Intro Exact Target
When a strong CRM matches a smart You get ONTRAPORT. It is an all round marketing automation tool that provides great features like strong CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and more. Exact Target
We analyzed ONTRAPORT nearly two years ago, but Since then, the software has evolved considerably, and they have added some new capabilities that were amazing. Thus, it’s time to upgrade our review. At first glance they have added several features that were important, but also haven’t really fine-tuned some old ones. Let’s investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another company, when he could not locate a CRM that would allow him to conduct his business on a single stage. Conceptualized in 2006 and found in 2008, ONTRAPORT has grown during the past couple of years and they have over 100 team members that run the series. They have won several awards such as #2 nationally for CareerBuilder’s’Big Strides in 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 listing.
Who’s it not for?
It is not even mid-sized or ideal for large companies. And in case you send a lot of emails every month, and have thousands and thousands of customers, ONTRAPORT could end up being somewhat expensive. Businesses that run sales models and do not really require autoresponder and marketing automation, can find alternatives.
Who is it for?
If you sell information products, provide coaching services, Instruction or education, or conduct any sort of paid membership website, you’ll absolutely love ONTRAPORT. It makes your life easy by automating almost everything other CRMs will force you to do manually.
The Same as any other applications, ONTRAPORT has its own Pros and cons. It’s not perfect, and you will find things that its rivals can do exponentially. But it is one of the best — maybe the best — marketing automation software solutions available for small companies, especially if they market their products or services online. Exact Target
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 provide a 90-day money back guarantee. If you think the item isn’t right for you or you’re not ready for this yet, you are going to get whole refund, no cancellation fee, no questions asked.
Registering for ONTRAPORT is a little complex and you can only import Contacts in CSV format. Several CRMs permit you to import contacts in various formats, or perhaps straight from third party sources like Gmail, social media stations, Yahoo, Highrise etc.. However, the import process is simple and compact, you can even add new areas instantly, to fit from precisely the exact same page.
You can add new custom fields immediately while importing contacts
Also, there is no setup fee and you also get 2 hours and implementation. If you would like to have a look at the system before purchasing 20, you can get a free demo.
Workspace and consumer experience
The software seems somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — is not very intuitive. The dashboard shows a bunch of boxes which display the metrics you choose, but it can be a little confusing.
Many CRMs like Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to give you a better understanding of your clients, ONTRAPORT is lacking this feature. Similarly, when we reviewed ONTRAPORT time, they neither had an program nor a website. Although, they Android now and have got an app for the two iOS, none of them is updated. We tested the latter and struck too many issues to list here.
Apart from the above mentioned qualms, we really liked several things Concerning the workspace: the interface is customizable, the menus are strategically laid out, practical and regular naming conventions are utilized, and there are fast add/manage buttons for every single module. You are able to add custom columns as well as 150 custom fields to customize the work place depending on your company requirements.
Probably the most impressive and One of a Kind characteristic 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 quick menu features your own workflows, any unedited items, 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 instantly access your favorite types contacts, landing pages or any other menus.
When you want to go, the work place actually excels Beyond simply managing and calling your clients. For instance, you could make landing pages, revenue cart, web forms and a lot more by just dragging and dropping things.
When we compare the job area of ONTRAPORT and Infusionsoft, it functions Out that despite InfusionSoft having some additional features and bells and whistles, what one can do, the other may also do. A notable distinction is Infusionsoft’s campaign builder, which can be more intuitive than 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 incorporate it with virtually any software.
How popular is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their customer base, other than it expands to over 63 countries around the world. Exact Target
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and task automation for only a couple of hundred bucks. On the contrary, one of the most important rivals Infusionsoft charges $1,999 kickstart charge.
Excellent 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
Full WordPress integration, and membership sites, self-hosted sequence forms and landing pages
You don’t even need your own site because ONTRAPORT may also host your website since their sub-domain
Great customer service
- Pricing — The most obvious advantage of ONTRAPORT is the affordability of their services. At $297/month with no installation fees and 2 hours of complimentary onboarding calls, they’re positioned quite inexpensively. What’s important to think about with Ontraport is that they give you access to all of their attributes, along with the capacity to keep 25,000 contacts and send 100,000 emails. While a few other tools might begin at a lower entry cost, you’d likely pay 5-10x the price of ONTRAPORT to the same degree of contacts & features. They are scalable so that as your business grows, they can grow together with you so you don’t need to be concerned about switching systems afterwards. The supply of a 90 day risk free assurance is almost unheard of nowadays together with month-to-month or discounted annual pricing option 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 are clearly committed to the achievement of their customers, holding a 97% satisfaction rate and each of their managers operate from one central place for seamless communication between development and support. They updated all of their servers for redundancy, invested in a content delivery system to guarantee the fastest speed internationally and are constantly looking for ways to make their program responsive and quick. They also have a great community of users in their Facebook user group, an education site that’s totally free to ONTRAPORT clients, a quarterly bootcamp and accredited consultant course and an annual business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automatic engine behind your marketing and advertising campaigns, seamlessly integrating your emails, landing pages, ecommerce and much more with your CRM so that you may hyper-target your leads and convert them into customers. Your information is strewn around, Whenever you have different systems handling these operations all and it’s hard to have the ability to make smart decisions regarding your business. ONTRAPORT unites your advertising efforts into one so you have ONE place to call for support and ONE place to look at your business data.
- Custom items — ONTRAPORT gives the capability to construct custom items that’s only available in enterprise systems like SalesForce, Marketo or even Eloqua. Custom made items allows you to make connections between databases. Unique to your company.
- ECommerce features — ONTRAPORT includes a large range of notable ecommerce features such as 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 such as opportunity management
No social networking integration
Bad cellular app, not regularly updated
With all the e-commerce and membership website attributes, ONTRAPORT should have a customer care module where clients can raise a ticket
No visible sales funnel
Both bundles allow 25,000 connections with 100K emails and 100K contacts with 100k emails. That means if you hit on the upper limit for your contacts, then you can just send four or even one email per contact per month respectively, and buying email bundles can be pricey
The learning curve might be a little steep, especially once you wish to use the innovative attributes
Dashboard user interface — While you are able to create virtually any metric you would like, their reporting dashboard isn’t particularly visually attractive as it does not have charts and graphs. Exact Target
Automation effort builder — While Ontraport’s effort builder is easy to use and sufficiently strong, it operates by adding text-based principles one under another. We locate the visual’flowchart’ design campaign builder used by some of Ontraport’s competitors intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the three recently added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the annual event named ONTRApalooza, in 2015.
Another intriguing and powerful attribute is ONTRAPORT Projects. It’s an in-app training plan which lets you have your business up and running. Some data collects and suggests projects that are different 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 in the middle, and restart it in the exact same point after, or even keep using other features of the CRM.
Let us say you need to sell a product for a monthly Subscription, and you’re using ONTRAPORT for the first time, you’ll probably don’t have any idea what to do and where to start. Where Projects menu comes to your rescue, this is; it’ll guide you to take care of everything from defining a product to selecting subscription fee to referrals and so forth.
Like an app shop, the ONTRAPORT marketplace lets you ONTRAform, ONTRAmail and share ONTRApages 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 specific clients or you can even bill for your designs as well as content either a one-time fee or recurring subscription fee. The intelligent software system deals with everything, and you get 90% of the fee. Than most will realise this is of a higher value.
This is a customizable menu that lets you Produce a set of follow up actions i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences can be triggered by customers through your site, email or any other source, and the customer’s request will be processed by ONTRAPORT as per the rules you specified, even while you are sleeping.
ONTRAPORT Permits You to store Many Different significant details about your Prospects, clients in addition to in a single, highly customizable display. While seeing a contact, you can send them an email or a text message, log a phone call, handle their credit card, then add a task… and the list continues on and on.
To update any field, simply click the value from the Area, hit save button that looks next to the area and enter the new value. Adding tags and sequences is an issue of a few clicks. In short, the contact menu is straightforward yet comprehensive.
ONTRAPORT allows you to send text messages, emails colour Postcards, and last but not least, professionally equipped, completely customizable email templates known as ONTRAmail. Depending upon the pricing plan you choose, you can send a specific number of emails each month, and if you’ve got a very large clientele, then you may wind up having to purchase expensive additional messages. You need to pay 2 cents per message — that ONTRAPORT asserts is the lowest priced in the industry. Likewise, ONTRAPORT charges a bit .
The best thing about messages is that they are Two-way messages i.e. the answer from your client can activate a sequence. Also, you may automatically insert merge fields to mails as well as text messages i.e. first name/last title or any other information of this contact.
Another highly customizable menu that lets you Trigger actions or sequences based on whether, subsequently conditions. By way of example, you can create a guideline to recharge trades were diminished by all, eliminate the contact from string, send email notification to some of your own teammates, add a label and so on. Exact Target
Event management is yet another unique characteristic of ONTRAPORT that lets you manage and to run events such as teleseminars, webinars or live events. You can monitor people who attended and tell the CRM to automatically follow up with each group so.
The task management saves a lot of and automates the Majority of the procedures time. It is possible to assign prospects into your relevant teammate, route prospects based on several indicators (zip code, job name, website visits etc.). You may make conclusions of routing leads on a percentage or round-robin basis.
It’s disappointing that you can not add a new task When you are seeing your tasks; rather you need to visit Contacts or Messages to add a new task. There is absolutely no integrated calendar where you can view your tasks and appointments.
It is a menu that allows you add/edit/delete Custom fields, import contacts, manage lead routing and scoring, handle broadcasts, and change the default value of the merge fields.
Partner & Affiliate Program Management
This attribute lets you manage your affiliate program. Create a partner center and offer them the desired tools to promote your company. It’s possible to make affiliate programs for spouse types or different products. You manually sanction them after seeing or can also automate commissions.
If you run an ecommerce business that is Internet, you’ll Totally adore the revenue module of ONTRAPORT. Here you can see all the purchases made by your clients, products that you sell, generate various reports such as sales report, subscriber retention report, transaction log, open orders and more.
When it comes to e-commerce, while ONTRAPORT does The principles right, it is beaten by Infusionsoft . Primarily, ONTRAPORT does not have a shopping cart as found in Infusionsoft. For similar functionality, you are going to have to integrate ONTRAPORT using 1 Shopping Cart. Managing payments as well as handling payment plans is relatively simpler in Infusionsoft: Infusionsoft includes a built-in merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is participating with your own content. Unlike many other Analytic apps, ONTRAPORT tracking not only demonstrates exactly how many users are viewing your website, but it also tells you they are, exactly what pages they have viewed, when they watched it and far more.
Users can be tracked by you either by campaign Source, by mediumcontent, or by term and receive alerts if someone downloads your product to follow up; a hot prospect visits a particular landing page or anything else. Exact Target
This module allows you integrate WordPress sites as well as create amazing Landing pages simply by dragging and dropping. Last time we analyzed ONTRAPORT, this module didn’t operate on Google Chrome, but we were able to create a nice landing page this moment.
It is a Fantastic attribute for selling info products or Coaching services. You create membership amounts can host movies and other media for your customers, and upgrade members.
You can choose to produce order or opt-in forms using ONTRAPORT and then Host on your own webpage. Since there are a lot of templates available, all you have to do is add your photos and texts, and print. 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 forms as types, Image or connection, or possibly a lightbox pop-up. The alternative that is intelligent and most fascinating is most likely the lightbox pop-up, which you may choose to be triggered when a individual scrolls past certain percentage of the webpage spends a predetermined amount of time on your website or intends to depart. A decent pop-up tool by itself is quite pricey.
ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, called Basic. One login is offered by it, is fairly affordable but lacks key capabilities. The rest of the two plans haven’t changed since we last reviewed ONTRAPORT, and all the plans come with a money back guarantee.
$79/month, unlimited emails, 1,000 contacts, ONTRApages web pages, 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 execution
$597/month, 100,000 contacts, 100,000 emails/month, 10 users, 2 hours free execution
ONTRAPORT as a CRM impresses, and as a business ONTRAPORT participates, also. Their progressiveness is reflected in their product. Like CRM vendors on the market, it is a game of leapfrog with all the contest, and they play with it well improving their merchandise. Their CRM is particularly suited to businesses that do sophisticated email advertising, and should you operate an affiliate reseller program (which is an ideal method to run a little-cost independent sales group ), ONTRAPORT is a superb tool to manage for you, also. Exact Target