When a CRM meets an intelligent Autoresponder, you get ONTRAPORT. It is an all-in-one marketing automation tool that provides great features such as strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and more. Getresponse
We reviewed ONTRAPORT nearly two years ago, but Since that time, the software has developed considerably, and they have added some new capabilities that were amazing. It’s time to update our review. Also, although at first glance they’ve added a number of new features that were important have not actually fine-tuned some old ones. Let’s explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another company, when he could not find a CRM that will allow him to conduct his business on a single platform. Conceptualized in 2006 and launched in 2008, ONTRAPORT has grown tremendously during the past couple of years and they have. They’ve won several awards including #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, along with a Forbes Most Promising Companies listing.
Who is it not for?
It’s not even mid-sized or perfect for large companies. And if you send a great deal of emails out every month, and have hundreds of thousands of clients, ONTRAPORT could end up being rather expensive. Businesses that run traditional sales models and don’t really need marketing and autoresponder automation, can find options.
Who is it for?
If you sell information products, offer coaching services, Conduct any type of paid membership site or instruction, or online training, you will totally love ONTRAPORT. This makes your life easy by automating almost everything other CRMs will force you to do manually.
The Same as any other software, ONTRAPORT has its own Pros and cons. It’s not ideal, and you will find things that its rivals can perform exponentially better. But it is one of the best — maybe the best — marketing automation software solutions out there for small companies, particularly if they sell their goods or services online. Getresponse
Getting started with ONTRAPORT is not quite as complicated as it was two Years ago. It does not provide a trial version like most other CRMs, but does offer a 90-day money-back guarantee. If you believe the item is not best for you or you’re not ready for this yet, you’ll receive 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. Many CRMs permit you to import contacts in various formats, or even directly from third party sources such as Gmail, social media stations, Yahoo, Highrise etc.. The import process is streamlined and simple, you can add new fields to fit from precisely 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 free setup and implementation. If you want to have a look at the system It is also possible to receive a presentation.
Workspace and user experience
The program seems somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — isn’t very intuitive. The dashboard displays a lot of boxes which display the metrics you choose, but it can be a little confusing.
Several CRMs like Salesforce, Groove, Nimble, Sprout offer strong Social media integration to supply you with a better understanding of your customers, ONTRAPORT is lacking this feature. When we reviewed ONTRAPORT time, they had an program nor a website. Although, they Android today and have an app for both iOS, none of them is updated. We tested the latter and encountered too many problems to record.
Apart from the above mentioned qualms, we liked several things About the workspace: the interface is customizable, the menus have been laid out, sensible and regular naming conventions are used, and there are fast add/manage buttons for every single different module. You are able to add custom columns as well as 150 custom fields to customize the work area according to your company needs.
Probably the most impressive and One of a Kind feature in the entire workspace Is a quick menu which appears at the top of the page once you click on the little button at the upper right-hand corner. This fast menu comprises your workflows, any unedited objects, and pinned items. You can easily pin any object by clicking on the trap button highlighted in the screenshot below, so you can instantly access your favorite formscontacts, landing pages or some other menus.
When you want to go, the work place excels Beyond contacting and managing your customers. By way of instance, you can make landing pages, revenue cart, internet forms and a lot more by simply dragging and dropping items.
When we compare the job area of ONTRAPORT and Infusionsoft, it functions Out that despite InfusionSoft with some added features and bells and whistles, what one can do, the other may also do. A notable distinction 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 comes with an API which allows you integrate it with just about any software.
How popular is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their client base, apart from it expands to over 63 countries around the world. Getresponse
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for just a few hundred dollars. To the contrary, one of the most important rivals Infusionsoft charges $1,999 kickstart fee.
Excellent rule-based email marketing / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Powerful stats, analytics and monitoring
Divide analyzing capacity
Complete WordPress integration, membership sites, self-hosted sequence forms and landing pages
You don’t even need your site because ONTRAPORT can also host your website as their sub-domain
Great customer service
- Pricing — The most obvious benefit of ONTRAPORT is that the affordability of the services. At $297/month without the installation fees and 2 hours of complimentary onboarding calls, they are positioned very competitively. What is important to think about with Ontraport is that they offer you access to all their attributes, along with the capacity to store 25,000 contacts and send 100,000 emails. While some other tools may start at a lower entry cost, you would likely pay 5-10x the cost of ONTRAPORT to the exact same level of contacts & attributes. They are scalable so that as your company grows, they can develop together with you so that you don’t need to be concerned about shifting systems later. The supply of a 90 day risk free assurance is almost unheard of nowadays along with month-to-month or discounted yearly pricing alternative following the 90 day risk guarantee interval.
- Great community — ONTRAPORT has award winning customer service via phone, chat, and email during most business hours. They’re clearly dedicated to the success of the customers, holding a 97% satisfaction rate and all their reps work from one central location for easy communication between development and support. They updated all their servers for redundancy, invested at a content delivery system to ensure the fastest speed internationally and are continuously looking for ways to make their program responsive and quick. They also have a fantastic community of users on their Facebook user group, an education site that is free to ONTRAPORT customers, a quarterly bootcamp and accredited consultant program and an annual business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automated engine supporting your marketing and advertising campaigns, seamlessly integrating your emails, landing pages, ecommerce and much more along with your CRM so that you may hyper-target your prospects and convert them to customers. Your information is strewn around when you have systems handling all of these operations and it’s challenging to be able to produce intelligent, data-driven decisions regarding your company. ONTRAPORT combines your advertising efforts into a single system so that you have ONE place to phone to look at your organization data.
- Custom objects — ONTRAPORT offers the capability to build custom objects that’s only available in business systems like SalesForce, Marketo or Eloqua. Custom objects permits you to create relationships between databases. Unique to your organization.
- ECommerce features — ONTRAPORT has a large range of notable ecommerce features including automatic credit card payment collections and the ability to add upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules such as chance management
No social media integration
Weak mobile program, not regularly upgraded
including all the e-commerce and membership website features, ONTRAPORT should have a customer care module where clients can raise a ticket
No visible sales funnel
Both bundles allow 25,000 contacts with 100K mails and 100K contacts with 100k mails. Meaning if you hit on the top limit for your contacts, then you can just send four or one email per contact per month , and buying email bundles can be pricey
The learning curve could be a little steep, especially when you wish to utilize the advanced attributes
Dashboard user interface — While you are able to create virtually any metric you’d enjoy, their coverage dashboard is not particularly visually attractive as it does not have graphs and charts. Getresponse
Automation effort 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’ style campaign builder used by some of Ontraport’s competitors intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first talk about the three recently added attributes: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, during the event called ONTRApalooza, in 2015.
Powerful and another interesting newly introduced attribute is ONTRAPORT Projects. Basically, it’s an in-app training program that lets you get your business up and running immediately. Some data collects about your business and suggests different projects based on your company needs. When you choose a project, the training module walks you through the rest of the process. You can pause your job and restart it after, or keep using features of the CRM.
Let’s say you need to market a product to get a monthly Subscription, and you’re using ONTRAPORT for your very first time, you’ll most probably don’t have any idea what to do and where to start. This is really where Projects menu comes to a rescue; it will steer you to take care of everything from defining a product to choosing subscription fee and so forth.
Like an app shop, the ONTRAPORT market allows you to Share ONTRApages, ONTRAmail and ONTRAform templates together with all the ONTRAPORT community. You share or can use templates.
When they can be chosen by you to Share for free, free for specific customers or you can even bill for your layouts as well as content either a one-time fee or recurring subscription fee. The software system deals with everything, and you get 90 percent of the fee. This is of a value that is higher than many will realise.
This is Create a set of follow up activities i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences can be triggered by clients through your blog, email or any other source, and the client’s request will be processed by ONTRAPORT according to the rules you defined, even while you’re sleeping.
ONTRAPORT allows you to save a variety of important details Prospects clients in addition to in a single display. While seeing a contact, you can send them an email or a text message, then log a telephone call, handle their credit card, then add a job… and the list continues on and on.
To upgrade any area, just click the value from the Particular area, enter the new value and hit save button which appears right alongside the field. Adding sequences and tags is also an issue of a couple of clicks. In short, the touch menu is straightforward yet comprehensive.
ONTRAPORT Permits You to send normal emails, text messages color Postcards, and last but not least equipped, totally customizable email templates known as ONTRAmail. Depending upon the pricing strategy you choose, you may send a specific number of emails per month, and in case you’ve got an extremely large clientele, you may end up having to buy costly additional messages. For text messages, you want to pay 2 cents per message — which ONTRAPORT asserts is the cheapest in the business. Likewise, ONTRAPORT charges a little under $1 per postcard.
The best thing about messages is They are Two-way messages i.e. the answer from the customer can trigger a sequence. Also, you may automatically insert merge fields to mails in addition to text messages i.e. first name/last name or any other info of the contact.
Trigger sequences or actions based on if, subsequently conditions. For instance, you may make a rule to recharge all diminished trades, remove the contact send email notification to some of your own teammates, add a label and so on. Getresponse
Event management is yet another characteristic of ONTRAPORT that allows you manage and to run events like webinars, teleseminars or events. You can monitor people who attended and those who could not, and inform the CRM to automatically follow up with every group.
The task management automates the Majority of the processes and saves a Whole Lot of time. You can assign prospects into your relevant teammate, path leads based on several indicators (zip code, job title, site visits etc.). You can make decisions of routing contributes on a percentage or round-robin basis.
It’s disappointing that you can’t add a new task When you are viewing your tasks; rather you need to go to Contacts or Messages to add a new task. Additionally, there is no integrated calendar.
It Customized fields, import contacts, manage change the default value of these fields, handle scheduled broadcasts, and lead grading and routing.
Partner & Affiliate Program Management
This attribute enables you to handle your affiliate program. Create a branded partner centre and provide the instruments to promote your business to them. It’s possible to make multiple affiliate programs for goods or partner types. You manually sanction them or could also automate commissions.
You’ll if you run an online ecommerce business Totally adore the sales module of ONTRAPORT. Here you can see all of the purchases made by your customers, products that you sell, generate different reports such as earnings report, subscriber retention file, transaction log, open orders and more.
In Regards to e-commerce, while ONTRAPORT does The principles right, Infusionsoft beats on it to the punch. Firstly, ONTRAPORT does not have a shopping cart as discovered in Infusionsoft. To get similar functionality, you’ll have to integrate ONTRAPORT using 1 Shopping Cart, a independent cart product. Managing payments in addition to handling payment programs is relatively easier in Infusionsoft: Infusionsoft includes an integrated merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s currently engaging with your own content. Unlike most other Analytic programs, ONTRAPORT monitoring not just demonstrates exactly how many users are viewing your website, but it also tells you who they are, precisely what pages they’ve seen, when they watched it and a lot more.
Users can be tracked by you by effort Alerts articles, or by duration and receive when someone downloads your merchandise, to follow up; a hot prospect visits a landing page or anything else. Getresponse
This module allows you integrate WordPress sites 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 moment.
It’s a Fantastic feature for selling products or Online coaching services. You create unlimited subscription amounts can host videos and websites for your clients, and upgrade members over time, when access is paid for by them.
You can choose to create opt-in or order forms using ONTRAPORT and then Host on your webpage. All you have to do is add your photographs and texts, and publish since there are a whole lot of templates available. Customizing the blocks and using them over and over again is a matter of a couple of mouse clicks by using this editor.
You can print your forms as types that are static, Image or link, or even a lightbox pop-up. The smart and most interesting option is probably the lightbox pop-up, which you may opt to get triggered when a individual scrolls past specific proportion of the webpage spends a specified amount of time on your site or intends to depart. A adequate tool by itself is quite pricey.
ONTRAPORT has announced a new pricing plan, Geared towards solopreneurs, called Basic. It offers one login, is reasonably priced but lacks important features. The rest of the two plans haven’t changed since we last reviewed ONTRAPORT, and the programs come with a 90-day money back guarantee.
$79/month, 1,000 contacts mails, ONTRApages web pages, beautiful email templates and SMS advertising 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, too. Their progressiveness is represented in their merchandise. It is a continuous game of leapfrog with the competition, and they play it well, continuously improving their merchandise. Their CRM is especially suited to companies that do sophisticated email marketing, and if you run an affiliate reseller program (which is an ideal way to run a little-cost independent sales team), ONTRAPORT is a superb tool to manage that for you, too. Getresponse