What users are saying about
33 Ratings
33 Ratings
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Score 7.1 out of 100
195 Ratings
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Score 7.4 out of 100

Likelihood to Recommend

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

Sugar Sell (SugarCRM)

If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Ontraport
8.2
Sugar Sell (SugarCRM)
WYSIWYG email editor
Ontraport
8.6
Sugar Sell (SugarCRM)
Dynamic content
Ontraport
8.9
Sugar Sell (SugarCRM)
Ability to test dynamic content
Ontraport
8.3
Sugar Sell (SugarCRM)
Landing pages
Ontraport
7.3
Sugar Sell (SugarCRM)
A/B testing
Ontraport
8.7
Sugar Sell (SugarCRM)
Mobile optimization
Ontraport
8.0
Sugar Sell (SugarCRM)
Email deliverability reporting
Ontraport
6.9
Sugar Sell (SugarCRM)
List management
Ontraport
7.1
Sugar Sell (SugarCRM)
Triggered drip sequences
Ontraport
9.7
Sugar Sell (SugarCRM)

Lead Management

Ontraport
6.8
Sugar Sell (SugarCRM)
Lead nurturing
Ontraport
8.4
Sugar Sell (SugarCRM)
Lead scoring and grading
Ontraport
5.6
Sugar Sell (SugarCRM)
Data quality management
Ontraport
6.2
Sugar Sell (SugarCRM)
Automated sales alerts and tasks
Ontraport
7.1
Sugar Sell (SugarCRM)

Campaign Management

Ontraport
7.5
Sugar Sell (SugarCRM)
Calendaring
Ontraport
6.2
Sugar Sell (SugarCRM)
Event/webinar marketing
Ontraport
8.7
Sugar Sell (SugarCRM)

Social Media Marketing

Ontraport
7.1
Sugar Sell (SugarCRM)
Social sharing and campaigns
Ontraport
7.1
Sugar Sell (SugarCRM)
Social profile integration
Ontraport
7.2
Sugar Sell (SugarCRM)

Reporting & Analytics

Ontraport
8.3
Sugar Sell (SugarCRM)
Dashboards
Ontraport
8.7
Sugar Sell (SugarCRM)
Standard reports
Ontraport
6.6
Sugar Sell (SugarCRM)
Custom reports
Ontraport
9.6
Sugar Sell (SugarCRM)

Platform & Infrastructure

Ontraport
7.8
Sugar Sell (SugarCRM)
API
Ontraport
6.7
Sugar Sell (SugarCRM)
Role-based workflow & approvals
Ontraport
8.8
Sugar Sell (SugarCRM)
Customizability
Ontraport
9.5
Sugar Sell (SugarCRM)
Integration with Salesforce.com
Ontraport
7.3
Sugar Sell (SugarCRM)
Integration with Microsoft Dynamics CRM
Ontraport
7.3
Sugar Sell (SugarCRM)
Integration with SugarCRM
Ontraport
7.3
Sugar Sell (SugarCRM)

Sales Force Automation

Ontraport
Sugar Sell (SugarCRM)
7.6
Customer data management / contact management
Ontraport
Sugar Sell (SugarCRM)
7.8
Workflow management
Ontraport
Sugar Sell (SugarCRM)
7.9
Territory management
Ontraport
Sugar Sell (SugarCRM)
7.6
Opportunity management
Ontraport
Sugar Sell (SugarCRM)
8.4
Integration with email client (e.g., Outlook or Gmail)
Ontraport
Sugar Sell (SugarCRM)
7.3
Contract management
Ontraport
Sugar Sell (SugarCRM)
6.8
Quote & order management
Ontraport
Sugar Sell (SugarCRM)
7.8
Interaction tracking
Ontraport
Sugar Sell (SugarCRM)
7.0
Channel / partner relationship management
Ontraport
Sugar Sell (SugarCRM)
7.7

Customer Service & Support

Ontraport
Sugar Sell (SugarCRM)
7.1
Case management
Ontraport
Sugar Sell (SugarCRM)
6.3
Call center management
Ontraport
Sugar Sell (SugarCRM)
7.9
Help desk management
Ontraport
Sugar Sell (SugarCRM)
7.2

Marketing Automation

Ontraport
Sugar Sell (SugarCRM)
7.5
Lead management
Ontraport
Sugar Sell (SugarCRM)
8.2
Email marketing
Ontraport
Sugar Sell (SugarCRM)
6.7

CRM Project Management

Ontraport
Sugar Sell (SugarCRM)
7.6
Task management
Ontraport
Sugar Sell (SugarCRM)
7.9
Billing and invoicing management
Ontraport
Sugar Sell (SugarCRM)
7.1
Reporting
Ontraport
Sugar Sell (SugarCRM)
7.6

CRM Reporting & Analytics

Ontraport
Sugar Sell (SugarCRM)
7.9
Forecasting
Ontraport
Sugar Sell (SugarCRM)
8.3
Pipeline visualization
Ontraport
Sugar Sell (SugarCRM)
7.4
Customizable reports
Ontraport
Sugar Sell (SugarCRM)
8.1

Customization

Ontraport
Sugar Sell (SugarCRM)
7.9
Custom fields
Ontraport
Sugar Sell (SugarCRM)
8.4
Custom objects
Ontraport
Sugar Sell (SugarCRM)
7.5
Scripting environment
Ontraport
Sugar Sell (SugarCRM)
7.7
API for custom integration
Ontraport
Sugar Sell (SugarCRM)
7.9

Security

Ontraport
Sugar Sell (SugarCRM)
8.8
Single sign-on capability
Ontraport
Sugar Sell (SugarCRM)
8.6
Role-based user permissions
Ontraport
Sugar Sell (SugarCRM)
8.9

Social CRM

Ontraport
Sugar Sell (SugarCRM)
8.8
Social data
Ontraport
Sugar Sell (SugarCRM)
8.8
Social engagement
Ontraport
Sugar Sell (SugarCRM)
8.8

Integrations with 3rd-party Software

Ontraport
Sugar Sell (SugarCRM)
8.3
Marketing automation
Ontraport
Sugar Sell (SugarCRM)
7.8
Compensation management
Ontraport
Sugar Sell (SugarCRM)
8.8

Platform

Ontraport
Sugar Sell (SugarCRM)
7.1
Mobile access
Ontraport
Sugar Sell (SugarCRM)
7.1

Pros

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

Sugar Sell (SugarCRM)

  • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
  • Exporting granular reports into excel for in depth analysis and actionable measures.
  • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
Anonymous | TrustRadius Reviewer

Cons

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

Sugar Sell (SugarCRM)

  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS | TrustRadius Reviewer

Usability

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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Ontraport

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

Performance

Ontraport

Ontraport 7.7
Based on 4 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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | TrustRadius Reviewer

Support Rating

Ontraport

Ontraport 9.0
Based on 3 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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 6.3
Based on 10 answers
Most of our support comes from the documentation on the SugarCRM web site. There is lots of documentation available, but sometimes, it takes a little time to find the piece that pertains to your system. The SugarCRM software has changed a lot over the years and documentation for all of the versions is still available on the web.
Tom Kreiner | TrustRadius Reviewer

In-Person Training

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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher | TrustRadius Reviewer

Online Training

Ontraport

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | TrustRadius Reviewer

Implementation Rating

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 6 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince | TrustRadius Reviewer

Alternatives Considered

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

Sugar Sell (SugarCRM)

GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
Sid Haas | TrustRadius Reviewer

Scalability

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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | TrustRadius Reviewer

Return on Investment

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

Sugar Sell (SugarCRM)

  • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
  • It allows each user to have a 360-degree view point of our databases at any given point.
  • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Jennifer Stewart | TrustRadius Reviewer

Screenshots

Pricing Details

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$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
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."

Sugar Sell (SugarCRM)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Sugar Sell (SugarCRM) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Ontraport
6.8
Sugar Sell (SugarCRM)
7.7

Likelihood to Renew

Ontraport
9.1
Sugar Sell (SugarCRM)
8.2

Usability

Ontraport
7.8
Sugar Sell (SugarCRM)
8.3

Reliability and Availability

Ontraport
Sugar Sell (SugarCRM)
10.0

Performance

Ontraport
7.7
Sugar Sell (SugarCRM)
10.0

Support Rating

Ontraport
9.0
Sugar Sell (SugarCRM)
6.3

In-Person Training

Ontraport
9.1
Sugar Sell (SugarCRM)
9.0

Online Training

Ontraport
Sugar Sell (SugarCRM)
8.0

Implementation Rating

Ontraport
9.1
Sugar Sell (SugarCRM)
9.0

Scalability

Ontraport
8.2
Sugar Sell (SugarCRM)
9.0

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