Day-to-day use of Ontraport in a coaching company
January 26, 2023

Day-to-day use of Ontraport in a coaching company

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

ONTRAPORT

Overall Satisfaction with Ontraport

We have a coaching company. We use Ontraport for CRM, page editor, emailing, reporting, purchase product pages.
It allows all admin, operation, content and marketing team to work on it.
Ontraport accompanies to turn our prospects into clients and to access their informations at anytime. It is very convenient as we can easily personalize the tools to meet our needs.
  • Create purchasing pages
  • Email prospects & customers
  • Monitor data
  • Follow-up on our prospects that becomes customers
  • When creating groups there's some condition that can't be used together (we would like to use "OR" rather than "AND")
  • Allow multiple users to access to one automation at the same time (as viewers not editors)
  • Gather data on email deliverability
  • We met our last sales objectives
  • We couldn't address all new members with their connexion informations (problem of email delivery they don't have answers to)
  • It allows us to send the right message to the right target
We used it because it was recommended by other coaching companies.
It meets well the need we have which is mostly about creating different type of access based on when the clients joined our program.

You can easily create automations and rules to be notified when clients evolve in the program. It allows us to send them our messages at the right moment.

Do you think Ontraport delivers good value for the price?

Yes

Are you happy with Ontraport's feature set?

Yes

Did Ontraport live up to sales and marketing promises?

Yes

Did implementation of Ontraport go as expected?

Yes

Would you buy Ontraport again?

Yes

Here are some cases where Ontraport is well suited :
- When writing emails, you can easily access to preview, manage the changes and go back to what you did before
- When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation.

It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.

Ontraport Feature Ratings

WYSIWYG email editor
Not Rated
Dynamic content
10
Landing pages
10
A/B testing
Not Rated
Mobile optimization
Not Rated
Email deliverability reporting
6
List management
10
Triggered drip sequences
Not Rated
Lead nurturing automation
Not Rated
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
10
Event/webinar marketing
Not Rated
Social sharing and campaigns
Not Rated
Dashboards
10
Standard reports
8
Custom reports
10
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
10