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.JPEGWe run ONTRAPORT. It doesn't run us.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.,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,9,10Ontra-Pumped on this platformWe 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,9Connect to more client and grow your business with OntraportOntraport 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,8,9
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Ontraport
28 Ratings
Score 8.0 out of 101
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Ontraport Reviews

Ontraport
28 Ratings
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Score 8.0 out of 101

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Reviews (1-3 of 3)

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Score 10 out of 10
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Usability

9
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.

When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Read Eric Foronjy's full review

Feature Scorecard Summary

WYSIWYG email editor (14)
8.4
Dynamic content (12)
7.2
Ability to test dynamic content (7)
8.3
Landing pages (14)
7.1
A/B testing (11)
5.3
Mobile optimization (10)
7.5
Email deliverability (13)
8.5
List management (13)
9.1
Triggered drip sequences (13)
9.6
Lead nurturing (14)
9.1
Lead scoring and grading (11)
8.5
Data quality management (12)
8.3
Automated sales alerts and tasks (14)
8.5
Calendaring (5)
6.2
Event/webinar marketing (8)
7.6
Social sharing and campaigns (3)
7.1
Social profile integration (4)
7.2
Dashboards (13)
8.1
Standard reports (9)
8.3
Custom reports (8)
9.1
API (9)
9.0
Role-based workflow & approvals (8)
8.0
Customizability (11)
8.7
Integration with Salesforce.com (1)
7.3
Integration with Microsoft Dynamics CRM (1)
7.3
Integration with SugarCRM (1)
7.3

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.

Ontraport Features

Email & Online Marketing Features
Has featureWYSIWYG email editor
Has featureDynamic content
Does not have featureAbility to test dynamic content
Has featureLanding pages
Has featureA/B testing
Has featureMobile optimization
Has featureEmail deliverability
Has featureList management
Has featureTriggered drip sequences
Lead Management Features
Has featureLead nurturing
Has featureLead scoring and grading
Has featureData quality management
Has featureAutomated sales alerts and tasks
Campaign Management Features
Does not have featureCalendaring
Has featureEvent/webinar marketing
Social Media Marketing Features
Has featureSocial sharing and campaigns
Does not have featureSocial profile integration
Reporting & Analytics Features
Has featureDashboards
Has featureStandard reports
Has featureCustom reports
Platform & Infrastructure Features
Has featureAPI
Has featureRole-based workflow & approvals
Has featureCustomizability
Does not have featureIntegration with Salesforce.com
Does not have featureIntegration with Microsoft Dynamics CRM
Does not have featureIntegration with SugarCRM
Additional Features
Has featureMembership site management tools
Has featureSMS & Postcards
Has featureSales force automation
Has featureReferral program management and tracking
Has featureTask management
Has featurePerformance analytics on visual map

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

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No
EditionPricing DetailsTerms
Pro$297per month (3 Users -- up to 10,000 Contacts)
Basic$79per month (1 User -- up to 1,000 contacts)
Plus$147per month (2 Users -- up to 2,500 Contacts)
Enterprise$497per month (5 Users -- up to 20,000 Contacts
ModulesPricing DetailsTerms
100,000 extra contacts$99Other
Additional user$47Per User per Month
100,000 extra messages$99Other
First-class postcards$1Other

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 VersionPaid 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