Intro Glassdoor Ontraport
When a strong CRM meets with a smart You receive ONTRAPORT. It’s an all-in-one 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. Glassdoor Ontraport
We reviewed ONTRAPORT nearly two years ago, but Since then, the software has developed considerably, and they’ve added some new features. It’s time. At first glance they’ve added new features that were important, but also have not really fine-tuned some older ones. Let us investigate it in detail.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he couldn’t find a CRM that would allow him to run his business on a single stage. Launched in 2008 and conceptualized in 2006, ONTRAPORT has grown tremendously during the last couple of years and they have more than 100 team members that run the show. 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 spot on the 50 Most Engaged Workplaces list, a Red Herring Top 100, and a Forbes Most Promising Companies list.
Who’s it not for?
It’s not even midsize or ideal for big companies. And if you send out a lot of emails each month, and have hundreds of thousands of customers, ONTRAPORT could end up being rather costly. Businesses that don’t really require marketing and autoresponder automation and run sales models, can find alternatives.
Who is it for?
If you sell information products, offer coaching services, Instruction or training, or conduct any sort of paid membership website, you’ll totally love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will make you do manually.
Just like any other software, ONTRAPORT has its own Pros and cons. It is not perfect, and there are things that its rivals can perform better. But it’s among the best — if not the best — marketing automation software solutions out there for small companies, particularly if they market their goods or services online. Glassdoor Ontraport
Getting started with ONTRAPORT is not quite as complex as it had been 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 believe the product is not right for you or you are 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. Many CRMs permit you to import contacts in various formats, or perhaps directly from third party sources such as Gmail, social networking stations, Yahoo, Highrise etc.. On the other hand, the import process is easy and streamlined, you can add new areas to fit from the exact same page.
You can add new custom fields instantly while importing contacts
There is no setup fee and you get 2 hours and implementation. If you would like to have a peek at the machine before buying 20, It is also possible to get a presentation.
Workspace and consumer experience
The software seems somewhat less responsive than Infusionsoft, and also their Main dashboard — although customizable — isn’t very intuitive. The dashboard shows a bunch of boxes that display the metrics you choose, but it can be somewhat confusing.
Several CRMs such as Salesforce, Groove, Nimble, Sprout offer strong Social media integration to give you a better comprehension of your customers, ONTRAPORT is missing this feature. When we analyzed ONTRAPORT last time, they neither had an program nor a site. Although, they have an app for both iOS and Android now, none of these is updated. We tested the latter and struck too many problems to list here.
Apart from the above mentioned qualms, we actually liked things Concerning the workspace: the interface is customizable, so the menus are laid out, practical and regular naming conventions have been used, and you will find quick add/manage buttons for every single different module. You are able to add up to 150 custom fields and custom columns to customize the work area depending on your company needs.
Probably the most impressive and One of a Kind characteristic in the entire workspace Is a quick menu which appears at the top of the page when you click the little button at the upper right-hand corner. This fast menu features your workflows, any unedited items, and pinned items. It is possible to easily pin any object by clicking the pin button highlighted in the screenshot below, so you can instantly access your favorite types , contacts, landing pages or some other menus.
When you want to go, the work area excels Beyond calling and managing your clients. By way of instance, you can create landing pages, sales cart, web forms and a whole lot more by just dragging and dropping items.
When we compare the work area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft with a few added features and bells and whistles, what you can do, the other may also do. A notable difference is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.
Besides integration with third party apps Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you integrate it with just about any computer software.
How popular is it?
Short answer is we’re not sure. They were not Exactly forthcoming about their customer base, other than it expands to over 63 countries around the world. Glassdoor Ontraport
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and task automation for just a few hundred dollars. On the contrary, one of their main rivals Infusionsoft costs $1,999 kickstart charge.
Fantastic rule-based email marketing / business processes
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Powerful stats, analytics and tracking
Split testing capability
Full WordPress integration, membership Websites, self-hosted sequence forms and landing pages
You do not even need your site because ONTRAPORT can also host your site since their sub-domain
Good customer support
- Pricing — The most obvious advantage of ONTRAPORT is the affordability of their service. At $297/month without the setup fees and 2 hours of free onboarding calls, they are positioned quite inexpensively. What’s important to think about with Ontraport is they give 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 begin at a lower entry cost, you’d likely pay 5-10x the price of ONTRAPORT for the same degree of contacts & features. They are scalable so that as your company grows, they could grow together with you so that 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 along with month-to-month or discounted annual pricing alternative after the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer support through telephone, chat, and email during most business hours. They’re clearly committed to the success of the customers, holding a 97% satisfaction rate and all their reps work from one central location for seamless communication between development and support. They upgraded all of their servers for redundancy, invested in a content delivery system to ensure the fastest speed globally and are continuously looking for ways to make their program responsive and quick. They also have a fantastic community of users in their Facebook user group, an instruction site that’s totally free to ONTRAPORT clients, a quarterly bootcamp and accredited consultant course and an yearly business construction 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 much more along with your CRM so that you may hyper-target your prospects and convert them into clients. Your data is strewn about Whenever you have systems managing all these operations and it is hard to have the ability to make intelligent, data-driven decisions about your business. ONTRAPORT combines your marketing efforts into one system so you have ONE place to call for support and ONE place to look at your organization data.
- Custom items — ONTRAPORT offers the capability to construct custom objects which is only accessible enterprise systems like SalesForce, Marketo or even Eloqua. Custom items allows you to make connections between databases. Unique to your company.
- ECommerce features — ONTRAPORT has a large 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 opportunity management
No social networking integration
Bad cellular program, not regularly upgraded
With all the e-commerce and membership site features, ONTRAPORT ought to have a customer care module where clients can increase a ticket
No visible sales funnel
Their two bundles allow 25,000 connections with 100K emails and 100K contacts with 100k emails. Meaning if you hit on the top limit for your contacts, then you can only send four or even one email per contact per month , and purchasing email bundles can be expensive
The learning curve could be a little steep, especially when you want to utilize the innovative features
Dashboard user interface — Even though you are able to create virtually any metric you’d enjoy, their reporting dashboard is not particularly visually attractive as it doesn’t have graphs and charts. Glassdoor Ontraport
Automation effort builder — While Ontraport’s campaign builder is simple to use and sufficiently strong, it works by adding text-based principles one under another. We locate the visual’flowchart’ design campaign builder used by a few of Ontraport’s competitors more intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first talk about the three recently added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the event called ONTRApalooza, in 2015.
Another intriguing and powerful newly introduced feature is ONTRAPORT Projects. Essentially, it’s an training plan that lets you get your company up and running immediately. The CRM assembles some info and suggests projects according to your business requirements. When you select a job, the training module walks you through the remaining part of the process. You can pause your project and restart it from precisely the same point after, or even keep using features of the CRM.
Let us say you need to market a product to get a monthly Subscription, and you’re using ONTRAPORT for the first time, you have no idea what to do and where to start. Where Projects menu comes to a rescue, this is; it’ll steer you to look after everything from defining a product to selecting subscription fee to referrals and so on.
Like an app shop, the ONTRAPORT market lets you Share ONTRApages, ONTRAmail and ONTRAform templates with the ONTRAPORT community. You can use templates or share.
When you can choose them to Share at no cost, free for specific customers or you can even charge 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 this fee. Than many will realise this is of a value that is higher.
This is Create a set of follow up activities i.e. email, SMS, tasks, rules as well as fulfillments. These sequences could be triggered by customers by your blog, email or any other supply, and the customer’s request will be processed by ONTRAPORT according to the rules you specified, even while you’re sleeping.
ONTRAPORT allows you to store Many Different significant details Prospects clients in addition to in one, highly customizable screen. While viewing a contact, you can send them an email or a text message, then log a telephone call, handle their credit card, then add a task… and the list continues on and on.
To upgrade any area, just click on the value from the Particular field, enter the new value and hit save button which appears right next to the field. Adding sequences and tags can also be a matter of a couple of clicks. In short, the touch menu is straightforward yet comprehensive.
ONTRAPORT allows you to send emails, text messages, complete colour Postcards, and last but not least designed customizable email templates known as ONTRAmail. Depending on the pricing plan you choose, you can send a specific number of emails per 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 cheapest in the industry. Likewise, ONTRAPORT charges a bit under $1 per postcard.
The best thing about messages is They are Two-way messages i.e. the answer from the customer can activate a sequence. Additionally, you can automatically insert merge fields to mails in addition to text messages i.e. first name/last title or any other information of this contact.
Another menu that lets you Trigger actions or sequences based on if, then conditions. By way of example, you can make a rule to recharge transactions were declined by all, remove the contact from string, send email notification to any of your teammates, add a tag and so forth. Glassdoor Ontraport
Event management is yet another Exceptional characteristic of ONTRAPORT that allows you manage and to run events such as webinars, teleseminars or events that are live. You’re able to monitor people who attended and those who could not, and inform the CRM to automatically follow up with every group accordingly.
The job management saves a Whole Lot of and simplifies the Majority of the procedures time. You can assign prospects to your relevant teammate, path prospects based on several indexes (zip code, job title, site visits etc.). You can even make decisions of routing contributes on a round-robin or percent basis.
It is disappointing that you can’t add a new Job Instead you have to go to Contacts or Messages to add a new undertaking; when you’re viewing your tasks. Also, there is absolutely no integrated calendar where you can view your appointments and tasks.
It is a little menu Which Allows you add/edit/delete Customized fields, import contacts, handle change the default value of the fields, manage broadcasts, and lead routing and scoring.
Partner & Affiliate Program Management
This feature lets you handle your affiliate program. Produce a partner centre on your own website in minutes and provide them the desired instruments to promote your company. You can create multiple affiliate programs for products or partner types. You manually sanction them or can also automate commissions.
If you run an online ecommerce business, you’ll Love the revenue module of ONTRAPORT. Here you can see all of the purchases made by your clients, products which you market, 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 beats it . Firstly, ONTRAPORT does not possess a shopping cart as found in Infusionsoft. For similar functionality, you’ll need to integrate ONTRAPORT with 1 Shopping Cart, a independent shopping cart product. Managing payments in addition to managing payment programs is relatively easier in Infusionsoft: Infusionsoft has an integrated merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s currently participating with your own content. Unlike most other Analytic apps, ONTRAPORT monitoring not only shows you how many users are viewing your site, but in addition, it tells you who they are, exactly what pages they’ve seen, when they viewed it and far more.
Users can be tracked by you by effort, by lead Source, by mediumarticles, or by duration and receive alerts when your product is downloaded by someone, to follow up; a prospect visits a landing page or anything else. Glassdoor Ontraport
This module create amazing in Addition to lets you incorporate WordPress websites Landing pages simply by dropping and dragging. Last time we reviewed ONTRAPORT, this module didn’t work on Google Chrome, however we could create a great landing page this moment.
It’s a Fantastic attribute for selling info products or Online coaching services. You create unlimited membership levels can host videos and websites for your customers, and upgrade members over time, when they cover for access.
You can choose to create opt-in or order forms using ONTRAPORT and then Host on your own webpage. All you have to do is publish, and add your photos and texts since there are a whole 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 the editor.
You can publish your forms as types, Click-to-pop-up picture or connection, or even a lightbox pop-up. The alternative is probably the lightbox pop-up, which you can opt to be triggered when a individual intends to depart, scrolls proportion of the webpage or spends a predetermined timeframe on your site. A adequate pop-up tool by itself is rather expensive.
ONTRAPORT has announced a new pricing strategy, Geared towards solopreneurs, called Basic. Just one login is offered by it, is reasonably priced but lacks several important features. The rest of the two plans have not changed since we last reviewed ONTRAPORT, and each of the plans come with a 90-day money-back guarantee.
$79/month, 1,000 contacts emails, ONTRApages webpages, amazing 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 execution
$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 impresses, too. Their progressiveness is reflected within their product. Like CRM vendors out there, it is a game of leapfrog with the competition, and they perform it continuously improving their merchandise. Their CRM is particularly suited to companies that do complex email marketing, and if you run an affiliate program (that is an ideal method to conduct a little-cost independent sales group ), ONTRAPORT is a superb tool to handle that for you, also. Glassdoor Ontraport