One platform. Two distinct experiences.

The sales-to-CS handoff is where most B2B onboarding breaks down: context gets lost between CRM notes and calendar invites, the CSM is playing catch-up, and the customer's first impression is silence. OnRamp closes that gap automatically. When a deal closes in Salesforce or HubSpot, OnRamp pulls the account context from the CRM into the onboarding template, assigns the right CSM based on routing rules, triggers the project, and launches the customer portal — before anyone sends a welcome email. The customer's experience is continuous from close to kickoff. The internal scramble disappears. Teams using OnRamp report reducing time-to-value by up to 70%, largely because the handoff no longer creates a one-to-two week lag before onboarding actually starts.

Aero AI is OnRamp's built-in agentic layer — not a bolt-on feature, but native to how the platform works. It monitors the full onboarding portfolio in real time, tracking task completion rates, customer engagement signals, and milestone velocity across every active account. When a customer goes quiet, Aero sends automated nudges to get them moving again without a CSM having to follow up manually. When an account shows early signs of risk — slipping timelines, unanswered tasks, low portal engagement — Aero surfaces it so the CSM can intervene before a delay compounds. Aero also generates status summaries and onboarding health reports automatically, so CS leaders have portfolio visibility without building dashboards by hand. The effect is a team that spends time on relationship work and high-value interventions, not coordination and status chasing.

Most teams launch their first OnRamp playbook within one to two weeks. The setup process involves connecting your CRM, configuring your first onboarding template from OnRamp's pre-built library, and setting up your branded customer portal. OnRamp includes a dedicated implementation team — you're not doing it alone. Unlike complex PSA tools that require extensive configuration before you can run a single project, OnRamp is designed to get your team and your customers live as quickly as possible. Teams that have previously used tools like Rocketlane or GuideCX typically complete the migration and are fully operational within 30 days.

Onboarding is often the hardest part of the customer lifecycle to quantify for leadership. OnRamp makes the data visible. The platform tracks time-to-value, milestone completion rates, task velocity, and customer portal engagement across every account — and aggregates it into reporting CS leaders can actually show in a QBR or board update. Aero AI adds another layer: it identifies which onboarding patterns correlate with strong retention and expansion, and which signal early churn risk. Teams using OnRamp can connect onboarding completion speed directly to revenue outcomes — showing that customers who activated within 30 days had materially higher 12-month retention than those who took 90. That's the conversation that turns onboarding from a cost center into a revenue argument.