specific customers.
Makes our customers feel welcome by easy to use applications they feel.
Good customer service.

**What do you dislike about OnRamp?**

Enables customer feel welcome by access of portals that they need.

**What problems is OnRamp solving and how is that benefiting you?**

Frankly so far best program that feels the need of customers and do exactly the same.
Send reminders to our customers through slack
Good with ease of adding attachments.

  ### 32. OnRamp has helped elevate our onboarding approach

**Rating:** 5.0/5.0 stars

**Reviewed by:** Megan G. | Director, Client Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2022

**What do you like best about OnRamp?**

OnRamp's UI is really intuitive and has allowed us to streamline both external and internal onboarding processes into one easy playbook. OnRamp also has excellent customer support and has quickly implemented feature requests made by our team.

**What do you dislike about OnRamp?**

Branch customization (i.e. adding follow up questions or directions) are limited to certain task types or formats. It would also be helpful to embed additional video link formats  (currently just YouTube) into the tasks.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp is helping us streamline our onboarding processes which will allow us to scale the process even more. Resources have been consolidated and will be standardized across all new onboarding clients/projects.

  ### 33. OnRamp helps me stay organized with my clients

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jason D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about OnRamp?**

Being able to track the technical onboarding items with my clients in an organized manner.

**What do you dislike about OnRamp?**

There have been some login bugs/issues reported by external users trying to get into the platform.

**What problems is OnRamp solving and how is that benefiting you?**

Onramp helps me solve the organization and efficiency of onboarding. Prior to Onramp, onboarding was mostly done through long email threads that became hard to track what was complete vs incomplete.

  ### 34. Absolutely phenomenal to segment based on their usage behaviors.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Poonam D. | Programmer , Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 08, 2023

**What do you like best about OnRamp?**

Absolutely effective to segment our customers based on the usage behaviors. I am able to create surveys and send them efficiently to the customer's email to get their real-time opinion. The dashboard is able to display reports for efficient viewing. The technical support is great.

**What do you dislike about OnRamp?**

Effectiveness with ease of displaying reports on the dashboard.

**What problems is OnRamp solving and how is that benefiting you?**

Phenomenally great with ease of displaying reports on the dashboard. Effectiveness for machine learning to learn human behavior to track all our customers' data for efficient analytics. Technical support is top-notch. Simple UI.

  ### 35. Overall a good product, could use some more in depth functionality.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Angela S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about OnRamp?**

Main screen gives a great snapshot of outstanding tasks. Contacting clients is easy.

**What do you dislike about OnRamp?**

We have been using OnRamp for about 60 days and overall the program functions well with some minor glitches, would like to see some upgrades as far as automated responses, reminders and notes.

**What problems is OnRamp solving and how is that benefiting you?**

It promotes client interaction and ownership of the progress of their project.

  ### 36. Love Onramp!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelsey . | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about OnRamp?**

Very easy platform to use and navigate! I love how I can send reminders to customers and they also send automated emails on Fridays. The tracking and analytics is also really helpful as we are now able to track how long it takes / what the exact bottlenecks are.

**What do you dislike about OnRamp?**

I cannot think of anything off the top of my head, I still am a early user but so far its been super easy to get ramped up!

**What problems is OnRamp solving and how is that benefiting you?**

Organization, tracking on how long it takes CSMS to onboard, automation!

  ### 37. Great Work Flow Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 17, 2023

**What do you like best about OnRamp?**

I love the interface for new business and employees to easily move through their onboarding process. It's personalized and provides easy access and function for the person or company to go through the process.

**What do you dislike about OnRamp?**

Sometimes I have to click around a few times to find things I need. It's also not the easiest to build / modify playbooks if there are subtasks or dependencies. I feel you should be able to edit those items without having to visit the dependencies page. Otherwise any issues I've had in the past have been resolved!

**What problems is OnRamp solving and how is that benefiting you?**

It solves having to use multiple platforms for onboarding. Prior to onramp we would use 3 - 4 different programs to onboard and now we have insight and access to everything in one spot.

  ### 38. OnRamp review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about OnRamp?**

Being able to track the progress of items

**What do you dislike about OnRamp?**

Would like more choices for making it customizable, being able to change the font, easier design layout and user friendly flow

**What problems is OnRamp solving and how is that benefiting you?**

Onboarding new clients and tracking their progress and ours

  ### 39. Associate Director, Solutions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2023

**What do you like best about OnRamp?**

The ability for all of our clients to see every step of the onboarding process.

**What do you dislike about OnRamp?**

The need for every client to have to be invited or sign up. Would like an easy way to share progress without that.

**What problems is OnRamp solving and how is that benefiting you?**

It's been fantastic to outline every step of onboarding our technology, as well as setting up integrations.

  ### 40. Lacks features other platforms have, messy UI, some interesting features though

**Rating:** 1.5/5.0 stars

**Reviewed by:** Jamie R. | Technical Architect, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2022

**What do you like best about OnRamp?**

The subtask flows, when they work, are an excellent means of getting required data from your clients. You can essentially build out dynamic questionnaires. I am looking forward to seeing how much time these will save us.

**What do you dislike about OnRamp?**

The UI is a bit odd and there are some essential features that are missing. The main project page could be organized more logically and the lack of features like task dependency or a time tracker for tasks weakens project retrospectives a bit. Without the ability to indicate a start date for tasks, projects have frequently fallen of course. The difference between the your clients UI/UX and your own (as an OnRamp customer) is vexing.

**What problems is OnRamp solving and how is that benefiting you?**

We use it to keep track of onboarding and expansion projects for our clients. It is nice to have a place where everyone can see outstanding action items. Unfortunately, OnRamp has not been the biggest value add to our projects and some of our team members have started reverting to using project tracking spreadsheets due to ease of use and convenience.

  ### 41. Great Product, Great Team

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abby B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about OnRamp?**

I appreciate how responsive the team is to issues and feedback. It has made the implementation with our partners seamless.

**What do you dislike about OnRamp?**

Great at listening to feedback, sometimes the features are slower to roll out based on their Roadmap.

**What problems is OnRamp solving and how is that benefiting you?**

Seamless Onboarding for our partners

  ### 42. Approachable Onboarding Elevation Solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aisha J. | Company Secretary , Hospital & Health Care, Enterprise (> 1000 emp.)

**Reviewed Date:** May 19, 2023

**What do you like best about OnRamp?**

Streamlined internal and external onboarding through intuitive user interface.
Notification alerts to kep everyone aligned with agreed timelines.
Easy in contacting clients.

**What do you dislike about OnRamp?**

Limiting some tasks customising is only downside.

**What problems is OnRamp solving and how is that benefiting you?**

Easy and perfect tasks management and clients onboarding,thus great workflows experience.

  ### 43. Making enterprise onboarding more efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carlos P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about OnRamp?**

It just works and there it's a CS focused product

**What do you dislike about OnRamp?**

Very little they're still growing so I guess more integration options are coming

**What problems is OnRamp solving and how is that benefiting you?**

Less headcount's on my side to onboard customers.  More efficient processes

  ### 44. Simplicity and Effectiveness in Onboarding

**Rating:** 4.5/5.0 stars

**Reviewed by:** Patrick  S. | Senior Mechanical Engineer, Food & Beverages, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2023

**What do you like best about OnRamp?**

GUI/UX/AI  interface,Streamlining internal and external onboarding.
Automation of reminders to customers on effective events/days.
Simplified capturing customers data.

**What do you dislike about OnRamp?**

It have limitations when it comes to video links.

**What problems is OnRamp solving and how is that benefiting you?**

Easy to tailor,track and manage projects. 
Successful customers onboarding.

  ### 45. Great onboarding and customer recognition solutions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cherie C. | Desktop Support Engineer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2022

**What do you like best about OnRamp?**

There are dozens of features available right on the single dashboard to keep you updated with everything related to your tasks and customers database, which makes the complicated projects look a lot easier. The best thing about Onramp is the scalability of the data, which brings the transparency in the processes.

**What do you dislike about OnRamp?**

OnRamp has lots of features to make sure that every business decision is being made on the detailed analytics, but integration with some of our databases couldn't be done easily.

**What problems is OnRamp solving and how is that benefiting you?**

We are using OnRamp for multiple use cases with customized features for the different departments as per their job requirements. We have been able to create multiple workflows for automation of task management and customer support and onboarding.

  ### 46. Easy amd Engaging Customer Experiences

**Rating:** 4.5/5.0 stars

**Reviewed by:** Milani J. | Information Technology Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 24, 2022

**What do you like best about OnRamp?**

OnRamp gives us the tools to ensure that our values are efficiently delivered during implementation process.
Has centralized our needs in one place and customized updates as per the urgency.
The easy intergration with other tools already in use like Salesforce and the open API  to always ensure that our data is in sync.
The customer support of Onramp is amazing.

**What do you dislike about OnRamp?**

So far so good, there is no problem or issue we have encountered with Onramp. There customer support services are responsive and helpful. I would rather recommend business with customer to use and won't be disappointed.

**What problems is OnRamp solving and how is that benefiting you?**

The ability to deliver a flawless execution of our customers journey, working hand in hand with the them with the transparency it provides.
This has boosted the efficiency of our team with the tools.
The automated status reports to keep us and our customers up-to-date.
Keeps our customers accountable and satisfied.

  ### 47. Easy to use, Cost Effective, Training and Onboarding Feels Like A Pro.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sandeep P. | Senior Information Technology Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** August 18, 2022

**What do you like best about OnRamp?**

OnRamp is a fantastic roll out with new innovative learning interventions which our employees embarrassed quickly. It's a very easy to use and navigate through the intuitive User Interface is also an added advantage to our new employees.

Another great advantage is that it's a cloud based tool that doesn't require download, update and license fee according to user.
I also like it has eased the work of our sales managers by setting up and tracking sales quotes which is easy and simple.
Customer support is great and willing to help users at any time.
I also like the flexibility of the search for a screen or report and it's very easy to find exactly what you are looking for within seconds.

**What do you dislike about OnRamp?**

I think I noted that through tablet/mobile app this tool is not so great and still needs more improvements. Nevertheless I have been enjoying using this tool for my 3 years.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp Training is easier starting from employees onboarding to skills development, compliance and risk mitigation and content distribution has been very intuitive.
I like it helps us to protect our most sensitive data and critical IT infrastructure at scale.
I like engaging with the online bot which is very informative and helpful in all aspects of how to use this tool and offers enough guidance.

  ### 48. A great tool that effectively tackles the most difficult and integral part of new partnerships

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kris G. | Head of Solutions, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2022

**What do you like best about OnRamp?**

External checklist to keep customers not only informed but on the hook is incredibly helpful. Customizable playbooks and automated reminders to assigned task owners really helps to take a lot of the legwork out of managing an onboarding project

**What do you dislike about OnRamp?**

It could have a bit more intuitive flow to how you navigate/use the platform. Admittedly, I received a demo and when I went to play around/build some examples playbooks a week or two later, I was stuck for a bit while I tried to remember where I needed to start.

**What problems is OnRamp solving and how is that benefiting you?**

Our onboarding experience is very technical-centric and requires a lot of customer information. OnRamp has helped us create a linear process flow that helps us organize not only our information, but our communication with our new customers to keep everyone informed. Not only of tasks completed, but of whats upcoming and what needs to be done to get there. That is usually done via calls and email summaries that get lengthy, redundant, and are often burdensome to the PM responsible. Automating that closes the gap between a new customer's expectations and the project managers ability to manually update project plans

  ### 49. The onboarding tool I've been looking for

**Rating:** 5.0/5.0 stars

**Reviewed by:** Danielle T. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 31, 2022

**What do you like best about OnRamp?**

Having your onboarding strategy is just part of the success. Getting your team and the customer's team on the same page is another matter. OnRamp allows us to be transparent with timelines and goal objectives with our customers.

**What do you dislike about OnRamp?**

Creating playbooks from scratch. Would be great if there are some best practices or even some canned playbooks that we can start with as a baseline and iterate to fit our company's needs.

**Recommendations to others considering OnRamp:**

To jump into success with OnRamp I would recommend having at least an outline of your onboarding practices defined. Coming into the tool without understanding objectives and timelines will make it difficult to implement. I would also recommend thinking of which wider teams may be impacted by the tool such as marketing or engineering if there will be requests on branding or widgets you may want to take advantage of to ensure a smooth interaction between the onboarding technology and company messaging/workflow.

**What problems is OnRamp solving and how is that benefiting you?**

OnRamp gives us the ability to work transparently with our customers on action items and success criteria for our onboarding. Our timelines for onboarding are hard to nail down and having a single point of truth and collaboration with our customers will help drive to quicker deployments. It is also a great way to be up to date on items when we may not have the opportunity to sync with our customers for a meeting to discuss, we can use the tool to update our progress.

  ### 50. WAF,DDoS Data Security on Easy Onboarding

**Rating:** 5.0/5.0 stars

**Reviewed by:** Asha J. | Staff Software Engineer, Newspapers, Enterprise (> 1000 emp.)

**Reviewed Date:** March 17, 2023

**What do you like best about OnRamp?**

Complete visibility on customer's information and projects.
Easy customer's onboarding for real-time participation .
Easy to track every teams activity.
Easy project tracking and predictions' timelines settings.

**What do you dislike about OnRamp?**

No dislike,so far I have not encountered any issue.

**What problems is OnRamp solving and how is that benefiting you?**

Easy tasks management with great participation of customers.



- [View OnRamp pricing details and edition comparison](https://www.g2.com/products/onramp-technology/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-04+04%3A49%3A07+-0500&secure%5Bsession_id%5D=4d468f46-b992-4284-80b7-e6b9d7a0f0c0&secure%5Btoken%5D=8f617b7b29d286af7df3199138ebf463abd57fab5d75f897d52cfea306f5b5cb&format=llm_user)
## OnRamp Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [n8n](https://www.g2.com/products/n8n/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Vitally](https://www.g2.com/products/vitally/reviews)

## OnRamp Features
**User Analysis**
- Survey Implementation
- Data Analysis

**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Task Creation**
- Creation & Assignment
- Due Dates
- Drag & Drop
- Mass Updates

**Onboarding Setup**
- Workflows
- Templates
- Checklists

**User Support**
- User Segmentation
- Multi-Language Support
- Behavior-responsive Messaging

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking

**Task Management**
- Task Prioritization
- To-Do Lists
- Dependencies
- Recurring Tasks

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization

**Walkthrough Type**
- Audio-visual Walkthroughs

**Customer Engagement**
- Portal
- Engagement
- Branding
- Visibility
- Collaboration

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Platform Basics - Digital Adoption Platform**
- Integration
- Communications

**Analytics - Digital Adoption Platform**
- Analytics

**Functions - Digital Adoption Platform**
- Customer self-service
- In-app guidance

**Agentic AI - Digital Adoption Platform**
- Adaptive Learning

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