What users are saying about
2 Ratings
28 Ratings
2 Ratings
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Score 6.5 out of 101
28 Ratings
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Score 8 out of 101

Likelihood to Recommend

Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier profile photo

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.
Charles Kirkland profile photo

Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
Ontraport
Customer data management / contact management
Aptean CRM
7.0
Ontraport
Workflow management
Aptean CRM
5.0
Ontraport
Territory management
Aptean CRM
1.0
Ontraport
Opportunity management
Aptean CRM
7.0
Ontraport
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
Ontraport
Contract management
Aptean CRM
1.0
Ontraport
Quote & order management
Aptean CRM
6.0
Ontraport
Interaction tracking
Aptean CRM
5.0
Ontraport
Channel / partner relationship management
Aptean CRM
2.0
Ontraport

Customer Service & Support

Aptean CRM
6.5
Ontraport
Case management
Aptean CRM
7.0
Ontraport
Call center management
Aptean CRM
6.0
Ontraport

Marketing Automation

Aptean CRM
5.5
Ontraport
Lead management
Aptean CRM
6.0
Ontraport
Email marketing
Aptean CRM
5.0
Ontraport

CRM Project Management

Aptean CRM
2.7
Ontraport
Task management
Aptean CRM
4.0
Ontraport
Billing and invoicing management
Aptean CRM
1.0
Ontraport
Reporting
Aptean CRM
3.0
Ontraport

CRM Reporting & Analytics

Aptean CRM
5.3
Ontraport
Forecasting
Aptean CRM
4.0
Ontraport
Pipeline visualization
Aptean CRM
4.0
Ontraport
Customizable reports
Aptean CRM
8.0
Ontraport

Customization

Aptean CRM
6.5
Ontraport
Custom fields
Aptean CRM
10.0
Ontraport
Custom objects
Aptean CRM
3.0
Ontraport

Security

Aptean CRM
9.0
Ontraport
Single sign-on capability
Aptean CRM
9.0
Ontraport
Role-based user permissions
Aptean CRM
9.0
Ontraport

Email & Online Marketing

Aptean CRM
Ontraport
7.9
WYSIWYG email editor
Aptean CRM
Ontraport
8.5
Dynamic content
Aptean CRM
Ontraport
7.1
Ability to test dynamic content
Aptean CRM
Ontraport
8.3
Landing pages
Aptean CRM
Ontraport
7.1
A/B testing
Aptean CRM
Ontraport
5.5
Mobile optimization
Aptean CRM
Ontraport
7.5
Email deliverability
Aptean CRM
Ontraport
8.5
List management
Aptean CRM
Ontraport
9.1
Triggered drip sequences
Aptean CRM
Ontraport
9.6

Lead Management

Aptean CRM
Ontraport
8.6
Lead nurturing
Aptean CRM
Ontraport
9.1
Lead scoring and grading
Aptean CRM
Ontraport
8.7
Data quality management
Aptean CRM
Ontraport
8.3
Automated sales alerts and tasks
Aptean CRM
Ontraport
8.5

Campaign Management

Aptean CRM
Ontraport
6.9
Calendaring
Aptean CRM
Ontraport
6.2
Event/webinar marketing
Aptean CRM
Ontraport
7.6

Social Media Marketing

Aptean CRM
Ontraport
7.1
Social sharing and campaigns
Aptean CRM
Ontraport
7.1
Social profile integration
Aptean CRM
Ontraport
7.2

Reporting & Analytics

Aptean CRM
Ontraport
8.5
Dashboards
Aptean CRM
Ontraport
8.1
Standard reports
Aptean CRM
Ontraport
8.3
Custom reports
Aptean CRM
Ontraport
9.2

Platform & Infrastructure

Aptean CRM
Ontraport
7.9
API
Aptean CRM
Ontraport
9.1
Role-based workflow & approvals
Aptean CRM
Ontraport
8.0
Customizability
Aptean CRM
Ontraport
8.7
Integration with Salesforce.com
Aptean CRM
Ontraport
7.3
Integration with Microsoft Dynamics CRM
Aptean CRM
Ontraport
7.3
Integration with SugarCRM
Aptean CRM
Ontraport
7.3

Pros

Aptean CRM

  • Simple: it isn't too convoluted with too many features
  • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
  • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
Craig Cormier profile photo

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.
Jeremy Estes profile photo

Cons

Aptean CRM

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier profile photo

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.
Andrew Muller profile photo

Likelihood to Renew

Aptean CRM

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.
No photo available

Usability

Aptean CRM

No score
No answers yet
No answers on this topic

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.
Eric Foronjy profile photo

Performance

Aptean CRM

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.
Chris Castillo profile photo

Support

Aptean CRM

No score
No answers yet
No answers on this topic

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.
No photo available

In-Person Training

Aptean CRM

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.
David Jaeger profile photo

Implementation

Aptean CRM

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
Chad Root profile photo

Alternatives Considered

Aptean CRM

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Craig Cormier profile photo

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!
Matthew Watts profile photo

Scalability

Aptean CRM

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.
Jen Levitz profile photo

Return on Investment

Aptean CRM

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo

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.
Kalyn Hoffman profile photo

Pricing Details

Aptean CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Aptean CRM Editions & Modules

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
  1. per month (3 Users -- up to 10,000 Contacts)
  2. per month (1 User -- up to 1,000 contacts)
  3. per month (2 Users -- up to 2,500 Contacts)
  4. 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
  1. Other
  2. Per User per Month
  3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."

Rating Summary

Likelihood to Recommend

Aptean CRM
6.0
Ontraport
8.1

Likelihood to Renew

Aptean CRM
Ontraport
9.1

Usability

Aptean CRM
Ontraport
7.8

Performance

Aptean CRM
Ontraport
7.7

Support

Aptean CRM
Ontraport
9.0

In-Person Training

Aptean CRM
Ontraport
9.1

Implementation

Aptean CRM
Ontraport
9.1

Scalability

Aptean CRM
Ontraport
8.2

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