When a powerful CRM matches a smart Autoresponder, you receive ONTRAPORT. It’s an all-in-one marketing automation tool that offers great features like powerful CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and much more. Maropost
We analyzed ONTRAPORT almost two Decades ago, however Since then, the software has developed considerably, and they’ve added some new capabilities. It’s time to update our review. Also, although at first glance they have added several features that were significant have some older ones. Let us explore it in more detail.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another small company, when he couldn’t find a CRM that would let him conduct his business. Found in 2008 and conceptualized in 2006, ONTRAPORT has increased during the past few years and they have. They’ve won several awards including #2 nationally for CareerBuilder’s’Big Strides in Small Business’, #102 on the Inc 500 list of fastest growing companies in the nation, a place on the 50 Most Engaged Workplaces listing, 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 companies. And if you have hundreds of thousands of customers, and send out a great deal of emails each month, ONTRAPORT could prove to be rather expensive. Companies that run traditional sales models and don’t really require autoresponder and marketing automation, can find alternatives.
Who is it for?
If you sell information products, provide coaching services, Online instruction or education, or run any type of paid membership website, you love ONTRAPORT. This makes your life simpler by automating almost everything other CRMs will force you to do manually.
Just like any other applications, ONTRAPORT has its Pros and cons. It’s not perfect, and you will find things that its rivals can perform better. But it is among the greatest — maybe the best — marketing automation software solutions out there for small companies, especially if they market their products or services on the internet. Maropost
Getting started with ONTRAPORT is not as complex as it was two Years ago. It doesn’t offer a trial version just like most other CRMs, but does offer a 90-day money-back guarantee. If you think the product is not best for you or you are not prepared for it yet, you are going to receive full 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 allow you to import contacts in different formats, or perhaps directly from third party sources such as Gmail, social networking channels, Yahoo, Highrise etc.. The import process is simple and streamlined, you can add new fields immediately, to match the data you are importing, from precisely the same page.
You can add new custom fields immediately while importing contacts
There is no installation fee and you also get 2 hours and implementation. If you want to have a peek at the system before buying it you can also receive a presentation.
Workspace and user experience
The software seems somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — isn’t very intuitive. The dashboard shows a bunch of boxes which show the metrics you choose, but it can be somewhat confusing.
Several CRMs like Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to supply you with a better comprehension of your customers, ONTRAPORT is lacking this feature. Likewise, when we reviewed ONTRAPORT last time, they had an program nor a mobile-friendly site. Although, they have an app for the two iOS and Android today, none of them is updated. We tested the latter and encountered too many problems to list here.
Aside from the above mentioned qualms, we liked things About the workspace: the interface is customizable, so the menus are laid out, practical and regular naming conventions are used, and there are 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 requirements.
Probably the feature in the workspace Is a quick menu that appears on peak of the page when you click on the little button in the upper right-hand corner. This quick menu features your own workflows, any unedited objects, and trapped items. It is possible to easily pin any item by clicking the trap button highlighted in the screenshot below, so that you can immediately access your favorite formscontacts, landing pages or any other menus.
When you want to go the work place excels Beyond calling and simply managing your clients. For example, you could make landing pages, sales cart, web forms and a whole lot more by simply dragging and dropping items.
When we compare the job area of ONTRAPORT and Infusionsoft, it functions Out that although InfusionSoft having a few added 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 compared to 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 comes with an API which lets you integrate it with virtually any 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. Maropost
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 dollars. To the contrary, one of the most important rivals Infusionsoft costs $1,999 kickstart fee.
Fantastic 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 tracking
Divide analyzing capacity
Full WordPress integration, and membership sites, self-hosted sequence forms and landing pages
You do not 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 the worth of their services. At $297/month with no setup fees and 2 hours of complimentary onboarding calls, they’re positioned very competitively. What is important to think about with Ontraport is that they offer you access to all their features, along with the ability to store 25,000 contacts and send 100,000 emails. While some other tools might start at a lower entry price, you would likely pay 5-10x the cost of ONTRAPORT for the exact same degree of contacts & features. They are scalable so that as your business grows, they could develop together with you so that you don’t need to worry about switching systems afterwards. The offer 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 neighborhood — ONTRAPORT has award winning customer support through telephone, chat, and email during most business hours. They’re clearly committed to the achievement of their customers, holding a 97% satisfaction rate and each of their reps work from one central place for easy communication between support and development. They upgraded all of their servers for redundancy, invested at a content delivery network to guarantee the fastest speed internationally and are continuously looking for ways to make their app quick and responsive. They also have a great community of users on their Facebook user category, an instruction site that is free to ONTRAPORT clients, a quarterly bootcamp and accredited consultant program and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automated engine behind your marketing and advertising campaigns, seamlessly integrating your emails, landing pages, ecommerce and much more along with your CRM so that you can hyper-target your prospects and convert them into customers. When you have systems your information is strewn about and it’s hard to be able to make intelligent decisions regarding your business. ONTRAPORT combines your marketing efforts into one, central system so that you have ONE place to call to check out your organization data.
- Custom objects — ONTRAPORT offers the ability to build custom items that’s only available in business systems like SalesForce, Marketo or even Eloqua. Custom objects allows you to make connections between databases. Unique to your company.
- ECommerce features — ONTRAPORT has a massive assortment of notable ecommerce features such as automatic credit card payment collections and the ability 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
Bad cellular app, not regularly updated
With all the e-commerce and membership site features, ONTRAPORT ought to have a customer care module where clients can raise a ticket
No visible sales funnel
Both packages allow 25,000 contacts with 100K mails and 100K contacts with 100k mails. That means if you hit on the upper limit for your contacts, you may only send four or one email per contact per month , and purchasing email packages can be expensive
The learning curve could be a little steep, especially when you want to use the advanced features
Dashboard user interface — While you can create virtually any metric you would enjoy, their reporting dashboard isn’t particularly visually appealing as it doesn’t have charts and graphs. Maropost
Automation effort builder — Even though Ontraport’s effort builder is easy to use and sufficiently powerful, it works by adding text-based rules one beneath another. We locate 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’s first discuss the three recently added features: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the event named ONTRApalooza, in 2015.
Another intriguing and powerful feature is ONTRAPORT Jobs. Basically, it’s an training program which lets you have your business up and running instantly. The CRM assembles some info about your business and suggests projects based on your business requirements. You walk through the rest of the procedure, one step at a time when you choose a job. You even keep using other features of the CRM, or can pause your project in the middle, and resume it after.
Let’s say you want to sell a product to get a monthly Subscription, and you are using ONTRAPORT for your first time, you’re most probably don’t have any clue what to do and where to get started. Really where Projects menu comes to a rescue, this is; it will steer you to take care of everything from establishing a product to choosing subscription fee to referrals and so on.
Like a program store, the ONTRAPORT market allows you to ONTRAform, ONTRAmail and share ONTRApages templates together with the ONTRAPORT community. You can use templates or share the ones which you created with others.
When you can choose them to Share at no cost, free for specific customers or you can even charge for your layouts in addition to content either a one-time fee or recurring subscription fee. The software system takes care of everything, and you get 90% of the fee. This is of a value that is greater than many will realise.
This is a highly customizable menu that lets you Create a set of follow up activities i.e. email, SMS, tasks, rules as well as fulfillments. These sequences could be triggered by clients by your blog, email or any other source, and the customer’s request will be processed by ONTRAPORT according to the rules you specified, even while you’re sleeping.
ONTRAPORT Permits You to store a variety of significant details Clients as well as prospects in a single display. While viewing a contact, you can send them an email or a text message, then log a phone call, manage their credit card, add a task… and the list goes on and on.
To update any field, simply click the value in the Particular area, hit save button which appears next to the field and enter the new value. Adding sequences and tags is also an issue of a couple of clicks. Simply speaking, the contact menu is simple yet comprehensive.
ONTRAPORT Permits You to send text messages, emails that are normal , full colour Postcards, and last but not least, professionally equipped email templates known as ONTRAmail. Based upon the pricing strategy you choose, you may send a certain number of emails per month, and in case you’ve got a very large clientele, you might end up having to purchase expensive additional messages. You need to pay 2 cents per message — that ONTRAPORT claims is the lowest priced in the industry. Similarly, ONTRAPORT costs a bit under $1 per postcard.
The best thing about messages is that they are Two-way messages i.e. the answer from the customer can trigger a sequence. Also, you can automatically insert merge fields to mails as well as text messages i.e. original name/last title or some other information of the contact.
Trigger sequences or actions based on if, subsequently states. For instance, you may make a rule to recharge all diminished trades, eliminate the contact send email notification to any of your teammates, add a tag and so on. Maropost
Event management is another characteristic of ONTRAPORT that allows you to run and manage events like webinars, teleseminars or events that are live. You can monitor individuals who attended and tell the CRM to follow up with every group.
The task management saves a Whole Lot of and simplifies the Majority of the processes time. It is possible to assign prospects into your applicable teammate, path leads based on several indicators (zip code, job name, website visits etc.). You may make decisions of routing contributes on a round-robin or percentage basis.
It is disappointing that you can’t add a new Job Rather you need to go to bring a new task when you are viewing your tasks. There is no integrated calendar where you can view your appointments and tasks.
It is a menu Which Allows you add/edit/delete Customized fields, import contacts, manage lead routing and grading, manage scheduled broadcasts, and change the default value of these merge fields.
Partner & Affiliate Program Management
This feature lets you manage your affiliate program. Create a branded partner centre in your own website in minutes and offer the desired tools to publicize your business to them. You can create affiliate programs for partner kinds or different goods. You manually sanction them after viewing or can automate commissions.
You’ll, if you run an ecommerce business Totally love the revenue module of ONTRAPORT. Here you can see all the purchases made by your customers, products which you sell, generate various reports such as earnings report, subscriber retention file, transaction log, open orders and much more.
In Regards to e-commerce, while ONTRAPORT does The basics right, Infusionsoft beats it . Firstly, ONTRAPORT doesn’t have a shopping cart as discovered in Infusionsoft. For similar functionality, you’ll need to integrate ONTRAPORT using 1 Shopping Cart. Handling payments as well as managing payment plans is relatively simpler in Infusionsoft: Infusionsoft has a built-in merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is engaging with your own content. Unlike many other Analytic apps, ONTRAPORT monitoring not just demonstrates how many users are viewing your site, but it also tells you who they are, exactly what pages they have viewed, when they watched it and a lot more.
Users can be tracked by you by effort Origin, by mediumcontent, or by term and receive alerts to follow up if someone downloads your product; a hot prospect visits a specific landing page or anything else. Maropost
This module allows you integrate WordPress websites in Addition to create amazing Landing pages by simply dropping and dragging. Last time we reviewed ONTRAPORT, this module did not operate on Google Chrome, however we were able to create a nice landing page this moment.
It’s a great attribute for selling info products or Online coaching services. You can host videos and other websites create unlimited membership amounts, and update members.
You can choose to produce order or opt-in forms utilizing ONTRAPORT and then Host in your own webpage. All you need to do is add your photos and texts, and publish As there are a lot of professionally designed templates available. Customizing the blocks and using them over and over again is a matter of a few mouse clicks by employing the click-to-select editor.
You can publish your forms as static types, Picture or connection, or even a lightbox pop-up. The option that is most interesting and smart is probably the lightbox pop-up, which you can opt to be triggered when a individual scrolls past specific proportion of the page spends a specified amount of time on your site or intends to exit. A decent tool by itself is quite expensive.
ONTRAPORT has announced a new pricing strategy, Geared towards solopreneurs, known as Basic. It offers 1 login, is affordable but lacks important capabilities. The rest of the two plans haven’t changed much since we last reviewed ONTRAPORT, and the plans come with a 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 implementation
$597/month, 100,000 contacts, 100,000 emails/month, 10 users, two hours free implementation
ONTRAPORT as a CRM impresses, and as a company ONTRAPORT impresses. Their progressiveness is represented within their product. It is a continuous game of leapfrog with the competition, and they play it continuously improving their merchandise. Their CRM is particularly suited to businesses that do sophisticated email advertising, and if you operate an affiliate reseller program (that is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is an excellent tool to manage that for you, too. Maropost