When a CRM and a smart meet You get ONTRAPORT. It is an all round marketing automation tool that offers great features like strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and more. Answerbase
We reviewed ONTRAPORT almost two Decades ago, but Since that time, the software has developed considerably, and they have added some new capabilities that were amazing. It’s time. Also, although at first glance they have added new features that were important have some older ones. Let’s explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another company, when he couldn’t locate a CRM that would let him run his business. Launched in 2008 and conceptualized in 2006, ONTRAPORT has increased during the last few years and now they have. They’ve won several awards such as #2 nationally for CareerBuilder’s’Big Strides at Small Business’, #102 on the Inc 500 list of fastest growing companies in the country, a place on the 50 Most Engaged Workplaces list, a Red Herring Top 100, and a Forbes Most Promising Companies list.
Who is it not for?
It’s not perfect for large or companies. And if you have thousands and thousands of clients, and send a lot of emails out every month, ONTRAPORT could prove to be rather expensive. Companies that run traditional sales models and do not really need marketing and autoresponder automation, can find options.
Who’s it for?
If you sell information products, provide instruction services, Instruction or online instruction, or run any type of paid membership website, you will absolutely love ONTRAPORT. It makes your life easy by automating almost everything other CRMs will force you to perform manually.
Just like any other software, ONTRAPORT has its Pros and cons. It is not perfect, and you will find things that its rivals can do better. But it is one of the best — maybe the best — marketing automation software solutions available for small businesses, especially if they market their goods or services online. Answerbase
Getting started with ONTRAPORT is not as complicated as it had been two Years ago. It does not offer a trial version just like most other CRMs, but does offer a 90-day money-back guarantee. If you think the item is not right for you or you are not ready for it yet, you are going to get full refund, no cancellation fee, no questions asked.
Signing up for ONTRAPORT is a little complex and you can only import Contacts in CSV format. Several CRMs allow you to import contacts in different formats, or even directly from third party sources like Gmail, social networking channels, Yahoo, Highrise etc.. On the other hand, the import process is compact and easy, you can add new fields to fit from the exact same page.
You can add new custom fields instantly while importing contacts
There is no installation fee and you also get 2 hours and implementation. If you want to have a peek at the system before purchasing 20, It is also possible to receive a demo.
Workspace and consumer 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 somewhat confusing.
Many CRMs like Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to supply you with a better comprehension of your customers, ONTRAPORT is lacking this feature. When we reviewed ONTRAPORT time, they neither had an app nor a website. Although, they have an app for the two iOS and Android now, none of these is updated. We tested the latter and struck too many problems to record.
Aside from the above mentioned qualms, we liked several things About the workspace: the interface is customizable, the menus are strategically laid out, sensible and regular naming conventions are used, and you will find fast add/manage buttons for every different module. You can add custom columns and up to 150 custom fields to customize the work place depending on your business needs.
Probably the most impressive and unique characteristic in the workspace Is a fast menu which appears on peak of the page when you click on the small button in the upper right-hand corner. This quick menu comprises your workflows, any unedited objects, and trapped items. It is possible to easily pin any item by clicking on the trap button highlighted in the screenshot below, so that you can immediately access your favorite formscontacts, landing pages or any other menus.
The work place excels when you want to go Beyond simply managing and calling your clients. By way of instance, you could create landing pages, revenue cart, web forms and a whole lot more by simply dragging and dropping things.
When we compare the job area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft having some additional features and bells and whistles, what you can do, another can also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.
Besides integration with third party apps that are several Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you incorporate it with virtually any software.
How popular is it?
Short answer is we’re not sure. They were not Exactly forthcoming about their client base, apart from it extends to over 63 countries around the world. Answerbase
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and task automation for just a few hundred dollars. On the contrary, one of their most important rivals Infusionsoft charges $1,999 kickstart charge.
Fantastic rule-based email advertising / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong stats, analytics and tracking
Split testing capacity
Complete WordPress integration, membership Websites, self-hosted sequence forms and landing pages
You do not even need your own site because ONTRAPORT can also host your site since their sub-domain
Great customer service
- Pricing — The most obvious benefit of ONTRAPORT is that the affordability of their service. At $297/month without the setup fees and 2 hours of complimentary onboarding calls, they’re positioned very competitively. What’s important to think about with Ontraport is that they give you access to all their attributes, along with the capacity to store 25,000 contacts and send 100,000 emails. While a few other tools might start at a lower entry cost, you’d likely pay 5-10x the cost of ONTRAPORT for the same level of contacts & features. They are scalable so that as your business grows, they can grow together with you so that you do not need to be concerned about shifting systems afterwards. The offer of a 90 day risk free guarantee is almost unheard of nowadays along with month-to-month or discounted yearly pricing alternative after the 90 day risk guarantee interval.
- Great neighborhood — ONTRAPORT has award winning customer service via telephone, chat, and email during most business hours. They’re clearly dedicated to the success of their clients, holding a 97% satisfaction rate and all their reps work from one central place for seamless communication between support and development. They upgraded all of their servers for redundancy, invested at a content delivery network to ensure the fastest speed internationally and are constantly looking for ways to make their app responsive and quick. They also have a great community of users in their Facebook user category, an education site that is totally free to ONTRAPORT clients, a quarterly bootcamp and certified consultant program and an yearly business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automated engine behind your marketing campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more along with your CRM so that you may hyper-target your prospects and convert them to clients. Your information is strewn about, when you have systems managing every one these operations and it’s challenging to be able to make smart, data-driven decisions regarding your company. ONTRAPORT combines your advertising efforts into a single so you have ONE place to phone to check out your organization data.
- Custom items — ONTRAPORT offers the capability to construct custom items that’s only available in business systems like SalesForce, Marketo or Eloqua. Custom made items permits you to make relationships between multiple databases. Unique to your company.
- ECommerce features — ONTRAPORT has a massive range of impressive ecommerce features including automatic credit card payment sets and the ability to include upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some conventional sales modules such as chance management
No social media integration
Bad cellular program, not regularly upgraded
With all the e-commerce and membership site attributes, ONTRAPORT ought to have a customer support module where clients can increase a ticket
No visible sales funnel
Both packages allow 25,000 connections with 100K mails and 100K contacts with 100k mails. Meaning if you hit the top limit for your contacts, you can just send four or one email per contact per month respectively, and purchasing email bundles can be pricey
The learning curve might be a bit steep, especially when you want to utilize the advanced attributes
Dashboard user interface — While you can create virtually any metric you would enjoy, their reporting dashboard isn’t particularly visually appealing as it does not have charts and graphs. Answerbase
Automation campaign builder — Even though Ontraport’s effort builder is simple to use and sufficiently strong, it works by adding text-based rules one beneath another. We find the visual’flowchart’ design campaign builder used by a few of Ontraport’s opponents intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first talk about the three recently added features: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, during the event called ONTRApalooza, in 2015.
Powerful and another intriguing recently introduced attribute is ONTRAPORT Projects. Basically, it’s an in-app training program which lets you get your company up and running instantly. Some data collects about your business and suggests projects that are distinct based on your business requirements. When you select a job, the training module walks you through the rest of the procedure, one step at a time. You can pause your project in the center, and resume it in precisely the same point later, or keep using different features of the CRM.
Let’s say you need to market a product for a monthly And you are using ONTRAPORT for your very first time, you don’t have any idea what to do and where to start. This is really where Projects menu comes to a rescue; it’ll guide you to take care of everything from establishing a product to choosing subscription fee to referrals and so forth.
Like a program store, the ONTRAPORT marketplace allows you to ONTRAform, ONTRAmail and share ONTRApages templates together with all the ONTRAPORT community. You discuss the ones you created along with others or can use templates.
When you can select them to Share for free, free for certain customers or you may even bill for your layouts in addition to 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 of a value that is higher.
This is Produce a set of follow up activities i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences could be triggered by customers through your site, email or any other source, and the client’s request will be processed by ONTRAPORT according to the rules you specified, even while you are sleeping.
ONTRAPORT Permits You to store a variety of important details Prospects clients in addition to in a single, highly customizable screen. While viewing a contact, you can send them an email or a text message, then log a telephone call, manage their credit card, then add a job… and the list goes on and on.
To update any field, just click the value from the Field, enter the new value and hit save button which looks right next to the area. Adding tags and sequences can also be a matter of a couple of clicks. In short, the touch menu is straightforward yet comprehensive.
ONTRAPORT Permits You to send emails that are normal, text messages Postcards, and last but not least equipped customizable email templates called ONTRAmail. Based upon the pricing strategy you pick, you can send a certain number of emails per month, and in case you have an extremely large clientele, you may wind up having to purchase costly additional messages. For text messages, you want to pay 2 cents per message — that ONTRAPORT asserts is the lowest priced in the business. Likewise, ONTRAPORT charges a little .
The best thing about messages is that they are Two-way messages i.e. the reply from the customer can activate a sequence. Additionally, you can automatically insert merge fields to emails as well as text messages i.e. first name/last title or some other info of the contact.
An additional customizable menu that lets you Activate actions or sequences based on if, then conditions. For example, you may create a rule to recharge all diminished transactions, remove the contact send email notification to some of your teammates, add a tag and so forth. Answerbase
Event management is another feature of ONTRAPORT that lets you to run and manage events such as teleseminars, webinars or events. You can monitor individuals who attended and those who could not, and tell the CRM to automatically follow up with every group.
The job management saves a lot of and simplifies the Majority of the processes time. It is possible to assign prospects to your applicable teammate, route prospects based on several indicators (zip code, job name, website visits etc.). You can make conclusions of routing leads on a percent or round-robin basis.
It’s disappointing that you can’t add a new task Rather you have to go to Hotmail or Hotmail to bring a new undertaking when you’re seeing your tasks. There is no calendar.
It is a menu Which Allows you add/edit/delete Import contacts, Customized fields, handle change the default value of these merge fields, handle broadcasts, and lead routing and scoring.
Partner & Affiliate Program Management
This attribute lets you manage your affiliate program. Create a branded partner centre and offer them the desired tools. You can make multiple affiliate programs for goods or partner kinds. You could automate manually or commissions sanction them after seeing.
You’ll, if you run an ecommerce business Love the sales module of ONTRAPORT. Here you can see all the purchases made by your clients, products that you sell, create various reports such as sales report, subscriber retention file, transaction log, open orders and more.
When it comes to e-commerce, while ONTRAPORT does The principles right, Infusionsoft defeats on it into the punch. Firstly, ONTRAPORT doesn’t have a shopping cart as discovered in Infusionsoft. For similar functionality, you’ll have to incorporate ONTRAPORT with 1 Shopping Cart, a renowned cart merchandise. Managing payments as well as managing payment programs is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is participating with your own content. Unlike most other Analytic programs, ONTRAPORT monitoring not just shows you how many users are viewing your website, but it also tells you they are, exactly what pages they’ve seen, when they viewed it and far more.
You can monitor users by campaign Source, by mediumarticles, or by duration and receive alerts when your merchandise is downloaded by someone, to follow up; a hot prospect visits a particular landing page or anything else. Answerbase
This module create amazing in Addition to lets you incorporate WordPress sites Landing pages simply by dragging and dropping. Last time we reviewed ONTRAPORT, this module didn’t operate on Google Chrome, but we could produce a great landing page this time.
It’s a Fantastic feature for selling information products or Coaching services. You create unlimited subscription levels can host movies and other media for your customers, and upgrade members over time, when accessibility is paid for by them.
You can choose to produce order or opt-in forms using ONTRAPORT and then Host on your webpage. All you have to do is print, and add your photographs and texts As there are a whole lot of professionally designed templates available. Customizing the cubes and using them over and over again is a matter of a few mouse clicks by employing the editor.
You can print your forms as static types, Picture or link, or possibly a lightbox pop-up. The alternative that is most fascinating and intelligent is probably the lightbox pop-up, which you can opt to be triggered when a person spends a specified amount of time scrolls percentage of the webpage or plans to exit. A adequate pop-up tool on its own is quite expensive.
ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, known as Basic. It offers only 1 login, is affordable but lacks key capabilities. The rest of the two plans haven’t changed since we last reviewed ONTRAPORT, and all the programs come with a money back guarantee.
$79/month, 1,000 contacts, unlimited emails, ONTRApages webpages, amazing email templates and SMS advertising automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 users, two hours free execution
$597/month, 100,000 contacts, 100,000 emails/month, 10 users, two hours free execution
ONTRAPORT as a CRM impresses, and as a business ONTRAPORT impresses. Their progressiveness is reflected in their product. It is a game of leapfrog with the contest, and they play with it continuously enhancing their merchandise. Their CRM is especially suited to companies that do complex email advertising, and should you operate an affiliate program (which is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is an excellent tool to manage that for you, also. Answerbase