I like that we can build out our onboarding process and prevent customers from jumping ahead to steps for which they are not ready. I also like that we can embed our training, support documents, and almost everything they need in one place. The To-Dos help me keep up with follow up tasks that might otherwise slip through the cracks, and setting deadlines and having automatic reminders sent to customers helps keep many of them on track with their implementation. OnRamp has also been receptive to our need for enhancements and integrations. Using OnRamp has definitely improved our SLAs with implementation and provides a self-paced and more self-service option for customers, allowing us to provide more resources to more customers in a shorter period of time. It is now the first thing I open on my computer each day and the last thing I close at night. Review collected by and hosted on G2.com.

There is not a lot of support documentation, so I had to learn by trial and error or schedule extra calls with OnRamp to figure out how to set up our process. I also don't like that the customer can mark a task complete without actually watching the entire video or doing the entire task (in some cases), but it is still an improvement over not being able to direct them at all. I also wish that the nudges were recorded somewhere for accountability purposes. Review collected by and hosted on G2.com.

The best feature is that it helps you keep everything organized. Chad was extremely helpful to us in thinking thru our processes and the best way OnRamp could help us. Review collected by and hosted on G2.com.

Initial setup. Once you have done it a couple of times, it is much easier and faster. Review collected by and hosted on G2.com.

Portal view - It gives a personalized experience to customers and managing it much easier in comparison with spreadsheets

Playbook, Modules - Just plug and play, which is nice if you are dealing with large number of customers Review collected by and hosted on G2.com.

Customer users dont show up in comment section when we do @mention.. A hard refresh is needed

The view section does not allow creating views on customer responses or form inputs.. It is needed to create a Data field for it which is cumbersome Review collected by and hosted on G2.com.

It has streamlined data gathering, is easy to use, and allows us to customize our projects in so many unique and specific ways. It is incredibly easy to implement a new project, and each feature release brings new ways to increase my efficiency. Lastly, the support we receive from Chad / team is unmatched. Review collected by and hosted on G2.com.

There are a few very specific bulk update options that don't exist. I have to individually update each task due date, vs being able to update an entire module. Similarly, once a project is created, we cannot bulk update tasks to a specific person. We have to it one by one, which can be tedious. Review collected by and hosted on G2.com.

OnRamp has allowed us to custom tailor every step of the onboarding experience for our customer. Task tree branches give us great flexibility in driving customers over the finish line, or identifying potential barriers allowing us to be reactive to our customers. OnRamp also provides a great support team that are both friendly and knowledgeable. Not only have we multiplied the number of customers we can onboard at a time, we can be sure each of them receives the same great experience. Review collected by and hosted on G2.com.

OnRamp is easy to setup & quick to rollout internally. The product has very minor inconveniences but their product team listens, and adapts quickly I've found. Review collected by and hosted on G2.com.

I love that I can design playbooks and projects specifically for each project and that I have a lot of control over how I track the progress for the project. Creating playbooks and modules for later use was easy to learn and quick to do. OnRamp offer a lot of functionality and customization, which is fantastic for all different types of projects. I love the portal view / functionality - client facing meetings are made way easier because I can pull up the portal view, go through tasks with the client, and guide the client through using the portal for late, self-serving. My company uses OnRamp specifically for implementing new clients but I've also used it for smaller, internal projects I've wanted to document and track for myself. Review collected by and hosted on G2.com.

The tool / task builder takes a bit of clicking around to really get the hang of it. I wish I could build tasks out via drag and drop from a large scale / birds eye view rather than seeing the overview, then building tasks one by one. A drag and drop feature for an entire module build would be helpful. Review collected by and hosted on G2.com.

OnRamp has been a game changer for the way our clients onboard. Having an interactive checklist is more digestible for our client demographic, and keeps them on track. Our team uses this every single day when onboarding new clients and doing client follow ups! Review collected by and hosted on G2.com.

I wish that the user permissions were more flexible. Our whole team needs visibility into every client (in the case of someone being OOO), but doesn't necessarily need Creator/Owner access. Review collected by and hosted on G2.com.

What I like best about OnRamp is its ability to simplify complex processes and keep tasks organized. The user-friendly interface makes it easy to navigate and stay on track. Review collected by and hosted on G2.com.

One area for improvement in OnRamp could be enhancing the speed of some processes, as it can occasionally feel a bit slow when handling large-scale tasks. However, overall, it remains a solid tool. Review collected by and hosted on G2.com.

beautiful user-friendly front-end, very easy to navigate. From the first time I used, I never had to search how to complete a tasl Review collected by and hosted on G2.com.

Sometime it seems some field are not populating accordingly. For example,with project, the option to show remaining task not always work. This is often the case when a project run overtime. In that case all the task will be show even if you select remaining task. Nothing seem to fix this. Review collected by and hosted on G2.com.

OnRamp allows me to create a professional yet easy to use portal for my customers to approve plans, account changes, etc on their end. It takes away the hassle of written signatures needed and shortens the time frame on getting things approved by customers. Review collected by and hosted on G2.com.

I personally don’t have any troubles with the platform. However, I have gotten feedback from customers not getting their portal invitation emails / delays of getting their PIN when trying to login. Review collected by and hosted on G2.com.