When a strong CRM and a smart meet Autoresponder, you receive ONTRAPORT. It’s 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 much more. Kittelberger
We reviewed ONTRAPORT almost two years ago, but Since then, the software has developed considerably, and they have added some new capabilities. So, it’s time to update our review. Also, although at first glance they have added features that were significant have not actually fine-tuned some old ones. Let us investigate it in more detail.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another business, when he couldn’t find a CRM that will allow him to conduct his business. Conceptualized in 2006 and launched in 2008, ONTRAPORT has grown tremendously during the past couple of years and now they have. They’ve won several awards such as #2 nationwide for CareerBuilder’s’Big Strides at Small Business’, #102 on the Inc 500 list of fastest growing companies in the nation, 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 perfect for large or even mid-sized companies. And if you send a lot of emails every month, and have thousands and thousands of clients, ONTRAPORT could prove to be somewhat costly. Businesses that don’t really require marketing and autoresponder automation and run sales models, can find cheaper options.
Who’s it for?
If you sell info products, offer instruction services, Run any type of paid membership site or education, or online instruction, you love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will force you to perform manually.
Just like any other applications, ONTRAPORT has its own Pros and cons. It’s not perfect, and you will find things that its competitors can do better. But it’s one of the best — maybe the best — marketing automation software solutions available for small companies, especially if they sell their products or services on the internet. Kittelberger
Getting started with ONTRAPORT is not quite as complicated as it had been 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 product is not right for you or you’re not ready for this yet, you’ll get full refund, no cancellation fee, no questions asked.
Signing up for ONTRAPORT is a little complicated and you can only import Pictures in CSV format. Many CRMs permit you to import contacts in different formats, or even directly from third party sources like Gmail, social networking stations, Yahoo, Highrise etc.. On the other hand, the import method is really streamlined and easy, you can add new areas to match the information you are importing, from precisely the exact same page.
You can add new custom fields instantly while importing contacts
Also, 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 you can get a free demo.
Workspace and consumer experience
The software sounds somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — isn’t very intuitive. The dashboard displays a bunch of boxes that display the metrics you choose, but it can be a little confusing.
Many CRMs like Salesforce, Groove, Nimble, Sprout offer strong Social media integration to give you a better comprehension of your customers, ONTRAPORT is missing this feature. Likewise, when we analyzed ONTRAPORT time, they had an program nor a mobile-friendly website. Although, they have an app for both iOS and Android today, not one of these is updated. We tested the latter and encountered too many problems to list here.
Apart from the Aforementioned qualms, we actually liked several things About the workspace: the interface is customizable, the menus have been laid out, practical and standard naming conventions are utilized, and there are quick add/manage buttons for every single module. You can add up to 150 custom fields and custom columns to customize the work area according to your company needs.
Probably the characteristic that is most impressive and unique in the entire workspace Is a fast menu which appears at the top of the page when you click on the small button at the upper right-hand corner. This fast menu features your own workflows, any unedited objects, and trapped items. You can easily pin any item by clicking on the trap button highlighted in the screenshot below, so you can instantly access your favourite types contacts, landing pages or any other menus.
When you want to go the work place excels Beyond calling and simply managing your customers. For instance, you can create landing pages, sales cart, internet 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 despite InfusionSoft with a few additional features and bells and whistles, what one can do, another can also do. A notable distinction is Infusionsoft’s campaign builder, which can be more intuitive compared to its counterpart in ONTRAPORT.
Apart from integration with third party apps Such as WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT comes with an API which lets you incorporate it with just about any computer software.
How popular is it?
Short answer is we are not sure. They were not Exactly forthcoming about their customer base, other than it extends to over 63 countries around the world. Kittelberger
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for just a few hundred bucks. To the contrary, one of the main rivals Infusionsoft charges $1,999 kickstart fee.
Fantastic rule-based email marketing / business processes
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong stats, analytics and tracking
Split testing capability
Full WordPress integration, and membership Websites, self-hosted sequence forms and landing pages
You don’t even need your site because ONTRAPORT can also host your site as their sub-domain
Good customer support
- Pricing — The most obvious benefit of ONTRAPORT is that the affordability of the service. At $297/month with no installation fees and two hours of free onboarding calls, they’re positioned very competitively. What’s important to consider with Ontraport is they give you access to all of their features, along with the ability to keep 25,000 contacts and send 100,000 emails. While a few other tools might begin at a lower entry price, you’d likely pay 5-10x the price of ONTRAPORT for the same degree of contacts & attributes. They are scalable so that as your business grows, they could develop together with you so you don’t need to worry about shifting systems afterwards. The offer of a 90 day risk free assurance is almost unheard of nowadays along with month-to-month or discounted annual pricing alternative following the 90 day risk guarantee period.
- Great neighborhood — ONTRAPORT has award winning customer support through telephone, chat, and email during most business hours. They’re clearly committed to the success of the clients, holding a 97% satisfaction rate and all their reps work from one central location for easy communication between development and support. They updated all of their servers for redundancy, invested at a content delivery network to ensure the fastest speed globally and are constantly on the lookout for ways to make their program quick and responsive. They also have a fantastic community of users in their Facebook user group, an instruction site that’s free to ONTRAPORT clients, a quarterly bootcamp and certified consultant program and an annual business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automatic engine behind your marketing campaigns, seamlessly incorporating your emails, landing pages, ecommerce and more with your CRM so that you can hyper-target your prospects and convert them into clients. Your data is strewn around when you have separate systems handling all these operations and it is challenging to have the ability to produce smart decisions about your company. ONTRAPORT combines your advertising efforts into a single so that you have ONE place to call to look at your business data.
- Custom items — ONTRAPORT gives the capability to build custom objects that’s only available in enterprise systems such as SalesForce, Marketo or even Eloqua. Custom objects allows you to create connections between databases. Unique to your company.
- ECommerce features — ONTRAPORT has a massive range of impressive ecommerce features such as automatic credit card payment collections and the capacity to include upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some traditional sales modules like opportunity management
No social media integration
Weak mobile app, not regularly updated
With all the e-commerce and membership website attributes, ONTRAPORT should 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. That means if you hit the top limit for your contacts, then you may only send four or even 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 wish to utilize the innovative features
Dashboard user interface — Even though you can create virtually any metric you’d enjoy, their reporting dashboard isn’t particularly visually appealing as it doesn’t have charts and graphs. Kittelberger
Automation effort builder — While Ontraport’s campaign builder is easy to use and sufficiently powerful, it operates by adding text-based principles one under another. We locate the visual’flowchart’ design campaign builder utilized by a few of Ontraport’s opponents intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first talk about the added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, during the event named ONTRApalooza, in 2015.
Powerful and another intriguing feature is ONTRAPORT Projects. It’s an in-app training program which lets you have your business up and running. Some data collects and suggests projects that are distinct based on your company requirements. When you select a job, the training module walks you through the remaining part of the process. You can pause your job and restart it after, or keep using other features of the CRM.
Let’s say you need to sell a product for a monthly And you are using ONTRAPORT for the very first time, you’ll probably have no idea what to do and where to get started. Really 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.
Pretty much like an app shop, the ONTRAPORT marketplace allows you to ONTRAmail, share ONTRApages and ONTRAform templates together with the ONTRAPORT community. You can use templates made by other users or share.
When sharing your templates, they can be chosen by you to Share at no cost, free for specific customers or you may even charge for your layouts in addition to 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 most will realise this is of a value that is higher.
This is a menu that lets you Create a set of follow up activities i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences could be triggered by clients through your blog, email or some other source, and the client’s request will be processed by ONTRAPORT according to the rules you defined, even while you’re sleeping.
ONTRAPORT Permits You to save Many Different important details Prospects clients in addition to in a single display. While viewing a contact, you can send them an email or a text message, log a telephone call, handle their credit card, add a task… and the list continues on and on.
To update any field, just click the value from the Field, hit save button which appears next to the field and enter the new value. Adding tags and strings can also be a matter of a few clicks. Simply speaking, the contact menu is straightforward yet comprehensive.
ONTRAPORT Permits You to send emails, complete colour, text messages Postcards, and last but not least, professionally equipped customizable email templates called ONTRAmail. Depending on the pricing strategy you choose, you may send a specific number of emails each month, and in case you have a very large clientele, then you may end up having to buy costly additional messages. You need to pay 2 cents per message — that ONTRAPORT asserts is the cheapest in the industry. Similarly, ONTRAPORT costs a little .
The best thing about messages is that they are Two-way messages i.e. the reply from the client can activate a sequence. Additionally, you can automatically insert merge fields to mails in addition to text messages i.e. original name/last title or some other info of the contact.
Activate sequences or actions based on if, subsequently states. For instance, you may create a guideline to recharge all declined transactions, remove the contact send email notification add a label and so on. Kittelberger
Event management is another unique characteristic of ONTRAPORT that allows you manage and to conduct events like webinars, teleseminars or events. You’re able to monitor people who attended and those who couldn’t, and tell the CRM to follow up with every group.
The job management saves a lot of and automates the Majority of the procedures time. You can assign prospects to your relevant teammate, path leads based on several indicators (zip code, job title, site visits etc.). You may make conclusions of routing contributes on a round-robin or percentage basis.
It is disappointing that you can’t add a new task Rather you have to go to bring a new task when you are viewing your tasks. There is no integrated calendar.
It’s a menu that allows you add/edit/delete Customized fields, import contacts, handle lead routing and grading, manage broadcasts, and change the default value of these merge fields.
Partner & Affiliate Program Management
This feature lets you manage your affiliate program. Produce a partner center and provide the desired instruments to publicize your company to them. It’s possible to create multiple affiliate programs for products or spouse types. You manually sanction them or could even automate commissions.
Should you run an ecommerce business, you’ll Totally adore the revenue module of ONTRAPORT. Here you can see all the purchases made by your clients, products which you sell, create various reports such as earnings report, subscriber retention report, transaction log, open orders and more.
When it comes to e-commerce, while ONTRAPORT does The principles right, Infusionsoft beats on it . Primarily, ONTRAPORT does not have a shopping cart as discovered in Infusionsoft. To get similar functionality, you’ll have to incorporate ONTRAPORT with 1 Shopping Cart. Handling payments in addition to managing payment programs is relatively easier in Infusionsoft: Infusionsoft includes an integrated merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s participating with your content. Unlike many other Analytic apps, ONTRAPORT tracking not only demonstrates exactly how many users are viewing your site, but it also tells you they are, exactly what pages they’ve seen, when they viewed it and a lot more.
You can monitor users either by effort Origin, by mediumarticles, or by term and receive alerts when someone downloads your merchandise, to follow up; a prospect visits a landing page or anything else. Kittelberger
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 didn’t operate on Google Chrome, but we were able to create a great landing page this moment.
It is a Fantastic attribute for selling information products or Online coaching services. You can host movies and other media create unlimited subscription levels, and upgrade members.
You can choose to create opt-in or order forms utilizing ONTRAPORT and then Host in your own webpage. All you need to do is add your photographs and texts, and print, As 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 click-to-select editor.
You can publish your types as forms that are static, Picture or link, or possibly a lightbox pop-up. The option is probably the lightbox pop-up, which you may opt to get triggered when a individual intends to depart, scrolls certain percentage of the page or spends a specified timeframe on your site. A adequate pop-up tool on its own is rather pricey.
ONTRAPORT has announced a new pricing strategy, Geared towards solopreneurs, known as Basic. It gives one login, is reasonably priced but lacks several key capabilities. The remainder of the 2 plans have not changed much since we last reviewed ONTRAPORT, and all the programs come with a 90-day money-back guarantee.
$79/month, 1,000 contacts emails, ONTRApages web pages, amazing email templates and SMS advertising automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, two 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 participates, also. Their progressiveness is represented in their product. It is a continuous game of leapfrog with all the contest, and they perform it well enhancing their merchandise. Their CRM is particularly suited to businesses that do complex email marketing, and if you operate an affiliate program (which is an ideal method to conduct a little-cost independent sales group ), ONTRAPORT is an excellent tool to manage that for you, also. Kittelberger