Location
Headquarters: Boston, Massachusetts, United States, North America
Region: Massachusetts
Country: US
Continent: North America
About
OnRamp is a customer onboarding and engagement platform designed for enterprise teams to streamline onboarding workflows, personalize customer journeys, and retain revenue at scale. The platform includes modules for a personalized portal, project management, process automation, reporting, and integrations, with AI-assisted capabilities to execute workflows and uncover insights. It serves industries such as B2B SaaS, client services, healthcare, and distribution and logistics, delivering visibility and control over onboarding programs across organizations. OnRamp emphasizes accelerating time-to-value and improving customer engagement through data-driven actions.
OnRamp provides a customer onboarding and engagement platform for B2B SaaS and enterprise teams. The software streamlines workflows through dynamic action plans, project management, and automation, integrating with tools like HubSpot and Salesforce. It helps organizations accelerate time-to-value and improve customer retention at scale.
OnRamp Technology, Inc.
2019
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Series A
16200000
private
Investors
Founders
Paul Holder
Ross Lerner
Leadership
Technology Stack
Products
Dynamic Customer Portal: A configurable customer onboarding portal that adapts tasks and interactions to individual customers, providing progress tracking, automated reminders, and inline messaging for collaboration.
Project & Task Management: A centralized platform for managing onboarding projects and tasks with customizable views, filters, and outcome-focused task assignments to accelerate customer success.
Playbooks and Process Automation: A no-code workflow automation tool that enables creation, reuse, and automation of onboarding playbooks with conditional logic and CRM-triggered project launches.
Reporting: A reporting system that provides insights into onboarding project velocity, bottleneck detection, and customer feedback to optimize onboarding performance.
Integrations: Tools to sync data and automate workflows by connecting OnRamp with CRMs like Salesforce and HubSpot, embedding URLs, and triggering actions via webhooks.
Onramp Finance: A MIC-based bitcoin-focused financial platform offering custody, brokerage, cash accounts, spending card, IRAs, and gold access.