It’s been really useful for onboarding multiple clients at the same time, while keeping all projects and deliverables organized and easy to track.

New portal UI/capability is beautiful. Easy to use, customer facing portal is game changing. I also love the quick visibility into where every project is at, which need my attention, etc.

I like the customization and simplicity of OnRamp. It’s easy to navigate, and I like the clean design and look and feel. It gives our clients clear visibility into where their onboarding stands and helps us manage projects day to day, connect and communicate in one place, and stay in sync. The custom-branded client portal is a huge win: our clients can see their tasks and progress, access resources, and use a portal whose colors and design we can customize. I also like that clients can communicate with us through comments. The conditional modules let us add or take away modules that are relevant to each client’s onboarding, instead of feeling stuck inside a box or filling the playbook with things they don’t need. OnRamp helps our clients and employees feel empowered to manage their day-to-day work easily. Setup was fairly easy for me, and it was fairly easy for my team to adopt especially with AERO (built in AI agent)!