OnRamp vs. RollingFunds KYB - Know Your Business

Requesting and collating customer data and submissions is awesome - they see exactly what we need and can work through in their own time. This has been a game changer for us. the timeline is awesome too. it is less appropriate for managing ad hoc tasks internally

• Accountability of certain tasks
• breaking down what is needed for each task
• Being able to submit forms or ask for certain information

Incentivized

• Full management overview of all active projects in a Kansan style board would be good
• Tracking internal ad hoc tasks for projects like customer reported bugs or features, would be great to have follow up targets and better ways to track allocations for these
• Better way to return to a task overview after editing sub-task builders (at the moment it returns to the list and not the specific task or module)

It is very easy and great to use. I love how customizable it is and I can structure it for specific clients while also keeping a specifc theme

Incentivized

All of the others are internal only (or at least the features I have tried), and the key value for us with OnRamp is the customer facing portal. the internal project management and task tracking could be better when compared to other platforms - I probably still have a preference for Wrike or Asana personally for internal items

• A great way to keep track of all onboarded clients

Incentivized