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

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Melissa Bailey | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

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

Lead Management

Ontraport
6.8
WORKetc
Lead nurturing
Ontraport
8.4
WORKetc
Lead scoring and grading
Ontraport
5.7
WORKetc
Data quality management
Ontraport
6.2
WORKetc
Automated sales alerts and tasks
Ontraport
7.1
WORKetc

Campaign Management

Ontraport
7.4
WORKetc
Calendaring
Ontraport
6.2
WORKetc
Event/webinar marketing
Ontraport
8.7
WORKetc

Social Media Marketing

Ontraport
7.1
WORKetc
Social sharing and campaigns
Ontraport
7.1
WORKetc
Social profile integration
Ontraport
7.2
WORKetc

Reporting & Analytics

Ontraport
8.3
WORKetc
Dashboards
Ontraport
8.7
WORKetc
Standard reports
Ontraport
6.6
WORKetc
Custom reports
Ontraport
9.6
WORKetc

Platform & Infrastructure

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

Sales Force Automation

Ontraport
WORKetc
7.9
Customer data management / contact management
Ontraport
WORKetc
8.6
Workflow management
Ontraport
WORKetc
8.3
Opportunity management
Ontraport
WORKetc
7.8
Integration with email client (e.g., Outlook or Gmail)
Ontraport
WORKetc
7.9
Contract management
Ontraport
WORKetc
7.3
Quote & order management
Ontraport
WORKetc
8.1
Interaction tracking
Ontraport
WORKetc
7.8
Channel / partner relationship management
Ontraport
WORKetc
7.3

Customer Service & Support

Ontraport
WORKetc
8.3
Case management
Ontraport
WORKetc
9.0
Call center management
Ontraport
WORKetc
7.3
Help desk management
Ontraport
WORKetc
8.5

Marketing Automation

Ontraport
WORKetc
7.4
Lead management
Ontraport
WORKetc
7.7
Email marketing
Ontraport
WORKetc
7.1

CRM Project Management

Ontraport
WORKetc
8.1
Task management
Ontraport
WORKetc
8.7
Billing and invoicing management
Ontraport
WORKetc
7.8
Reporting
Ontraport
WORKetc
7.9

CRM Reporting & Analytics

Ontraport
WORKetc
7.3
Pipeline visualization
Ontraport
WORKetc
7.5
Customizable reports
Ontraport
WORKetc
7.2

Customization

Ontraport
WORKetc
8.0
Custom fields
Ontraport
WORKetc
8.4
Custom objects
Ontraport
WORKetc
8.2
API for custom integration
Ontraport
WORKetc
7.3

Security

Ontraport
WORKetc
8.9
Single sign-on capability
Ontraport
WORKetc
9.1
Role-based user permissions
Ontraport
WORKetc
8.8

Social CRM

Ontraport
WORKetc
7.3
Social data
Ontraport
WORKetc
7.3

Platform

Ontraport
WORKetc
7.5
Mobile access
Ontraport
WORKetc
7.5

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

WORKetc

  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Donna Grindle, CHPSE, CHPC | 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

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Ian Nicholson | 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

WORKetc

WORKetc 8.2
Based on 30 answers
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Deanna Perkins | 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

WORKetc

WORKetc 8.2
Based on 5 answers
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Marc Korody | TrustRadius Reviewer

Reliability and Availability

Ontraport

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera | 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

WORKetc

WORKetc 8.2
Based on 4 answers
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
William Mullane | 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

WORKetc

WORKetc 8.2
Based on 5 answers
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
William Mullane | 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

WORKetc

No score
No answers yet
No answers on this topic

Online Training

Ontraport

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera | TrustRadius Reviewer

Implementation Rating

Ontraport

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

WORKetc

WORKetc 9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman | 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

WORKetc

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
Regan Barrett | 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

WORKetc

WORKetc 8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera | 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

WORKetc

  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
Keith Klein | 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."

WORKetc

General

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

WORKetc Editions & Modules

Edition
Starter Edition$781
Team$1952
Foundations$3953
  1. Per Month for up to 2 Users
  2. Per month for up to 3 Users (Each extra user + $49/month)
  3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Ontraport
6.8
WORKetc
7.8

Likelihood to Renew

Ontraport
9.1
WORKetc
8.2

Usability

Ontraport
7.8
WORKetc
8.2

Reliability and Availability

Ontraport
WORKetc
9.1

Performance

Ontraport
7.7
WORKetc
8.2

Support Rating

Ontraport
9.0
WORKetc
8.2

In-Person Training

Ontraport
9.1
WORKetc

Online Training

Ontraport
WORKetc
8.2

Implementation Rating

Ontraport
9.1
WORKetc
9.1

Scalability

Ontraport
8.2
WORKetc
8.2

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