What users are saying about
24 Ratings
36 Ratings
24 Ratings
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Score 8.6 out of 100
36 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.6 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

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 | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
Ontraport
Customer data management / contact management
Close
7.9
Ontraport
Workflow management
Close
8.2
Ontraport
Territory management
Close
8.0
Ontraport
Opportunity management
Close
8.4
Ontraport
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
Ontraport
Contract management
Close
10.0
Ontraport
Interaction tracking
Close
7.5
Ontraport
Channel / partner relationship management
Close
9.7
Ontraport

Customer Service & Support

Close
9.2
Ontraport
Case management
Close
8.0
Ontraport
Call center management
Close
9.7
Ontraport
Help desk management
Close
10.0
Ontraport

Marketing Automation

Close
8.9
Ontraport
Lead management
Close
7.7
Ontraport
Email marketing
Close
10.0
Ontraport

CRM Project Management

Close
7.4
Ontraport
Task management
Close
5.5
Ontraport
Billing and invoicing management
Close
10.0
Ontraport
Reporting
Close
6.7
Ontraport

CRM Reporting & Analytics

Close
9.3
Ontraport
Forecasting
Close
10.0
Ontraport
Pipeline visualization
Close
8.0
Ontraport
Customizable reports
Close
10.0
Ontraport

Customization

Close
8.0
Ontraport
Custom fields
Close
8.0
Ontraport
Custom objects
Close
10.0
Ontraport
Scripting environment
Close
8.0
Ontraport
API for custom integration
Close
6.0
Ontraport

Security

Close
7.8
Ontraport
Single sign-on capability
Close
8.0
Ontraport
Role-based user permissions
Close
7.5
Ontraport

Social CRM

Close
10.0
Ontraport
Social data
Close
10.0
Ontraport
Social engagement
Close
10.0
Ontraport

Integrations with 3rd-party Software

Close
7.0
Ontraport
Marketing automation
Close
7.0
Ontraport

Platform

Close
10.0
Ontraport
Mobile access
Close
10.0
Ontraport

Email & Online Marketing

Close
Ontraport
8.1
WYSIWYG email editor
Close
Ontraport
8.4
Dynamic content
Close
Ontraport
9.9
Ability to test dynamic content
Close
Ontraport
8.3
Landing pages
Close
Ontraport
7.9
A/B testing
Close
Ontraport
9.9
Mobile optimization
Close
Ontraport
8.4
Email deliverability reporting
Close
Ontraport
5.9
List management
Close
Ontraport
4.4
Triggered drip sequences
Close
Ontraport
9.8

Lead Management

Close
Ontraport
4.9
Lead nurturing
Close
Ontraport
7.2
Lead scoring and grading
Close
Ontraport
3.3
Data quality management
Close
Ontraport
3.7
Automated sales alerts and tasks
Close
Ontraport
5.3

Campaign Management

Close
Ontraport
7.7
Calendaring
Close
Ontraport
6.2
Event/webinar marketing
Close
Ontraport
9.3

Social Media Marketing

Close
Ontraport
7.1
Social sharing and campaigns
Close
Ontraport
7.1
Social profile integration
Close
Ontraport
7.2

Reporting & Analytics

Close
Ontraport
7.8
Dashboards
Close
Ontraport
9.0
Standard reports
Close
Ontraport
4.4
Custom reports
Close
Ontraport
9.9

Platform & Infrastructure

Close
Ontraport
7.5
API
Close
Ontraport
4.4
Role-based workflow & approvals
Close
Ontraport
9.0
Customizability
Close
Ontraport
10.0
Integration with Salesforce.com
Close
Ontraport
7.3
Integration with Microsoft Dynamics CRM
Close
Ontraport
7.3
Integration with SugarCRM
Close
Ontraport
7.3

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

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 | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

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 | TrustRadius Reviewer

Likelihood to Renew

Close

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.
Anonymous | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

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 | TrustRadius Reviewer

Performance

Close

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 7.7
Based on 8 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 | TrustRadius Reviewer

Support Rating

Close

Close 7.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Ontraport

Ontraport 9.0
Based on 6 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.
Anonymous | TrustRadius Reviewer

In-Person Training

Close

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 | TrustRadius Reviewer

Implementation Rating

Close

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 4 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

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.
Jason Vance | TrustRadius Reviewer

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 | TrustRadius Reviewer

Scalability

Close

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 | TrustRadius Reviewer

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

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 | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

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$99
Additional user$47
100,000 extra messages$99
First-class postcards$1
  1. none
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

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