ActiveCampaign vs Ontraport

• Contact management is robust and reliable, and provides all the capabilities I was looking for.
• Marketing automation takes a little figuring out, but it's easy to learn and easy to use.
• Deals are highly customizable and incredibly easy to use. I love that you can use it to create all kinds of workflows, not just sales pipelines.
• Training videos and webinars are top notch. I've learned a lot from them and always appreciate the email notifications when a new video/webinar is available.

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• 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.

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• I use the ecommerce feature for email template design and there's been a bug where I can't change the colours of the shopping block to match a theme. Which is annoying in of itself and is actually quite critical but beyond that it would be nice if they could either fix it quickly or keep me up to date on the progress of the fix.
• It could be a little bit easier to find pricing online.
• Support isn't online at all times of the day, which is understandable but definitely would be a nice thing to have.

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• 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.

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• ActiveCampaign saved us thousands of dollars over our previous CRM platform.
• We are able to track leads through the sales pipeline, seeing exactly how much our efforts are bringing in.
• We are able to provide better customer service by quickly responding to forms completed on our website no matter the time/day.
• We can run reports to find areas we may be deficient in marketing or sales, and also see our strengths, which is important to our C Suite.
• ActiveCampaign Automations save us a significant amount of time.

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• 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.

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