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.,6,Easier to keep track of our sales funnel. It's a lot easier to onboard new clients with templated emails, especially combined with GravityForms on our website where clients can leave feedback or fill out forms to move a project along.,ActiveCampaign, Drip from Leadpages and Infusionsoft,10,000 to 25,000,Both,WordPress, CallRail,1,1We 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).,8,I'm not in a position to have hard numbers about ONTRAPORT's financial impact on our business, but I work with it enough to know it's been massively helpful in achieving our goals. For one, it's helped us manage our email list and segment them appropriate to our needs. Despite its quirks, the page builder has greatly helped some of our employees with little to no web dev background build clean, professional-looking landing pages on a short learning curve.,GetResponse,25,000 to 100,000,B2C,Adobe Premiere Pro, Asana, WordPressWe 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.,10,We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly. Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year. Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience.,AWeber,Infusionsoft,MailChimp,Less than 10,000,10,8We 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.,10,We have been meeting the needs of clients with this tool since 2008; exceeding revenue expectations. We have clients that set goals to get 100 leads. We end up getting them 1,000. Granted a lot of that is in the campaign strategy but the tool is legit.,,Less than 10,000,Both,2,,Product manufacturers and profesional services looking for new leads Automatically stay in touch once you have leads Follow-up from sales when the time is right,We have a behavior capture report that automatically goes out every morning showing contacts that opened an email, clicked something, visited a web page or logged a call. We use custom fields for sales managers to record quarterly sales goals vs actual. The data is downloaded and mail merged into a pre-formatted sales report. We use PURL's on printed mail to people that don't have an email. That [way] we can see if they visit a landing page but don't fill out the form.,We're going to expand all of our clients into affiliate programs. The built in affiliate center is perfect. Using PilotPress, we will be displaying more dynamic content on web and landing pages. Membership sites!,10,Yes,Price Product Features Product Usability Positive Sales Experience with the Vendor,I wouldn't,Implemented in-house Professional services company,No,Change management was minimal,Getting clean data to import Recognizing business processes before setting up the system Recognizing market segments and clearly knowing their needs before setting up the system,10,10,Yes,Yes, just recently I used a plugin for WooCommerce. We had some trouble getting things to work the way we wanted. The ONTRAPORT team went above and beyond on issues that were't even theirs. From what they did learn, they added feature requests to ONTRAPORT and implemented the next month! Pretty impressive.,Build a sequence Create smart forms (web forms) Tag and organize contacts Use HTML email templates and send broadcasts New dashboard!,Task outcomes within a sequence can be hairy Using email and landing page templates Displaying "report" like data,Yes,9,10We 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.,10,Our customer satisfaction ratings have gone up dramatically. No more dropped balls or orphaned customers! Our employees make far less mistakes using the automated system. Management of our sales and marketing organization is much easier with this platform.,,10,000 to 25,000,10,Implemented in-house,9Ontraport (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.,1,It is way more useful than managing things by hand. The more we use it, the more costly it becomes to replace with something more functional Hours of lost productivity. I've reported and documented on average, one bug every 3 weeks for 7 months already.,,1,No,5,Yes,There were at least two times when I simply could not figure out HOW to accomplish something that should be far easier than the UI made it. For supported features that are simply obscured by bad UI, the support team is knowledgeable enough to guide users through the byzantine structures needed to accomplish your goal.

Ontraport Reviews

Score 8.0 out of 10

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Read Joe Kalis's full review

June 10, 2014

Why ONTRAPORT is #1

Ari Sherbill

Marketing Strategist, Copywriter

Big Vision BusinessProfessional Training & Coaching, 1-10 employees

Score 10 out of 10

Vetted Review

Verified User

Likelihood to Recommend

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!

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.

Read this authenticated review

About Ontraport

Ontraport is an all-in-one marketing automation and CRM platform designed for small to midsize companies. The platform aims to allow users to build, automate and visualize core business practices, including how to attract and retain customers and communicate with them throughout the customer lifecycle.

According to the vendor, Ontraport enables users to do the following:

Build and publish templated or custom landing pages and forms
Create dynamic campaigns with personalized paths
Automate prospect, customer and partner communications
Keep detailed up-to-date records of contact interactions
Group like contacts together
Deliver responsive email campaigns and track engagement
Send messages via multiple communication channels (SMS & PostCard)
Manage a sales team and manual to-do tasks
Sell products and manage payments
View real-time results to see where to focus efforts
Create custom dashboard metrics
Manage a membership site and/or partner program

The company aims to bring all the tools together into one central, simplified platform with the power of an enterprise solution, thus allowing small business owners to quickly get set up and scale without the growing pains of learning multiple technologies and without the hassle of fractured integrations.

Categories: ,

Ontraport Features

Email & Online Marketing Features

WYSIWYG email editor

Dynamic content

Ability to test dynamic content

Landing pages

A/B testing

Mobile optimization

Email deliverability

List management

Triggered drip sequences

Lead Management Features

Lead nurturing

Lead scoring and grading

Data quality management

Automated sales alerts and tasks

Campaign Management Features

Calendaring

Event/webinar marketing

Social Media Marketing Features

Social sharing and campaigns

Social profile integration

Reporting & Analytics Features

Dashboards

Standard reports

Custom reports

Platform & Infrastructure Features

API

Role-based workflow & approvals

Customizability

Integration with Salesforce.com

Integration with Microsoft Dynamics CRM

Integration with SugarCRM

Additional Features

Membership site management tools

SMS & Postcards

Sales force automation

Referral program management and tracking

Task management

Performance analytics on visual map

Show unsupported features

Ontraport Screenshots

Ontraport Integrations

GoToWebinar, WordPress, 1ShoppingCart, Zapier, Authorize.Net, PayPal Payments, Shopify, WooCommerce, QuickBooks Desktop Pro, Zoom, Facebook for Business, Xero, TimeTrade, Wufoo, Wistia, Freshdesk, WebinarJam, JotForm, UltraCart, Teachable, StealthSeminar, Bonjoro, LeadQuizzes, WickedReports, LeadsBridge

Ontraport Competitors

Constant Contact, HubSpot, Infusionsoft by Keap, Campaign Monitor, GreenRope, Hatchbuck, ActiveCampaign

Pricing

Free Trial Available?Yes

Free or Freemium Version Available?No

Premium Consulting/Integration Services Available?Yes

Entry-level set up fee?No

Edition	Pricing Details	Terms
Pro	$297	per month (3 Users -- up to 10,000 Contacts)
Basic	$79	per month (1 User -- up to 1,000 contacts)
Plus	$147	per month (2 Users -- up to 2,500 Contacts)
Enterprise	$497	per month (5 Users -- up to 20,000 Contacts

Modules	Pricing Details	Terms
100,000 extra contacts	$99	Other
Additional user	$47	Per User per Month
100,000 extra messages	$99	Other
First-class postcards	$1	Other

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."

Ontraport Support Options

	Free Version	Paid Version
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Phone
Live Chat
Video Tutorials / Webinar
Live Screenshare

Ontraport Technical Details

Deployment Types:	SaaS
Operating Systems:	Unspecified
Mobile Application:	No
Supported Countries:	International

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Ontraport Scorecard Summary

Feature Scorecard Summary

About Ontraport

Ontraport Features

Additional Features

Ontraport Screenshots

Ontraport Integrations

Ontraport Competitors

Pricing

Ontraport Support Options

Ontraport Technical Details