Background Ontraport Customer Support
When a CRM and an intelligent meet Autoresponder, you receive ONTRAPORT. It’s an all-in-one marketing automation tool that provides great features like strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and more. Ontraport Customer Support
We reviewed ONTRAPORT nearly two years ago, but Since then, the software has evolved considerably, and they have added some new features that were amazing. It’s time to update our review. At first glance they have added new features that were significant, but also haven’t really fine-tuned some old ones. Let’s explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another little company, when he couldn’t locate a CRM that would allow him to run his business on one stage. Conceptualized in 2006 and launched in 2008, ONTRAPORT has increased during the past few years and now they have more than 100 team members who run the series. 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 list, a Red Herring Top 100, and a Forbes Most Promising Companies list.
Who’s it not for?
It’s not even mid-sized or perfect for big companies. And if you have thousands and thousands of customers, and send out a lot of emails each month, ONTRAPORT could end up being rather costly. Businesses that don’t really require autoresponder and marketing automation and run sales models, can find alternatives.
Who is it for?
If you sell information products, provide instruction services, Online instruction or education, or run any type of paid membership website, you love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will make you perform manually.
The Same as any other software, ONTRAPORT has its Pros and cons. It’s not perfect, and you will find things that its rivals can perform exponentially better. However, it’s among the greatest — if not the best — marketing automation software solutions out there for small businesses, particularly if they market their goods or services online. Ontraport Customer Support
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 isn’t best 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 complex and you can only import Pictures in CSV format. Several CRMs allow you to import contacts in various formats, or perhaps directly from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. However, the import process is compact and simple, you can add new fields to fit the information you are importing, from the exact same page.
You can add new custom fields instantly while importing contacts
Also, there is no installation fee and you get 2 hours free installation and implementation. If you would like to have a peek at the system before purchasing 20, you can also get a free presentation.
Workspace and user experience
The program sounds somewhat less responsive than Infusionsoft, and their Main dashboard — though customizable — isn’t very intuitive. The dashboard displays a bunch of boxes that show the metrics you choose, but it can be a little confusing.
Several CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to give you a better understanding of your customers, ONTRAPORT is lacking this feature. Similarly, when we analyzed ONTRAPORT last time, they had an program nor a site. Although, they have got an app for the two iOS and Android today, not one of them is updated. We tested the latter and struck too many problems to list here.
Aside from the Aforementioned qualms, we liked several things Concerning the workspace: the interface is customizable, the menus have been strategically laid out, sensible and standard naming conventions have been used, and you will find fast add/manage buttons for every single module. You are able to add up to 150 custom fields and custom columns to customize the work place according to your business needs.
Probably the characteristic that is most impressive and unique in the workspace Is a quick menu that appears on top of the page when you click on the little button at 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 that you can instantly access your favourite formscontacts, landing pages or any other menus.
The work area excels when you want to go Beyond calling and simply managing your customers. For example, you could create landing pages, revenue cart, web forms and a lot more by simply dragging and dropping items.
When we compare the work area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft having some added features and bells and whistles, what one can do, the other may also do. A notable difference is Infusionsoft’s campaign builder, which is more intuitive compared to its counterpart in ONTRAPORT.
Apart from 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 allows you integrate it with just about any software.
How popular is it?
Short answer is we are not sure. They were not Exactly forthcoming about their client base, apart from it extends to over 63 countries around the world. Ontraport Customer Support
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and job automation for just a few hundred dollars. On the contrary, one of the main rivals Infusionsoft costs $1,999 kickstart fee.
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
Split testing capability
Complete WordPress integration, and membership Websites, self-hosted order forms and landing pages
You do not even need your site because ONTRAPORT can also host your site since their sub-domain
Good customer service
- Pricing — The most obvious advantage of ONTRAPORT is the worth of the service. At $297/month without the setup fees and two hours of complimentary onboarding calls, they’re positioned quite inexpensively. What’s important to consider with Ontraport is they offer you access to all of their attributes, along with the capacity to store 25,000 contacts and send 100,000 emails. While some other tools may begin at a lower entry price, you would likely pay 5-10x the price of ONTRAPORT to the exact same degree of contacts & attributes. They’re scalable so that as your business grows, they could grow together with you so you don’t need to worry about switching systems afterwards. The offer of a 90 day risk free assurance is almost unheard of these days along with month-to-month or discounted annual pricing option after the 90 day risk guarantee interval.
- Great neighborhood — ONTRAPORT has award winning customer support via phone, chat, and email during most business hours. They are 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 updated all their servers for redundancy, invested at a content delivery network to ensure the fastest speed internationally and are constantly looking for ways to make their app quick and responsive. They also have a fantastic community of users in their Facebook user group, an instruction site that is free to ONTRAPORT clients, a quarterly bootcamp and certified consultant program and an yearly business building 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 can hyper-target your prospects and convert them into clients. Your information is strewn around, Whenever you have separate systems handling all of these surgeries and it’s hard to be able to make data-driven decisions about your company. ONTRAPORT combines your marketing efforts into a single so that you have ONE place to call for support and ONE place to look at your business data.
- Custom objects — ONTRAPORT gives the ability to build custom items that’s only available in business systems like SalesForce, Marketo or even Eloqua. Custom objects allows you to create connections 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 capacity to include upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some conventional sales modules like chance management
No social media integration
Weak mobile app, not regularly updated
including all the e-commerce and membership site features, ONTRAPORT should have a customer care module where customers can increase a ticket
No visual sales funnel
Their two packages allow 25,000 contacts with 100K mails and 100K contacts with 100k emails. That means if you hit on the upper limit for your contacts, you can just send four or even one email per contact per month , and purchasing email packages can be expensive
The learning curve might be a little steep, especially once you want to utilize the advanced attributes
Dashboard user interface — Even though you are able to create virtually any metric you would enjoy, their reporting dashboard is not particularly visually appealing as it does not have charts and graphs. Ontraport Customer Support
Automation effort builder — While Ontraport’s effort 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 intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first discuss the added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the event named ONTRApalooza, in 2015.
Another intriguing and powerful attribute is ONTRAPORT Projects. Essentially, it’s an in-app training program that lets you get your business up and running immediately. The CRM collects some data about your company and suggests projects based on your company needs. When you select a project, the training module walks you through the rest of the process. You keep using features of this CRM, or can pause your job and resume it from precisely the same point after.
Let us say you want to sell a product to get a monthly And you are using ONTRAPORT for your very first time, you have no clue what to do and where to get started. This is really where Projects menu comes to your rescue; it’ll guide you to take care of everything from establishing a product to selecting 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 all the ONTRAPORT community. You discuss or can use templates.
When sharing your templates, they can be chosen by you to Share for free, free for specific customers or you can 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 of a greater value compared to most will realise.
This is a menu that lets you Create a set of follow up activities i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences could be triggered by customers through your blog, email or any other supply, 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 store Many Different important details Prospects, clients as well as in one display. While viewing a contact, you can send them an email or a text message, log a phone call, handle their credit card, add a task… and the list continues on and on.
To update any field, just click the value in the Particular area, hit save button which appears right alongside the area and enter the new value. Adding sequences and tags can also be an issue of a couple of clicks. Simply speaking, the touch menu is straightforward yet comprehensive.
ONTRAPORT allows you to send text messages, normal emails colour Postcards, and last but not least, professionally designed, completely customizable email templates called ONTRAmail. Based on the pricing plan you choose, you can send a specific number of emails per month, and if you have a very large clientele, then you may end up having to buy costly additional messages. For text messages, you need to pay 2 cents per message — which ONTRAPORT claims is the lowest priced in the industry. Similarly, ONTRAPORT charges a bit .
The best thing about messages is that they are Two-way messages i.e. the answer from the client 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.
Activate sequences or activities based on whether, then conditions. For instance, you may create a guideline to recharge all declined trades, remove the contact from sequence, send email notification add a tag and so forth. Ontraport Customer Support
Event management is yet another feature of ONTRAPORT that lets you to conduct and manage online events such as 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 follow up with each group.
The job management saves a lot of and automates the Majority of the procedures time. You can assign prospects to your applicable teammate, path leads based on several indicators (zip code, job name, website visits etc.). You may even make conclusions of routing leads on a round-robin or percent basis.
It is disappointing that you can’t add a new Job Instead you need to visit Contacts or Messages to bring a new undertaking; when you are seeing your tasks. Also, there is no calendar where you can view your appointments and tasks.
It Import contacts, custom fields, handle change the default value of the fields, handle scheduled broadcasts, and lead routing and grading.
Partner & Affiliate Program Management
This feature lets you handle your affiliate program. Create a branded partner centre and provide them the desired instruments to promote your business. It’s possible to create affiliate programs for partner kinds or various products. You sanction them 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 market, generate different reports such as sales 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 . Primarily, ONTRAPORT does not possess a fully operational shopping cart as discovered in Infusionsoft. For similar functionality, you are going to need to incorporate ONTRAPORT with 1 Shopping Cart. Handling payments in addition to handling payment plans is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is participating with your own content. Unlike most other Analytic programs, ONTRAPORT tracking not only demonstrates how many users are viewing your site, but it also tells you they are, precisely what pages they have seen, when they watched it and far more.
Users can be tracked by you either by effort, by direct Source, by medium, by articles, or by duration and receive alerts if your merchandise is downloaded by someone, to follow up; a hot prospect visits a landing page or anything else. Ontraport Customer Support
This module lets you incorporate WordPress websites as well as create amazing Landing pages by simply dropping and dragging. Last time we analyzed ONTRAPORT, this module did not work on Google Chrome, however we could create a great landing page this moment.
It’s a Fantastic feature for selling information products or Online coaching services. You can host videos and media create unlimited membership levels, and upgrade members.
You can choose to create opt-in or order forms utilizing ONTRAPORT and then Host on your webpage. All you need to do is add your photos and texts, and print since there are a whole lot of professionally designed templates available. Customizing the built-in blocks and using them over and over again is a matter of a couple of mouse clicks by using the click-to-select editor.
You can print your types as static forms, Picture or link, or even a lightbox pop-up. The alternative that is intelligent and most fascinating is most likely the lightbox pop-up, which you can choose to get triggered when a individual scrolls specific proportion of the page, spends a predetermined amount of time on your site or plans to depart. A decent tool by itself is quite expensive.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, known as Basic. It gives just one login, is affordable but lacks several key features. The remainder of the 2 plans haven’t changed since we last reviewed ONTRAPORT, and the plans include a 90-day money back guarantee.
$79/month, 1,000 contacts, unlimited mails, ONTRApages webpages, amazing email templates and SMS advertising 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, 2 hours free execution
ONTRAPORT as a CRM impresses, and as a business ONTRAPORT impresses, too. Their progressiveness is reflected in their product. It is a game of leapfrog with the contest, and they play it continuously improving their merchandise. Their CRM is particularly suited to companies that do complex email advertising, and if you run an affiliate reseller program (which is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is an excellent tool to manage for you, too. Ontraport Customer Support