Ontraport (Office AutoPilot) just makes me smile...
October 08, 2013

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

David Jaeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • All

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.