Ontraport provides a customer relationship management (CRM) system for small and growing businesses looking to automate marketing and sales efforts. The solution includes tools for email marketing, lead scoring, lead nurturing, lead generation, task management, affiliate management, event management, payments, membership site creation and management and more.
New data can be collected via a web form builder, which can be used to create fully customized forms. Pre-created templates are also available. Once a lead is generated, Ontraport routes the lead to the correct member of the sales team, leaving space for follow-up instructions and more lead-specific information. Users can also access and edit contact records from both iPhone and Android devices.
Ontraport includes a customizable dashboard with a drag and drop interface, and businesses can set permission levels so users have access to the areas of the system most relevant to their roles. Finally, Ontraport offers phone and email support along with concierge services for businesses that want additional assistance with set-up and implementation.
Deanna M. Branche: Unternehmensberatung
Ontraport makes marketing and selling in my business effective and easy. With great email deliverability I don't have to worry that my marketing messages aren't getting to my prospects and customers. The payment processing and affiliate systems allow me to accept payments for my services and products and have my partners share them with their communities so I can help more people get the solutions they need. But the best part is how automated everything can be with the sequences, tasks, and if/then rules. No matter what the event: a client signs up, a promotion runs, a prospect wants to talk to me about how I can help them, everything that needs to happen to deliver a quality experience them, happens and it's on autopilot. And on top of all of that the support team isn't knowledgable and fast when I have a question about how I could use the system better to accomplish my goals. I couldn't be happier about my experience with Ontraport and love sharing it as a resource with my clients.
I don't have one complaint about the Ontraport system or the company. The staff are friendly and really care about the success of their customers. They are careful to roll out updates after thorough testing and creating new features that the community of users wants.
Be clear on what features you want/need now and which ones you may want in the future. Try it. Set up forms, sequences, add a few contacts. It's powerful and can make a lot of great things happen in your business. And when you talk to other users don't forget their comments are often colored by experiences where they bumped up against their own understanding about how to use the system...not what the system can do. Sure, not every piece of software is going to be right for every business. But, do your own evaluation and you'll see it's a great tool.
The biggest benefit is that it allows us to intelligently segment our customers and have a true CRM where we can see what happened when and troubleshoot errors.
You can just do so much with this software. It's amazing to have the ability to use such a powerful tool where we can design helpful systems for all aspects of our business without ever having to pay or consult a developer. The new updates they have made to the software have been amazing, and I love how there is always a helpful support person just one click away if you ever get stuck.
Because the software can do so much and is so flexible, it can be a bit overwhelming and at times confusing because you end up doing things in a non-standard way which can lead to a messy account.
Antwort: ONTRAPORT 1.6.2018
There are so many possibilities within ONTRAPORT. A best practice is to think through each process and what reporting you would like before building. You can always share your build with the ONTRAPORT Facebook User Community to get feedback before launching. Our experts and power users usually do this to see if there are other ways to build more efficiently.
Carolyn B. Branche: Marketing & Werbung Mitarbeiteranzahl: Selbstständig
-Easy to manage and navigate CRM
-Saves time during customer file management
-Intuitive user interface
I use Ontraport as a team member to manage client files and support membership-related inquiries.
I love how easy it is to work with client files and support customers with their inquiries. In general, I've found this particular Ontraport feature relatively easy to learn, and in comparison, found it much easier and more user-intuitive than Infusionsoft.
I can't speak to the marketing automation aspects, other than my client has installed a powerful and complex automated marketing email system and it seems to work quite well.
Overall, this is a great software, especially if you're thinking of outsourcing CRM and support-related tasks.
I can't find any drawbacks for using this software. From what I understand support has also been wonderful whenever my client has needed to contact them.
Antwort: ONTRAPORT 1.6.2018
Glad to hear you are having a great experience using our software. Should you ever have questions about the other functionalities or want to look at opportunities as a consultant let us know! You can email our support team directly at [email protected]
It just simplifies so many processes. Being able to build a page, send emails, manage contacts, and set up campaigns all under one roof makes everything so straightforward. We're better able to roll out new ideas and events because multiple team members have learned the simple UI, and because we don't have to juggle amongst several different services for each step of the process.
I like how easy it is to create a sequence of events from start to finish--a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport's vastly powerful tools and visually intuitive interface.
Some quirks and bugs in the page editors can make building a page frustrating--for instance, in the sidebar where you upload a photo for a certain block of the page, your cursor naturally tracks over Ontraport's sample photos on the way to the Submit button--and hovering over one of those images causes it to be chosen, overwriting the image you just uploaded and inserted. I have to take a scenic route in a big C-shape with my cursor to avoid this happening. Little quirks like that stack up and become pretty frustrating.
Antwort: ONTRAPORT 1.6.2018
Glad you and your team are using and enjoying the software. We hear you about the page builder. Keep an eye out for updates, we are constantly making the UI and experience better.
Verifizierter Rezensent Mitarbeiteranzahl: 13-50 Mitarbeiter
Not having to juggle between a bunch of other software.
Ontraport does a lot of things. For the small businesses that are just starting and not sure what they want, Ontraport is great.
Ontraport made me terrified of all-in-one solution packages. It does a lot of things... but nothing well. Every solution that it solves also has a huge "Yes, BUT..." Rising prices, followed by my inability to do what I need for it to do perfectly, has made me leave Ontraport.
Like, being able to control permissions for wordpress pages is neat. But incredibly tedious to disable access when there's a lot of content. Subscriptions would be hard to manage if the customer had multiple products. Email campaigns were difficult to execute. Just a long laundry list of problems.
If you're a small business that DOES know what you want, and the software to handle it -- I recommend that solution instead.
Antwort: ONTRAPORT 1.6.2018
Thank you for your honest review. We would love to hear more about what your needs are so that we can submit them as feature releases. While we continue to bring core functionalities businesses need under one roof, we appreciate getting feedback from our users so we can continue to grow alongside the market. Please submit to our support team at [email protected]