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Ontraport

Ontraport

Starting at $29 per month
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Overview

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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Love Team ONTRAPORT!

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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Awards

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)
    10.0
    100%
  • List management (16)
    10.0
    100%
  • WYSIWYG email editor (16)
    8.2
    82%
  • Email deliverability reporting (16)
    6.0
    60%
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Pricing

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://ontraport.com/pricing

Offerings

  • 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

YouTube

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

YouTube

Ontraport Review - Marie Forleo Case Study

YouTube

Demo With The Founder | Membership Site Walkthrough

YouTube

Ontraport Demo - How To Build A Landing Page without wordpress

YouTube

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

YouTube
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Features

Email & Online Marketing

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

9
Avg 7.8

Lead Management

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

5.5
Avg 7.7

Campaign Management

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

7.7
Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

7.1
Avg 7.5

Reporting & Analytics

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

9.3
Avg 7.5

Platform & Infrastructure

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

7.3
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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Comparisons

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Reviews and Ratings

(41)

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.

Cons:

  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

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
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.)
  • 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
Email & Online Marketing (9)
83.33333333333334%
8.3
WYSIWYG email editor
80%
8.0
Dynamic content
80%
8.0
Ability to test dynamic content
70%
7.0
Landing pages
80%
8.0
A/B testing
70%
7.0
Mobile optimization
80%
8.0
Email deliverability reporting
90%
9.0
List management
100%
10.0
Triggered drip sequences
100%
10.0
Lead Management (4)
97.5%
9.8
Lead nurturing automation
100%
10.0
Lead scoring and grading
100%
10.0
Data quality management
90%
9.0
Automated sales alerts and tasks
100%
10.0
Campaign Management (1)
90%
9.0
Event/webinar marketing
90%
9.0
Social Media Marketing (1)
80%
8.0
Social profile integration
80%
8.0
Reporting & Analytics (3)
73.33333333333333%
7.3
Dashboards
80%
8.0
Standard reports
70%
7.0
Custom reports
70%
7.0
Platform & Infrastructure (3)
93.33333333333334%
9.3
API
90%
9.0
Role-based workflow & approvals
100%
10.0
Customizability
90%
9.0
I really liked the robust features presented in a way that made sense to me. I needed a higher level system that I could understand how to use with little or no ramp-up time.
I'm already on year 2 of using the system... and I love it so much I help other set-up and use it.
  • Professional services company
Connect With Your Client
There are some things that don't work the way I would want them too, but it's WAY easier to use than Infusionsoft for day-to-day use by a non-techy user.
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Chad Root | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
  • 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.
Email & Online Marketing (9)
81.11111111111111%
8.1
WYSIWYG email editor
70%
7.0
Dynamic content
100%
10.0
Ability to test dynamic content
90%
9.0
Landing pages
70%
7.0
A/B testing
90%
9.0
Mobile optimization
40%
4.0
Email deliverability reporting
80%
8.0
List management
90%
9.0
Triggered drip sequences
100%
10.0
Lead Management (4)
85%
8.5
Lead nurturing automation
100%
10.0
Lead scoring and grading
80%
8.0
Data quality management
60%
6.0
Automated sales alerts and tasks
100%
10.0
Campaign Management (2)
90%
9.0
Calendaring
100%
10.0
Event/webinar marketing
80%
8.0
Social Media Marketing
N/A
N/A
Reporting & Analytics (1)
100%
10.0
Dashboards
100%
10.0
Platform & Infrastructure (6)
86.66666666666666%
8.7
API
80%
8.0
Role-based workflow & approvals
100%
10.0
Customizability
100%
10.0
Integration with Salesforce.com
80%
8.0
Integration with Microsoft Dynamics CRM
80%
8.0
Integration with SugarCRM
80%
8.0
Infusionsoft - I chose ONTRAPORT over Infusionsoft because I could make it match up to my clients processes easier. I value the flexibility. On the flip side, Infusionsoft has some eCommerce integration and pre-configured solutions that are appealing.

VTrenz, Marketo, Silverpop were all on the list back in 2008 when I looked at them but they were overboard on roles and structure not to mention unaffordable for small and midsize clients.
2
Sales Manager and Marketing Director
The help desk at ONTRAPORT is all you need. As a consultant, we implement a lot of things for our clients, so they don't really interact with it all that much.
  • 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!
We're committed to the platform and have built our business with it.
Yes
Salesforce.com, Appshore.com, MailChimp and Constant Contact
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
I started using ONTRAPORT at a time when the people demonstrating the software were also designing it. I was able to get it to do everything I wanted.
I wouldn't
  • Implemented in-house
  • Professional services company
We are a professional services company - Spearhead Sales and Marketing, Elkhart, IN
No
Change management was minimal
We tailor the system to the client process, not the other way around.
  • 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
If you know your business, ONTRAPORT is easy
6 plus years and going strong
Yes
Always
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
so, so - I use the desktop
It's really pretty simple.
World class features on a simple to use, customizable platform
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.
  • 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.
Email & Online Marketing (9)
87.77777777777779%
8.8
WYSIWYG email editor
80%
8.0
Dynamic content
80%
8.0
Ability to test dynamic content
80%
8.0
Landing pages
80%
8.0
A/B testing
100%
10.0
Mobile optimization
80%
8.0
Email deliverability reporting
90%
9.0
List management
100%
10.0
Triggered drip sequences
100%
10.0
Lead Management (4)
92.5%
9.3
Lead nurturing automation
100%
10.0
Lead scoring and grading
90%
9.0
Data quality management
90%
9.0
Automated sales alerts and tasks
90%
9.0
Campaign Management (2)
90%
9.0
Calendaring
90%
9.0
Event/webinar marketing
90%
9.0
Social Media Marketing (2)
90%
9.0
Social sharing and campaigns
90%
9.0
Social profile integration
90%
9.0
Reporting & Analytics (3)
80%
8.0
Dashboards
80%
8.0
Standard reports
80%
8.0
Custom reports
80%
8.0
Platform & Infrastructure (3)
93.33333333333334%
9.3
API
100%
10.0
Role-based workflow & approvals
90%
9.0
Customizability
90%
9.0
I evaluated Infusionsoft. I picked ontraport because I liked their marketing and support staff.
I am so dependent on the platform that I am super glued to them.
  • Implemented in-house
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.
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