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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Keap

    Score6.2 out of 10
    N/AKeap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

    $199

    per month

    Ontraport

    Score7.5 out of 10
    N/AONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.

    $29

    per month

    Podio

    Score8.8 out of 10
    N/APodio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.

    $14

    per month per user

    Pricing
    KeapOntraportPodio
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    No answers on this topic
    Plus
    $14
    per month per user
    Premium
    $24
    per month per user
    Offerings
    Pricing Offerings
    KeapOntraportPodio
    Free Trial
    YesYesNo
    Free/Freemium Version
    NoNoYes
    Premium Consulting/Integration Services
    YesYesNo
    Entry-level Setup FeeOptionalOptionalNo setup fee
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.Ontraport offers a variety of plans to choose from based on the features needed. Pricing adjusts with the number of contacts in the database and users in the account. Monthly or annual plans are available, 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 the account quickly. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.A discount is available for annual pricing.
    More Pricing Information
    Community Pulse
    KeapOntraportPodio
    Considered Multiple Products
    Thryv
    Chose Keap
    Keap is definitely the strong leader in this space. As a Keap Certified Partner, our company has implemented Keap for over 500 customers. On occasion, customers come to use other tools such as Ontraport or ActiveCampaign. In all cases, they've been ecstatic with the benefits …
    Incentivized
    Chose Keap
    Infusionsoft is much better than Ontraport, even though they play in the same space. The search and segmenting tools are far superior.

    For clients that don't need shopping cart functionality, I recommend Drip since it can do the same marketing automation as Infusionsoft, for …
    Incentivized
    Chose Keap
    The only one that even comes close would be ONTRAPORT, as none of the others do everything in terms of CRM, e-commerce, affiliate, autoresponder, etc. I chose Infusionsoft since I already knew and trusted them through use with another business.
    Incentivized
    Chose Keap
    AWeber is more of an email newsletter system, so all of the true CRM functions in infusionsoft far exceed what it offers. ONTRAPORT is very similar in many way to infusionsoft and I think I like Infusionsoft better in part because I am more familiar with it and find it easier …
    Incentivized
    Chose Keap
    First off the campaign builder has no equal, the price is competitive, and the Keap community is a phenomenal resource to learn new things.
    Incentivized
    Chose Keap
    The simplicity that comes with Keap is unbeatable. The amount of times that a campaign has to be done in Keap specifically because of the features that are available - such as easy HTTP Posts, and Merge Fields options - is too many to count. The other platforms are great, but …
    Incentivized
    Chose Keap
    Most any sales and marketing automation platform you use will create a positive ROI for you IF you'll use it. So you have to look at the user experience, support, ecosystem, certified partner community, user community, development, third-party integrations, API, and licensing …
    Incentivized
    Chose Keap
    I recommend Infusionsoft for it gives quality content for tasks and emails that needed to be done. By doing campaigns, it helps us to manage time and properly follow up to our clients without forgetting the next step. It shows activity more in the system and gives us updates …
    Incentivized
    Chose Keap
    Infusionsoft provides more features than either of these other solutions. Because it provides it's own CRM and E-Commerce features, it is more comprehensive in what it provides. These other solutions are solid in different areas where they provide similar features. For example, …
    Incentivized
    Chose Keap
    1ShoppingCart
    AWeber- better 360 degree customer view with keap, better segmentation
    OfficeAutoPilot
    Ontraport
    Chose Ontraport
    They are all different. HubSpot is great but doesn't have the checkout and sales tools. Active Campaign Rocks, but it doesn't have sales and checkouts. Infusionsoft has everything like Ontraport but the support is not where it should be and you have to invest in 3rd party addon …
    Incentivized
    Chose Ontraport
    I think ONTRAPORT is a decent platform for smaller companies to grow into. It's not as complex as Infusionsoft, and I do feel like you'll use more of it than you would Infusionsoft as a business owner and marketer. I probably wouldn't recommend it to a startup, though because …
    Incentivized
    Chose Ontraport
    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.
    Incentivized
    Chose Ontraport
    I chose Ontraport over Infusionsoft because I believe it is just as powerful but less confusing.
    Incentivized
    Chose 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 …
    Chose Ontraport
    Infusionsoft - I chose ONTRAPORT over Infusionsoft because I could make it match up to my clients processes easier. I value the flexibility. On the flip side, Infusionsoft has some eCommerce integration and pre-configured solutions that are appealing.

    VTrenz, Marketo, Silverpop …
    Chose Ontraport
    I really liked the robust features presented in a way that made sense to me. I needed a higher level system that I could understand how to use with little or no ramp-up time.
    Chose Ontraport
    ONTRAPORT was 1000% superior to customer.io - I feel CI was made by techie people who never learned online marketing. I didn't use Infusionsoft long enough to really see which is better.
    Incentivized
    Progress ShareFile
    Chose Podio
    I used Keap for about 5 months and after spending dozens of hours and thousands of dollars, found it did not do what I needed (invoicing was a problem). I am currently using Zoho One for business and like that it has a lot of features I need at a price that is less that if I …
    Incentivized
    Chose Podio
    • Ability to get apps of the market place
    • Ability to build customised apps
    • Less than 5 users free
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    No answers on this topic
    89%
    Would buy again
    8 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    No answers on this topic
    86%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    No answers on this topic
    89%
    Happy with the feature set
    8 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    No answers on this topic
    86%
    Lived up to sales and marketing promises
    6 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    No answers on this topic
    75%
    Implementation went as expected
    6 Answers
    Features
    KeapOntraportPodio
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Ontraport and Podio
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Ontraport
    -
    Ratings
    Podio
    -
    Ratings
    Task management8.820 Ratings00 Ratings00 Ratings
    Billing and invoicing management7.416 Ratings00 Ratings00 Ratings
    Reporting7.127 Ratings00 Ratings00 Ratings
    Automated CRM activity logging6.41 Ratings00 Ratings00 Ratings
    Sales pipeline management9.11 Ratings00 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Keap and Ontraport and Podio
    Feature
    Keap
    5.9
    152 Ratings
    28% below category average
    Ontraport
    9.0
    17 Ratings
    15% above category average
    Podio
    -
    Ratings
    WYSIWYG email editor9.050 Ratings8.216 Ratings00 Ratings
    Dynamic content8.947 Ratings10.014 Ratings00 Ratings
    Landing pages4.0136 Ratings10.016 Ratings00 Ratings
    A/B testing6.410 Ratings9.912 Ratings00 Ratings
    Mobile optimization4.5126 Ratings8.410 Ratings00 Ratings
    Email deliverability reporting4.5151 Ratings6.016 Ratings00 Ratings
    List management4.5149 Ratings10.016 Ratings00 Ratings
    Triggered drip sequences9.049 Ratings9.813 Ratings00 Ratings
    Ability to test dynamic content00 Ratings8.37 Ratings00 Ratings
    Lead Management
    Comparison of Lead Management features of Keap and Ontraport and Podio
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Ontraport
    5.5
    17 Ratings
    36% below category average
    Podio
    -
    Ratings
    Lead nurturing automation5.0148 Ratings7.115 Ratings00 Ratings
    Lead scoring and grading4.0130 Ratings2.413 Ratings00 Ratings
    Data quality management4.5131 Ratings2.614 Ratings00 Ratings
    Automated sales alerts and tasks5.0140 Ratings10.016 Ratings00 Ratings
    Automated follow-ups9.11 Ratings00 Ratings00 Ratings
    Campaign Management
    Comparison of Campaign Management features of Keap and Ontraport and Podio
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Ontraport
    7.7
    8 Ratings
    2% above category average
    Podio
    -
    Ratings
    Calendaring9.089 Ratings6.25 Ratings00 Ratings
    Event/webinar marketing00 Ratings9.38 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Ontraport and Podio
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Ontraport
    9.3
    16 Ratings
    21% above category average
    Podio
    -
    Ratings
    Dashboards7.255 Ratings10.015 Ratings00 Ratings
    Standard reports4.0146 Ratings8.012 Ratings00 Ratings
    Custom reports8.0137 Ratings10.010 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Keap and Ontraport and Podio
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Ontraport
    7.3
    15 Ratings
    4% below category average
    Podio
    -
    Ratings
    API8.0127 Ratings3.011 Ratings00 Ratings
    Role-based workflow & approvals4.5110 Ratings9.09 Ratings00 Ratings
    Customizability5.0140 Ratings10.013 Ratings00 Ratings
    Third-party software integrations7.31 Ratings00 Ratings00 Ratings
    Mobile app for sales & marketing automation5.51 Ratings00 Ratings00 Ratings
    Integration with Salesforce.com00 Ratings7.31 Ratings00 Ratings
    Integration with Microsoft Dynamics CRM00 Ratings7.31 Ratings00 Ratings
    Integration with SugarCRM00 Ratings7.31 Ratings00 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Keap and Ontraport and Podio
    Feature
    Keap
    -
    Ratings
    Ontraport
    7.1
    4 Ratings
    6% below category average
    Podio
    -
    Ratings
    Social sharing and campaigns00 Ratings7.13 Ratings00 Ratings
    Social profile integration00 Ratings7.24 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Keap and Ontraport and Podio
    Feature
    Keap
    -
    Ratings
    Ontraport
    -
    Ratings
    Podio
    7.7
    28 Ratings
    0% above category average
    Task Management00 Ratings00 Ratings8.026 Ratings
    Resource Management00 Ratings00 Ratings9.522 Ratings
    Gantt Charts00 Ratings00 Ratings2.09 Ratings
    Scheduling00 Ratings00 Ratings6.523 Ratings
    Workflow Automation00 Ratings00 Ratings10.026 Ratings
    Team Collaboration00 Ratings00 Ratings7.528 Ratings
    Support for Agile Methodology00 Ratings00 Ratings9.016 Ratings
    Support for Waterfall Methodology00 Ratings00 Ratings9.012 Ratings
    Document Management00 Ratings00 Ratings8.524 Ratings
    Email integration00 Ratings00 Ratings6.022 Ratings
    Mobile Access00 Ratings00 Ratings6.523 Ratings
    Timesheet Tracking00 Ratings00 Ratings7.014 Ratings
    Change request and Case Management00 Ratings00 Ratings9.019 Ratings
    Budget and Expense Management00 Ratings00 Ratings9.017 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Keap and Ontraport and Podio
    Feature
    Keap
    -
    Ratings
    Ontraport
    -
    Ratings
    Podio
    6.3
    14 Ratings
    20% below category average
    Quotes/estimates00 Ratings00 Ratings6.010 Ratings
    Invoicing00 Ratings00 Ratings6.010 Ratings
    Project & financial reporting00 Ratings00 Ratings8.010 Ratings
    Integration with accounting software00 Ratings00 Ratings5.07 Ratings
    Best Alternatives
    KeapOntraportPodio
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Vbout
    Score9.9 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    No answers on this topic
    Bloomreach
    Score9.2 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    Iterable
    Score8.2 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternativesView all alternatives
    User Ratings
    KeapOntraportPodio
    Likelihood to Recommend
    5.3
    (210 ratings)
    10.0
    (20 ratings)
    2.7
    (42 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    9.1
    (8 ratings)
    9.1
    (17 ratings)
    Usability
    5.2
    (28 ratings)
    7.8
    (3 ratings)
    8.0
    (3 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    8.0
    (4 ratings)
    Performance
    9.1
    (6 ratings)
    7.7
    (4 ratings)
    8.0
    (2 ratings)
    Support Rating
    9.0
    (26 ratings)
    9.0
    (3 ratings)
    7.2
    (6 ratings)
    In-Person Training
    9.1
    (6 ratings)
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    9.1
    (2 ratings)
    7.0
    (1 ratings)
    Configurability
    2.0
    (1 ratings)
    -
    (0 ratings)
    7.0
    (1 ratings)
    Ease of integration
    1.0
    (1 ratings)
    -
    (0 ratings)
    8.0
    (1 ratings)
    Product Scalability
    9.1
    (3 ratings)
    8.2
    (1 ratings)
    10.0
    (2 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    7.0
    (1 ratings)
    User Testimonials
    KeapOntraportPodio
    Likelihood to Recommend
    Thryv
    Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
    Incentivized
    Read full review
    Ontraport
    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.
    Incentivized
    Read full review
    Progress ShareFile
    [Citrix Podios's] customer support is very quick and they provide you an option to convert your
    project into small tasks so that you can better assist your team and extract
    maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
    Incentivized
    Read full review
    Pros
    Thryv
    • Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
    • Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
    • Updates: Keap is constantly providing more and better solutions!
    Incentivized
    Read full review
    Ontraport
    • 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.
    Incentivized
    Read full review
    Progress ShareFile
    • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
    • Platform is very easy to learn and adopt--it's intuitive.
    • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
    • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
    • Very useful for information sharing when staff members are in different regions or places.
    Incentivized
    Read full review
    Cons
    Thryv
    • More articles and videos on how to use the various functions of Keap
    • Having representatives designated to certain regions or companies for a point of contact when help is needed
    • More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
    Read full review
    Ontraport
    • 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.
    Incentivized
    Read full review
    Progress ShareFile
    • More filter options for calendars.
    • Customizable views for Relation fields.
    • Full featured Podio mobile App for iPad.
    • A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
    Incentivized
    Read full review
    Likelihood to Renew
    Thryv
    We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
    Read full review
    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
    Progress ShareFile
    Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
    Read full review
    Usability
    Thryv
    You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.
    Incentivized
    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
    Progress ShareFile
    It takes a while to understand how to wield the power of 'relationship' fields and unlocking the flow of data across Podio apps and workspaces. Once the lightbulb comes on, the options and builds are effortless and limitless. Because of the unrestrained customization, you truly start with a blank slate and must endure a potentially frustrating learning curve to crack to (no)code. But once you get it, all the power is readily at your fingertips.
    Incentivized
    Read full review
    Reliability and Availability
    Thryv
    There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
    Read full review
    Ontraport
    No answers on this topic
    Progress ShareFile
    I have not experienced any down time
    Read full review
    Performance
    Thryv
    OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
    Read full review
    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
    Progress ShareFile
    It works all the time and if I have a question, support get back to me ASAP
    Read full review
    Support Rating
    Thryv
    Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.
    Incentivized
    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
    Progress ShareFile
    Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
    Incentivized
    Read full review
    In-Person Training
    Thryv
    I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.
    Incentivized
    Read full review
    Ontraport
    I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
    Read full review
    Progress ShareFile
    No answers on this topic
    Online Training
    Thryv
    The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.
    Read full review
    Ontraport
    No answers on this topic
    Progress ShareFile
    No answers on this topic
    Implementation Rating
    Thryv
    Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
    Read full review
    Ontraport
    If you know your business, ONTRAPORT is easy
    Read full review
    Progress ShareFile
    Could of got more help sooner and mapped out structure after the 1st month. Future planning
    Read full review
    Alternatives Considered
    Thryv
    Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.
    Incentivized
    Read full review
    Ontraport
    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
    Progress ShareFile
    I have not yet found a permanent solution that meets all of our needs. We continue to use different tools across our different departments, and none of our tools really communicate with one another to our satisfaction. We remain optimistic, however, that a company will emerge that embraces an abstract, highly customizable interface and also provides exceptional customer service with an open-minded development team that does not simply say no to everything by default.
    Read full review
    Scalability
    Thryv
    You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.
    Read full review
    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
    Progress ShareFile
    As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
    Read full review
    Return on Investment
    Thryv
    • Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
    • We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
    • List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.
    Incentivized
    Read full review
    Ontraport
    • 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.
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    Progress ShareFile
    • Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
    • Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
    • Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
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