What users are saying about
38 Ratings
38 Ratings
38 Ratings
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Score 8.3 out of 100
38 Ratings
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Score 8.7 out of 100

Feature Set Ratings

    Sales Force Automation

    8.9

    Close

    89%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    8.3
    83%
    8 Ratings
    N/A
    0 Ratings

    Workflow management

    7.9
    79%
    8 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    9.4
    94%
    6 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.4
    94%
    8 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.2
    82%
    8 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Close

    87%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    8.0
    80%
    5 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.1

    Close

    91%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    8.8
    88%
    6 Ratings
    N/A
    0 Ratings

    Email marketing

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.1

    Close

    81%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    8.1
    81%
    5 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    6.3
    63%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    Close

    80%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Customizable reports

    5.5
    55%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.5

    Close

    85%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    9.2
    92%
    7 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    6.8
    68%
    7 Ratings
    N/A
    0 Ratings

    Security

    8.2

    Close

    82%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    4 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    Ontraport

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Email & Online Marketing

    Close

    Feature Set Not Supported
    N/A
    7.8

    Ontraport

    78%
    Ontraport ranks higher in 9/9 features

    WYSIWYG email editor

    N/A
    0 Ratings
    8.2
    82%
    16 Ratings

    Dynamic content

    N/A
    0 Ratings
    10.0
    100%
    13 Ratings

    Ability to test dynamic content

    N/A
    0 Ratings
    8.3
    83%
    7 Ratings

    Landing pages

    N/A
    0 Ratings
    7.9
    79%
    15 Ratings

    A/B testing

    N/A
    0 Ratings
    9.9
    99%
    12 Ratings

    Mobile optimization

    N/A
    0 Ratings
    8.4
    84%
    10 Ratings

    Email deliverability reporting

    N/A
    0 Ratings
    4.4
    44%
    29 Ratings

    List management

    N/A
    0 Ratings
    3.1
    31%
    15 Ratings

    Triggered drip sequences

    N/A
    0 Ratings
    9.8
    98%
    13 Ratings

    Lead Management

    Close

    Feature Set Not Supported
    N/A
    4.3

    Ontraport

    43%
    Ontraport ranks higher in 4/4 features

    Lead nurturing

    N/A
    0 Ratings
    7.1
    71%
    15 Ratings

    Lead scoring and grading

    N/A
    0 Ratings
    2.4
    24%
    13 Ratings

    Data quality management

    N/A
    0 Ratings
    2.6
    26%
    14 Ratings

    Automated sales alerts and tasks

    N/A
    0 Ratings
    5.2
    52%
    15 Ratings

    Campaign Management

    Close

    Feature Set Not Supported
    N/A
    7.7

    Ontraport

    77%
    Ontraport ranks higher in 2/2 features

    Calendaring

    N/A
    0 Ratings
    6.2
    62%
    5 Ratings

    Event/webinar marketing

    N/A
    0 Ratings
    9.3
    93%
    8 Ratings

    Social Media Marketing

    Close

    Feature Set Not Supported
    N/A
    7.1

    Ontraport

    71%
    Ontraport ranks higher in 2/2 features

    Social sharing and campaigns

    N/A
    0 Ratings
    7.1
    71%
    3 Ratings

    Social profile integration

    N/A
    0 Ratings
    7.2
    72%
    4 Ratings

    Reporting & Analytics

    Close

    Feature Set Not Supported
    N/A
    7.3

    Ontraport

    73%
    Ontraport ranks higher in 3/3 features

    Dashboards

    N/A
    0 Ratings
    9.0
    90%
    14 Ratings

    Standard reports

    N/A
    0 Ratings
    3.1
    31%
    11 Ratings

    Custom reports

    N/A
    0 Ratings
    10.0
    100%
    9 Ratings

    Platform & Infrastructure

    Close

    Feature Set Not Supported
    N/A
    7.3

    Ontraport

    73%
    Ontraport ranks higher in 6/6 features

    API

    N/A
    0 Ratings
    3.1
    31%
    11 Ratings

    Role-based workflow & approvals

    N/A
    0 Ratings
    9.0
    90%
    9 Ratings

    Customizability

    N/A
    0 Ratings
    10.0
    100%
    12 Ratings

    Integration with Salesforce.com

    N/A
    0 Ratings
    7.3
    73%
    1 Rating

    Integration with Microsoft Dynamics CRM

    N/A
    0 Ratings
    7.3
    73%
    1 Rating

    Integration with SugarCRM

    N/A
    0 Ratings
    7.3
    73%
    1 Rating

    Attribute Ratings

    • Close is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    9.4

    Close

    94%
    8 Ratings
    3.1

    Ontraport

    31%
    19 Ratings

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    9.1

    Ontraport

    91%
    8 Ratings

    Usability

    8.8

    Close

    88%
    3 Ratings
    7.8

    Ontraport

    78%
    3 Ratings

    Performance

    Close

    N/A
    0 Ratings
    7.7

    Ontraport

    77%
    8 Ratings

    Support Rating

    9.2

    Close

    92%
    3 Ratings
    9.0

    Ontraport

    90%
    6 Ratings

    In-Person Training

    Close

    N/A
    0 Ratings
    9.1

    Ontraport

    91%
    1 Rating

    Implementation Rating

    Close

    N/A
    0 Ratings
    9.1

    Ontraport

    91%
    4 Ratings

    Product Scalability

    Close

    N/A
    0 Ratings
    8.2

    Ontraport

    82%
    1 Rating

    Likelihood to Recommend

    Close

    Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
    Read full review

    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.
    Read full review

    Pros

    Close

    • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
    • Email sync. Syncs in real time with your email account, which is huge.
    • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
    Read full review

    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.
    Read full review

    Cons

    Close

    • Make it so one can set the time at which the emails go out.
    • Make it easier to set up my workflow.
    Read full review

    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.
    Read full review

    Pricing Details

    Close

    Starting Price

    $29 per user, monthly

    Editions & Modules

    Close editions and modules pricing
    EditionModules
    Starter291
    Basic692
    Professional993
    Business1494

    Footnotes

    1. per user, monthly
    2. per user, monthly
    3. per user, monthly
    4. per user, monthly

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    15% discount on annual pricing in addition to the month-to-month prices listed here.

    Ontraport

    Starting Price

    $29 per month

    Editions & Modules

    Ontraport editions and modules pricing
    EditionModules
    100,000 extra contacts$991
    Additional user$472
    100,000 extra messages$993
    First-class postcards$14

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Ontraport offers a variety of plans to choose from based on the features you need. Pricing adjusts with the number of contacts in your database and users in your account. You can choose a monthly or annual plan, and all plans start with a 14-day free trial. Ontraport offers a Done-With-You Setup and Training Package for getting set up in your account quickly and easily. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.

    Likelihood to Renew

    Close

    No answers on this topic

    Ontraport

    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.
    Read full review

    Usability

    Close

    It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
    Read full review

    Ontraport

    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.
    Read full review

    Performance

    Close

    No answers on this topic

    Ontraport

    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.
    Read full review

    Support Rating

    Close

    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Read full review

    Ontraport

    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.
    Read full review

    In-Person Training

    Close

    No answers on this topic

    Ontraport

    I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
    Read full review

    Implementation Rating

    Close

    No answers on this topic

    Ontraport

    If you know your business, ONTRAPORT is easy
    Read full review

    Alternatives Considered

    Close

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Read full review

    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!
    Read full review

    Scalability

    Close

    No answers on this topic

    Ontraport

    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.
    Read full review

    Return on Investment

    Close

    • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
    Read full review

    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.
    Read full review

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