Connect to more client and grow your business with Ontraport
Updated March 17, 2016

Connect to more client and grow your business with Ontraport

Jen Levitz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

ONTRAPORT

Overall Satisfaction with ONTRAPORT

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.

Pros

  • 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.

Cons

  • 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.
  • 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
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.
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.)

Ontraport Feature Ratings

8.3
WYSIWYG email editor
8
Dynamic content
8
Ability to test dynamic content
7
Landing pages
8
A/B testing
7
Mobile optimization
8
Email deliverability reporting
9
List management
10
Triggered drip sequences
10
9.8
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
9
Automated sales alerts and tasks
10
9.0
Event/webinar marketing
9
8.0
Social profile integration
8
7.3
Dashboards
8
Standard reports
7
Custom reports
7
9.3
API
9
Role-based workflow & approvals
10
Customizability
9

Using ONTRAPORT

I'm already on year 2 of using the system... and I love it so much I help other set-up and use it.

ONTRAPORT Implementation

  • Professional services company
Connect With Your Client

Using ONTRAPORT

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.

ONTRAPORT Reliability

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.

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