What users are saying about
31 Ratings
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Top Rated
415 Ratings
31 Ratings
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Score 8.3 out of 100

Zoho CRM

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Top Rated
415 Ratings
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Score 7.7 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

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 | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Ontraport
8.5
Zoho CRM
WYSIWYG email editor
Ontraport
8.7
Zoho CRM
Dynamic content
Ontraport
8.3
Zoho CRM
Ability to test dynamic content
Ontraport
8.3
Zoho CRM
Landing pages
Ontraport
7.2
Zoho CRM
A/B testing
Ontraport
7.9
Zoho CRM
Mobile optimization
Ontraport
7.6
Zoho CRM
Email deliverability reporting
Ontraport
9.1
Zoho CRM
List management
Ontraport
9.4
Zoho CRM
Triggered drip sequences
Ontraport
9.6
Zoho CRM

Lead Management

Ontraport
8.2
Zoho CRM
Lead nurturing
Ontraport
8.6
Zoho CRM
Lead scoring and grading
Ontraport
8.2
Zoho CRM
Data quality management
Ontraport
8.4
Zoho CRM
Automated sales alerts and tasks
Ontraport
7.5
Zoho CRM

Campaign Management

Ontraport
7.2
Zoho CRM
Calendaring
Ontraport
6.2
Zoho CRM
Event/webinar marketing
Ontraport
8.1
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
9.0
Zoho CRM
Dashboards
Ontraport
8.5
Zoho CRM
Standard reports
Ontraport
9.0
Zoho CRM
Custom reports
Ontraport
9.6
Zoho CRM

Platform & Infrastructure

Ontraport
8.2
Zoho CRM
API
Ontraport
9.6
Zoho CRM
Role-based workflow & approvals
Ontraport
8.7
Zoho CRM
Customizability
Ontraport
9.2
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
7.8
Customer data management / contact management
Ontraport
Zoho CRM
8.1
Workflow management
Ontraport
Zoho CRM
8.2
Territory management
Ontraport
Zoho CRM
7.8
Opportunity management
Ontraport
Zoho CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
Ontraport
Zoho CRM
7.1
Contract management
Ontraport
Zoho CRM
7.5
Quote & order management
Ontraport
Zoho CRM
7.5
Interaction tracking
Ontraport
Zoho CRM
8.4
Channel / partner relationship management
Ontraport
Zoho CRM
7.5

Customer Service & Support

Ontraport
Zoho CRM
7.5
Case management
Ontraport
Zoho CRM
7.6
Call center management
Ontraport
Zoho CRM
7.4
Help desk management
Ontraport
Zoho CRM
7.5

Marketing Automation

Ontraport
Zoho CRM
8.0
Lead management
Ontraport
Zoho CRM
8.1
Email marketing
Ontraport
Zoho CRM
7.9

CRM Project Management

Ontraport
Zoho CRM
7.8
Task management
Ontraport
Zoho CRM
8.1
Billing and invoicing management
Ontraport
Zoho CRM
7.6
Reporting
Ontraport
Zoho CRM
7.8

CRM Reporting & Analytics

Ontraport
Zoho CRM
8.1
Forecasting
Ontraport
Zoho CRM
8.0
Pipeline visualization
Ontraport
Zoho CRM
8.0
Customizable reports
Ontraport
Zoho CRM
8.1

Customization

Ontraport
Zoho CRM
8.3
Custom fields
Ontraport
Zoho CRM
8.3
Custom objects
Ontraport
Zoho CRM
8.2
Scripting environment
Ontraport
Zoho CRM
8.6
API for custom integration
Ontraport
Zoho CRM
8.0

Security

Ontraport
Zoho CRM
8.3
Single sign-on capability
Ontraport
Zoho CRM
8.3
Role-based user permissions
Ontraport
Zoho CRM
8.3

Social CRM

Ontraport
Zoho CRM
7.4
Social data
Ontraport
Zoho CRM
7.4
Social engagement
Ontraport
Zoho CRM
7.4

Integrations with 3rd-party Software

Ontraport
Zoho CRM
7.5
Marketing automation
Ontraport
Zoho CRM
7.6
Compensation management
Ontraport
Zoho CRM
7.3

Platform

Ontraport
Zoho CRM
7.1
Mobile access
Ontraport
Zoho CRM
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

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | 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

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett | 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

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 | 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

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun | 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

Zoho CRM

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

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

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 | 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

Zoho 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

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 | 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

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French | 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

Zoho 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

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl | 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."

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

Rating Summary

Likelihood to Recommend

Ontraport
8.8
Zoho CRM
8.0

Likelihood to Renew

Ontraport
9.1
Zoho CRM
7.6

Usability

Ontraport
7.8
Zoho CRM
8.0

Reliability and Availability

Ontraport
Zoho CRM
9.0

Performance

Ontraport
7.7
Zoho CRM
9.0

Support Rating

Ontraport
9.0
Zoho CRM
4.0

In-Person Training

Ontraport
9.1
Zoho CRM

Online Training

Ontraport
Zoho CRM
8.2

Implementation Rating

Ontraport
9.1
Zoho CRM
8.0

Scalability

Ontraport
8.2
Zoho CRM

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