3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.6 out of 100
Based on 3 reviews and ratings
33 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 6.8 out of 100
Based on 33 reviews and ratings
Likelihood to Recommend
17hats
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Ontraport
Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Founder
Kirkland Media GroupMarketing and Advertising, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
Ontraport
—
Customer data management / contact management
17hats
9.5
Ontraport
—
Workflow management
17hats
9.5
Ontraport
—
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Ontraport
—
Contract management
17hats
10.0
Ontraport
—
Quote & order management
17hats
10.0
Ontraport
—
Interaction tracking
17hats
8.0
Ontraport
—
Customer Service & Support
17hats
8.0
Ontraport
—
Case management
17hats
8.0
Ontraport
—
Marketing Automation
17hats
8.0
Ontraport
—
Lead management
17hats
8.0
Ontraport
—
CRM Project Management
17hats
9.5
Ontraport
—
Task management
17hats
9.0
Ontraport
—
Billing and invoicing management
17hats
10.0
Ontraport
—
Customization
17hats
9.5
Ontraport
—
Custom fields
17hats
9.0
Ontraport
—
Custom objects
17hats
10.0
Ontraport
—
Security
17hats
9.5
Ontraport
—
Single sign-on capability
17hats
10.0
Ontraport
—
Role-based user permissions
17hats
9.0
Ontraport
—
Integrations with 3rd-party Software
17hats
8.0
Ontraport
—
Marketing automation
17hats
8.0
Ontraport
—
Platform
17hats
8.0
Ontraport
—
Mobile access
17hats
8.0
Ontraport
—
Email & Online Marketing
17hats
—
Ontraport
8.2
WYSIWYG email editor
17hats
—
Ontraport
8.5
Dynamic content
17hats
—
Ontraport
9.5
Ability to test dynamic content
17hats
—
Ontraport
8.3
Landing pages
17hats
—
Ontraport
7.5
A/B testing
17hats
—
Ontraport
9.4
Mobile optimization
17hats
—
Ontraport
8.3
Email deliverability reporting
17hats
—
Ontraport
6.2
List management
17hats
—
Ontraport
6.3
Triggered drip sequences
17hats
—
Ontraport
9.7
Lead Management
17hats
—
Ontraport
6.1
Lead nurturing
17hats
—
Ontraport
7.9
Lead scoring and grading
17hats
—
Ontraport
4.9
Data quality management
17hats
—
Ontraport
5.4
Automated sales alerts and tasks
17hats
—
Ontraport
6.3
Campaign Management
17hats
—
Ontraport
7.6
Calendaring
17hats
—
Ontraport
6.2
Event/webinar marketing
17hats
—
Ontraport
9.1
Social Media Marketing
17hats
—
Ontraport
7.1
Social sharing and campaigns
17hats
—
Ontraport
7.1
Social profile integration
17hats
—
Ontraport
7.2
Reporting & Analytics
17hats
—
Ontraport
8.2
Dashboards
17hats
—
Ontraport
8.8
Standard reports
17hats
—
Ontraport
6.0
Custom reports
17hats
—
Ontraport
9.8
Platform & Infrastructure
17hats
—
Ontraport
7.8
API
17hats
—
Ontraport
6.1
Role-based workflow & approvals
17hats
—
Ontraport
8.9
Customizability
17hats
—
Ontraport
9.8
Integration with Salesforce.com
17hats
—
Ontraport
7.3
Integration with Microsoft Dynamics CRM
17hats
—
Ontraport
7.3
Integration with SugarCRM
17hats
—
Ontraport
7.3
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Ontraport
- User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
- ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
- Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Chief Media Buyer
10xResponseInformation Technology and Services, 51-200 employees
Cons
17hats
- Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Ontraport
- Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
- Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
- Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
- Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
- Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
- Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
- Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Web & Sales Consultant
One Yellow TreeMarketing and Advertising, 1-10 employees
Likelihood to Renew
17hats
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

Verified User
Manager in Marketing
Education Management Company, 1-10 employeesUsability
17hats
17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Ontraport
Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Sales Manager
Hague Quality Water of Los Osos, CAConsumer Goods, 1-10 employees
Performance
17hats
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 7.7
Based on 4 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Business Partner
The Life Coach SchoolEducation Management, 1-10 employees
Support Rating
17hats
17hats 8.0
Based on 2 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Ontraport
Ontraport 9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

Verified User
Manager in Marketing
Education Management Company, 1-10 employeesIn-Person Training
17hats
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
Director of SEM
National PositionsMarketing and Advertising, 501-1000 employees
Implementation Rating
17hats
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
President
Spearhead Sales & MarketingMarketing and Advertising, 1-10 employees
Alternatives Considered
17hats
No answers on this topic
Ontraport
Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Director Of Operations
Clients In Abundance International Business AcademyMarketing and Advertising, 1-10 employees
Scalability
17hats
No score
No answers yet
No answers on this topic
Ontraport
Ontraport 8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
The Ontraport Expert for Rapid Growth Solopreneurs
Connect With Your ClientMarketing and Advertising, 1-10 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Ontraport
- We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
- We have been able to more effectively target relevant donors that have given more recently.
- ONTRAPORT has consolidated the tracking software that we have used for contact information.
WMU Graduate Ambassador
Western Michigan UniversityNon-Profit Organization Management, 1-10 employees
Screenshots
Pricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- Per Month
Additional Pricing Details
—Ontraport
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Ontraport Editions & Modules
Edition
Pro | $2971 |
---|---|
Basic | $792 |
Plus | $1473 |
Enterprise | $4974 |
- per month (3 Users -- up to 10,000 Contacts)
- per month (1 User -- up to 1,000 contacts)
- per month (2 Users -- up to 2,500 Contacts)
- per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts | $991 |
---|---|
Additional user | $472 |
100,000 extra messages | $993 |
First-class postcards | $13 |
- Other
- Per User per Month
- Other