Intro Ontraport Contacts
When a powerful CRM and a smart meet You get ONTRAPORT. It is an all-in-one marketing automation tool that provides great features such as powerful CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and more. Ontraport Contacts
We analyzed ONTRAPORT nearly two Decades ago, however Since that time, the software has evolved and they have added some new capabilities. Thus, it’s time to update our review. At first glance they’ve added features that were important, but also have some older ones. Let us explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another small company, when he couldn’t locate a CRM that would allow him to conduct his business. Conceptualized in 2006 and launched in 2008, ONTRAPORT has grown during the past few years and today they have over 100 team members that run the series. 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 country, a spot on the 50 Most Engaged Workplaces list, a Red Herring Top 100, and a Forbes Most Promising Companies list.
Who is it not for?
It is not perfect for large or companies. And in case you have hundreds of thousands of customers, and send a great deal of emails each month, ONTRAPORT could end up being somewhat expensive. Businesses that don’t really require marketing and autoresponder automation and run sales models, can find alternatives.
Who’s it for?
If you sell information products, offer coaching services, Education or training, or conduct any sort of paid membership website, you love ONTRAPORT. This makes your life easy by automating almost everything other CRMs will make you do manually.
The Same as any other software, ONTRAPORT has its Pros and cons. It’s not ideal, and you will find things that its rivals can perform exponentially. However, it is among the best — if not the best — marketing automation software solutions out there for small companies, especially if they market their products or services on the internet. Ontraport Contacts
Getting started with ONTRAPORT is not quite as complicated as it had been two Years ago. It doesn’t provide a trial version like most other CRMs, but does offer a 90-day money back guarantee. If you believe the product is not best for you or you’re not ready for this yet, you are going to receive whole 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 allow you to import contacts in different formats, or perhaps directly from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. On the other hand, the import method is easy and really streamlined, you can even add new areas immediately, to fit the information you’re importing, from the same page.
You can add new custom fields immediately while importing contacts
There is no installation fee and you get 2 hours free installation and implementation. If you want to have a peek at the machine before buying it It is also possible to get a free presentation.
Workspace and user experience
The program seems somewhat less responsive than Infusionsoft, and their Main dashboard — though customizable — is not very intuitive. The dashboard shows a lot of boxes that display the metrics you choose, but it can be somewhat confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to give you a better understanding of your clients, ONTRAPORT is lacking this feature. When we reviewed ONTRAPORT last time, they had an app nor a mobile-friendly site. Although, they Android today and have got an app for the two iOS, none of these is updated. We tested the latter and struck too many issues to list here.
Apart from the above mentioned qualms, we liked several things About the workspace: the interface is customizable, the menus are strategically laid out, practical and regular naming conventions have been used, and you will find fast add/manage buttons for every module. You can add up to 150 custom fields and custom columns to customize the work place depending on your company requirements.
Probably the feature in the entire workspace Is a quick menu that appears on top of the page when you click on the little button at the upper right-hand corner. This fast menu comprises your own workflows, any unedited objects, and pinned items. It is possible to easily pin any item by clicking on the trap button highlighted in the screenshot below, so that you can immediately access your favourite forms, contacts, landing pages or any other menus.
When you want to go the work area excels Beyond calling and managing your clients. By way of example, you could create 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 functions Out that despite InfusionSoft having some added features and bells and whistles, what you can do, the other may also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.
Besides integration with several 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 hot is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their client base, apart from it expands to over 63 countries around the world. Ontraport Contacts
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and task automation for only a few hundred bucks. On the contrary, one of their most important rivals Infusionsoft charges $1,999 kickstart charge.
Excellent 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 monitoring
Divide analyzing capability
Complete WordPress integration, membership sites, self-hosted order forms and landing pages
You don’t even need your site because ONTRAPORT may also host your site since their sub-domain
Great customer service
- Pricing — The most obvious advantage of ONTRAPORT is the affordability of the services. At $297/month with no setup fees and 2 hours of complimentary onboarding calls, they are positioned very competitively. What is important to think about with Ontraport is that they give you access to all of their features, along with the capacity to store 25,000 contacts and send 100,000 emails. While a few other tools may begin at a lower entry price, you would likely pay 5-10x the cost of ONTRAPORT for the same level of contacts & attributes. They are scalable so that as your company grows, they could grow with you so that you don’t need to worry about switching systems later. The offer of a 90 day risk free assurance is practically unheard of these days together with month-to-month or discounted yearly pricing option following the 90 day risk guarantee interval.
- Great community — ONTRAPORT has award winning customer support through phone, 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 managers operate from one central location for easy communication between support and development. They updated all their servers for redundancy, spent at a content delivery system to guarantee the fastest speed globally 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 group, an education site that is free to ONTRAPORT customers, a quarterly bootcamp and certified consultant program and an annual business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automatic engine supporting your marketing campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more along with your CRM so you can hyper-target your leads and convert them to customers. Your information is strewn around, Whenever you have systems managing all these operations and it is hard to be able to produce smart, data-driven decisions about your business. ONTRAPORT unites your advertising efforts into one so that you have ONE place to phone to look at your business data.
- Custom objects — ONTRAPORT offers the ability to build custom objects which is only accessible enterprise systems such as SalesForce, Marketo or Eloqua. Custom items allows you to create connections 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 expiry 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 website features, ONTRAPORT ought to have a customer care module where customers can raise a ticket
No visual sales funnel
Their two bundles allow 25,000 connections with 100K mails and 100K contacts with 100k emails. That means if you hit on the upper limit for your contacts, you may just send four or one email per contact per month respectively, and purchasing email bundles can be expensive
The learning curve could be a bit steep, especially once you wish to utilize the advanced attributes
Dashboard user interface — Even though you can create virtually any metric you’d enjoy, their coverage dashboard is not particularly visually appealing as it does not have graphs and charts. Ontraport Contacts
Automation effort builder — Even though Ontraport’s campaign builder is easy to use and sufficiently strong, it works by adding text-based principles one beneath another. We find the visual’flowchart’ style campaign builder used by a few of Ontraport’s competitors intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first discuss the three newly added features: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, during the event called ONTRApalooza, in 2015.
Powerful and another intriguing newly introduced feature is ONTRAPORT Projects. It’s an in-app training plan that lets you get your company up and running. Some data collects about your company and suggests distinct projects according to your company needs. You walk through the remaining part of the process, one step at a time when a project is chosen by you. You keep with different features of the CRM, or can pause your job in the middle, and restart it after.
Let’s say you want to market a product for a monthly Subscription, and you’re using ONTRAPORT for the first time, you don’t have any idea what to do and where to start. This is where Projects menu comes to your rescue; it will steer you to take care of everything from establishing a product to choosing subscription fee to referrals and so forth.
Pretty much like an app shop, the ONTRAPORT market allows you to ONTRAmail, Discuss ONTRApages and ONTRAform templates with the ONTRAPORT community. You can use templates or share.
When they can be chosen by you to Share for free, 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 software system deals with everything, and you get 90% of this fee. Than many will realise this is of a value that is greater.
This is an Extremely customizable menu that lets you Produce a set of follow up actions i.e. email, SMS, tasks, rules as well as fulfillments. These sequences can be triggered by clients through your site, email or any 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 store Many Different significant details Clients in addition to prospects in one screen. While seeing a contact, you can send them an email or a text message, then log a telephone call, manage their credit card, add a job… and the list goes on and on.
To update any field, just click on the value in the Area, hit save button which appears right next to the area and enter the new value. Adding tags and sequences can also be a matter of a couple of clicks. In short, the touch menu is straightforward yet comprehensive.
ONTRAPORT Permits You to send normal emails, complete color, text messages Postcards, and last but not least, professionally equipped email templates known as ONTRAmail. Depending on the pricing plan you choose, you can send a specific number of emails each month, and if you have an extremely large clientele, then you might end up having to buy expensive additional messages. You need to pay 2 cents per message — which ONTRAPORT claims 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 reply from your customer can trigger a sequence. Additionally, you may automatically insert merge fields to mails in addition to text messages i.e. first name/last title or some other info of this contact.
Trigger activities or sequences based on whether, then conditions. For instance, you may create a rule to recharge all declined trades, eliminate the contact send notification to some of your teammates, add a tag and so on. Ontraport Contacts
Event management is yet another characteristic of ONTRAPORT that lets you to run and manage events like webinars, teleseminars or live events. You’re able to monitor individuals who attended and those who couldn’t, and tell the CRM to follow up with each group.
The job management saves a lot of and automates most of the procedures time. It is possible to assign prospects to your relevant teammate, route leads based on several indicators (zip code, job name, site visits etc.). You may make decisions of routing leads on a percent or round-robin basis.
It is disappointing that you can’t add a new task Instead you need to go to bring a new task when you’re seeing your tasks. Also, there is absolutely no calendar.
It’s a little menu that allows you add/edit/delete Import contacts, custom fields, manage change the default value of the fields, handle scheduled broadcasts, and lead grading and routing.
Partner & Affiliate Program Management
This attribute lets you manage your affiliate program. Produce a branded partner center and provide the tools to them. It’s possible to make multiple affiliate programs for spouse kinds or various products. You can automate commissions or manually sanction them.
If you run an ecommerce business that is online, you’ll Totally love the revenue module of ONTRAPORT. Here you can see all of the purchases made by your clients, products which you market, generate various reports such as earnings report, subscriber retention file, transaction log, open orders and much more.
When it comes to e-commerce, while ONTRAPORT does The basics right, Infusionsoft defeats it . Primarily, ONTRAPORT doesn’t have a fully operational shopping cart as discovered in Infusionsoft. For similar functionality, you’ll need to integrate ONTRAPORT with 1 Shopping Cart, a well-known cart product. Handling payments as well as handling payment programs is relatively easier in Infusionsoft: Infusionsoft has an integrated merchant accounts known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s currently participating with your own content. Unlike most other Analytic apps, ONTRAPORT tracking not just shows you exactly how many users are viewing your site, but in addition, it tells you who they are, precisely what pages they have viewed, when they watched it and far more.
You can monitor users by effort Alerts content, or by duration and receive when someone downloads your merchandise, to follow up; a prospect visits a particular landing page or anything else. Ontraport Contacts
This module allows you integrate WordPress websites as well as create amazing Landing pages simply by dragging and dropping. Last time we reviewed ONTRAPORT, this module did not work on Google Chrome, however we were able to create a great landing page this time.
It is a great attribute for selling products or Coaching services. You create unlimited membership amounts can host videos and other websites for your clients, and update members.
You Can Opt to create order or opt-in forms using ONTRAPORT and then Host on your own webpage. As there are a whole lot of templates all you have to do is print, and add your photographs and texts. Customizing the blocks and using them over and over again is a matter of a couple of mouse clicks by using the editor.
You can publish your types as forms that are static, Image or connection, or even a lightbox pop-up. The option is probably the lightbox pop-up, which you can opt to get triggered when a person scrolls proportion of the webpage spends a specified amount of time on your site or intends to exit. A adequate pop-up tool by itself is quite pricey.
ONTRAPORT has announced a new pricing plan, Geared towards solopreneurs, known as Basic. It gives one login, is affordable but lacks several important features. The remainder of the 2 plans have not changed much since we last reviewed ONTRAPORT, and the programs come with a money-back guarantee.
$79/month, 1,000 contacts, unlimited mails, ONTRApages web pages, beautiful 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 execution
$597/month, 100,000 contacts, 100,000 emails/month, 10 users, 2 hours free execution
ONTRAPORT as a CRM impresses, and as a company ONTRAPORT impresses. Their progressiveness is reflected in their merchandise. Like most CRM vendors out there, it is a game of leapfrog with the competition, and they perform it well improving their merchandise. Their CRM is especially suited to companies that do complex email advertising, and should you run an affiliate program (that is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is a superb tool to manage for you, also. Ontraport Contacts