When a CRM meets a smart Autoresponder, you receive ONTRAPORT. It’s an all round marketing automation tool that offers great features like powerful CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and more. Activecampaign
We reviewed ONTRAPORT almost two years ago, but Since then, the software has developed considerably, and they have added some new capabilities. It’s time to update our review. Also, although at first glance they’ve added several new features that were important have some old ones. Let’s investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another small company, when he couldn’t find a CRM that will let him run his business. Conceptualized in 2006 and found in 2008, ONTRAPORT has grown tremendously during the last few years and now they have. They have won several awards including #2 nationwide for CareerBuilder’s’Big Strides in Small Business’, #102 on the Inc 500 list of fastest growing companies in the nation, a place on the 50 Most Engaged Workplaces listing, a Red Herring Top 100, along with a Forbes Most Promising Companies listing.
Who is it not for?
It is not perfect for big or even midsize companies. And if you have hundreds of thousands of customers, and send a lot of emails out every month, ONTRAPORT could end up being somewhat expensive. Businesses that run sales models and do not really need autoresponder and marketing automation, can find cheaper options.
Who is it for?
If you sell info products, offer instruction services, Conduct any sort of paid membership website or instruction, or instruction, you’ll absolutely love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will make you do manually.
The Same as any other applications, ONTRAPORT has its own Pros and cons. It is not perfect, and there are things that its rivals can do better. However, it’s one of the greatest — maybe the best — marketing automation software solutions out there for small companies, especially if they market their goods or services on the internet. Activecampaign
Getting started with ONTRAPORT is not as complicated as it had been two Years ago. It does not offer a trial version like most other CRMs, but does offer a 90-day money back guarantee. If you believe the product isn’t best for you or you are not ready for this yet, you are going to get whole refund, no cancellation fee, no questions asked.
Signing up for ONTRAPORT is a little complex and you can only import Pictures in CSV format. Many CRMs permit you to import contacts in different formats, or even straight from third party sources such as Gmail, social media channels, Yahoo, Highrise etc.. The import process is pretty compact and easy, you can add new fields instantly, to match the information you’re importing, from precisely the same page.
You can add new custom fields immediately while importing contacts
Also, there is no installation fee and you also get 2 hours and implementation. It is also possible to receive a free presentation if you want to take a peek at the system before purchasing it.
Workspace and user experience
The software sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — is not very intuitive. The dashboard displays a bunch of boxes which display the metrics you choose, but it can be a little confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to give you a better comprehension of your clients, ONTRAPORT is missing this feature. When we reviewed ONTRAPORT last time, they had an app nor a website. Although, they have got an app for the two iOS and Android now, none of them is updated. We tested the latter and struck too many problems to list here.
Apart from the above mentioned qualms, we really liked several things About the workspace: the interface is customizable, the menus have been laid out, sensible and regular naming conventions have been used, and there are quick add/manage buttons for every single different module. You can add up to 150 custom fields and custom columns to customize the work area depending on your business requirements.
Probably the characteristic that is most impressive and One of a Kind in the workspace Is a fast menu which appears at the peak of the page when you click the little button in the upper right-hand corner. This fast menu comprises your own workflows, any unedited objects, and trapped items. It is possible to easily pin any object by clicking the trap button highlighted in the screenshot below, so you can immediately access your favorite formscontacts, landing pages or any other menus.
The work area excels when you want to go Beyond managing and calling your customers. For example, you can create landing pages, sales cart, internet forms and also a lot more by simply dragging and dropping things.
When we compare the job area of ONTRAPORT and Infusionsoft, it functions Out that although InfusionSoft with a few additional features and bells and whistles, what one can do, the other can also do. A notable difference is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.
Apart from integration with third party programs that are several Such as WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API which allows you incorporate it with just about any computer software.
How popular is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their client base, apart from it extends to over 63 countries around the world. Activecampaign
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and task automation for just a couple of hundred dollars. On the contrary, one of their most important rivals Infusionsoft costs $1,999 kickstart fee.
Excellent rule-based email advertising / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Powerful stats, analytics and tracking
Split testing capacity
Complete WordPress integration, and membership sites, self-hosted sequence forms and landing pages
You don’t even need your site because ONTRAPORT may also host your site since their sub-domain
Great customer service
- Pricing — The most obvious benefit of ONTRAPORT is that the affordability of the services. At $297/month with no installation fees and two hours of free onboarding calls, they’re positioned quite inexpensively. What is important to think about with Ontraport is they offer you access to all of their features, and the capacity to keep 25,000 contacts and send 100,000 emails. While a few other tools may start at a lower entry cost, you’d likely pay 5-10x the cost of ONTRAPORT to the same degree of contacts & attributes. They are scalable so that as your company grows, they can develop together with you so that you do not need to worry about shifting systems afterwards. The offer of a 90 day risk free assurance is practically unheard of these days together with month-to-month or discounted yearly pricing option following the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer support via telephone, chat, and email during most business hours. They’re clearly dedicated to the success of their customers, holding a 97% satisfaction rate and each of their reps work from one central place for seamless communication between development and support. They upgraded all their servers for redundancy, invested in a content delivery network to guarantee the fastest speed globally and are continuously looking for ways to make their program quick and responsive. They also have a great community of users in their Facebook user group, an education site that is totally free to ONTRAPORT customers, a quarterly bootcamp and certified consultant course and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automated engine behind your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and more with your CRM so that you can hyper-target your prospects and convert them to clients. Your information is strewn about when you have separate systems handling all of these operations and it’s challenging to be able to make intelligent, data-driven decisions about your company. ONTRAPORT combines your advertising efforts into one so you have ONE place to call for assistance and ONE place to look at your organization data.
- Custom objects — ONTRAPORT offers the capability to build custom objects which is only available in business systems such as SalesForce, Marketo or Eloqua. Custom items permits you to create connections between multiple databases. Unique to your organization.
- ECommerce features — ONTRAPORT includes a massive assortment of impressive ecommerce features including automatic credit card payment collections and the capacity to include upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some conventional sales modules like chance management
No social networking integration
Bad cellular program, not regularly updated
With all the e-commerce and membership site features, ONTRAPORT ought to have a customer support module where clients can increase a ticket
No visible sales funnel
Their two packages allow 25,000 contacts with 100K emails and 100K contacts with 100k emails. Meaning if you hit the top limit for your contacts, you can only send four or even one email per contact per month respectively, and purchasing email packages can be pricey
The learning curve could be a little steep, especially once you want to utilize the innovative features
Dashboard user interface — While you are able to create virtually any metric you would like, their coverage dashboard isn’t particularly visually appealing as it doesn’t have graphs and charts. Activecampaign
Automation effort builder — While Ontraport’s campaign builder is simple to use and sufficiently strong, it works by adding text-based rules one under another. We find the visual’flowchart’ design campaign builder used by a few of Ontraport’s competitors more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the annual event named ONTRApalooza, in 2015.
Another interesting and powerful newly introduced feature is ONTRAPORT Jobs. It’s an in-app training plan that lets you have your business up and running instantly. The CRM assembles some info and suggests projects based on your company requirements. When a job is chosen by you, you walk through the remaining part of the process, 1 step at a time. You keep with features of the CRM, or can pause your job and restart it in the exact same point later.
Let us say you need to sell a product for a monthly And you are using ONTRAPORT for your first time, you probably don’t have any clue what to do and where to get started. This is where Projects menu comes to your rescue; it’ll steer you to take care of everything from establishing a product to selecting subscription fee and so forth.
Pretty much like a program shop, the ONTRAPORT marketplace allows you to ONTRAmail, Discuss ONTRApages and ONTRAform templates together with all the ONTRAPORT community. You share the ones you created with others or can use templates created by other users.
When they can be chosen by you to Share at no cost, free for certain customers or you may even bill for your designs as well as content either a one-time fee or recurring subscription fee. The intelligent software system takes care of everything, and you get 90% of this fee. Than many will realise this is obviously a higher value.
This is an Extremely customizable menu that lets you Create a set of follow up actions i.e. email, SMS, tasks, rules as well as fulfillments. These sequences could be triggered by clients by your blog, email or any other supply, and the customer’s request will be processed by ONTRAPORT as per the rules you defined, even while you’re sleeping.
ONTRAPORT allows you to save Many Different significant details Prospects, clients as well as in a single display. While viewing a contact, you can send them an email or a text message, log a phone call, handle their credit card, add a job… and the list continues on and on.
To upgrade any area, just click the value from the Field, enter the new value and hit save button that appears right alongside the field. Adding tags and sequences is a matter of a couple of clicks. In short, the contact menu is straightforward yet comprehensive.
ONTRAPORT allows you to send emails that are normal, full color, text messages Postcards, and last but not least, professionally equipped, completely customizable email templates called ONTRAmail. Depending upon the pricing strategy you pick, you may send a certain number of emails per month, and if you’ve got a very large clientele, then you might wind up having to purchase expensive additional messages. You want to pay 2 cents per message — which ONTRAPORT claims is the cheapest in the business. Likewise, ONTRAPORT costs a bit under $1 per postcard.
The best thing about messages is that they are Two-way messages i.e. the reply from the customer can activate a sequence. Also, you may automatically insert merge fields to mails in addition to text messages i.e. original name/last name or some other info of the contact.
Another customizable menu that lets you Trigger actions or sequences based on whether, then states. By way of instance, you may create a guideline to recharge all declined trades, eliminate the contact send notification add a tag and so forth. Activecampaign
Event management is another feature of ONTRAPORT that allows you to conduct and manage events like webinars, teleseminars or events that are live. You can monitor individuals who attended and those who could not, and inform the CRM to automatically follow up with every group.
The task management saves a lot of and automates the Majority of the processes time. It is possible to assign prospects to your applicable teammate, route leads based on several indexes (zip code, job title, website visits etc.). You may make conclusions of routing contributes on a percentage or round-robin basis.
It’s disappointing that you can not add a new Job Rather you need to visit Contacts or Messages to bring a new task; when you’re seeing your tasks. There is absolutely no calendar where you can see your appointments and tasks.
It’s a menu Which Allows you add/edit/delete Import contacts, Customized fields, manage change the default value of these fields, handle scheduled broadcasts, and lead grading and routing.
Partner & Affiliate Program Management
This feature lets you manage your affiliate program. Produce a branded partner center on your own website in minutes and provide them the desired instruments to promote your business. You can make multiple affiliate programs for different goods or spouse kinds. You could automate manually or commissions sanction them.
If you run an ecommerce business, you’ll Totally love the sales module of ONTRAPORT. Here you can see all of the purchases made by your customers, products which you market, generate various reports such as earnings report, subscriber retention report, transaction log, open orders and more.
In Regards to e-commerce, while ONTRAPORT does The basics right, it is beaten by Infusionsoft . Primarily, ONTRAPORT does not have a shopping cart as found in Infusionsoft. To get similar functionality, you’ll need to integrate ONTRAPORT using 1 Shopping Cart, a renowned, independent shopping cart merchandise. Managing payments in addition to handling payment programs is relatively easier in Infusionsoft: Infusionsoft includes a built-in merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is participating with your own content. Unlike most other Analytic apps, ONTRAPORT monitoring not only shows you how many users are viewing your site, but it also tells you they are, exactly what pages they’ve viewed, when they viewed it and a lot more.
You can monitor users by effort, by direct Alerts , by content, or by term and receive when your merchandise is downloaded by someone to follow up; a prospect visits a specific landing page or anything else. Activecampaign
This module allows you incorporate WordPress websites in Addition to create amazing Landing pages by simply dragging and dropping. Last time we analyzed ONTRAPORT, this module did not work on Google Chrome, however we could produce a nice landing page this time.
It’s a Fantastic feature for selling products or Coaching services. You can host videos and other websites create unlimited subscription levels, and upgrade members as time passes, when they pay for accessibility.
You Can Opt to produce order or opt-in forms utilizing ONTRAPORT and then Host in your webpage. All you have to do is print, and add your photographs and texts since there are a lot of templates available. Customizing the built-in blocks and using them over and over again is a matter of a few mouse clicks by using this editor.
You can print your types as forms, Click-to-pop-up image or link, or even a lightbox pop-up. The option is the lightbox pop-up, which you may opt to get triggered when a person intends to depart, scrolls past proportion of the page or spends a specified amount of time on your website. A decent pop-up tool on its own is quite pricey.
ONTRAPORT has announced a new pricing strategy, Geared towards solopreneurs, called Basic. 1 login is offered by it, is fairly reasonably priced but lacks important capabilities. The remainder of the 2 plans haven’t changed since we last reviewed ONTRAPORT, and each of the programs include a 90-day money-back guarantee.
$79/month, 1,000 contacts emails, ONTRApages webpages, beautiful email templates and SMS marketing automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, two users, two hours free implementation
$597/month, 100,000 contacts, 100,000 emails/month, 10 users, 2 hours free implementation
ONTRAPORT as a CRM impresses, and as a company ONTRAPORT participates, also. Their progressiveness is reflected within their merchandise. Like CRM vendors on the market, it is a continuous game of leapfrog with all the competition, and they play it well enhancing their merchandise. Their CRM is especially suited to companies that do sophisticated email marketing, and if you operate an affiliate reseller program (that is an ideal way to run a little-cost independent sales team), ONTRAPORT is a superb tool to manage for you, too. Activecampaign