We reviewed ONTRAPORT almost two Decades ago, but Since that time, the software has developed and they’ve added some new capabilities that were wonderful. Thus, it’s time to upgrade our review. At first glance they’ve added new features, but also have some older ones. Let’s investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another little company, when he couldn’t find a CRM that will let him run his business on one platform. Found in 2008 and conceptualized in 2006, ONTRAPORT has increased during the past couple of years and today they have. They have 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 country, a place on the 50 Most Engaged Workplaces list, a Red Herring Top 100, along with a Forbes Most Promising Companies list.
Who is it not for?
It’s not even mid-sized or ideal for large companies. And if you send a lot of emails every month, and have hundreds of thousands of customers, ONTRAPORT could prove to be somewhat expensive. Businesses that run sales models and don’t really require marketing and autoresponder automation, can find cheaper options.
Who is it for?
If you sell info products, offer instruction services, Instruction or online training, or conduct any sort of paid membership website, you’ll absolutely love ONTRAPORT. This makes your life easy by automating almost everything other CRMs will make you perform manually.
Getting started with ONTRAPORT is not quite as complex as it had been two Years ago. It does not 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 best for you or you’re not ready for it yet, you’ll receive full 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 various formats, or perhaps straight from third party sources such as Gmail, social media channels, Yahoo, Highrise etc.. On the other hand, the import method is simple and really streamlined, you can even add new areas instantly, to fit from the exact same page.
You can add new custom fields immediately while importing contacts
There is no setup fee and you get 2 hours free setup and implementation. It is also possible to receive a presentation if you would like to have a peek at the machine before buying it.
Workspace and user experience
The software seems somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — isn’t very intuitive. The dashboard displays a bunch of boxes which show the metrics you choose, but it can be somewhat confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to supply you with a better comprehension of your clients, ONTRAPORT is missing this feature. When we reviewed ONTRAPORT last time, they neither had an app nor a mobile-friendly site. Although, they Android today and have an app for the two iOS, not one of these is updated. We tested the latter and encountered too many problems to list here.
Apart from the above mentioned qualms, we liked several things Concerning the workspace: the interface is customizable, so the menus are laid out, sensible and standard naming conventions have been utilized, and there are fast add/manage buttons for every single module. You can add up to 150 custom fields and custom columns to customize the work place according to your company needs.
Probably the characteristic in the workspace Is a fast menu which appears at the peak of the page when you click on the small button at the top right-hand corner. This quick menu features your own workflows, any unedited items, and pinned items. It is possible to easily pin any object by clicking the pin button highlighted in the screenshot below, so that you can instantly access your favourite formscontacts, landing pages or some other menus.
When you want to go the work place excels Beyond simply managing and calling your customers. By way of instance, you can create landing pages, sales cart, web forms and a whole lot more by simply dragging and dropping things.
When we compare the work area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft with some added features and bells and whistles, what you can do, the other can also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.
Besides integration with third party apps that are several Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you incorporate it with virtually any software.
How hot is it?
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 bucks. To the contrary, one of their most important rivals Infusionsoft costs $1,999 kickstart fee.
Fantastic 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
Split testing capability
Full WordPress integration, membership sites, self-hosted order forms and landing pages
You do not even need your own site because ONTRAPORT may also host your website since their sub-domain
Good 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 complimentary onboarding calls, they’re positioned very competitively. What is important to think about with Ontraport is they offer you access to all their attributes, along with the capacity to keep 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 cost of ONTRAPORT for the same degree of contacts & features. They are scalable so that as your company grows, they could grow with you so you don’t need to worry about shifting systems later. The offer of a 90 day risk free guarantee is almost unheard of these days along with month-to-month or discounted annual pricing alternative after the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer service via phone, chat, and email during most business hours. They’re clearly committed to the achievement of the clients, holding a 97% satisfaction rate and all their managers operate from one central place for easy communication between development and support. They updated all of their servers for redundancy, spent at a content delivery network to guarantee the fastest speed internationally and are continuously looking for ways to make their app quick and responsive. They also have a fantastic community of users on their Facebook user category, an education site that’s totally free to ONTRAPORT clients, a quarterly bootcamp and accredited consultant course and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automated engine supporting your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more along with your CRM so that you may hyper-target your leads and convert them to clients. Whenever you have systems your information is strewn around and it is hard to have the ability to produce smart, 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 look at your business data.
- Custom objects — ONTRAPORT offers the capability to build custom items which is only available in business systems such as SalesForce, Marketo or Eloqua. Custom items permits you to make connections between databases. Unique to your company.
- ECommerce features — ONTRAPORT includes a massive range of notable ecommerce features including automatic credit card payment collections and the capacity to include upsells, cross-sells, cart abandonment and credit card expiration notification automation.
Lacks some traditional sales modules like chance management
No social networking integration
Weak mobile app, not regularly upgraded
With all the e-commerce and membership website features, ONTRAPORT ought to have a customer support module where clients can raise a ticket
No visible sales funnel
Their two packages allow 25,000 connections with 100K mails and 100K contacts with 100k mails. Meaning if you hit on the top limit for your contacts, then you can only send four or one email per contact per month respectively, and buying email packages can be pricey
The learning curve could be a bit steep, especially once you wish to use the advanced features
Automation campaign builder — Even though Ontraport’s effort builder is easy to use and sufficiently strong, it works by adding text-based rules 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 talk about the three newly added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the event named ONTRApalooza, in 2015.
Powerful and another interesting recently introduced attribute is ONTRAPORT Projects. Essentially, it’s an training plan which lets you have your company up and running instantly. The CRM collects some data and suggests projects based on your company needs. You walk through the rest of the procedure, 1 step at a time when you choose a project. You keep using features of the CRM, or can pause your job in the center, and resume it from the exact same point later.
Let us say you need to sell a product for a monthly And you’re using ONTRAPORT for the very first time, you probably 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 defining a product to choosing subscription fee and so forth.
Like a program store, the ONTRAPORT market lets you Discuss ONTRApages, ONTRAmail and ONTRAform templates with the ONTRAPORT community. You share the ones you created along with others or can use templates.
When you can choose them to Share at no cost, free for certain customers or you can even bill for your layouts as well as content either a one-time fee or recurring subscription fee. The software system deals with everything, and you get 90% of the fee. This is of a value that is higher compared to many will realise.
This is Produce a series of follow up actions i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences can be triggered by clients through your site, email or some other source, and the customer’s request will be processed by ONTRAPORT as per the rules you specified, even while you are sleeping.
ONTRAPORT Permits You to save Many Different important details Clients as well as prospects in one customizable display. While viewing a contact, you can send them an email or a text message, then log a telephone call, handle their credit card, add a task… and the list continues on and on.
To update any area, simply click the value in the Particular area, hit save button which looks right next to the area and enter the new value. Adding sequences and tags is also a matter of a few clicks. Simply speaking, the contact menu is straightforward yet comprehensive.
ONTRAPORT allows you to send emails that are normal, text messages, full color Postcards, and last but not least, professionally equipped email templates known as ONTRAmail. Based on the pricing plan you choose, you may send a specific number of emails each month, and in case you have a very large clientele, then you may end up having to purchase expensive additional messages. For text messages, you want to pay 2 cents per message — which ONTRAPORT claims is the lowest priced in the business. Similarly, ONTRAPORT costs a bit .
The best thing about messages is They are Two-way messages i.e. the answer from your customer can trigger a sequence. Also, you may automatically insert merge fields to emails as well as text messages i.e. first name/last name or any other information of the contact.
Event management is yet another feature of ONTRAPORT that allows you manage and to conduct events such as teleseminars, webinars or events that are live. You can monitor people who attended and tell the CRM to follow up with each group accordingly.
The job management saves a Whole Lot of and automates the Majority of the processes time. You can assign prospects into your applicable teammate, path leads based on several indexes (zip code, job name, site visits etc.). You can make decisions of routing leads on a round-robin or percentage basis.
It’s disappointing that you can’t add a new task Instead you have to visit Contacts or Messages to bring a new task; when you’re viewing your tasks. There is no calendar.
It Import contacts, Customized fields, manage change the default value of the merge fields, handle broadcasts, and lead routing and grading.
Partner & Affiliate Program Management
This attribute enables you to manage your affiliate program. Produce a branded partner center on your own website in minutes and offer them the desired tools to promote your business. You can create multiple affiliate programs for spouse kinds or products. You could also automate manually or commissions sanction them.
If you run an ecommerce business, you’ll Totally adore the sales module of ONTRAPORT. Here you can see all of the purchases made by your customers, products that you sell, create different reports such as sales report, subscriber retention report, transaction log, open orders and more.
In Regards to e-commerce, while ONTRAPORT does The basics right, Infusionsoft defeats it to the punch. Firstly, ONTRAPORT does not have a fully functional shopping cart as found in Infusionsoft. To get similar functionality, you’ll have to integrate ONTRAPORT using 1 Shopping Cart. Handling payments in addition to managing payment programs is relatively simpler in Infusionsoft: Infusionsoft has an integrated merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is participating with your content. Unlike most other Analytic apps, ONTRAPORT tracking not just shows you exactly how many users are viewing your site, but it also tells you who they are, precisely what pages they’ve viewed, when they viewed it and far more.
This module create amazing as well as allows 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 were able to produce a nice landing page this time.
It’s a great attribute for selling products or Online coaching services. You create unlimited subscription levels can host movies and other websites for your customers, and update members as time passes, when accessibility is paid for by them.
You can choose to produce opt-in or order forms using ONTRAPORT and then Host on your webpage. As there are a whole lot of templates available, all you need to do is add your photographs and texts, and publish. Customizing the cubes and using them over and over again is a matter of a couple of mouse clicks , by employing this click-to-select editor.
You can print your forms as forms, Click-to-pop-up picture or connection, or possibly a lightbox pop-up. The most fascinating and intelligent option is probably the lightbox pop-up, which you may opt to get triggered when a individual intends to depart, scrolls past specific percentage of the webpage or spends a specified timeframe on your website. A adequate tool by itself is quite expensive.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, called Basic. It offers one login, is reasonably priced but lacks key capabilities. The rest of the 2 plans have not changed since we last reviewed ONTRAPORT, and the programs include a 90-day money-back guarantee.
$79/month, 1,000 contacts mails, ONTRApages webpages, beautiful email templates and SMS advertising automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 users, two hours free execution
$597/month, 100,000 contacts, 100,000 emails/month, 10 users, 2 hours free implementation