Background Ontraport Customer Center
When a 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 much more. Ontraport Customer Center
We analyzed ONTRAPORT almost two years ago, but Since then, the software has developed considerably, and they’ve added some new features that were amazing. It’s time to upgrade our review. They have added several new features that were important, but also have some old ones although at first. Let’s explore it in depth.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he couldn’t find a CRM that would allow him to conduct his business on one stage. Conceptualized in 2006 and found in 2008, ONTRAPORT has increased tremendously during the last couple of years and they have. They’ve won several awards including #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 listing, a Red Herring Top 100, along with a Forbes Most Promising Companies listing.
Who’s it not for?
It’s not even midsize or ideal for large companies. And if you have hundreds of thousands of clients, and send a lot of emails every month, ONTRAPORT could prove to be rather costly. Businesses that don’t really require marketing and autoresponder automation and run traditional sales models, can find alternatives.
Who is it for?
If you sell info products, offer instruction services, Run any sort of paid membership website or education, or instruction, you will absolutely love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will make you perform manually.
Like any other applications, ONTRAPORT has its Pros and cons. It is not perfect, and you will find things that its competitors can do exponentially. But it is one of the greatest — maybe the best — marketing automation software solutions available for small businesses, especially if they sell their products or services online. Ontraport Customer Center
Getting started with ONTRAPORT is not quite as complicated as it had been 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 believe the product is not right for you or you’re not prepared for it yet, you’ll receive full refund, no cancellation fee, no questions asked.
Signing up for ONTRAPORT is a little complicated and you can only import Contacts in CSV format. Several CRMs permit you to import contacts in different formats, or perhaps directly from third party sources like Gmail, social networking stations, Yahoo, Highrise etc.. The import method is compact and easy, you can add new areas to fit from 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. You can also get a demo if you want to have a look at the machine before buying it.
Workspace and consumer experience
The software seems somewhat less responsive than Infusionsoft, and their Main dashboard — though customizable — isn’t very intuitive. The dashboard shows a lot of boxes that show the metrics you choose, but it may be somewhat confusing.
Several CRMs like Salesforce, Groove, Nimble, Sprout offer strong Social networking integration to supply you with a better comprehension of your clients, 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, none of these is updated. We tested the latter and encountered too many problems to record.
Aside from the above mentioned qualms, we really liked several things About the workspace: the interface is customizable, so the menus are laid out, sensible and standard naming conventions are used, and there are quick add/manage buttons for every different module. You can add up to 150 custom fields and custom columns to customize the work place according to your company requirements.
Probably the characteristic that is most impressive and One of a Kind in the workspace Is a quick menu that appears at the peak of the page when you click on the small button in the top 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 instantly access your favourite types , contacts, landing pages or any other menus.
When you want to go the work place really excels Beyond calling and simply managing your clients. For example, you could make landing pages, sales cart, internet forms and also a whole lot more by just dragging and dropping items.
When we compare the job area of ONTRAPORT and Infusionsoft, it functions Out that despite 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 can be more intuitive compared to its counterpart in ONTRAPORT.
Apart from integration with third party programs Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT comes with an API which allows you integrate it with just about any software.
How popular is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their client base, other than it extends to over 63 countries around the world. Ontraport Customer Center
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and job automation for only a couple of hundred dollars. To the contrary, one of the most important 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 monitoring
Divide analyzing capacity
Full WordPress integration, membership sites, self-hosted order forms and landing pages
You don’t even need your site because ONTRAPORT can also host your site as their sub-domain
Good customer service
- Pricing — The most obvious advantage of ONTRAPORT is the worth of their service. At $297/month without the setup fees and 2 hours of complimentary onboarding calls, they are positioned very competitively. What is important to consider with Ontraport is they give you access to all of their features, along with the ability 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 price of ONTRAPORT to the same degree of contacts & features. They’re scalable so that as your company grows, they can develop together with you so you don’t need to be concerned about switching systems afterwards. The offer of a 90 day risk free guarantee is practically unheard of nowadays together with month-to-month or discounted annual pricing option after the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer service through phone, chat, and email during most business hours. They’re clearly dedicated to the success of the customers, holding a 97% satisfaction rate and all their managers operate from one central place for seamless communication between development and support. They upgraded all of their servers for redundancy, invested at a content delivery system to guarantee the fastest speed globally and are constantly looking for ways to make their program quick and responsive. They also have a fantastic community of users in their Facebook user category, an education site that is free to ONTRAPORT clients, a quarterly bootcamp and accredited consultant course and an annual business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automated engine behind your marketing campaigns, seamlessly integrating your emails, landing pages, ecommerce and more along with your CRM so that you may hyper-target your leads and convert them into customers. Your data is strewn around, when you have different systems managing these operations all and it is hard to be able to make data-driven decisions regarding your business. ONTRAPORT combines your advertising efforts into one so that you have ONE place to phone for assistance and ONE place to check out your business data.
- Custom items — ONTRAPORT offers the capability to construct custom items which is only accessible business systems like SalesForce, Marketo or Eloqua. Custom made objects permits you to create relationships between databases. Unique to your organization.
- ECommerce features — ONTRAPORT has a massive range of notable ecommerce features such as automatic credit card payment collections and the ability to add upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules such as opportunity management
No social media integration
Weak mobile program, not regularly updated
including all the e-commerce and membership site features, ONTRAPORT ought to have a customer care module where customers can raise a ticket
No visible sales funnel
Their two packages allow 25,000 contacts with 100K emails and 100K contacts with 100k emails. That means if you hit the upper limit for your contacts, you can only send four or one email per contact per month respectively, and buying email bundles can be expensive
The learning curve could be a little steep, especially once you wish to utilize the advanced attributes
Dashboard user interface — While you are able to create virtually any metric you’d enjoy, their reporting dashboard isn’t particularly visually appealing as it does not have charts and graphs. Ontraport Customer Center
Automation effort builder — Even though Ontraport’s campaign builder is simple to use and sufficiently strong, it works by adding text-based principles one under another. We find the visual’flowchart’ design campaign builder used by some of Ontraport’s competitors more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first discuss the three recently added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the yearly event named ONTRApalooza, in 2015.
Another intriguing and powerful attribute is ONTRAPORT Jobs. Basically, it’s an in-app training plan which lets you get your business up and running. Some data collects about your company and suggests projects that are distinct according to your company requirements. When you choose a job, the training module walks you through the rest of the process, 1 step at a time. You can pause your job in the middle, and resume it after, or keep using different features of the CRM.
Let’s say you want to sell a product for a monthly Subscription, and you’re using ONTRAPORT for the first time, you’ll 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 guide you to look after 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 together with the ONTRAPORT community. You discuss or can use templates.
When sharing your templates, then they can be chosen by you to Share for free, free for specific clients or you may even bill 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 percent of this fee. This is obviously a greater value compared to most will realise.
This is Create a set of follow up activities i.e. email, SMS, tasks, rules as well as fulfillments. These sequences could be triggered by clients through your blog, email or some other source, and the customer’s request will be processed by ONTRAPORT according to the rules you defined, even while you are sleeping.
ONTRAPORT Permits You to save a variety of important details about your Clients as well as prospects in a single, highly customizable display. 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 task… and the list continues on and on.
To upgrade any field, just click on the value from the Particular field, enter the new value and hit save button that looks next to the area. Adding tags and strings can also be a matter of a few clicks. In short, the touch menu is straightforward yet comprehensive.
ONTRAPORT Permits You to send emails, complete color, text messages Postcards, and last but not least equipped email templates called ONTRAmail. Based on 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 want to pay 2 cents per message — that ONTRAPORT asserts is the lowest priced in the business. Likewise, ONTRAPORT charges a little .
The best thing about messages is They are Two-way messages i.e. the answer from your client can activate a sequence. Additionally, you can automatically insert merge fields to mails as well as text messages i.e. first name/last name or any other information of this contact.
Activate sequences or activities based on whether, then conditions. For example, you may make a guideline to recharge trades were declined by all, eliminate the contact send notification to some of your own teammates, add a label and so forth. Ontraport Customer Center
Event management is yet another unique characteristic of ONTRAPORT that allows you manage and to conduct events like webinars, teleseminars or events that are live. You’re able to monitor people who attended and those who could not, and tell the CRM to mechanically follow up with each group.
The task management automates the Majority of the procedures and saves a lot of time. You can assign prospects to your applicable teammate, route prospects based on several indexes (zip code, job name, site visits etc.). You can make conclusions of routing leads on a percentage or round-robin basis.
It’s disappointing that you can not add a new Job Instead you have to visit Contacts or Messages to add a new undertaking when you are seeing your tasks. There is absolutely no integrated calendar.
It is a little menu that allows you add/edit/delete Import contacts, custom fields, handle change the default value of these merge fields, handle broadcasts, and lead routing and grading.
Partner & Affiliate Program Management
This attribute enables you to handle your affiliate program. Create a branded partner center on your own website in minutes and offer the desired tools to them. You can make affiliate programs for spouse kinds or different goods. You can even automate commissions or sanction them.
You’ll, if you run an ecommerce business Love the revenue module of ONTRAPORT. Here you can see all the purchases made by your customers, products which you market, create different reports such as sales report, subscriber retention file, transaction log, open orders and more.
When it comes to e-commerce, while ONTRAPORT does The principles right, Infusionsoft beats on it . Primarily, ONTRAPORT doesn’t possess a fully operational shopping cart as discovered in Infusionsoft. To get similar functionality, you’ll need to integrate ONTRAPORT using 1 Shopping Cart, a renowned, independent cart merchandise. Managing payments in addition to handling payment programs is relatively easier in Infusionsoft: Infusionsoft has a built-in merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s participating with your content. Unlike many other Analytic apps, ONTRAPORT monitoring not just demonstrates exactly how many users are viewing your site, but in addition, it tells you who they are, exactly what pages they’ve seen, when they watched it and a lot more.
You can monitor users either by campaign, by lead Source, by mediumarticles, or by term and receive alerts if your merchandise is downloaded by someone, to follow up; a hot prospect visits a particular landing page or anything else. Ontraport Customer Center
This module allows you incorporate WordPress websites as well as create amazing Landing pages by simply dragging and dropping. Last time we reviewed ONTRAPORT, this module did not operate on Google Chrome, however we could create a great landing page this time.
It’s a Fantastic attribute for selling info products or Online coaching services. You can host videos and websites for your clients, create membership amounts, and update members as time passes, when they pay for accessibility.
You can choose to produce order or opt-in forms utilizing ONTRAPORT and then Host in your webpage. As there are a lot of professionally designed templates all you have to do is add your photos and texts, and print. Customizing the cubes and using them over and over again is a matter of a few mouse clicks , by using the editor.
You can publish your forms as forms, Click-to-pop-up picture or link, or possibly a lightbox pop-up. The intelligent and most fascinating option is probably the lightbox pop-up, which you may opt to be triggered when a individual intends to depart, scrolls certain percentage of the webpage or spends a specified timeframe on your site. A adequate pop-up tool by itself is rather pricey.
ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, called Basic. Only 1 login is offered by it, is fairly reasonably priced but lacks key capabilities. The rest of the two plans have not changed much since we last reviewed ONTRAPORT, and the plans come with a 90-day money back guarantee.
$79/month, 1,000 contacts mails, ONTRApages web pages, beautiful email templates and SMS marketing 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 in their product. Like CRM vendors on the market, it is a continuous game of leapfrog with all the contest, and they play it continuously enhancing their merchandise. Their CRM is particularly suited to companies that do sophisticated email marketing, and if you run an affiliate program (which is an ideal way to conduct a little-cost independent sales team), ONTRAPORT is an excellent tool to handle that for you, too. Ontraport Customer Center