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

Talisma Social CRM

If your company has a lot of data and needs a way to parse through it on a regular basis, Talisma is the software for you. If you want an easy to use system that has pretty graphics and a great user interface, look at other tools to see if you can find a better one.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Ontraport
8.2
Talisma Social CRM
WYSIWYG email editor
Ontraport
8.6
Talisma Social CRM
Dynamic content
Ontraport
8.9
Talisma Social CRM
Ability to test dynamic content
Ontraport
8.3
Talisma Social CRM
Landing pages
Ontraport
7.3
Talisma Social CRM
A/B testing
Ontraport
8.7
Talisma Social CRM
Mobile optimization
Ontraport
8.0
Talisma Social CRM
Email deliverability reporting
Ontraport
6.9
Talisma Social CRM
List management
Ontraport
7.0
Talisma Social CRM
Triggered drip sequences
Ontraport
9.7
Talisma Social CRM

Lead Management

Ontraport
6.8
Talisma Social CRM
Lead nurturing
Ontraport
8.4
Talisma Social CRM
Lead scoring and grading
Ontraport
5.6
Talisma Social CRM
Data quality management
Ontraport
6.2
Talisma Social CRM
Automated sales alerts and tasks
Ontraport
7.1
Talisma Social CRM

Campaign Management

Ontraport
7.5
Talisma Social CRM
Calendaring
Ontraport
6.2
Talisma Social CRM
Event/webinar marketing
Ontraport
8.7
Talisma Social CRM

Social Media Marketing

Ontraport
7.1
Talisma Social CRM
Social sharing and campaigns
Ontraport
7.1
Talisma Social CRM
Social profile integration
Ontraport
7.2
Talisma Social CRM

Reporting & Analytics

Ontraport
8.3
Talisma Social CRM
Dashboards
Ontraport
8.7
Talisma Social CRM
Standard reports
Ontraport
6.6
Talisma Social CRM
Custom reports
Ontraport
9.6
Talisma Social CRM

Platform & Infrastructure

Ontraport
7.8
Talisma Social CRM
API
Ontraport
6.7
Talisma Social CRM
Role-based workflow & approvals
Ontraport
8.8
Talisma Social CRM
Customizability
Ontraport
9.5
Talisma Social CRM
Integration with Salesforce.com
Ontraport
7.3
Talisma Social CRM
Integration with Microsoft Dynamics CRM
Ontraport
7.3
Talisma Social CRM
Integration with SugarCRM
Ontraport
7.3
Talisma Social CRM

Sales Force Automation

Ontraport
Talisma Social CRM
5.6
Customer data management / contact management
Ontraport
Talisma Social CRM
8.0
Workflow management
Ontraport
Talisma Social CRM
6.0
Territory management
Ontraport
Talisma Social CRM
6.0
Opportunity management
Ontraport
Talisma Social CRM
4.0
Integration with email client (e.g., Outlook or Gmail)
Ontraport
Talisma Social CRM
3.0
Contract management
Ontraport
Talisma Social CRM
4.0
Quote & order management
Ontraport
Talisma Social CRM
5.0
Interaction tracking
Ontraport
Talisma Social CRM
9.0
Channel / partner relationship management
Ontraport
Talisma Social CRM
5.0

Customer Service & Support

Ontraport
Talisma Social CRM
4.7
Case management
Ontraport
Talisma Social CRM
3.0
Call center management
Ontraport
Talisma Social CRM
5.0
Help desk management
Ontraport
Talisma Social CRM
6.0

Marketing Automation

Ontraport
Talisma Social CRM
4.0
Lead management
Ontraport
Talisma Social CRM
5.0
Email marketing
Ontraport
Talisma Social CRM
3.0

CRM Project Management

Ontraport
Talisma Social CRM
6.0
Task management
Ontraport
Talisma Social CRM
7.0
Billing and invoicing management
Ontraport
Talisma Social CRM
4.0
Reporting
Ontraport
Talisma Social CRM
7.0

CRM Reporting & Analytics

Ontraport
Talisma Social CRM
5.7
Forecasting
Ontraport
Talisma Social CRM
5.0
Pipeline visualization
Ontraport
Talisma Social CRM
3.0
Customizable reports
Ontraport
Talisma Social CRM
9.0

Customization

Ontraport
Talisma Social CRM
6.3
Custom fields
Ontraport
Talisma Social CRM
9.0
Custom objects
Ontraport
Talisma Social CRM
8.0
Scripting environment
Ontraport
Talisma Social CRM
3.0
API for custom integration
Ontraport
Talisma Social CRM
5.0

Security

Ontraport
Talisma Social CRM
5.5
Single sign-on capability
Ontraport
Talisma Social CRM
2.0
Role-based user permissions
Ontraport
Talisma Social CRM
9.0

Social CRM

Ontraport
Talisma Social CRM
4.0
Social data
Ontraport
Talisma Social CRM
5.0
Social engagement
Ontraport
Talisma Social CRM
3.0

Integrations with 3rd-party Software

Ontraport
Talisma Social CRM
3.5
Marketing automation
Ontraport
Talisma Social CRM
4.0
Compensation management
Ontraport
Talisma Social CRM
3.0

Platform

Ontraport
Talisma Social CRM
4.0
Mobile access
Ontraport
Talisma Social CRM
4.0

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

Talisma Social CRM

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
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

Talisma Social CRM

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
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

Talisma Social CRM

No score
No answers yet
No answers on this topic

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

Talisma Social CRM

No score
No answers yet
No answers on this topic

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

Talisma Social CRM

No score
No answers yet
No answers on this topic

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

Talisma Social CRM

No score
No answers yet
No answers on this topic

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

Talisma Social CRM

No score
No answers yet
No answers on this topic

Implementation Rating

Ontraport

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

Talisma Social CRM

No score
No answers yet
No answers on this topic

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

Talisma Social CRM

Talisma is a little behind the times compared to the other competition on the market. It has most of the tools to be successful, but it takes some deep diving into the software to figure out exactly how to use each of these tools to get the job done on a daily basis.
Anonymous | 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

Talisma Social CRM

No score
No answers yet
No answers on this topic

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

Talisma Social CRM

  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Anonymous | 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."

Talisma Social CRM

General

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

Talisma Social CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Ontraport
6.8
Talisma Social CRM
4.0

Likelihood to Renew

Ontraport
9.1
Talisma Social CRM

Usability

Ontraport
7.8
Talisma Social CRM

Performance

Ontraport
7.7
Talisma Social CRM

Support Rating

Ontraport
9.0
Talisma Social CRM

In-Person Training

Ontraport
9.1
Talisma Social CRM

Implementation Rating

Ontraport
9.1
Talisma Social CRM

Scalability

Ontraport
8.2
Talisma Social CRM

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