Jotform AI Agents let you build and deploy no-code AI assistants for customer support across 7+ channels.
About OnRamp
What is OnRamp?
OnRamp is a customer onboarding and engagement platform that helps B2B companies accelerate time-to-value and drive revenue at scale. It combines personalized customer journeys, dynamic workflows, and actionable data insights with agentic AI to streamline the post-sales experience.
Problem it solves
Many B2B companies struggle with manual onboarding processes, inconsistent customer experiences, and limited visibility into project health. OnRamp automates workflow creation, provides real-time progress tracking, and uses AI to detect bottlenecks and re-engage at-risk customers, reducing churn and improving time-to-value.
Who it is for
OnRamp is ideal for customer success, operations, and revenue leaders at B2B companies with medium-to-high onboarding volume. It suits teams that need a scalable, customizable platform with role-based access. It may not fit small businesses with minimal onboarding needs or those requiring extensive customization beyond its playbook-based model.
Real use cases
For example, a SaaS company can use OnRamp to automatically create onboarding projects from CRM deals, guide customers through a branded portal, and track project health. Another use case: an operations team builds a playbook from a spreadsheet, and AI generates a tailored workflow in under an hour, then triggers tasks and reminders for both internal and external users.
Key features
- Personalized customer portals — Branded, role-based portals with real-time progress visibility.
- Agentic AI workflows — AI generates playbooks from plain-language input and nudges customers forward.
- Dynamic workflow automation — Rule-based and AI-driven triggers for tasks, checklists, and reminders.
- Actionable reporting — Time-to-value tracking, bottleneck detection, and AI-powered summaries.
- Native CRM integrations — Sync with Salesforce and HubSpot for automated project creation.
- Role-based access — Manage permissions for internal and external stakeholders.
- Data-driven insights — Transform unstructured inputs into proprietary datasets for improvement.
SaaSpartout Score
Editorial score from our review methodology — not user ratings.
OnRamp Pricing
OnRamp pricing: from $15,000/yr.
For comparison: the median starting price in Customer Support is $29/month, measured across 132 tools we track. See the full SaaS Pricing Index →
Basic Plan
Starting at $15,000 per year, scaled by number of playbooks and customer accounts. Includes branded portal, unlimited customer users, core workflow automation, and reporting.
Premier Plan (Enterprise)
For high-volume, complex operations; custom pricing based on onboarding volume, user roles, and integration needs. Includes advanced AI features, custom roles, and SLAs.
Note: Pricing varies based on playbooks, accounts, and user types. A free demo call is available to get accurate pricing.
