Introduction Lena Requist Ontraport
When a strong CRM and a smart meet Autoresponder, you receive ONTRAPORT. It’s an all-in-one marketing automation tool that offers great features such as powerful CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and more. Lena Requist Ontraport
We reviewed ONTRAPORT nearly two years ago, however Since that time, the software has developed considerably, and they’ve added some new features that were amazing. Thus, it’s time to update our review. They have added features that were important, but also have some older ones although at first. Let us investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another small business, when he couldn’t find a CRM that would allow him to run his business on one stage. Launched in 2008 and conceptualized in 2006, ONTRAPORT has increased during the past few years and they have over 100 team members who run the series. They have 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 spot on the 50 Most Engaged Workplaces list, 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 companies. And in case you have hundreds of thousands of clients, and send out a great deal of emails every month, ONTRAPORT could prove to be somewhat costly. Businesses that run sales models and don’t really require autoresponder and marketing automation, can find alternatives.
Who is it for?
If you sell information products, offer coaching services, Run any sort of paid membership website or instruction, or training, you’ll absolutely love ONTRAPORT. This makes your life easy by automating almost everything other CRMs will make you perform manually.
Just like any other software, ONTRAPORT has its own Pros and cons. It’s not perfect, and there are things that its competitors can perform better. But it’s among the best — maybe the best — marketing automation software solutions available for small businesses, especially if they market their goods or services online. Lena Requist Ontraport
Getting started with ONTRAPORT is not quite as complex as it had been two Years ago. It doesn’t offer a trial version like most other CRMs, but does offer a 90-day money-back guarantee. If you think the item isn’t best for you or you are not prepared for it 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. Several CRMs permit you to import contacts in various formats, or even straight from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. The import process is easy and streamlined, you can even add new areas to match the data you are importing, from the same page.
You can add new custom fields instantly while importing contacts
Also, there is no installation fee and you get 2 hours and implementation. If you want to take a look at the system before purchasing it It is also possible to receive a presentation.
Workspace and user experience
The software sounds somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — isn’t very intuitive. The dashboard shows a lot of boxes which show the metrics you choose, but it may be somewhat confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer strong Social media integration to give you a better understanding of your customers, ONTRAPORT is missing this feature. When we analyzed ONTRAPORT last time, they had an app nor a site. Although, they Android now and have got an app for the two iOS, not one of them is updated. We tested the latter and struck too many problems to record.
Apart from the Aforementioned qualms, we liked things Concerning the workspace: the interface is customizable, so the menus have been laid out, sensible and regular naming conventions have been utilized, and there are fast add/manage buttons for every module. You can add up to 150 custom fields and custom columns to customize the work place according to your business needs.
Probably the most impressive and One of a Kind feature in the entire workspace Is a fast menu that appears on peak of the page once you click on the small button in the top right-hand corner. This quick menu comprises your own workflows, any unedited items, 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 types contacts, landing pages or any other menus.
When you want to go, the work place actually excels Beyond contacting and managing your customers. By way of example, you can make landing pages, sales cart, internet forms and also a whole lot more by simply dragging and dropping items.
When we compare the job area of ONTRAPORT and Infusionsoft, it turns Out that although InfusionSoft with 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 is more intuitive than its counterpart in ONTRAPORT.
Besides integration with third party programs that are several Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API which allows you incorporate it with just about 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. Lena Requist Ontraport
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and task automation for only a couple of hundred bucks. To the contrary, one of their most important rivals Infusionsoft costs $1,999 kickstart charge.
Fantastic rule-based email advertising / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong analytics, analytics and monitoring
Split testing capability
Full WordPress integration, and membership sites, self-hosted sequence forms and landing pages
You don’t even need your site because ONTRAPORT can also host your site since their sub-domain
Great customer support
- Pricing — The most obvious benefit of ONTRAPORT is that the affordability of the services. At $297/month with no 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 features, and the capacity to store 25,000 contacts and send 100,000 emails. While a few other tools may start at a lower entry price, you would likely pay 5-10x the price of ONTRAPORT for the same level of contacts & attributes. They’re scalable so that as your business grows, they can grow with you so you do not need to be concerned about switching systems afterwards. The supply of a 90 day risk free assurance is practically unheard of nowadays together with month-to-month or discounted annual pricing alternative after the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer support via phone, chat, and email during most business hours. They are clearly committed to the success of the customers, holding a 97% satisfaction rate and all their reps work from one central place for seamless communication between support and development. They updated all of their servers for redundancy, invested at a content delivery network to ensure the fastest speed internationally and are continuously looking for ways to make their app 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 certified consultant course and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automatic engine behind your marketing campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more with your CRM so that you can hyper-target your leads and convert them into customers. When you have separate systems handling these operations all, your information is strewn about and it is hard to be able to produce intelligent, data-driven decisions about your company. ONTRAPORT unites your marketing efforts into one, fundamental system so that you have ONE place to call to check out your business data.
- Custom objects — ONTRAPORT gives the ability to construct custom items which is only available in business systems like SalesForce, Marketo or even Eloqua. Custom items allows you to create relationships between multiple databases. Unique to your organization.
- ECommerce features — ONTRAPORT includes a massive assortment of notable ecommerce features such as automatic credit card payment sets and the capacity to include upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules like opportunity management
No social media integration
Bad cellular app, not regularly upgraded
With all the e-commerce and membership site features, ONTRAPORT should have a customer care module where clients can raise a ticket
No visible sales funnel
Both packages 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 may only send four or even one email per contact per month , and purchasing email bundles can be expensive
The learning curve might be a little steep, especially when you wish to utilize the innovative attributes
Dashboard user interface — Even though you are able to create virtually any metric you’d like, their coverage dashboard is not particularly visually appealing as it doesn’t have charts and graphs. Lena Requist Ontraport
Automation campaign builder — Even though Ontraport’s effort builder is simple to use and sufficiently strong, it operates by adding text-based principles one beneath another. We find the visual’flowchart’ style campaign builder used by a few of Ontraport’s opponents more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first talk about the three recently added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, during the yearly event called ONTRApalooza, in 2015.
Another intriguing and powerful newly introduced feature is ONTRAPORT Jobs. It’s an in-app training program that lets you get your business up and running immediately. The CRM suggests projects based on your business requirements and collects some data. When you choose a job, the training module walks you through the remaining part of the process, one step at a time. You can pause your job and resume it from the same point after, or keep using features of the CRM.
Let’s say you need to sell a product for a monthly And you’re using ONTRAPORT for the first time, you probably don’t have any clue what to do and where to start. Where Projects menu comes to a rescue, this is; it will steer you to take care of everything from defining a product to selecting subscription fee and so forth.
Pretty much like a program shop, the ONTRAPORT marketplace allows you to Discuss ONTRApages, ONTRAmail and ONTRAform templates with all the ONTRAPORT community. You can use templates made by other users or discuss the ones which you created along with others.
When sharing your templates, then you can choose them to Share at no cost, free for certain clients 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 takes care of everything, and you get 90 percent of the fee. This is obviously a value that is higher than many will realise.
This is Produce a set of follow up actions i.e. email, SMS, tasks, rules as well as fulfillments. These sequences could be triggered by clients by your blog, email or some other supply, and the customer’s request will be processed by ONTRAPORT as per the rules you defined, even while you’re sleeping.
ONTRAPORT Permits You to save a variety of important details about your Clients as well as prospects in one, highly customizable screen. While viewing a contact, you can send them an email or a text message, log a phone call, manage their credit card, add a job… and the list continues on and on.
To upgrade any field, just click the value from the Particular field, hit save button which appears alongside the field and enter the new value. Adding sequences and tags is an issue of a few 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, professionally designed email templates known as ONTRAmail. Based on the pricing strategy you pick, you can send a specific number of emails per month, and if you’ve got an extremely 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 costs a little .
The best thing about messages is They are Two-way messages i.e. the reply from your customer can activate 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 information of this contact.
Another customizable menu that lets you Activate actions or sequences based on whether, subsequently conditions. For example, you may create a rule to recharge all declined transactions, remove the contact from sequence, send email notification add a label and so forth. Lena Requist Ontraport
Event management is another feature of ONTRAPORT that allows you to conduct and manage events such as webinars, teleseminars or events that are live. You can monitor people who attended and inform the CRM to automatically follow up with every group.
The job management automates the Majority of the processes and saves a lot of time. It is possible to assign prospects into your applicable teammate, path prospects based on several indicators (zip code, job title, site visits etc.). You may make conclusions of routing contributes on a percent or round-robin basis.
It is disappointing that you can’t add a new Job Instead you have to visit Contacts or Messages to bring a new task; when you’re seeing your tasks. There is no calendar.
It’s a little menu Which Allows you add/edit/delete Customized fields, import contacts, handle modify the default value of the fields, handle broadcasts, and lead grading and routing.
Partner & Affiliate Program Management
This attribute lets you handle your affiliate program. Produce a branded partner centre in your own website in minutes and provide them the desired instruments to promote your company. You can make multiple affiliate programs for different goods or spouse types. You manually sanction them or can even automate commissions.
You’ll, if you run an ecommerce business Love the sales module of ONTRAPORT. Here you can see all the purchases made by your clients, products which you sell, create different reports such as sales report, subscriber retention report, transaction log, open orders and much more.
When it comes to e-commerce, while ONTRAPORT does The basics right, Infusionsoft beats it to the punch. Primarily, ONTRAPORT does not possess a fully operational shopping cart as found in Infusionsoft. To get similar functionality, you’ll need to incorporate ONTRAPORT with 1 Shopping Cart. Handling payments in addition to handling payment plans is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is engaging with your own content. Unlike many other Analytic apps, ONTRAPORT tracking not just shows you exactly how many users are viewing your website, but in addition, it tells you who they are, precisely what pages they’ve seen, when they watched it and far more.
You can track users either by campaign, by lead Alerts articles, or by duration and receive if your merchandise is downloaded by someone to follow up; a prospect visits a landing page or anything else. Lena Requist Ontraport
This module lets you integrate WordPress websites as well as create amazing Landing pages simply by dragging and dropping. Last time we analyzed ONTRAPORT, this module didn’t work on Google Chrome, but we were able to produce a nice landing page this time.
It’s a great feature for selling info products or Online coaching services. You create unlimited membership levels can host videos and other websites for your customers, and update members over time, when accessibility is paid for by them.
You can choose to create opt-in or order forms utilizing ONTRAPORT and then Host in your own webpage. Since there are a whole lot of professionally designed templates available, all you need to do is add your photos and texts, and publish. Customizing the blocks and using them over and over again is a matter of a couple of mouse clicks , by employing the editor.
You can publish your types as types that are static, Picture or link, or possibly a lightbox pop-up. The option is the lightbox pop-up, which you can choose to be triggered when a individual scrolls specific proportion of the webpage spends a specified timeframe on your site or intends to exit. A decent pop-up tool on its own is quite expensive.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, called Basic. It offers just 1 login, is pretty reasonably priced but lacks several key features. The remainder of the two plans haven’t changed since we last reviewed ONTRAPORT, and all the plans come with a 90-day money back guarantee.
$79/month, unlimited mails, 1,000 contacts, ONTRApages webpages, beautiful email templates and SMS advertising automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 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 business ONTRAPORT impresses. Their progressiveness is reflected in their product. It is a constant game of leapfrog with all the competition, and they play with it continuously enhancing their product. Their CRM is especially suited to companies that do complex email marketing, and if you operate an affiliate reseller program (that is an ideal method to run a little-cost independent sales group ), ONTRAPORT is an excellent tool to manage that for you, also. Lena Requist Ontraport