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SPECIFICTION
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OnRamp

onramp.us

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Spec score 6.9 #11 of 17 in Client Onboarding Software

Spec sheet

Purpose
OnRamp provides a customer onboarding platform with customer-facing experiences and project management and reporting tools for teams.Read 30 Sep 2026 · onramp.us
Intended users
The site presents OnRamp for customer and revenue teams at B2B businesses, with solution areas including SaaS, client services, healthcare, and revenue cycle management.Read 30 Sep 2026 · onramp.us
Integrations
OnRamp says it connects with CRM and CSM platforms, BI tools, and collaboration suites, and supports bi-directional data syncing and cross-system actions.Read 30 Sep 2026 · onramp.us
Support
The pricing page says all tiers include SLA-backed uptime and support; the site lists [email protected] and 617-329-5011 as contact details.Read 30 Sep 2026 · onramp.us
Founded
2020Read 28 Sep 2026 · onramp.us
Access controls
Security features listed include single sign-on, email-whitelisted customer portal access, configurable portal security settings, and audit logs.Read 30 Sep 2026 · onramp.us
AI
AI analyzes onboarding patterns to surface insights and recommendations, generate executive summaries, and answer questions about project health, risks, and next steps.Read 30 Sep 2026 · onramp.us
Automation
Intelligent workflows support dynamic task assignment, automated status updates, progress nudges, and contextual reminders.Read 30 Sep 2026 · onramp.us
Customer portals
Customers get personalized, self-serve branded portals with guidance, progress tracking, milestones, training content, tasks, and communication.Read 30 Sep 2026 · onramp.us
Included limits and roles
All pricing tiers include unlimited customer users, and the pricing page describes five role types with varying permissions.Read 30 Sep 2026 · onramp.us
Infrastructure and uptime
OnRamp says it is hosted exclusively on AWS and has 99.9% uptime.Read 30 Sep 2026 · onramp.us
Named CRM integrations
The pricing page names Salesforce and HubSpot as native CRM integrations available across plans.Read 30 Sep 2026 · onramp.us
Playbooks
Teams can create reusable onboarding templates with conditional workflows for implementation and customer expansion.Read 30 Sep 2026 · onramp.us
Reporting
Project reports and executive dashboards show customer status, deadlines, blockers, onboarding velocity, and resource utilization.Read 30 Sep 2026 · onramp.us
Security and compliance
OnRamp states it is SOC 2 Type 2 certified, GDPR compliant, and HIPAA compliant, and uses TLS 1.2 and 1.3 in transit and AES-256 at rest.Read 30 Sep 2026 · onramp.us
Trial and evaluation
OnRamp says it has no self-serve free trial, but teams typically receive access to a sandbox during evaluation.Read 30 Sep 2026 · onramp.us

Plans and prices

OnRamp Priced on request Price starts at $15,000; scales with onboarding volume, team size, number of playbooks, and integration requirements · tiers range from Basic to Premier Read 30 Sep 2026 · onramp.us

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