Ontraport Review: Is this Powerful CRM Tool Worth The Money?

In this comprehensive Ontraport review, we'll dissect the platform to help you determine if it's the right CRM choice for your business. With a vast array of CRM software on the market, making an informed decision can seem overwhelming.

Ontraport claims to simplify your marketing, sales, and overall business processes— but how does it actually perform? We'll explore its features, usability, pricing, and how it compares to other industry leaders.

Whether you're a small business owner, a marketing professional, or just curious about what Ontraport has to offer, this honest review will give you all the information you need to decide if Ontraport is the CRM for you.

Ontraport Review: A Quick Overview

Ontraport is more than just an email marketing campaign tool. It's an all-in-one marketing platform with robust automation features designed for small to medium-sized businesses, entrepreneurs, and marketers.

It was created to help businesses streamline their operations, particularly in areas like sales, marketing, and customer relationship management (CRM).

So, if you’re looking to automate any repetitive daily tasks in your sales and marketing process, Ontraport could well be the tool for you.

Its key features include:

• CRM and Contact Management
• Marketing Automation
• Sales Automation
• E-commerce and Payment Processing
• Membership Sites
• Reporting and Analytics
• Landing Pages and Web Forms
• Integration

Aside from the extensive list of features, Ontraport has a user-friendly interface. This makes it popular amongst beginners and experienced marketers alike.

Ontraport Review: Features

Now, let’s dive a little deeper into this Ontraport review and take a closer look at the features on offer.

Sales and CRM Features

Ontraport offers robust CRM features that allow you to track all of your customer data and interactions. These features include everything from basic contact information to detailed interaction and conversation histories.

This even includes page visits, forms that have been filled out, and link clicks. Such insights make it easier to understand and engage with your customers.

Ontraport sales software is especially useful for larger teams, meaning that any team member can pick up a lead and know exactly where they are in the sales process, what has already been discussed, and what the next step is.

It also includes task management features that allow you to add tasks to any lead or contact at the click of a button, so no follow-ups get forgotten.

Ontraport takes care of automating any repetitive tasks in the sales processes, including lead tracking, lead scoring, and sales pipeline management.

By saving hours each week, you free up valuable time that can be invested in expanding other areas of your business.

Marketing Automation Features

Ontraport’s range of powerful automation features enable you to create and manage marketing campaigns and lead nurturing processes.

This helps personalize customer experiences and allows you to automate many repetitive tasks.

Because the CRM collects such a wide range of data on your customers, targeting specific segmentations of your customers is easy.

And when it comes to automation sequences, Ontraport really does it all. The award-winning automation builder lets you create sophisticated marketing sequences that run on autopilot.

You can create your own automation sequences from scratch or choose from one of the pre-built automation templates and tailor it to your specific needs.

Ontraport allows you to integrate a variety of communication channels into your automation sequences, including:

• Email
• SMS
• A phone call from the sales team
• Social media marketing.

You can also split-test any part of your automation, giving you real insights into what’s working best for your business.

Payments

You might be surprised to know that Ontraport supports e-commerce functionalities, including payment processing, order forms, subscription management, and automated follow-ups for cart abandonment.

It also includes advanced referral tracking so you can easily create an affiliate program for your products or services.

This makes Ontraport the ideal CRM for e-commerce businesses and online course creators. If you want to sell a new product or service, you can have a high-converting checkout page up and running in minutes with various payment options for your customers to choose from.

You can also easily add order bumps and upsells to increase your average order value.

Ontraport can also help you sell subscriptions and memberships, allowing you to take recurring monthly payments from your customers.

The payment management system handles all the tricky parts, like expired cards and bounced payments, so that’s another thing off your mind. 

All customer service interactions can be automated and personalized, so you can provide great customer support without needing to hire an entire support team.

Forms and Pages

Ontraport’s drag-and-drop page builder makes building beautiful forms and pages for your business easy. And because everything within Ontraport is connected, adding personalization is easy, giving each customer a unique experience.

You also have the option to publish pages under your own domain, or on Ontraport’s free domain. And, if you’re a WordPress user, you can embed forms and pages with one click.

For anyone looking to create a membership site, you can easily hide members-only pages from the public, ensuring that only paying members have access.

No-Code Web Apps

Ontraport’s no-code business software gives you complete control over your website and allows you to create dynamic web apps without needing to use a single line of code or work with a developer.

The platform offers features to create and manage membership sites, including content access controls, subscription management, and automated member communications.

You can build your own apps using the drag-and-drop editor or choose from a range of pre-built apps in the App Marketplace.

Integrations

Ontraport integrates seamlessly with a variety of third-party applications and services.

Popular integrations include:

• Zapier
• Zoom
• Stripe
• Shopify
• Teachable
• Google Analytics
• WordPress

And many more. If there’s a tool that you already love to use for your business, you can simply add it to your Ontraport account and use them together.

Ontraport Review: Analytics

Ontraport includes comprehensive reporting and analytics tools that allow you to track the performance of all of your marketing campaigns, sales activities, and overall business performance.

One of the best things about Ontraport is that you can track the customer journey from initial engagement to final sale. This gives you the data you need to optimize your marketing strategies and improve conversion rates.

Ontraport's analytics also provide detailed reporting on email marketing effectiveness, website visits, and automation performance, enabling businesses to make data-driven decisions.

The customization options also allow you to tailor your reports to your business needs, ensuring that relevant data is always at hand.

The only downside to the in-depth analytics on offer is that the analytics dashboard can seem confusing at first—especially if you’re new to this type of software.

It will take some getting used to. However, once you’ve got the hang of it, this level of insight can significantly improve your marketing ROI and help you grow your business by highlighting opportunities for improvement.

Is Ontraport Easy to Use?

Ontraport is generally considered user-friendly, especially for users who have some previous experience with marketing automation and CRM software.

However, like any comprehensive tool, there may be a learning curve at first, particularly for those who are new to such complex platforms.

Ontraport has been praised for its clean and intuitive interface. The dashboard and various modules are designed to be straightforward. This makes navigation and operation relatively easy once you're familiar with the platform.

While its ability to be highly customized is a major strength, it can also add complexity. Users who want to take full advantage of Ontraport's customizability might find that there's a learning curve. Investing time in understanding how to configure and optimize these settings properly is essential.

So, while Ontraport is designed to be user-friendly, its wide array of features and capabilities means that new users might find that there’s a learning curve at first.

Ontraport Customer Support

Ontraport offers support via live chat, email, and screen share. The amazing support team is on hand during their dedicated customer support hours, which are:

• Monday - Thursday, 6am - 12am (PST)
• Friday, 6am - 9pm (PST)
• Saturday & Sunday, 9am - 9pm (PST)

During these hours you can expect a quick response to your query.

If you need help outside of these hours, you will find a wealth of information in the support center. Here, you can search for your query and access relevant videos and articles to get you back on track.

You can also access Ontraport University for free. This provides access to a range of videos and courses to help you get the most out of Ontraport and grow your business as quickly as possible.

Ontraport Review: The Pros and Cons

Let’s take a look at some of Ontraport’s pros and cons. It’s important to consider all of these to see if any might be dealbreakers for you.

Ontraport Pricing Tiers

Ontraport offers a range of plans to suit businesses of all sizes. The price you pay will depend on the number of contacts and users you want to add.

• Basic - Plans start from $24/month. This plan includes unlimited email sending, email and SMS automation, and web forms and pages. It also includes a custom mail server domain and file hosting.
• Plus - Plans start from $83/month. This plan includes everything from Basic, plus payments, memberships, personalization, advanced CRM, automation webhooks, tracked trigger links, and video hosting. Users on this plan also have the option to remove the Ontraport branding from emails, forms, and pages.
• Pro - Plans start from $124/month. Includes everything from the Basic and Plus plans, plus split automations, Facebook custom audiences, and transactional emails. Users also have access to deep funnel conversion tracking.
• Enterprise - Plans start from $249/month. Everything previously mentioned, as well as custom contact and email limits, Private IPs, and Private infrastructure available.

Ontraport Review: The Verdict

If you’re looking for a powerful CRM and marketing automation tool, Ontraport is a great choice.

Instead of having to integrate with three or four different tools, Ontraport gives you absolutely everything you need to run your online business in one place.

This means all areas, including the CRM and marketing automation features, work seamlessly together. As a result, you gain detailed insights into your customers and increasing your conversions effortlessly.

The only downsides to Ontraport are the learning curve and the high price point. Unlike other CRMs that offer a free plan for small businesses, Ontraport only offers paid plans which might be too expensive for small businesses just starting out.

However, if you can comfortably afford it, then Ontraport is definitely worth the money, and you should see a return on investment pretty soon after implementing it.

Ontraport Alternatives to Consider

If, after reading this Ontraport review you’re still undecided, take a look at these Ontraport alternatives.

HubSpot

HubSpot is a comprehensive marketing, sales, and CRM platform designed to help companies attract visitors, convert leads, and close customers.

Founded in 2006, it has become a key player in the CRM and digital marketing space with its endless business operations features and generous free plans.

It includes various tools for Marketing, Sales, CMS, Commerce, and Operations. Users can choose to subscribe to individual tools or purchase the entire CRM suite as a bundle for a discounted price.

ActiveCampaign

ActiveCampaign combines various aspects of email marketing, sales automation, and CRM for small-to-medium-sized businesses.

At its core, ActiveCampaign helps businesses connect and engage with their customers through personalized, intelligent, and automated marketing campaigns.

It’s key features include email marketing, marketing automation, sales automation, CRM, site tracking, and event tracking.

This popular CRM and email marketing tool has a user-friendly interface and a strong emphasis on customer experience with their professional service providers on hand whenever you need them.

This makes it a popular choice for businesses looking to automate and optimize their marketing and sales activities in a personalized and scalable way.

Keap

Keap is an all-in-one CRM, Sales, and Marketing platform designed specifically for small businesses. It comes packed full of useful features to automate your daily tasks, capture and organize leads, and get paid faster.

It’s a fantastic option for anyone looking for an affordable CRM that does it all.

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