Full featured, but intimidating and needs more polish
May 03, 2018
Full featured, but intimidating and needs more polish
Score 6 out of 10
Vetted Review
Verified User
Software Version
ONTRAPORT
Overall Satisfaction with ONTRAPORT
Marketing automation, sales workflows, providing customers with education about our services, automatically keeping up with clients, tracking goals/tasks, managing a sales funnel.
- Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
- CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
- Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.
- Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
- Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
- Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
- Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
- Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
- Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
- Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
- Easier to keep track of our sales funnel.
- It's a lot easier to onboard new clients with templated emails, especially combined with GravityForms on our website where clients can leave feedback or fill out forms to move a project along.
Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.