Ontraport (Office AutoPilot) just makes me smile...
David Jaeger profile photo
October 08, 2013

Ontraport (Office AutoPilot) just makes me smile...

Score 10 out of 101
Vetted Review
Verified User
Review Source

Software Version
Modules Used

Overall Satisfaction

  • The 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".
Amazing software, amazing team.

Product Usage

  • Email marketing.
  • CRM
  • Marketing automation.
  • Business analysis.

Evaluation and Selection

Internal CRM and MailChimp for email.
Infusionsoft. I picked OAP because there was no $2,000 training fee, pricing seemed fairly reasonable, and features were a good match.


Very easy tool. Self explanatory, with lots of video training.


  • In-person training
  • Self-taught
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.


They are very good at getting back to you ASAP.