Return on Investment
- Its have been a great investment. We stayed with them for over 5 years.
- Fast support is great. We don't waste time on chat when a 3 min call can fix it.
- The real value is the support and everything just works as one system.
TrustRadius
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.https://media.trustradius.com/product-logos/ZL/sT/2XTJ06NB7FEJ.JPEGOntraportOntraport review from someone who has used it for 5 years.2019-05-10T17:27:27.577ZOntraport 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.,10,Its have been a great investment. We stayed with them for over 5 years.
Fast support is great. We don't waste time on chat when a 3 min call can fix it.
The real value is the support and everything just works as one system.,HubSpot, ActiveCampaign, GetResponse and Infusionsoft by Keap,25,000 to 100,000,B2B,HubSpot CRM, ActiveCampaign, AdStageCharles KirklandONTRAPORT is A Great Tool For Automating Sales & Marketing Messages2018-11-30T18:26:34.880ZWe 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.,6,ONTRAPORT has helped us as we continue to segment our users - we're able to quickly determine what messaging is working and what isn't.
Their form loading is so slow at times that it negatively affects signup conversion rates on our website.
They have an open API that let's us connect to other productivity and marketing tools without hiring programmers.,ActiveCampaign, Drip from Leadpages and Infusionsoft,100,000 to 250,000,B2C,Unbounce, Slack, Yext Knowledge ManagerJeremy EstesONTRAPORT can meet your sales needs!2018-12-03T00:38:13.348ZONTRAPORT 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.,7,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.,Salsa CRM and Salesforce Commerce Cloud,Less than 10,000,B2C,Salsa Engage, Salsa CRM, Salesforce for NonprofitsKalyn HoffmanOntraport User Review2018-12-19T21:44:06.664ZI 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.,9,It's really helped me get my marketing funnels in order & cleaned up.
It's given me more ideas on what to implement for greater ROI.
It's helped me ensure client leads aren't falling through the cracks.,MailChimp, Leadpages and Nimble,Less than 10,000,B2B,FreshBooks, MailChimp, LeadpagesChelsea BaldwinFull featured, but intimidating and needs more polish2018-05-03T15:30:52.912ZMarketing 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,1,1Andrew MullerThe Best Campaign Builder You'll Ever Use2018-05-16T23:40:45.570ZWe 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, WordPressBrock RossOntraport is the best all in one solution I have found2017-06-15T18:01:26.970ZAll 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!,10,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,Infusionsoft,Less than 10,000,B2CMatt KnightOntraport has transformed the way we do business2015-05-06T21:51:55.116ZWe 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 10,000,10,8Matthew WattsHow ONTRAPORT moved us from a manual business model to automation!2015-04-30T22:05:14.115ZIt 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.,10,Faster product creation, sales and conversion.
Easier to create and manage multiple sales funnels.
Easier to manage customer communication and follow-up.,1ShoppingCart,AWeber,10,000 to 25,000,10,8Chris CastilloLove Team ONTRAPORT!2015-06-24T14:14:49.224ZI 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,9,Efficient customer engagement
Increase in lead generations
Increase in online sales,B2C,1,1,9Bill MilesWe run ONTRAPORT. It doesn't run us.2015-04-29T19:31:31.771ZWe 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,9,10Chad RootOntra-Pumped on this platform2015-05-01T15:41:46.830ZWe 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,9Eric ForonjyAmazing automation with amazing support team!2015-05-13T16:18:22.940ZMy 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.,10,Increased efficiency,AWeber,Podio,Less than 10,000,BothJoe KalisWhy ONTRAPORT is #12014-06-10T16:32:26.568ZMy 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,10,10 all around, no questions asked,Infusionsoft,customerio,10Ari SherbillOntraport (Office AutoPilot) just makes me smile...2013-10-08T22:37:32.781ZThe 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.,Better client communications
Great CRM
A new way of thinking about our "business processes".,10,10,Email marketing.
CRM
Marketing automation.
Business analysis.,,,Implemented in-house,10,In-person training
Self-taught,10,Yes.,No,8David JaegerConnect to more client and grow your business with Ontraport2015-04-29T19:28:48.639ZOntraport 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.,8,Because I'm connecting more consistently, I am seeing a quick turn in my sales cycle
The task management feature ensures that we are delivering consistent service to our customers
With lead flow mostly automated, the team in freed up to actually work with clients, rather than trying to just manage relationships,1ShoppingCart, InfusionSoft, ConstantContact, MailChimp and AWeber,Less than 10,000,10,Professional services company,8,9Verified UserContraport - A burdensome tool to enflame your team to revolution2014-02-20T22:32:39.876ZOntraport (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.Verified User
Unspecified
Ontraport
28 Ratings
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