Background Ontraport Customer Service
When an intelligent is met by a strong CRM 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 much more. Ontraport Customer Service
We analyzed ONTRAPORT nearly two Decades ago, but Since that time, the software has developed considerably, and they have added some wonderful new capabilities. So, it’s time to update our review. At first glance they’ve added a number of new features that were significant, but also have not really fine-tuned some older ones. Let’s investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he couldn’t find a CRM that will let him run his business. Found in 2008 and conceptualized in 2006, ONTRAPORT has grown during the past few years and now they have. They’ve won several awards such as #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 list, a Red Herring Top 100, and a Forbes Most Promising Companies listing.
Who is it not for?
It’s not ideal for big or even midsize 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 somewhat expensive. Companies that do not really require autoresponder and marketing automation and run traditional sales models, can find cheaper options.
Who’s it for?
If you sell information products, provide coaching services, Online training or instruction, or conduct any type of paid membership website, you love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will force you to perform manually.
The Same as any other applications, ONTRAPORT has its own Pros and cons. It is not ideal, and you will find things that its competitors can do exponentially better. But it is one of the greatest — if not the best — marketing automation software solutions out there for small businesses, especially if they market their products or services on the internet. Ontraport Customer Service
Getting started with ONTRAPORT is not as complex 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 item is not right for you or you are not ready for this yet, you’ll 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. Many CRMs permit you to import contacts in various formats, or perhaps straight from third party sources such as Gmail, social media channels, Yahoo, Highrise etc.. The import method is streamlined and easy, you can add new fields immediately, to match from precisely the same page.
You can add new custom fields immediately while importing contacts
Also, there is no installation fee and you also get 2 hours and implementation. You can also receive a presentation if you want to have a peek at the machine.
Workspace and user experience
The program sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — although customizable — isn’t very intuitive. The dashboard shows a bunch of boxes which display the metrics you choose, but it may be a little confusing.
Many CRMs like Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to supply you with a better comprehension of your clients, ONTRAPORT is missing this feature. Similarly, when we analyzed ONTRAPORT time, they neither had an program nor a mobile-friendly site. Although, they Android today and have an app for the two iOS, none of them is updated. We tested the latter and encountered too many issues to list here.
Apart from the Aforementioned qualms, we really liked several things Concerning the workspace: the interface is customizable, so the menus have been laid out, sensible and regular naming conventions have been utilized, and you will find fast 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 that is unique and most impressive in the workspace Is a fast menu that appears on top of the page when you click the little button in the top right-hand corner. This fast menu features your own workflows, any unedited items, and trapped items. It is possible to easily pin any item by clicking on the pin button highlighted in the screenshot below, so you can immediately access your favorite formscontacts, landing pages or any other menus.
When you want to go, the work area actually excels Beyond managing and contacting your customers. By way of instance, you could make landing pages, revenue cart, internet forms and also a lot more by just dragging and dropping items.
When we compare the work area of ONTRAPORT and Infusionsoft, it functions Out that although InfusionSoft with some added features and bells and whistles, what you can do, another may also do. A notable distinction 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 lets you incorporate it with just about 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 expands to over 63 countries around the world. Ontraport Customer Service
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and task automation for just a couple of hundred bucks. To the contrary, one of the most important rivals Infusionsoft costs $1,999 kickstart charge.
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 monitoring
Divide analyzing capacity
Complete WordPress integration, and membership Websites, self-hosted sequence forms and landing pages
You don’t even need your own site because ONTRAPORT can also host your site as their sub-domain
Good customer service
- Pricing — The most obvious advantage of ONTRAPORT is the affordability of their services. At $297/month with no setup fees and two hours of free onboarding calls, they are positioned very competitively. What’s important to consider with Ontraport is that they offer you access to all of their attributes, 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’d likely pay 5-10x the price of ONTRAPORT to the same level of contacts & features. They are scalable so that as your company grows, they can develop together with you so that you don’t need to be concerned about shifting systems afterwards. The offer of a 90 day risk free assurance is practically unheard of nowadays along with month-to-month or discounted yearly pricing alternative following the 90 day risk guarantee interval.
- Great community — ONTRAPORT has award winning customer service through phone, chat, and email during most business hours. They are clearly committed to the success of their customers, holding a 97% satisfaction rate and all their managers operate from one central location for easy communication between support and development. They upgraded all their servers for redundancy, invested at a content delivery network to ensure the fastest speed globally and are constantly looking for ways to make their program responsive and quick. They also have a great community of users in their Facebook user group, an instruction site that’s free to ONTRAPORT customers, a quarterly bootcamp and certified consultant program and an yearly business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automated engine supporting your marketing and advertising campaigns, seamlessly integrating your emails, landing pages, ecommerce and more with your CRM so you can hyper-target your prospects and convert them to clients. When you have separate systems handling every one these surgeries, your data is strewn around and it’s hard to have the ability to make intelligent, data-driven decisions about your company. ONTRAPORT unites your marketing efforts into one, central system so you have ONE place to call for support and ONE place to check out your organization data.
- Custom items — ONTRAPORT offers the ability to build custom items that’s only accessible enterprise systems such as SalesForce, Marketo or even Eloqua. Custom made objects permits you to make relationships between multiple databases. Unique to your company.
- ECommerce features — ONTRAPORT includes a large assortment of impressive ecommerce features such as automatic credit card payment collections and the capacity to add upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some conventional sales modules like chance management
No social media integration
Bad cellular app, not regularly updated
With all the e-commerce and membership site attributes, ONTRAPORT should have a customer support module where customers can increase a ticket
No visible sales funnel
Both bundles allow 25,000 contacts with 100K emails and 100K contacts with 100k mails. Meaning if you hit on the top limit for your contacts, then you may just send four or one email per contact per month respectively, and buying email bundles can be expensive
The learning curve might be a little steep, especially once you want to use the advanced attributes
Dashboard user interface — While you are able to create virtually any metric you would enjoy, their reporting dashboard isn’t particularly visually appealing as it doesn’t have charts and graphs. Ontraport Customer Service
Automation effort builder — While Ontraport’s campaign builder is simple to use and sufficiently powerful, it works by adding text-based principles one beneath another. We find the visual’flowchart’ design campaign builder used by some of Ontraport’s competitors intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first discuss the added features: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the annual event called ONTRApalooza, in 2015.
Another intriguing and powerful recently introduced attribute is ONTRAPORT Jobs. Essentially, it’s an in-app training program that lets you get your company up and running instantly. The CRM suggests projects according to your business requirements and collects some data about your company. When a job is chosen by you, you walk through the rest of the process, one step at a time. You can pause your project and restart it after, or even keep using features of the CRM.
Let’s say you need to market a product to get a monthly Subscription, and you are using ONTRAPORT for the very first time, you’re probably don’t have any clue what to do and where to start. This is where Projects menu comes to your rescue; it’ll steer you to look after everything from establishing a product to selecting subscription fee and so on.
Like an app shop, the ONTRAPORT marketplace allows you to ONTRAmail, share ONTRApages and ONTRAform templates together with all the ONTRAPORT community. You discuss the ones you created with other individuals or can use templates.
When you can choose them to Share at no cost, free for certain clients or you may even charge for your designs as well as content either a one-time fee or recurring subscription fee. The software system takes care of everything, and you get 90% of the fee. Compared to many will realise this is of a higher value.
This is Produce a series of follow up actions i.e. email, SMS, tasks, rules as well as fulfillments. These sequences can be triggered by clients through your blog, email or any other source, and the client’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 significant details about your Prospects clients in addition to in one display. 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 update any field, simply click the value from the Area, hit save button that looks alongside the area and enter the new value. Adding sequences and tags is also a matter of a couple of clicks. In short, the contact menu is simple yet comprehensive.
ONTRAPORT allows you to send emails, text messages colour Postcards, and last but not least, professionally designed email templates known as ONTRAmail. Based upon the pricing plan you choose, you can send a certain number of emails each month, and if you’ve got an extremely large clientele, then you may wind up having to purchase expensive additional messages. You want to pay 2 cents per message — that ONTRAPORT claims is the lowest priced in the industry. Likewise, ONTRAPORT costs a bit .
The best thing about messages is that they are Two-way messages i.e. the reply from the customer can trigger a sequence. Additionally, you can automatically insert merge fields to emails in addition to text messages i.e. original name/last name or any other information of the contact.
An additional menu that lets you Trigger sequences or activities based on whether, subsequently states. By way of example, you may make a guideline to recharge transactions were declined by all, eliminate the contact from sequence, send email notification add a label and so on. Ontraport Customer Service
Event management is another Exceptional characteristic of ONTRAPORT that allows you to conduct and manage events such as teleseminars, webinars or events that are live. You’re able to monitor people who attended and tell the CRM to mechanically follow up with every group.
The job management automates most of the processes and saves a Whole Lot of time. You can assign prospects into your relevant teammate, path prospects based on several indexes (zip code, job title, site visits etc.). You can make decisions of routing leads on a round-robin or percent basis.
It’s disappointing that you can’t add a new Job Instead you have to go to add a new task when you are seeing your tasks. There is absolutely no calendar.
It is a menu that allows you add/edit/delete Customized fields, import contacts, manage modify the default value of the fields, manage broadcasts, and lead routing and grading.
Partner & Affiliate Program Management
This attribute enables you to manage your affiliate program. Produce a branded partner center in your own website in minutes and offer them the tools. It’s possible to create affiliate programs for partner types or products. You can automate commissions or 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 the purchases made by your clients, products which you market, create different reports such as sales report, subscriber retention report, transaction log, open orders and much more.
In Regards to e-commerce, while ONTRAPORT does The basics right, Infusionsoft defeats on it . Primarily, ONTRAPORT does not possess a shopping cart as found in Infusionsoft. For similar functionality, you are going to have to integrate ONTRAPORT using 1 Shopping Cart, a renowned, independent shopping cart merchandise. Handling payments as well as managing payment plans is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s currently participating with your own content. Unlike most other Analytic programs, ONTRAPORT tracking not just demonstrates how many users are viewing your site, but in addition, it tells you they are, precisely what pages they have seen, when they watched it and a lot more.
Users can be tracked by you either by campaign, by direct Origin, by mediumcontent, or by term and get alerts to follow up if someone downloads your merchandise; a prospect visits a landing page or anything else. Ontraport Customer Service
This module lets you integrate WordPress sites in Addition to create amazing Landing pages simply by dropping and dragging. Last time we analyzed ONTRAPORT, this module didn’t operate on Google Chrome, but we were able to create a great landing page this moment.
It is a Fantastic attribute for selling information products or Online coaching services. You create subscription amounts can host movies and media for your clients, and update members over time, when they pay for access.
You Can Opt to create order or opt-in forms using ONTRAPORT and then Host on your own webpage. All you have to do is add your photographs and texts, and publish since there are a lot of templates available. Customizing the blocks and using them over and over again is a matter of a few mouse clicks , by using the editor.
You can print your types as types that are static, Picture or link, or even a lightbox pop-up. The most fascinating and smart option is the lightbox pop-up, which you may choose to be triggered when a individual intends to depart, scrolls past specific percentage of the webpage or spends a specified timeframe on your site. A decent pop-up tool by itself is quite pricey.
ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, called Basic. Only 1 login is offered by it, is pretty affordable but lacks several important features. The remainder of the 2 plans have not changed since we last reviewed ONTRAPORT, and the programs come with a 90-day 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 implementation
$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, too. Their progressiveness is represented in their product. Like most CRM vendors out there, it is a game of leapfrog with the competition, and they perform it continuously enhancing their merchandise. Their CRM is especially suited to businesses that do sophisticated email marketing, and if you operate an affiliate reseller program (that is an ideal method to run a little-cost independent sales team), ONTRAPORT is a superb tool to manage for you, also. Ontraport Customer Service