Introduction C2 Atom
When a CRM meets with a smart You get ONTRAPORT. It is an all round marketing automation tool that offers great features such as strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and much more. C2 Atom
We analyzed ONTRAPORT nearly two years ago, but Since then, the software has developed and they’ve added some amazing new capabilities. So, it’s time. At first glance they’ve added features that were significant, but also have some older ones. Let’s investigate it in depth.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another company, when he could not locate a CRM that will let him run his business on one stage. Launched in 2008 and conceptualized in 2006, ONTRAPORT has increased during the past couple of years and they have over 100 team members who run the show. They have won several awards including #2 nationally for CareerBuilder’s’Big Strides in Small Business’, #102 on the Inc 500 list of fastest growing companies in the country, a spot on the 50 Most Engaged Workplaces listing, a Red Herring Top 100, along with a Forbes Most Promising Companies list.
Who’s it not for?
It’s not perfect for large or even midsize companies. And if you send a lot of emails every month, and have hundreds of thousands of clients, ONTRAPORT could prove to be somewhat expensive. Businesses that don’t really need autoresponder and marketing automation and run sales models, can find cheaper alternatives.
Who’s it for?
If you sell info products, provide coaching services, Conduct any type of paid membership website or education, or online instruction, you love ONTRAPORT. This makes your life simpler by automating almost everything other CRMs will make you perform manually.
The Same as any other software, ONTRAPORT has its own Pros and cons. It’s not ideal, and there are things that its competitors can do exponentially. But it is among the best — maybe the best — marketing automation software solutions out there for small businesses, especially if they market their products or services online. C2 Atom
Getting started with ONTRAPORT is not as complicated as it was two Years ago. It doesn’t offer a trial version just like most other CRMs, but does offer a 90-day money back guarantee. If you believe the item is not right for you or you’re 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 complicated and you can only import Contacts in CSV format. Many CRMs allow you to import contacts in different formats, or even directly from third party sources such as Gmail, social networking stations, Yahoo, Highrise etc.. The import method is pretty streamlined and simple, you can add new fields to fit the data you are importing, from precisely the exact 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. If you would like to take a peek at the system before purchasing 20, It is also possible to receive a free presentation.
Workspace and consumer experience
The software sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — although customizable — is not very intuitive. The dashboard shows a lot of boxes which display the metrics you choose, but it may be a little confusing.
Several CRMs like Salesforce, Groove, Nimble, Sprout offer strong Social networking integration to supply you with a better understanding of your clients, ONTRAPORT is missing this feature. Similarly, when we reviewed ONTRAPORT last time, they had an program nor a site. Although, they have an app for both iOS and Android today, none of them is updated. We tested the latter and struck too many problems to record.
Aside from the above mentioned qualms, we actually liked things Concerning the workspace: the interface is customizable, the menus are laid out, sensible and regular naming conventions are used, and there are quick add/manage buttons for every single module. You are able to add up to 150 custom fields and custom columns to customize the work area depending on your company requirements.
Probably the characteristic that is One of a Kind and most impressive in the workspace Is a fast menu that appears at the top of the page when you click on the small button in the upper right-hand corner. This quick menu features your workflows, any unedited items, and trapped items. It is possible to easily pin any object by clicking on the pin button highlighted in the screenshot below, so that you can immediately access your favorite types , contacts, landing pages or any other menus.
When you want to go, the work place actually excels Beyond managing and calling your clients. For instance, you can create landing pages, sales cart, web forms and a whole lot more by simply dragging and dropping things.
When we compare the work area of ONTRAPORT and Infusionsoft, it functions Out that although InfusionSoft having a few added features and bells and whistles, what one can do, another may also do. A notable difference is Infusionsoft’s campaign builder, which can be more intuitive compared to its counterpart in ONTRAPORT.
Besides integration with third party programs Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT comes with an API that lets you integrate it with virtually any computer software.
How hot is it?
Short answer is we’re not sure. They weren’t Exactly forthcoming about their client base, apart from it expands to over 63 countries around the world. C2 Atom
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for just a couple of hundred dollars. To the contrary, one of the most important rivals Infusionsoft costs $1,999 kickstart fee.
Fantastic rule-based email advertising / business processes
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong analytics, analytics and monitoring
Divide analyzing capacity
Complete WordPress integration, membership Websites, self-hosted order forms and landing pages
You don’t even need your site because ONTRAPORT can also host your site as their sub-domain
Good customer service
- Pricing — The most obvious benefit of ONTRAPORT is the worth of the services. At $297/month with no installation fees and two hours of complimentary onboarding calls, they are positioned quite inexpensively. What’s important to consider with Ontraport is that they offer you access to all of their attributes, and the capacity to keep 25,000 contacts and send 100,000 emails. While a few other tools may begin at a lower entry price, you’d likely pay 5-10x the cost of ONTRAPORT for the same level of contacts & features. They’re scalable so that as your company grows, they could develop together with you so that you do not need to be concerned about switching systems later. The offer of a 90 day risk free assurance is almost unheard of these days along with month-to-month or discounted annual pricing alternative following the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer service via phone, chat, and email during most business hours. They are clearly dedicated to the success of the clients, holding a 97% satisfaction rate and all their managers operate from one central location for easy communication between development and support. They upgraded all of their servers for redundancy, invested in a content delivery system to guarantee the fastest speed internationally and are continuously looking for ways to make their program responsive and quick. They also have a great community of users in their Facebook user group, an instruction site that’s free to ONTRAPORT customers, a quarterly bootcamp and certified consultant program and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automatic engine supporting your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and more along with your CRM so you may hyper-target your leads and convert them into customers. When you have different systems handling these operations all, your information is strewn about and it’s challenging to have the ability to make smart, data-driven decisions about your company. ONTRAPORT combines your marketing efforts into a single system so you have ONE place to call to check out your business data.
- Custom items — ONTRAPORT gives the ability to build custom items that’s only available in business systems such as SalesForce, Marketo or Eloqua. Custom made objects allows you to create relationships between multiple databases. Unique to your organization.
- ECommerce features — ONTRAPORT includes a large assortment of notable ecommerce features including automatic credit card payment sets and the capacity to add upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some traditional sales modules like chance management
No social networking integration
Bad cellular program, not regularly upgraded
including all the e-commerce and membership website features, ONTRAPORT ought to have a customer support module where customers can raise a ticket
No visual sales funnel
Both bundles allow 25,000 connections with 100K emails and 100K contacts with 100k mails. Meaning if you hit the top limit for your contacts, then you may only send four or one email per contact per month , and buying email packages can be pricey
The learning curve could be a little steep, especially once you wish to utilize the advanced features
Dashboard user interface — While you are able to create virtually any metric you would enjoy, their reporting dashboard is not particularly visually appealing as it doesn’t have graphs and charts. C2 Atom
Automation campaign builder — Even though Ontraport’s campaign builder is easy to use and sufficiently strong, it operates by adding text-based rules one under another. We find the visual’flowchart’ design campaign builder utilized by a few of Ontraport’s competitors more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first talk about the three newly added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, during the event named ONTRApalooza, in 2015.
Another intriguing and powerful recently introduced attribute is ONTRAPORT Projects. Essentially, it’s an training plan which lets you have your business up and running immediately. The CRM assembles some info about your company and suggests projects according to your company requirements. You walk through the remaining part of the process, one step at a time when a project is chosen by you. You can pause your job and resume it from precisely the same point later, or keep using other features of the CRM.
Let’s say you want to sell a product to get a monthly And you are using ONTRAPORT for your first time, you probably don’t have any clue what to do and where to start. Really where Projects menu comes to a rescue, this is; it’ll guide you to take care of everything from establishing a product to selecting subscription fee to referrals and so on.
Pretty much like a program store, the ONTRAPORT market lets you ONTRAmail Discuss ONTRApages and ONTRAform templates together with the ONTRAPORT community. You share or can use templates made by other users.
When they can be chosen by you to Share at no cost, free for certain clients or you can even charge for your designs in addition to content either a one-time fee or recurring subscription fee. The software system takes care of everything, and you get 90 percent of the fee. Than most will realise this is of a value that is greater.
This is a menu that lets you Produce a series of follow up actions i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences can be triggered by clients by your blog, email or any other source, and the customer’s request will be processed by ONTRAPORT according to the rules you specified, even while you’re sleeping.
ONTRAPORT Permits You to store a variety of significant details Prospects, clients in addition to in one, highly customizable screen. While seeing a contact, you can send them an email or a text message, then log a telephone call, manage their credit card, add a job… and the list goes on and on.
To upgrade any area, just click the value in the Field, enter the new value and hit save button which looks right next to the field. Adding tags and sequences is also a matter of a few clicks. Simply speaking, the touch menu is straightforward yet comprehensive.
ONTRAPORT Permits You to send emails, text messages Postcards, and last but not least, professionally equipped email templates called ONTRAmail. Depending upon the pricing plan you choose, you may send a certain number of emails each month, and in case you have an extremely large clientele, you might wind up having to purchase expensive additional messages. For text messages, you want to pay 2 cents per message — that ONTRAPORT asserts is the lowest priced in the industry. Likewise, ONTRAPORT costs a little under $1 per postcard.
The best thing about messages is that they are Two-way messages i.e. the reply from the client can activate a sequence. Also, you may automatically insert merge fields to mails as well as text messages i.e. first name/last name or some other information of this contact.
Trigger actions or sequences based on whether, subsequently conditions. For example, you may create a rule to recharge trades were declined by all, remove the contact send notification to any of your own teammates, add a tag and so on. C2 Atom
Event management is another characteristic of ONTRAPORT that allows you manage and to conduct online events like webinars, teleseminars or live events. You can monitor individuals who attended and tell the CRM to follow up with each group accordingly.
The job management saves a Whole Lot of and automates most of the processes time. It is possible to assign prospects to your applicable teammate, path prospects based on several indicators (zip code, job title, site visits etc.). You can make decisions of routing leads on a percent or round-robin basis.
It’s disappointing that you can not add a new task When you are viewing your tasks; rather you have to go to Contacts or Messages to add a new undertaking. Also, there is absolutely no integrated calendar where you are able to see your appointments and tasks.
It Customized fields, import contacts, manage modify the default value of the fields, handle scheduled broadcasts, and lead scoring and routing.
Partner & Affiliate Program Management
This feature enables you to handle your affiliate program. Create a partner center and provide the instruments to them. You can make multiple affiliate programs for partner types or different goods. You sanction them or can automate commissions.
You’ll, Should you run an Internet ecommerce business Adore the revenue module of ONTRAPORT. Here you can see all of the purchases made by your customers, products that you market, create different reports such as sales report, subscriber retention file, transaction log, open orders and much more.
When it comes to e-commerce, while ONTRAPORT does The principles right, Infusionsoft defeats on it to the punch. Firstly, ONTRAPORT doesn’t possess a fully operational shopping cart as discovered in Infusionsoft. To get similar functionality, you’ll have to incorporate ONTRAPORT with 1 Shopping Cart. Managing payments in addition to managing payment programs is relatively easier in Infusionsoft: Infusionsoft has a built-in merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s engaging with your own content. Unlike most other Analytic programs, ONTRAPORT monitoring not just demonstrates exactly how many users are viewing your site, but it also tells you they are, precisely what pages they have viewed, when they watched it and a lot more.
Users can be tracked by you by effort Source, by mediumcontent, or by duration and receive alerts to follow up if someone downloads your merchandise; a hot prospect visits a landing page or anything else. C2 Atom
This module create amazing as well as lets you incorporate WordPress sites Landing pages by simply dragging and dropping. Last time we analyzed ONTRAPORT, this module did not operate on Google Chrome, but we could create a nice landing page this moment.
It is a Fantastic attribute for selling products or Coaching services. You create subscription amounts can host movies and websites for your clients, and update members as time passes, when accessibility is paid for by them.
You can choose to create order or opt-in forms using ONTRAPORT and then Host on your webpage. All you have to do is add your photographs and texts, and publish As there are a whole lot of professionally designed templates available. Customizing the built-in blocks and using them over and over again is a matter of a couple of mouse clicks by employing the editor.
You can print your types as static types, Click-to-pop-up picture or connection, or possibly a lightbox pop-up. The intelligent and most interesting alternative is probably the lightbox pop-up, which you can choose to be triggered when a person spends a predetermined amount of time on your website, scrolls past certain proportion of the page or intends to depart. A adequate pop-up tool by itself is rather pricey.
ONTRAPORT has announced a new pricing strategy, Geared towards solopreneurs, known as Basic. It offers just one login, is affordable but lacks key features. The rest of the 2 plans haven’t changed much since we last reviewed ONTRAPORT, and all the plans come with a money-back guarantee.
$79/month, unlimited emails, 1,000 contacts, ONTRApages webpages, amazing email templates and SMS marketing automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 users, 2 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 business ONTRAPORT impresses. Their progressiveness is represented in their merchandise. Like CRM vendors out there, it is a constant game of leapfrog with all the competition, and they play it continuously improving their product. Their CRM is particularly suited to businesses that do complex email advertising, and should you run an affiliate reseller program (which is an ideal way to conduct a little-cost independent sales team), ONTRAPORT is an excellent tool to handle for you, too. C2 Atom