stars
OnRamp AI
Let AI handle the repetitive work while you focus on building lasting customer relationships
The OnRamp Platform
The OnRamp Platform
Provide intuitive guidance for customers and powerful tools for teams
Enhanced Reporting
Enhanced Reporting
Get AI-enhanced insights into project health and progress
Customer-friendly Portal
Customer-friendly Portal
Improve adoption with centralized, self-serve onboarding
Powerful Integrations
Powerful Integrations
Enrich workflows and unify data by connecting your tools
Internal Project Management
Internal Project Management
Keep teams aligned, organized, and on-track
Security & Compliance
Security & Compliance
Safeguard data with enterprise-grade security
Dynamic Process Automation
Dynamic Process Automation
Automate repetitive tasks with tailored workflows
BOOK A DEMO

You won the deal,
now win the customer.

BOOK NOW

Team

Customer Success
Customer Success
Revenue Operations
Revenue Operations
Implementation
Implementation
Frame 21142
Leadership

Industry

Use Case

READ THE REPORT

Get insights from 161 top CS, SaaS and B2B leaders.

READ NOW
Customers
Qualia
Cut go-live time by 53%, increased onboarding completion from 92% to 99%, and scaled onboarding capacity 3x.
Flosum
Slashed onboarding time by 73% while freeing-up their teams for more value-based customer engagements.
AGS Health
Reduced onboarding time by 30% allowing them to recognize revenue an average of 3 months sooner.
Read more success stories
star
Resource Center
Want to transform customer onboarding into a revenue driver? Start here.
blog
Blog
Interactive Demos
Interactive Demos
Guides & Reports
Guides & Reports
Videos
Videos
Events & Webinars
Events & Webinars

ROI CALCULATOR

See how much value OnRamp can unlock for your business.
TRY THE ONRAMP ROI CALCULATOR
About Newsroom Careers
 

February Release: Your Data, Your Way  

This month, get better access to your data across Views, Insights, and Activity History.

 

Group By Fields

Views: Multi-Level Grouping

Views now support up to three Group By fields, a significant upgrade from the single-grouping limit today. This means you can create nested data structures — like grouping by Owner, then by Playbook, then by Status — and drill from high-level totals all the way down to individual project records, all within a single View. Every existing capability you rely on (filters, sorting, export, AI Summary) works exactly the same way.
Group By

This is a big deal for teams that have been creating multiple nearly-identical Views just to answer multi-dimensional questions. Instead of maintaining separate Views for "projects by owner," "projects by playbook," and "projects by status," you can now get all of that context in one place.

Insights: Data Enhancements

insights-new-data-slideup-1

We're adding critical data columns to Insights slide-ups, including Project Value, Health, key dates, and performance metrics. Together, these changes mean you can investigate what's behind a metric without ever leaving Insights. When you see something that needs attention — a cluster of at-risk projects, a dip in completion rates — you can drill into the slide-up and immediately see the project context that matters: how much revenue is on the line and where things stand on key dates.

Project Activity History

We're rolling out a consolidated activity view across all of OnRamp bringing net-new activity data into a single, unified timeline. You'll now be able to see task-level activity directly within the activity history, along with detailed change tracking that shows you not just what changed, but what it changed to. New filtering capabilities let you zero in on the activity that matters — whether that's task completions, status changes, or updates.
Activity Log

For CSMs and project managers keeping tabs on customer progress, this means faster answers to questions like "what's happened since my last check-in?" and "who made that change and when?" — without hunting through individual tasks or relying on memory.

Small Improvements. Big Impact. All Available Now.

These enhancements are live and ready to use today — giving your teams more speed, more structure, and more clarity across every customer project. If you'd like help putting these new capabilities to work, just let us know.