I use OnRamp for managing onboarding tasks for clients to our third-party logistics platform. OnRamp gives me a single dashboard experience for our clients, containing all the information they need for onboarding, including compliance and training documentation. It allows us to set up clients for success from a technical, operational, and supply chain fulfillment perspective. I appreciate how it helps scale our onboarding process, enabling us to handle more concurrent onboardings without needing additional headcount. This has allowed us to grow the number of accounts we handle during the onboarding cycle. Additionally, OnRamp centralizes all information and communication, providing a high-level executive summary of our account status. The initial setup was pretty easy, thanks to the engaged client success team and the dedicated technical person who assisted in setting everything up. Review collected by and hosted on G2.com.

The automation capabilities would be a much easier tool to use if it were a bit more directed. Right now, I know it's in the early phases of development, and they're building a lot of features to support that. Also, having sort of out-of-the-box canned reporting across all of the accounts that are onboarding would be helpful. I think just some UI changes to make it easier to use and share and edit, and replicate modules across different projects would be helpful. 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 OnRamp because it makes the process more efficient. The layout and features, especially the customer portal, are things I appreciate. It's a good experience for the customer, as they know exactly what we need from them without sending too much information all at once. Also, the initial setup was pretty straightforward. Review collected by and hosted on G2.com.

The problem I had with OnRamp actually had nothing to do with the system itself; my management team was restricting many user permissions. It made the experience really weird, especially because they demoed it to us with a user with full permissions. It was a case where I knew the platform was great, but I couldn't use it to its full potential, and that was no fault of the company. 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 OnRamp is easy and intuitive to use. It's simple to set up and adjust, which makes it highly flexible. I can create a. straightforward onboarding framework and modify when needed, even on the fly. Overall, the experience with OnRamp has been really excellent, and I have not encountered any major drawbacks. Jen, our Customer Success Manager, has also been fantastic and incredibly helpful throughout the process. Review collected by and hosted on G2.com.

There is nothing that I dislike. In fact, I have shared a few pieces of feedback and have already seen improvements reflected in the platform. Review collected by and hosted on G2.com.

The ease of understanding the platform and the customization makes it easy to navigate and alter when needed. Different methods of communication available via Internal Notes or commenting within a task make it easy to leave feedback where it's needed. Review collected by and hosted on G2.com.

Occasional bugs such as coloured text being removed when using multiple colours and the fact each account refreshes when attempting to update them all under the views page.

Very minor QoL stuff 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.