NMI Merchant Central vs. Ontraport

It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.

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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.

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• the new clients can be onboarded within minutes and this stands out among other competitive applications
• has ROI calculator within the website making it hassle free
• Shows up risk flags of clients with special monitorX

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• 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.

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• Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
• Workflow customization is not easy for all users and can require some coding skills on the back end.
• Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.

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• 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.

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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.

It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.

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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.

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.

It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.

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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.

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

If you know your business, ONTRAPORT is easy

The one thing I loved about the agreement express over AuditGenius was the organization of loans to be audited, it is very organised as per the client and his portfolio and shows up flags while the AuditGenius has the list and seems very odd. But also in customer usage, I found many of my business partners using agreement express for the quick onboarding and also for ROI which indeed gave me a strong feeling about the application.

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Independently Invited by TrustRadius

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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.

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.

• The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
• The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
• Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.