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.
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
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: Standard reports
Supported: Custom reports
Platform & Infrastructure Features
Supported: Role-based workflow & approvals
Supported: Membership site management tools
Supported: SMS & Postcards
Supported: Sales force automation
Supported: Referral program management and tracking
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.
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.
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.
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.
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.
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.
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.
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.
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.)
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.
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.
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.
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!