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Starting at $29 per month
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What is Ontraport?

ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.

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Recent Reviews

TrustRadius Insights

Ontraport has proven to be a versatile tool for businesses across various industries, addressing multiple needs and streamlining …
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9 out of 10
April 27, 2016
I am a marketing consultant and implement ONTRAPORT for clients to manage contact relations and build and automate lead generation and …
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 26 features
  • Landing pages (16)
  • List management (16)
  • WYSIWYG email editor (16)
  • Email deliverability reporting (16)
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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $29 per month
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Product Demos

Demo With The Founder | Design a Landing Page in Ontraport Pages


Demo With The Founder | Email Deliverability: Everything You Need To Know


Ontraport Review - Marie Forleo Case Study


Demo With The Founder | Membership Site Walkthrough


Ontraport Demo - How To Build A Landing Page without wordpress


Ontraport Review and Demo | How to Start Your Online Business Easily With Ontraport.

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Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

Avg 7.8

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Avg 7.8

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

Avg 7.5

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Avg 7.5

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

Avg 7.6
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Product Details

What is Ontraport?

Ontraport is a no-code business software that helps service businesses systemize and scale. Ontraport manages and automates the buying cycle to drive faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Ontraport is available to service providers of all kinds, including consultants and agencies, coaches and advisors, as well as personal and professional service providers.

Ontraport Features

Email & Online Marketing Features

  • Supported: WYSIWYG email editor
  • Supported: Dynamic content
  • Supported: Landing pages
  • Supported: A/B testing
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management
  • Supported: Triggered drip sequences

Lead Management Features

  • Supported: Lead nurturing automation
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Event/webinar marketing

Social Media Marketing Features

  • Supported: Social sharing and campaigns

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Role-based workflow & approvals
  • Supported: Customizability

Additional Features

  • Supported: Membership site management tools
  • Supported: SMS & Postcards
  • Supported: Sales force automation
  • Supported: Referral program management and tracking
  • Supported: Task management
  • Supported: Performance analytics on visual map

Ontraport Screenshots

Screenshot of Manage, track, sort and add to a contact listScreenshot of Design professional emails, forms and landing pages with block formatsScreenshot of Utilize the Support Center's in-depth advice on maximizing Ontraport's features

Ontraport Video

Ontraport How It Works

Ontraport Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesInternational

Frequently Asked Questions

ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.

Ontraport starts at $29.

Constant Contact, HubSpot Marketing Hub, and Keap are common alternatives for Ontraport.

Reviewers rate Dynamic content and Landing pages and List management highest, with a score of 10.

The most common users of Ontraport are from Small Businesses (1-50 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ontraport has proven to be a versatile tool for businesses across various industries, addressing multiple needs and streamlining processes. Users have found it beneficial for marketing automation, sales workflows, and providing customer education about their services. The software's ability to automatically capture contact information, track sources, and keep them organized has been highly appreciated. It enables users to stay in touch with relevant communications and keep salespeople engaged throughout the process.

Additionally, Ontraport has been instrumental in achieving relationship development and helping companies reach their revenue goals. Users have leveraged its features for lead generation, lead nurturing, and managing sales funnels. The software's task automation feature has been particularly helpful in automating standard practices and providing management oversight.

Furthermore, Ontraport serves as an all-in-one system for email marketing, customer relations management, and managing internal tasks. It eliminates the need for multiple data sources by providing a clear picture of the business through its dashboard. Users have also benefitted from the seamless integration of Ontraport with third-party software programs.

Moreover, Ontraport excels at segmenting marketing and sales messaging based on prospects' positions within the funnels. This capability allows for more targeted and personalized communication with potential customers. Many organizations, such as information marketers, start-up business consultants, and full-service digital marketing agencies, have found value in using Ontraport to nurture relationships, track leads, sales, service, and referrals.

Furthermore, users have praised Ontraport's comprehensive solutions for contact management. Its advanced capabilities go beyond those offered by alternatives like Confusionsoft or Mailchimp while remaining less intimidating than platforms like Sendgrid. By leveraging Ontraport's features such as collecting data, automating processes, changing fields based on others, and automating document generation for clients, users have successfully scaled their businesses.

Overall, users confidently state that they utilize over 95% of the available features in Ontraport, highlighting its versatility and value in managing various aspects of their companies. Whether it's CRM, page editing, emailing, reporting, or purchase product pages, Ontraport has proven to be a powerful tool for business automation and growth.

High Customizability: Many users have found Ontraport to be highly customizable, allowing them to tailor their marketing, sales, and customer service processes according to their specific needs and workflows. This flexibility has been appreciated by multiple reviewers as it provides the ability to adapt the software to unique requirements.

Multi-Channel Communication: Reviewers have praised Ontraport for offering a mix of communication channels such as email, postcards, postal mail, and text messages. This variety of channels enables businesses to create a more personalized and engaging experience for contacts by reaching them through multiple mediums.

Intuitive Visual Campaign Builder: Users appreciate that Ontraport's visual campaign builder is easy to use with a modern feel. The intuitive interface simplifies the process of creating and managing marketing campaigns, making it efficient for users to design and implement strategies.


  1. Steep learning curve: Several users have found Ontraport to have a steep learning curve, requiring significant time and effort to become proficient with the software. The complexity of its features and lack of clear examples in the documentation can contribute to this challenge.

  2. Limited reporting capabilities: Users have expressed frustration with the reporting functionality in Ontraport. Some users find it difficult to figure out how to generate reports, while others feel that there are not enough examples provided for guidance. There is a desire for more robust reporting options within the software.

  3. Tag management challenges: Multiple reviewers have highlighted difficulties with tag management in Ontraport. Renaming tags is not possible, which can lead to confusion and hinder productivity. Additionally, there is a lack of visibility regarding how many contacts are using specific tags, making it harder to keep track and manage them efficiently.

Users commonly recommend the following:

  1. Take advantage of Ontraport's outstanding support and unmatched customer service, as users find Ontraport's knowledgeable online support chat to be particularly helpful and even more valuable than MailChimp's. They also appreciate Ontraport's smart team, who are able to tailor a plan to fit specific needs.

  2. Have a clear marketing strategy in place and consider taking Ontraport's Consultation Course to fully understand its capabilities. Users suggest scheduling a demo and asking lots of questions to determine if Ontraport is the right fit for their business. They find that Ontraport offers broad possibilities to improve sales and customer service.

  3. Consider the cost and prerequisites before switching to Ontraport. Users recommend having a decent-sized contact list or making a good amount of online sales before transitioning to Ontraport due to its cost. Additionally, users advise against using Ontraport if deliverability and customer service are primary concerns, suggesting trying Ontraport's 30-day free trial and taking advantage of their free screen-share sessions to assess the platform.

Attribute Ratings


(1-20 of 20)
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Score 10 out of 10
Vetted Review
Verified User
We have a coaching company. We use Ontraport for CRM, page editor, emailing, reporting, purchase product pages.
It allows all admin, operation, content and marketing team to work on it.
Ontraport accompanies to turn our prospects into clients and to access their informations at anytime. It is very convenient as we can easily personalize the tools to meet our needs.
  • Create purchasing pages
  • Email prospects & customers
  • Monitor data
  • Follow-up on our prospects that becomes customers
  • When creating groups there's some condition that can't be used together (we would like to use "OR" rather than "AND")
  • Allow multiple users to access to one automation at the same time (as viewers not editors)
  • Gather data on email deliverability
Here are some cases where Ontraport is well suited :
- When writing emails, you can easily access to preview, manage the changes and go back to what you did before
- When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation.

It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.
July 06, 2020

Deeply disappointed

Jonny Andrews | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
We use Ontraport for our customer facing, daily newsletter. Our company is quite new and the list is very fresh.
  • Sales department.
  • Ease of customer service contact.
  • Look/feel of email templates.
  • Deliverability.
  • Customer service.
  • Data tracking.
  • Pricing.
  • Communication.
  • Ease of use.
  • Trust.
When we began with them we spent nearly 2.5 hours in various phone conversations to both make sure they could meet our needs and then working to connect their service to our sites.

As we are sending daily we required a more robust package which they were happy to set us up with.

Issues began from day 1. Our open rates with an optin list sending highly relevant content were almost all under 9%. Most in the 5% ranges.

This, at least for me (having well over 126k subscribers with another provider since 2004) was unheard of. It turns out they are unable to pass DMARK.

Beyond that, we discovered nearly weekly “overage” charges that should not have been associated with the plan they had put us on. When we contacted them they flat out refused to reverse them & insisted we have another call to upgrade to the service we had been told we were already paying for.

Many other issues also exist: 2x and 4x repeat sends to the subscribers and a dash that indicates our list is 25% larger than it is.
Score 10 out of 10
Vetted Review
Verified User
We use Ontraport to collect data (marketing), automate processes (change fields based on others), Sales processes and automate documents to clients. We have had to use external services to achieve all this.
  • Automation
  • Customer Service
  • Ease of use
  • Customization
  • 3rd Party Integrations
  • API
  • Appointment settings and reminders (have to use Zapier to link with Google Calendar)
  • No mobile app
Ontraport is more suited to those looking for an all-around-system (marketing, sales, post-sales etc) rather than a sales only type system like Pipedrive. With some basic computer skills, a few integrations and a good Upworks Dev you can achieve almost anything.

It's not suited to computer illiterate people.
Charles Kirkland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Ontraport is our all in one system that is the brain of the business. Sales, marketing, and accounting use it for different reasons. Ontraport takes the pain out of having to have multiple places to pull in data from. We use the dashboard to see where we are at every day. Instead of trying to make 8 different products talk to each other we use Ontraport and it gives us a clear picture of the business.
  • Dashboards for our daily stats.
  • The email follows up and broadcasts are simple and easy.
  • Sales and marketing can now see the impact they have working together. Nobody can point finger anymore.
  • They have the best customer support. I can't tell you how many times they have walked me through the problems that I created.
  • Amazing email inboxing.
  • CRM could be better. It works but is not as robust as I would like. It works fine but I want more reporting.
  • The membership plug works fine but I want more details on what each member does and how they use the membership. I am sure I could find that but its not easy and I don't have time.
  • I don't really get the hang of the landing page builder. But that's me vs them.
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.
December 19, 2018

Ontraport User Review

Chelsea Baldwin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I use Ontraport to gather leads & lead them through content nurture sequences. I also use it to sell offers, and use their membership plugin with my WordPress site to host my membership content & give the right people access to the right things.
  • Tracking numbers & data and displaying them to you.
  • Segmenting really well & opportunities for more segmenting.
  • Seeing contact history.
  • Making things a little more intuitive. It's a huge tool, and sometimes if you don't know exactly where to click & what to click on, you're SOL.
It works really well for a person like me who has one small business, but with multiple sides to it. I can easily use Ontraport to market to both sides & manage the crossovers well where they happen.
Kalyn Hoffman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
ONTRAPORT is being used to consolidate our contacts. We previously had information on several software products and we want to consolidate and use ONTRAPORT for our mass marketing campaigns. By our consolidating our contact information, we are able to more accurately tag our donors for report pulling and mailing to our donors.
  • ONTRAPORT has a great funnel system where you can drag and drop certain actions to do a variety of things within the system. For example, you can tag all donors that gave january 2018 - December 2018 as 2018 donors.
  • ONTRAPORT allows you to customize the information you want on each record by allowing custom fields
  • Import is pretty easy once you get the hang of your custom fields.
  • ONTRAPORT is a sales software so for historical donor information, it is not very easy to keep track of.
  • You should make sure that your software integrates with ONTRAPORT. Some software, like Shopify, integrates easier.
ONTRAPORT is definitely well-suited for sales businesses and companies. This allows you to track sales from various imports while tracking individual information on customers. You can essentially track and build any reporting you would like with the drag and drop system. However, this is not as well-suited for nonprofits as it does not track historical donor data.
Jeremy Estes | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
We use ONTRAPORT as our CRM and email marketing campaign platform. ONTRAPORT does a great job helping us keep our marketing and sales messaging segmented by where our prospects are at in the marketing and sales funnels. We can easily create and push out messaging to specific users and automate nearly every marketing task we have in 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.
  • Wish they had more options for their forms. Would really like to use multi-step forms.
  • A lot of times their forms load slowly on the website. Would like to see them speed up their services.
  • Their broadcasting options are legacy. There are better options out there for sending broadcast messages.
If you have multiple offers, or points of entry where you generate leads, I like ONTRAPORT a lot. You can build out centralized campaigns which make it very easy to manage your messaging and monitor performance. They're also good for multiple users, as each user can customize the interface to suit. I don't really like ONTRAPORT for a CRM though.
Brock Ross | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use ONTRAPORT in just about every department of our business. It's our contact management software, it's where we build most of our sales/landing pages for our offerings, it's how we manage email campaigns, it's how we manage registrations to our retreats and events. It does a great job at the majority of those things.
  • ONTRAPORT is stellar for building campaigns. Their visual editor is somehow completely user-friendly and insanely powerful. The ability to so easily set up a chain of dozens of events, conditions, and outcomes is a huge asset. It's easy to segment users based on things they've bought, sequences they've opted into, etc., and send them down automated funnels.
  • ONTRAPORT's page builder is great for basic-to-intermediate level sales/landing pages. It's certainly not perfect, but it does allow pretty much anyone to build a nice, clean, mobile-responsive landing page.
  • ONTRAPORT's contact management is extremely powerful. If you can think of a way you'd like to tag, organize, manage, segment, or otherwise manipulate contact data, Ontraport almost certainly has it built right in.
  • The page builder is... quirky at best, and sometimes outright frustrating. Blocks will often behave unpredictably, and there are a handful of pretty obnoxious bugs you eventually just learn to work around (for instance, after uploading and selecting an image to insert into a block, you need to move your cursor and hit "Save" on that block. In between your current cursor position and the Save button, there are a handful of stock placeholder images. On its route to the Save button, your cursor of course hovers across these images momentarily. This causes them to autofill into the block in the same split second you hit 'Save,' which means you now have a stock image in your block and you're forced to go all the way back to your image library and start again).
ONTRAPORT is very powerful, and accordingly pricey. I'd recommend it if you have a business model based on acquiring leads and emailing or otherwise contacting them regularly--if that kind of marketing/management is integral to your business, ONTRAPORT is definitely worth your money.
Andrew Muller | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Marketing automation, sales workflows, providing customers with education about our services, automatically keeping up with clients, tracking goals/tasks, managing a sales funnel.
  • 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.
  • 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.
ONTRAPORT is great if you have a scalable team, and want to keep people accountable for their tasks.

It's not so great for agile development. Things can feel like they happen a bit too slow, and it's scary to test out small ideas. I realize this is rather subjective.
Matt Knight | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
All my contact database is stored in Ontraport. The combination of landing pages, lead magnet delivery, nurture sequences and autoresponders plus advanced contact tagging means that I don't need anything else. I am still learning how to get the most out of this but I can see however advanced of a funnel you want to build, it can be built here. For lead gen and e commerce I fully intend to stick around and just get better at this product. Less confusing that 'confusionsoft' more advanced than mailchimp, less intimidating than sendgrid etc. I love it.
  • Create a lead gen funnel from lead magnets, landing page, email sequence quickly and as custom as you want
  • Landing page builder really works, good combination of fast and easy plus customisable
  • There is heaps of training material and a lot of articles but perhaps some more video step by steps would be good.
  • Overall it's great not much to change!
If you are a consultant or service business looking for a sales funnel system and contact database this will suit you. If you are into online sales and e-commerce it will work well too.
Chris Castillo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is an excellent product and easy to use once you understand the concept and process flow. To be successful and use ONTRAPORT to it's fullest, make sure to use their robust support system and very cool technical videos. Mastering the nine moves is the first step.
  • Excellent CRM for small to medium businesses.
  • Email tracking (date/time sent, received, opened, links clicked, etc).
  • Automation of repetitive processes.
  • Stats on emails, sequences, etc.
  • Managing inventory.
  • Shipping label integration with USPS/UPS/FedEx.
  • More complete email delivery tracking. Some group messages not always received by everyone available in the group. Sent, Delivered but not read. Customer says they never got it.
ONTRAPORT is well suited to small to medium businesses that use multiple programs (Outlook/Aweber/ShoppingCart/Amazon, etc.) to sell/fulfill products and services, sales and marketing effectiveness.

Would automation make your job easier? How do you track customer behavior before, during and after the sale? How do you follow-up with a customer who buys or doesn't buy your product?
April 27, 2016


Bill Miles | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I am a marketing consultant and implement ONTRAPORT for clients to manage contact relations and build and automate lead generation and sales funnels. I constantly employ the many features that distinguish ONTRAPORT from competing CRMs, including ONTRApages landing pages, online file management, video hosting, and SMS.
  • Auto-responder sequences to tailor client engagement
  • Tracking details of client history
  • Managing affiliate partnerships
  • Once you understand the Sequences and Rules, funnels can be easily created, but it would be SO MUCH EASIER to have a graphical interface for developing funnels
  • The system is sometimes slow to respond
  • The excellent landing pages and email templates could be even more excellent with additional customization options
ONTRAPORT is great for business-to-consumer relationships. It is less ideal for business-to-business relationships. The shopping cart is excellent, but not for items with multiple variations (i.e. selling a shirt with various colors and sizes). Love the all-in-one functionality - saves big money in not having to also use a landing page service, shopping cart, SMS, etc.
Jen Levitz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Ontraport is an integral part of our business. We use it across for both the information marketing/ start-up business consulting side as well as our full-service digital marketing agency. And we also help our clients leverage it in their business. It allow us to nurture our relationships and grow them.
  • Task management is my favorite feature. I love that I can send a task to an outside vendor and have them report on the interaction with my client without them needing to log into the Ontraport system
  • The Support Team ROCKS! I'm able to get quick help via live chat and knowing that they are just a phone call away is also great. (Even late at night and on weekends.)
  • The Executive Staff really care about their customers. They are active in the forum and really listen (and address) the challenges of their customer. Give them a use case for a divergent use of a feature that may need a small tweak to the system and they will seriously consider making that possible.
  • Reporting is not the easiest thing to do in the system.
  • Affiliate tracking/ reporting is not very intuitive or consistent
  • If you set-up your system yourself, you just don't know what needs to be set-up in order to track stuff later. Some basic KPIs need custom set-ups to be report-able.
Ontraport is well suited for service based businesses where the sales process isn't very complex. It's not (yet) great for B2B where you are connecting to multiple people from the same company. (The database is structured around contact and not business.)
Matthew Watts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Ontraport throughout our organization. It is our email marketing solution and our customer relations management solution. It manages internal tasks and allows us to expertly measure every aspect of our marketing and sales. It integrates wonderfully with third party software/programs and has been an asset since we stated using it over a year ago.
  • Email Marketing. Ontraport is outstanding. The control that we have over the content, the delivery, the experience that we can provide for our prospects and clients is second to none as far as I am concerned.
  • Tracking. Everything is measured, compared, tracked, recorded and stored. The mountain of data that is available allows us to instantly see what is working and what isn't, and this saves us time and money.
  • Customization. I have mentioned the control that we have in email marketing, but that is true in everything.
  • Support. The team are always there for me. True I may have a problem outside hours, but the knowledge base, videos and Users Community are always there with a solution.
  • Ontraport is a very powerful and robust system capable of a great many things. The time it takes to get to know the program is a little intimidating. Don't get me wrong, you can get started right away, but a year in I know I am still not making the most of all Ontraport can do. I am UK based so access to their advanced trainings means international travel, maybe some online events could be initiated.
Due to the complexity of Ontraport and the size of the monthly subscription it isn't ideal for a solopreneur just starting up. Having said that, when you are ready to start using their system, the team at Ontraport made the transition very smooth and safe. I was transferring years of business and data from several different systems over to Ontraport and felt very secure the entire time.
Chad Root | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
We use ONTRAPORT for our own agency needs and also implement on behalf of our clients for their needs. In all cases, we wanted a platform that we could program around each business situation to automatically capture contact information, track the source, keep it organized and stay in touch with relevant communications while keeping sales people actively engaged in the process so they can follow-up when the time is right. The ultimate goal is relationship development. It solves the problem of how a company can realistically stay in touch with enough people to achieve their revenue goals.
  • It automatically lets sales people and marketers know which contacts in the database are the most active and even allows you to see which web pages a particular contact has visited.
  • The marriage of rules and sequences allows us to sit down with clients and map out their marketing, sales and customer service processes and then program ONTRAPORT to carry them out. The business guides the software, not the other way around.
  • ONTRAPORT encourages a mix of communications; email, post card, postal and text messages. This helps keep the relationship real with the contacts. They don't feel like they are just on an email list. They are communicated in a way that matches their behavior and preferences.
  • 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.
Is the business in question willing to commit to a system for marketing, sales and customer service? If not, this isn't your tool. If yes, then it's on.
Eric Foronjy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Ontraport across our entire organization. We use it to track leads, sales, service and referrals. We have used the task automation to automate our sales fulfillment. Our service department and sales department are both using Ontraport to automate standard practices and management oversight. We email our current customers to notify them of overdue service, and then call people who don't respond. Once we have not been able to reach them by email or phone we add them to our postcard sequence to drip them post cards quarterly.
  • Creating Custom Groups and applying the groups to automated filters. We use this to change large groups of contacts at once. We import contacts and use filters to assign the contacts to different territories based on zip codes.
  • Simple and intuitive rules to automate complex functions. My office staff doesn't even know it's happening. They update one field and magically a contact record is changed, a date is updated and a sequence is changed.
  • Mailing out post cards with purls is very important to our lead generation. Tracking post card response has always been difficult in the past.
  • Smart form integration and beyond. We use Ontraport smart forms to not only capture lead information but to qualify them based on their survey.
  • We follow up every prospect that doesn't buy with a survey generated by ontraport with the promise of a gift card for participation. The fulfillment of this gift card is completed using Ontraport tasks. (to my office manager to mail out. not to automatically mail out gift cards... that would be cool though)
  • The platform is pretty stable and fast. Every once in a while the system seems to run a little slow. There have been huge improvements in speed and stability since Oct 2014.
  • Mobile app needs improvement. I have not been able to use it on my smart phone and the web login doesn't work well for my iPad.
  • Graphic interface showing how all the sequences, forms and opt in pages are tied together in a funnel design would be cool.
Just like any investment of time and money, I would suggest having a good plan of what you are going to use the software for before you get started. If you are already a growing business I think it's great and can help in many ways - communication with new prospects, customers, sales, up-sales, follow up and referrals.

If you are not sure how you will make money using Ontraport do more research before you get started.
Joe Kalis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
My brother and I are business partners on a variety of different entrepreneurial ventures. We just signed up with Ontraport as a solution to replace our current system made up of several daisy-chained, disparate systems to achieve our ultimate goal of business automation. We are marketers at heart, and want to provide the best experience possible for our clients. Since we have multiple unique brands and products, we want to cater specifically to each type of client AND where each client is at within each sales cycle. In order to provide as much customized value to each client as we'd like, we felt a system like Ontraport was imperative. The depth of features of the product is amazing, and the support from the team as I go through each functionality has been above and beyond! The price of the product is obviously higher than an entry-level product, but the functionality more than makes up for it for a company that can scale due to the advanced functionality. When you get an automation tool like Ontraport utilizing all the features it offers, it can legitimately serve your company in the same way as multiple employees would. For a product of this caliber, it's worth its weight in gold!
  • Client support and documentation; amazing community available to help with any questions or requests you have in a very timely fashion.
  • Automation functionality; the system can act as multiple employees without hiring anyone.
  • Overall usability; with such a powerful system, actually being able to navigate around it is crucial.
Score 1 out of 10
Vetted Review
Verified User
Ontraport (Office AutoPilot) drives our entire CRM system. We have a list of about 3000 people. We make use of date and step sequences. We use tags, list segmentation, sales, tasks, site tracking, pages and affiliates through the system. We use the smart-form in all 3 flavors - HTML, straight JavaScript and embedded javascript. I can confidently say that we use well over 95% of the features available in the system.
  • Email deliver rates are fast and high.
  • Tracking open and click-rates is good.
  • Support is readily available by chat and phone
  • Does not work with Chrome - cannot even log in
  • Took them 7 days to fix a security certificate error - all eCommerce activity gave "unsecured or untrusted site" warnings, and it took HOURS to convince them how and where the problem was on their side, including video-capture of a detailed reproduction ruling out other issues. They just did not get the importance of SSL.
  • Charges made through their system do not send your product "description" through to your payment gateway. (confirmed deficiency with tech support)
  • The system supports adding/removing tags in one step. DON'T DO IT. Tags get lost. Add the new tag, wait 5 minutes until confirmed, then delete the old tag.
  • System cannot count. Never delete a step from a step-sequence; everything gets hopelessly thrown out of whack and re-creating the sequence is the only solution.
  • System lacks significant filtering abilities. No "and", "or" or parenthetical groupings available.
  • You can filter on "does not contain" for tags, but cannot do the same for sequences. Reason: it hurts their server's performance, so they don't make this feature available to users. You need to do a 3-step work-around that rapidly goes out of date.
  • No way to rename tags. You have to add a new one, copy over, wait, then delete the first one.
  • No DESCRIPTION for any tags you create. So you better think them through up front, since renaming is not available, and you can otherwise forget which one was used for what, when, or why. No way to even see how many contacts are using a given tag at a glance. You have to create a filter for each and every tag just to check.
If you need a simple system with just a few products, sequences or flows, it's not too hard to learn. If you are doing anything serious with enterprise-wide implications, I would not recommend this product at all.
June 10, 2014


Ari Sherbill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
My client uses ONTRAPORT quite literally as their office for our emails, CRM, etc. The business problems it addresses are unifying the online office: outreach, tracking, sales, follow-up. Without ONTRAPORT we'd have many pieces working separately instead of one system doing it all. Love it!
  • Tagging, Measurement & Tracking
  • Automation, Systems & Payment
  • Ease of Use
  • Simpler way to find the training (took me a while to find it, and wasn't even sure it was the right thing)
  • I think there's always room to improve the UI so it's more intuitive
It's not suited for a beginning marketer or newbie online business owner. The whole concept behind it is for someone who understands online business and marketing. Or maybe everyone should already know these things!
David Jaeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • The rule based email marketing / business processes are fantastic.
  • Business automation was something I discovered it does really well, e.g. if card declines, set a followup call and much, much more.
  • They have some cherry-on-the-top features, e.g. native postcard mailing integration, which is cool.
  • Unfortunately, not enough developers have jumped on API integrations, which means some fancy things (e.g. integration with QuickBooks) requires you to hire your own coder.
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