Introduction Ontraport Contact Log
When a strong CRM and a smart meet You get ONTRAPORT. It is an all-in-one 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. Ontraport Contact Log
We analyzed ONTRAPORT almost two Decades ago, but Since that time, the software has evolved considerably, and they’ve added some new capabilities that were amazing. Thus, it’s time. At first glance they’ve added several new features, but also haven’t really fine-tuned some old ones. Let’s explore it in more depth.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another small business, when he could not find a CRM that would let him run his business on one stage. Found in 2008 and conceptualized in 2006, ONTRAPORT has increased during the last couple of years and today they have more than 100 team members who run the show. 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 nation, a place on the 50 Most Engaged Workplaces listing, a Red Herring Top 100, along with a Forbes Most Promising Companies list.
Who’s it not for?
It is not ideal for big or even mid-sized companies. And in case you send a great deal of emails every month, and have thousands and thousands of clients, ONTRAPORT could prove to be somewhat expensive. Companies that do not really need autoresponder and marketing automation and run sales models, can find options.
Who’s it for?
If you sell information products, provide coaching services, Instruction or education, or run any sort of paid membership website, you’ll absolutely love ONTRAPORT. This makes your life simpler by automating almost everything other CRMs will force you to perform manually.
Like any other applications, ONTRAPORT has its own Pros and cons. It is not perfect, and there are things that its rivals can perform exponentially. But it’s one of the greatest — maybe the best — marketing automation software solutions available for small companies, especially if they market their products or services online. Ontraport Contact Log
Getting started with ONTRAPORT is not as complicated as it was 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 think the item isn’t best for you or you’re not prepared for this yet, you are going to 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. Several CRMs allow you to import contacts in different formats, or perhaps straight from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. The import method is simple and really streamlined, you can add new areas to fit from precisely the same page.
You can add new custom fields instantly while importing contacts
Also, there is no installation fee and you get 2 hours free setup and implementation. If you would like to take a look at the system before purchasing 20, you can also get a free demo.
Workspace and consumer experience
The program seems somewhat less responsive than Infusionsoft, and also their Main dashboard — although customizable — is not very intuitive. The dashboard displays 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 powerful Social media integration to supply you with a better understanding of your clients, ONTRAPORT is lacking this feature. Similarly, when we reviewed ONTRAPORT time, they had an program nor a mobile-friendly website. Although, they Android now and have got an app for the two iOS, none of them is updated. We tested the latter and encountered too many issues to list here.
Aside from the above mentioned qualms, we actually liked things Concerning the workspace: the interface is customizable, the menus are strategically laid out, practical and regular naming conventions have been used, and there are fast add/manage buttons for every different module. You can add up to 150 custom fields and custom columns to customize the work place depending on your company needs.
Probably the unique and most impressive characteristic in the entire workspace Is a quick menu which appears on peak of the page once you click the small button at the upper right-hand corner. This fast menu features your 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 that you can immediately access your favourite formscontacts, landing pages or any other menus.
The work area really excels when you want to go Beyond managing and contacting your customers. For instance, you could make landing pages, revenue 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 functions Out that despite InfusionSoft having some added features and bells and whistles, what you can do, the other can also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive compared to its counterpart in ONTRAPORT.
Besides integration with third party programs Such as WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you incorporate it with just about any computer software.
How hot is it?
Short answer is we are not sure. They were not Exactly forthcoming about their client base, apart from it expands to over 63 countries around the world. Ontraport Contact Log
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for only a couple of hundred dollars. To the contrary, one of the main rivals Infusionsoft charges $1,999 kickstart charge.
Excellent rule-based email advertising / business processes
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Powerful analytics, analytics and tracking
Split testing capacity
Complete WordPress integration, and membership Websites, self-hosted sequence forms and landing pages
You don’t even need your site because ONTRAPORT may also host your website as their sub-domain
Great customer support
- Pricing — The most obvious benefit of ONTRAPORT is the worth of the service. At $297/month with no installation fees and 2 hours of free onboarding calls, they are positioned very competitively. What’s important to consider with Ontraport is they offer you access to all of their attributes, and the ability to keep 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 same degree of contacts & features. They’re scalable so that as your business grows, they can grow together with you so that you do not need to be concerned about switching systems later. The offer of a 90 day risk free guarantee is almost unheard of nowadays along with month-to-month or discounted yearly pricing alternative following the 90 day risk guarantee interval.
- Great neighborhood — ONTRAPORT has award winning customer service via phone, chat, and email during most business hours. They are clearly dedicated to the success of their clients, holding a 97% satisfaction rate and each of their reps work from one central location for seamless communication between support and development. They upgraded all their servers for redundancy, invested at a content delivery system to ensure the fastest speed internationally and are constantly on the lookout for ways to make their program responsive and quick. They also have a great community of users on their Facebook user group, an instruction site that’s free to ONTRAPORT clients, a quarterly bootcamp and certified consultant course and an annual business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automated engine behind your marketing campaigns, seamlessly integrating your emails, landing pages, ecommerce and more along with your CRM so you may hyper-target your leads and convert them to customers. Your information is strewn around Whenever you have systems managing all these operations and it’s challenging to have the ability to produce data-driven decisions regarding your business. ONTRAPORT combines your marketing efforts into one, fundamental system so you have ONE place to call for support and ONE place to check out your organization data.
- Custom objects — ONTRAPORT offers the ability to build custom objects that’s only accessible enterprise systems such as SalesForce, Marketo or Eloqua. Custom objects allows you to create relationships between multiple databases. Unique to your organization.
- ECommerce features — ONTRAPORT has a large 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 conventional sales modules such as opportunity management
No social media integration
Weak mobile program, not regularly upgraded
including all the e-commerce and membership site attributes, ONTRAPORT should have a customer care module where customers can increase a ticket
No visible sales funnel
Their two packages allow 25,000 contacts with 100K emails and 100K contacts with 100k emails. Meaning if you hit the upper limit for your contacts, you can only send four or one email per contact per month respectively, and purchasing email bundles can be pricey
The learning curve might be a little steep, especially once you wish to utilize the advanced attributes
Dashboard user interface — Even though you are able to create virtually any metric you would like, their coverage dashboard isn’t particularly visually appealing as it doesn’t have graphs and charts. Ontraport Contact Log
Automation campaign builder — Even though Ontraport’s campaign builder is simple to use and sufficiently powerful, it operates by adding text-based rules one beneath another. We find the visual’flowchart’ design campaign builder used by some of Ontraport’s opponents more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the event called ONTRApalooza, in 2015.
Another interesting and powerful attribute is ONTRAPORT Jobs. Basically, it’s an in-app training plan which lets you have your company up and running instantly. The CRM collects some data about your business and suggests projects according to your business needs. You walk through the rest of the process when a job is chosen by you. You can pause your project in the middle, and resume it after, or even keep using features of this CRM.
Let’s say you want to sell a product to get a monthly Subscription, and you are using ONTRAPORT for the very first time, you have no clue 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 and so forth.
Pretty much like an app store, the ONTRAPORT market allows you to ONTRAform, ONTRAmail and share ONTRApages templates with all the ONTRAPORT community. You can use templates made by other users or share the ones which you created with other individuals.
When sharing your templates, then they can be chosen by you to Share at no cost, free for certain customers or you can even charge for your designs in addition to content either a one-time fee or recurring subscription fee. The smart software system deals with everything, and you get 90% of the fee. This is obviously a higher value compared to most will realise.
This is Create a series of follow up activities i.e. email, SMS, tasks, rules as well as fulfillments. These sequences could be triggered by customers through 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 are sleeping.
ONTRAPORT allows you to store Many Different important details about your Prospects clients in addition to in a single customizable screen. While viewing a contact, you can send them an email or a text message, then log a phone call, manage their credit card, then add a job… and the list continues on and on.
To upgrade any area, simply click on the value from the Area, hit save button which looks alongside the area and enter the new value. Adding sequences and tags can also be a matter of a few clicks. In short, the touch menu is simple yet comprehensive.
ONTRAPORT Permits You to send emails, text messages, full colour Postcards, and last but not least equipped, completely customizable email templates called ONTRAmail. Depending upon the pricing plan you choose, you can send a certain number of emails each month, and in case you’ve got an extremely large clientele, then you may end up having to purchase expensive additional messages. You want to pay 2 cents per message — that ONTRAPORT asserts is the lowest priced in the industry. Likewise, ONTRAPORT costs a little .
The best thing about messages is They are Two-way messages i.e. the answer from the client can trigger a sequence. Also, you can automatically insert merge fields to emails in addition to text messages i.e. original name/last name or some other info of this contact.
Activate activities or sequences based on if, then conditions. For instance, you can make a guideline to recharge transactions were diminished by all, eliminate the contact from string, send notification add a label and so on. Ontraport Contact Log
Event management is yet another unique feature of ONTRAPORT that allows you manage and to run online events such as teleseminars, webinars or events that are live. You can monitor people who attended and tell the CRM to follow up with each group accordingly.
The task management simplifies most of the processes and saves a lot of time. You can assign prospects into your applicable teammate, route prospects based on several indexes (zip code, job name, website visits etc.). You can even make conclusions of routing contributes on a round-robin or percent basis.
It’s disappointing that you can not add a new task When you’re seeing your tasks; instead you have to visit Hotmail or Hotmail to bring a new undertaking. There is absolutely no calendar.
It Import contacts, Customized fields, manage change the default value of these merge fields, manage broadcasts, and lead grading and routing.
Partner & Affiliate Program Management
This feature lets you manage your affiliate program. Produce a partner centre on your own website in minutes and offer the instruments to them. It’s possible to make multiple affiliate programs for products or partner types. You could also automate commissions or manually sanction them after viewing.
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 customers, products that you market, generate various reports such as sales report, subscriber retention file, transaction log, open orders and much more.
In Regards to e-commerce, while ONTRAPORT does The principles right, Infusionsoft beats on it . Firstly, ONTRAPORT doesn’t have a fully operational shopping cart as found in Infusionsoft. For similar functionality, you are going to need to incorporate ONTRAPORT using 1 Shopping Cart. Managing payments in addition to handling payment programs is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s engaging with your own content. Unlike many other Analytic programs, ONTRAPORT tracking not just demonstrates how many users are viewing your website, but it also tells you they are, precisely what pages they’ve viewed, when they viewed it and a lot more.
You can track users either by effort, by direct Alerts , by articles, or by term and get if your product is downloaded by someone, to follow up; a prospect visits a landing page or anything else. Ontraport Contact Log
This module allows you integrate WordPress sites as well as create amazing Landing pages simply by dropping and dragging. Last time we analyzed ONTRAPORT, this module didn’t work on Google Chrome, but we could produce a great landing page this time.
It is a Fantastic attribute for selling info products or Coaching services. You create subscription amounts can host videos and websites for your customers, and update members as time passes, when accessibility is paid for by them.
You can choose to produce opt-in or order 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 whole lot of professionally designed templates available. By using the editor that is click-to-select customizing the cubes and using them over and over again is a matter of a few mouse clicks.
You can print your types as forms, Click-to-pop-up image or link, or even a lightbox pop-up. The intelligent and most interesting option is the lightbox pop-up, which you can opt to be triggered when a individual scrolls past certain percentage of the page, spends a specified timeframe on your website or plans to exit. A adequate pop-up tool on its own is rather expensive.
ONTRAPORT has announced a new pricing strategy, Geared towards solopreneurs, known as Basic. Just 1 login is offered by it, is reasonably priced but lacks important capabilities. The rest of the 2 plans have not changed much since we last reviewed ONTRAPORT, and all the programs include a money back guarantee.
$79/month, 1,000 contacts mails, ONTRApages web pages, amazing email templates and SMS marketing automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 users, 2 hours free execution
$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 reflected within their product. It is a constant game of leapfrog with all the competition, and they perform it continuously enhancing their merchandise. Their CRM is particularly suited to businesses that do sophisticated email advertising, and if you run an affiliate reseller program (that is an ideal method to run a little-cost independent sales team), ONTRAPORT is an excellent tool to manage for you, also. Ontraport Contact Log