Likelihood to Recommend It was a great fit while we were a smaller company with simple tasks and jobs. As we grew we realized we needed more from our CRM.
Read full review Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.
Read full review Pros Training new customers on how to use Adjustable interface Easy to use Works with Quickbooks You can create work orders and invoices through JobNimbus Read full review Dashboards for our daily stats. The email follows up and broadcasts are simple and easy. Sales and marketing can now see the impact they have working together. Nobody can point finger anymore. They have the best customer support. I can't tell you how many times they have walked me through the problems that I created. Amazing email inboxing. Read full review Cons We couldn't adjust what certain things were called (ie what we called "work order" internally were called "job estimates" on JobNimbus) The price went up from when we first started using It lacked in project management options as our company grew in size It wasn't simple to lower the user count; the subscription needed to be changed. Read full review Wish they had more options for their forms. Would really like to use multi-step forms. A lot of times their forms load slowly on the website. Would like to see them speed up their services. Their broadcasting options are legacy. There are better options out there for sending broadcast messages. Read full review Likelihood to Renew We enjoyed JobNimbus while we were a smaller company and our projects didn't have many needs. We've moved on to a larger CRM that can assist and support our team fully.
Read full review 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 It was simple to use and learn for a semi-tech savvy user
Read full review 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 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 Everyone was very helpful when we contacted support
Read full review 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 I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
Read full review Implementation Rating We had two people, myself included, learn everything we could during the setup of our initial interface setup. We became the "masters" of the software so other employees had someone to go to internally with any issues or questions.
Read full review If you know your business, ONTRAPORT is easy
Read full review Alternatives Considered We spent 2.5 years with JobNimbus until we got too big for the app. Though it is very customizable, our growing company needed more and decided to move to
monday.com .
Read full review Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.
Read full review Scalability 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 The Ontraport Expert for Rapid Growth Solopreneurs
Read full review Return on Investment JobNimbus did a great job helping us stay organized It gave a great "big Picture" view of our projects It integrated well with other apps we used Read full review We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly. Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year. Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience. Read full review ScreenShots