Intro Ontraport Groups
When a strong CRM matches a smart Autoresponder, you receive ONTRAPORT. It is an all-in-one marketing automation tool that offers great features such as powerful CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and much more. Ontraport Groups
We reviewed ONTRAPORT nearly two years ago, but Since then, the software has developed and they’ve added some amazing new features. It’s time to upgrade our review. Also, although at first glance they have added several features that were significant have some older ones. Let’s investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he could not find a CRM that would allow him to run his business on a single stage. Conceptualized in 2006 and launched in 2008, ONTRAPORT has increased tremendously during the last few years and now they have. They have won several awards including #2 nationwide for CareerBuilder’s’Big Strides in 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 perfect for big or even midsize companies. And if you send a lot of emails every month, and have thousands and thousands of clients, ONTRAPORT could prove to be rather expensive. Businesses that run traditional sales models and don’t really require marketing and autoresponder automation, can find cheaper alternatives.
Who’s it for?
If you sell info products, provide instruction services, Online training or education, or conduct any sort of paid membership website, you love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will force you to 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 competitors can do better. However, it’s among the best — if not the best — marketing automation software solutions available for small companies, particularly if they market their products or services online. Ontraport Groups
Getting started with ONTRAPORT is not quite as complicated as it had been two Years ago. It doesn’t offer 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’re not ready for it yet, you are going to receive 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 permit you to import contacts in various formats, or even directly from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. On the other hand, the import process is streamlined and simple, you can even add new fields to fit the information you are importing, from the same page.
You can add new custom fields instantly while importing contacts
Also, there is no setup fee and you also get 2 hours free installation and implementation. If you would like to have a peek at the system you can receive a free demo.
Workspace and user experience
The program sounds somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — isn’t very intuitive. The dashboard displays a bunch of boxes that show the metrics you choose, but it may be a little confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer strong Social media integration to give you a better understanding of your clients, ONTRAPORT is missing this feature. Similarly, when we reviewed ONTRAPORT last time, they had an app nor a mobile-friendly website. Although, they Android now and have an app for both iOS, none of them is updated. We tested the latter and struck too many problems to list here.
Apart from the Aforementioned qualms, we liked things About the workspace: the interface is customizable, so the menus have been laid out, practical and regular naming conventions are utilized, and you will find quick add/manage buttons for every different module. You are able to add custom columns and up to 150 custom fields to customize the work area according to your business requirements.
Probably the most impressive and One of a Kind characteristic in the entire workspace Is a fast menu that appears at the top of the page when you click on the little button in the upper right-hand corner. This fast menu comprises your workflows, any unedited items, and trapped items. You can easily pin any item by clicking the trap button highlighted in the screenshot below, so you can immediately access your favourite forms, contacts, landing pages or any other menus.
The work area excels when you want to go Beyond managing and contacting your clients. By way of instance, you could create landing pages, revenue cart, web forms and a whole lot more by just dragging and dropping items.
When we compare the work area of ONTRAPORT and Infusionsoft, it turns Out that although InfusionSoft having a few additional features and bells and whistles, what you can do, another can also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive compared to its counterpart in ONTRAPORT.
Apart from integration with third party apps that are several Such as WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT comes with an API which allows you incorporate it with virtually any computer software.
How popular is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their customer base, apart from it expands to over 63 countries around the world. Ontraport Groups
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. To the contrary, one of their most important rivals Infusionsoft charges $1,999 kickstart fee.
Fantastic rule-based email marketing / 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
Complete WordPress integration, membership Websites, self-hosted order forms and landing pages
You do not even need your site because ONTRAPORT may also host your website as their sub-domain
Great customer support
- Pricing — The most obvious advantage of ONTRAPORT is the worth of their service. At $297/month with no setup fees and two hours of free onboarding calls, they’re positioned very competitively. What’s important to think about with Ontraport is they give you access to all their features, and the capacity to store 25,000 contacts and send 100,000 emails. While a few other tools might 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 business grows, they can develop together with you so you do not need to be concerned about switching systems later. The offer of a 90 day risk free assurance is almost unheard of these days along with month-to-month or discounted yearly pricing option following the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer support via telephone, chat, and email during most business hours. They’re clearly committed to the achievement of their customers, holding a 97% satisfaction rate and each of their reps work from one central place for seamless communication between support and development. They upgraded all of their servers for redundancy, spent at a content delivery system to guarantee the fastest speed internationally and are continuously on the lookout for ways to make their program responsive and quick. They also have a great community of users in their Facebook user category, an education site that is totally free to ONTRAPORT customers, a quarterly bootcamp and accredited consultant program and an yearly business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automated engine supporting your marketing campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more with your CRM so that you can hyper-target your leads and convert them to clients. When you have systems handling all of these surgeries, your information is strewn around and it’s hard to be able to make smart decisions about your business. ONTRAPORT combines your marketing efforts into one system so that you have ONE place to phone for support and ONE place to check out your organization data.
- Custom objects — ONTRAPORT offers the capability to build custom objects which is only available in enterprise systems like SalesForce, Marketo or even Eloqua. Custom made objects allows you to create relationships between 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 ability to include upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some traditional sales modules like opportunity management
No social media integration
Weak mobile program, not regularly updated
With all the e-commerce and membership website attributes, ONTRAPORT should 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 mails. Meaning if you hit the top limit for your contacts, you can only send four or even one email per contact per month , and buying email packages can be expensive
The learning curve might be a bit steep, especially when you wish to utilize the advanced features
Dashboard user interface — While you are able to create virtually any metric you’d like, their reporting dashboard isn’t particularly visually attractive as it doesn’t have charts and graphs. Ontraport Groups
Automation campaign builder — While Ontraport’s effort builder is simple to use and sufficiently powerful, it operates by adding text-based principles one under another. We find the visual’flowchart’ style 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’s first discuss the three recently added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, during the annual event named ONTRApalooza, in 2015.
Powerful and another interesting feature is ONTRAPORT Jobs. It’s an in-app training plan that lets you have your business up and running. The CRM suggests distinct projects based on your company requirements and collects some data about your business. You walk through the remaining part of the procedure when you select a project. You keep with features of this CRM, or can pause your project and restart it from the same point after.
Let us say you need to market a product to get a monthly Subscription, and you are using ONTRAPORT for your first time, you have no idea what to do and where to get started. This is where Projects menu comes to a rescue; it will guide you to take care of everything from establishing a product to selecting subscription fee and so on.
Pretty much like an app store, the ONTRAPORT marketplace allows you to ONTRAmail, share ONTRApages and ONTRAform templates with all the ONTRAPORT community. You can use templates or discuss.
When you can select them to Share at no cost, free for certain clients or you can even charge for your layouts in addition to content either a one-time fee or recurring subscription fee. The software system takes care of everything, and you get 90% of this fee. This is of a value that is higher compared to most will realise.
This is a menu that lets you Produce a set of follow up actions i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences could be triggered by customers through your site, email or any other source, and the client’s request will be processed by ONTRAPORT according to the rules you defined, even while you’re sleeping.
ONTRAPORT allows you to save a variety of significant details Prospects, clients as well as in a single screen. While seeing a contact, you can send them an email or a text message, then log a phone call, handle their credit card, add a job… and the list goes on and on.
To upgrade any field, simply click the value from the Particular area, hit save button that looks alongside the field and enter the new value. Adding sequences and tags is an issue of a couple of clicks. Simply speaking, the touch menu is simple yet comprehensive.
ONTRAPORT Permits You to send emails, full colour, text messages Postcards, and last but not least, professionally designed email templates called ONTRAmail. Based upon the pricing strategy you pick, you can send a certain number of emails per month, and if you’ve got an extremely large clientele, you might end up having to buy expensive additional messages. For text messages, you need to pay 2 cents per message — which ONTRAPORT claims is the cheapest in the business. Likewise, ONTRAPORT costs a little .
The best thing about messages is that they are Two-way messages i.e. the answer from your customer can trigger a sequence. Additionally, you can automatically insert merge fields to mails as well as text messages i.e. first name/last title or any other info of this contact.
Activate actions or sequences based on if, subsequently conditions. By way of instance, you may make a rule to recharge trades were declined by all, remove the contact from sequence, send notification add a label and so forth. Ontraport Groups
Event management is another Exceptional feature of ONTRAPORT that lets you manage and to run online events such as webinars, teleseminars or events that are live. You’re able to monitor people who attended and those who couldn’t, and inform the CRM to automatically follow up with every group accordingly.
The task management saves a Whole Lot of and automates most of the procedures time. It is possible to assign prospects to your relevant teammate, route prospects based on several indexes (zip code, job name, site visits etc.). You can make decisions of routing contributes on a round-robin or percent basis.
It’s disappointing that you can not add a new Job When you are viewing your tasks you have to go to add a new undertaking. There is no integrated calendar where you are able to view your appointments and tasks.
It is a menu Which Allows you add/edit/delete Customized fields, import contacts, manage modify the default value of these merge fields, handle scheduled broadcasts, and lead routing and grading.
Partner & Affiliate Program Management
This feature enables you to manage your affiliate program. Create a partner center in your own website in minutes and provide them the desired tools to promote your company. You can create multiple affiliate programs for various goods or partner types. You could automate commissions or manually sanction them.
Should you run an ecommerce business, you’ll Adore the revenue module of ONTRAPORT. Here you can see all the purchases made by your clients, products that you market, create various reports such as earnings 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 doesn’t have a fully functional shopping cart as discovered in Infusionsoft. For similar functionality, you’ll need to integrate ONTRAPORT using 1 Shopping Cart, a renowned shopping cart product. Managing payments in addition to managing payment programs is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s participating with your own content. Unlike many other Analytic programs, ONTRAPORT tracking not just demonstrates exactly how many users are viewing your site, but it also tells you who they are, precisely what pages they’ve seen, when they viewed it and a lot more.
Users can be tracked by you either by effort, by direct Origin, by medium, by articles, or by term and get alerts to follow up when someone downloads your product; a prospect visits a landing page or anything else. Ontraport Groups
This module create amazing as well as lets you integrate WordPress sites Landing pages by simply dragging and dropping. Last time we reviewed ONTRAPORT, this module didn’t operate on Google Chrome, but we could create a great landing page this time.
It is a great attribute for selling info products or Online coaching services. You can host videos and other websites for your customers, create membership levels, and upgrade members as time passes, when they pay for accessibility.
You can choose to create opt-in or order forms using ONTRAPORT and then Host in your webpage. All you need to do is add your photographs and texts, and print As there are a whole lot of professionally designed templates available. Customizing the cubes and using them over and over again is a matter of a couple of mouse clicks by employing the editor.
You can publish your types as forms that are static, Click-to-pop-up image or link, or possibly a lightbox pop-up. The option is probably the lightbox pop-up, which you may choose to be triggered when a person scrolls proportion of the page spends a predetermined timeframe on your site or intends to exit. A adequate pop-up tool on its own is rather pricey.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, known as Basic. It gives one login, is pretty affordable but lacks several key capabilities. The rest of the 2 plans haven’t changed since we last reviewed ONTRAPORT, and the programs include a 90-day money-back guarantee.
$79/month, 1,000 contacts, unlimited emails, 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, two hours free implementation
ONTRAPORT as a CRM impresses, and as a company ONTRAPORT impresses, too. Their progressiveness is reflected within their product. It is a constant game of leapfrog with all the contest, and they play it continuously improving their product. Their CRM is particularly suited to companies that do complex email marketing, and if you operate an affiliate reseller program (which is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is a superb tool to manage that for you, too. Ontraport Groups