What users are saying about
28 Ratings
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Top Rated
369 Ratings
28 Ratings
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Score 8 out of 101

Zoho CRM

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Top Rated
369 Ratings
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Score 7.9 out of 101

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 profile photo

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean profile photo

Feature Rating Comparison

Email & Online Marketing

Ontraport
7.9
Zoho CRM
WYSIWYG email editor
Ontraport
8.4
Zoho CRM
Dynamic content
Ontraport
7.3
Zoho CRM
Ability to test dynamic content
Ontraport
8.3
Zoho CRM
Landing pages
Ontraport
7.1
Zoho CRM
A/B testing
Ontraport
5.3
Zoho CRM
Mobile optimization
Ontraport
7.5
Zoho CRM
Email deliverability
Ontraport
8.4
Zoho CRM
List management
Ontraport
9.2
Zoho CRM
Triggered drip sequences
Ontraport
9.6
Zoho CRM

Lead Management

Ontraport
8.6
Zoho CRM
Lead nurturing
Ontraport
9.2
Zoho CRM
Lead scoring and grading
Ontraport
8.5
Zoho CRM
Data quality management
Ontraport
8.3
Zoho CRM
Automated sales alerts and tasks
Ontraport
8.5
Zoho CRM

Campaign Management

Ontraport
6.9
Zoho CRM
Calendaring
Ontraport
6.2
Zoho CRM
Event/webinar marketing
Ontraport
7.6
Zoho CRM

Social Media Marketing

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

Reporting & Analytics

Ontraport
8.5
Zoho CRM
Dashboards
Ontraport
8.1
Zoho CRM
Standard reports
Ontraport
8.3
Zoho CRM
Custom reports
Ontraport
9.1
Zoho CRM

Platform & Infrastructure

Ontraport
7.9
Zoho CRM
API
Ontraport
9.0
Zoho CRM
Role-based workflow & approvals
Ontraport
8.0
Zoho CRM
Customizability
Ontraport
8.7
Zoho CRM
Integration with Salesforce.com
Ontraport
7.3
Zoho CRM
Integration with Microsoft Dynamics CRM
Ontraport
7.3
Zoho CRM
Integration with SugarCRM
Ontraport
7.3
Zoho CRM

Sales Force Automation

Ontraport
Zoho CRM
8.6
Customer data management / contact management
Ontraport
Zoho CRM
8.9
Workflow management
Ontraport
Zoho CRM
8.7
Territory management
Ontraport
Zoho CRM
8.4
Opportunity management
Ontraport
Zoho CRM
8.8
Integration with email client (e.g., Outlook or Gmail)
Ontraport
Zoho CRM
8.0
Contract management
Ontraport
Zoho CRM
8.4
Quote & order management
Ontraport
Zoho CRM
8.3
Interaction tracking
Ontraport
Zoho CRM
9.1
Channel / partner relationship management
Ontraport
Zoho CRM
8.6

Customer Service & Support

Ontraport
Zoho CRM
8.0
Case management
Ontraport
Zoho CRM
8.0
Call center management
Ontraport
Zoho CRM
8.0
Help desk management
Ontraport
Zoho CRM
8.1

Marketing Automation

Ontraport
Zoho CRM
8.4
Lead management
Ontraport
Zoho CRM
8.6
Email marketing
Ontraport
Zoho CRM
8.3

CRM Project Management

Ontraport
Zoho CRM
8.5
Task management
Ontraport
Zoho CRM
8.8
Billing and invoicing management
Ontraport
Zoho CRM
8.1
Reporting
Ontraport
Zoho CRM
8.6

CRM Reporting & Analytics

Ontraport
Zoho CRM
8.6
Forecasting
Ontraport
Zoho CRM
8.6
Pipeline visualization
Ontraport
Zoho CRM
8.7
Customizable reports
Ontraport
Zoho CRM
8.6

Customization

Ontraport
Zoho CRM
8.5
Custom fields
Ontraport
Zoho CRM
8.3
Custom objects
Ontraport
Zoho CRM
8.3
Scripting environment
Ontraport
Zoho CRM
8.7
API for custom integration
Ontraport
Zoho CRM
8.7

Security

Ontraport
Zoho CRM
9.1
Single sign-on capability
Ontraport
Zoho CRM
9.2
Role-based user permissions
Ontraport
Zoho CRM
8.9

Social CRM

Ontraport
Zoho CRM
8.0
Social data
Ontraport
Zoho CRM
7.9
Social engagement
Ontraport
Zoho CRM
8.0

Integrations with 3rd-party Software

Ontraport
Zoho CRM
8.2
Marketing automation
Ontraport
Zoho CRM
8.2
Compensation management
Ontraport
Zoho CRM
8.1

Platform

Ontraport
Zoho CRM
8.2
Mobile access
Ontraport
Zoho CRM
8.2

Pros

Ontraport

  • Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
  • CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
  • Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.
Andrew Muller profile photo

Zoho CRM

  • The reports and filters are very user friendly and intuitive.
  • Very trustworthy - never had any issues about data integrity.
  • Easy to navigate - never had any issues finding what I needed.
Andrew McClean profile photo

Cons

Ontraport

  • Its blessing is its curse. Too much flexibility and a broad range of features means it can be hard to use to its full potential if you're not familiar with it and some of the features are not as advanced as stand alone solutions; like email templates for example.
  • The shopping cart and gateway communications are not really geared for product sales yet. It's coming though.
  • Reporting is a challenge. It's very flexible because you can download just about anything. You just have to figure out how to report it.
Chad Root profile photo

Zoho CRM

  • Zoho CRM customer service is responsive but when dealing with a specific issue, it can be time consuming and cumbersome to schedule a call to review the issue. Oftentimes while waiting, I spend a lot of time searching for answers on 'how to' videos and FAQs, but searching for answers this way can be frustrating.
  • While all of the functions and features are great, new users can find Zoho CRM a little overwhelming. It takes a while to fully grasp all of Zoho CRM's capabilities.
  • Zoho has other software products but it can be challenging to know when it would be useful to turn to their other products. For example, Zoho CRM has emailing functions but there is also Zoho Emails, which is a separate product.
Adam Montgomery profile photo

Likelihood to Renew

Ontraport

Ontraport 9.1
Based on 8 answers
We're committed to the platform and have built our business with it.
Chad Root profile photo

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran profile photo

Usability

Ontraport

Ontraport 7.8
Based on 3 answers
It's really pretty simple.
Chad Root profile photo

Zoho CRM

Zoho CRM 7.8
Based on 3 answers
No answer on this topic is available.

Performance

Ontraport

Ontraport 7.7
Based on 4 answers
World class features on a simple to use, customizable platform
Chad Root profile photo

Zoho CRM

Zoho CRM 9.0
Based on 1 answer
No answer on this topic is available.

Support

Ontraport

Ontraport 9.0
Based on 3 answers
6 plus years and going strong
Chad Root profile photo

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta profile photo

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 profile photo

Zoho CRM

No score
No answers yet
No answers on this topic

Online Training

Ontraport

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
No photo available

Implementation

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root profile photo

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood profile photo

Alternatives Considered

Ontraport

ONTRAPORT does a couple things far better than the competition like having all of its functionality on one platform. Some competitors offer both internal tracking and external marketing but require logins to their other software to access these features. Additionally, the funnel action sequences are far superior using a drag and drop system that anyone can figure out!
Kalyn Hoffman profile photo

Zoho CRM

Zoho is efficient, elegant and smarter than its counterpart in a lot of ways. It's unique and the ease of implementation throughout an entire organization's infrastructure through integration with other software has amalgamated the various departments of my organization in such a fluid manner that has resulted in fewer headaches for all managers across departments.
Prashant Choudhary profile photo

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 profile photo

Zoho CRM

No score
No answers yet
No answers on this topic

Return on Investment

Ontraport

  • At least 30% uptick in my service business due to strong reliable delivery of lead magnets building authority
  • So much potential for more as I have just bought a couple of traffic websites and will be getting way more focused on my funnel in 2017
Matt Knight profile photo

Zoho CRM

  • Deals don't fall through the cracks like before, one deal we were able to follow up on and won, paid for a year of service +
Scott French profile photo

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."

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Add comparison