Background Ontraport Virtual Assistant
When a powerful CRM matches with an intelligent Autoresponder, you receive ONTRAPORT. It’s an all-in-one marketing automation tool that provides great features such as strong CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and much more. Ontraport Virtual Assistant
We analyzed ONTRAPORT nearly two years ago, however Since that time, the software has evolved and they’ve added some new capabilities that were wonderful. It’s time to update our review. They’ve added a number of features that were significant, but also have some older ones although at first. Let us investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he could not locate 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 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 nation, a spot on the 50 Most Engaged Workplaces listing, a Red Herring Top 100, and a Forbes Most Promising Companies listing.
Who is it not for?
It’s not even midsize or perfect for large companies. And if you have thousands and thousands of clients, and send a lot of emails every month, ONTRAPORT could prove to be rather expensive. Businesses that run sales models and do not really require autoresponder and marketing automation, can find cheaper options.
Who’s it for?
If you sell information products, provide instruction services, Education or online training, or conduct any type of paid membership site, you will absolutely love ONTRAPORT. This makes your life simpler by automating almost everything other CRMs will make you do manually.
Like any other software, ONTRAPORT has its Pros and cons. It’s not perfect, and you will find things that its competitors can perform exponentially better. But it is one of the best — if not the best — marketing automation software solutions out there for small businesses, particularly if they sell their goods or services on the internet. Ontraport Virtual Assistant
Getting started with ONTRAPORT is not quite as complicated as it was 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 think the product is not best for you or you’re not ready for this yet, you are going to get whole refund, no cancellation fee, no questions asked.
Registering for ONTRAPORT is a little complicated and you can only import Pictures in CSV format. Many CRMs allow you to import contacts in various formats, or even straight from third party sources like Gmail, social media stations, Yahoo, Highrise etc.. However, the import method is streamlined and easy, you can add new fields to fit from the same page.
You can add new custom fields immediately while importing contacts
Also, there is no setup fee and you also get 2 hours and implementation. If you would like to have a look at the system you can receive a presentation.
Workspace and consumer experience
The program seems somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — is not very intuitive. The dashboard shows a bunch of boxes which 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 supply you with a better understanding of your customers, ONTRAPORT is missing this feature. When we reviewed ONTRAPORT last time, they had an app nor a website. Although, they have got an app for both iOS and Android now, not one of these is updated. We tested the latter and encountered too many problems to list here.
Aside from the above mentioned qualms, we liked several things About the workspace: the interface is customizable, so the menus have been strategically laid out, practical and standard naming conventions have been utilized, and you will find fast add/manage buttons for every different module. You are able to add custom columns and up to 150 custom fields to customize the work place depending on your business needs.
Probably the feature that is unique and most impressive in the workspace Is a quick menu that appears at the top of the page once you click on the little button in the top right-hand corner. This quick menu comprises your own workflows, any unedited objects, and pinned items. You can easily pin any object by clicking the trap button highlighted in the screenshot below, so that you can instantly access your favourite formscontacts, landing pages or any other menus.
When you want to go, the work area excels Beyond simply managing and calling your customers. For example, you can create landing pages, sales cart, internet forms and a 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 than its counterpart in ONTRAPORT.
Apart from integration with third party programs 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 software.
How popular is it?
Short answer is we’re not sure. They weren’t Exactly forthcoming about their client base, other than it extends to over 63 countries around the world. Ontraport Virtual Assistant
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for only a few hundred bucks. On the contrary, one of their main rivals Infusionsoft costs $1,999 kickstart charge.
Fantastic rule-based email marketing / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong analytics, analytics and monitoring
Split testing capacity
Complete WordPress integration, membership Websites, self-hosted sequence forms and landing pages
You don’t even need your site because ONTRAPORT may also host your site as their sub-domain
Good customer service
- Pricing — The most obvious benefit of ONTRAPORT is that the affordability of their service. At $297/month with no installation fees and 2 hours of free onboarding calls, they’re positioned quite inexpensively. What’s important to think about with Ontraport is that they give you access to all their attributes, and the capacity to store 25,000 contacts and send 100,000 emails. While a few other tools may start at a lower entry price, you’d likely pay 5-10x the price of ONTRAPORT to the exact same degree of contacts & attributes. They’re scalable so that as your company grows, they could grow together with you so that you don’t need to be concerned about shifting systems afterwards. The offer of a 90 day risk free guarantee is almost unheard of nowadays along with month-to-month or discounted yearly pricing alternative after the 90 day risk guarantee period.
- Great neighborhood — ONTRAPORT has award winning customer support via telephone, chat, and email during most business hours. They are clearly dedicated to the achievement of their clients, holding a 97% satisfaction rate and all their reps work from one central place for easy communication between support and development. They upgraded all of their servers for redundancy, spent at a content delivery system to guarantee the fastest speed globally and are continuously on the lookout for ways to make their program quick and responsive. They also have a great community of users on their Facebook user category, an instruction site that’s 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 automatic engine behind your marketing campaigns, seamlessly integrating your emails, landing pages, ecommerce and more with your CRM so you can hyper-target your prospects and convert them to customers. When you have different systems managing all these surgeries, your information is strewn about and it is hard to have the ability to produce smart decisions about your company. ONTRAPORT unites your marketing efforts into a single, fundamental system so that you have ONE place to call for support and ONE place to look at your organization data.
- Custom objects — ONTRAPORT gives the ability to build custom items which is only available in enterprise systems like SalesForce, Marketo or even Eloqua. Custom made items allows you to create relationships between multiple databases. Unique to your organization.
- ECommerce features — ONTRAPORT includes a massive assortment of impressive ecommerce features including automatic credit card payment sets and the capacity to add upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules such as chance management
No social networking integration
Weak mobile app, not regularly upgraded
With all the e-commerce and membership site attributes, ONTRAPORT should have a customer care module where customers can raise a ticket
No visual sales funnel
Both bundles allow 25,000 connections with 100K mails and 100K contacts with 100k mails. Meaning if you hit the upper limit for your contacts, then you can just send four or even one email per contact per month respectively, and buying email bundles can be expensive
The learning curve might be a bit steep, especially when you wish to use the innovative attributes
Dashboard user interface — Even though you are able to create virtually any metric you would enjoy, their coverage dashboard isn’t particularly visually appealing as it doesn’t have graphs and charts. Ontraport Virtual Assistant
Automation effort builder — While Ontraport’s effort builder is easy to use and sufficiently powerful, it operates by adding text-based rules one beneath another. We find the visual’flowchart’ design campaign builder utilized by a few of Ontraport’s opponents more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the three newly added attributes: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the annual event called ONTRApalooza, in 2015.
Another interesting and powerful feature is ONTRAPORT Jobs. It’s an in-app training plan which lets you get your company up and running immediately. The CRM suggests different projects based on your business requirements and collects some data. You walk through the rest of the process, 1 step at a time when a job is chosen by you. You can pause your job in the middle, and restart it later, or keep with features of the CRM.
Let’s say you want to sell a product to get a monthly And you’re using ONTRAPORT for the first time, you don’t have any idea what to do and where to get started. This is where Projects menu comes to a rescue; it’ll guide you to look after everything from defining a product to selecting subscription fee and so on.
Like an app store, the ONTRAPORT marketplace allows you to ONTRAform, ONTRAmail and Discuss ONTRApages templates together with the ONTRAPORT community. You share or can use templates.
When you can choose them to Share for free, free for certain customers or you may even charge for your designs 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 value that is greater compared to many will realise.
This is a highly customizable menu that lets you Create 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 client’s request will be processed by ONTRAPORT as per the rules you defined, even while you’re sleeping.
ONTRAPORT Permits You to save Many Different significant details about your Prospects clients in addition to in a single display. While viewing a contact, you can send them an email or a text message, log a telephone call, manage their credit card, add a task… and the list goes on and on.
To upgrade any field, simply click the value from the Particular area, hit save button which looks right alongside the area and enter the new value. Adding tags and strings can also be an issue of a couple of clicks. In short, the touch menu is simple yet comprehensive.
ONTRAPORT allows you to send emails that are normal, full color, text messages Postcards, and last but not least, professionally designed, totally customizable email templates known as ONTRAmail. Depending on the pricing strategy you choose, you can send a specific number of emails per month, and if you’ve got an extremely large clientele, then you might wind up having to buy 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 under $1 per watt.
The best thing about messages is that they are Two-way messages i.e. the answer from your client can trigger a sequence. Additionally, you may automatically insert merge fields to emails in addition to text messages i.e. original name/last title or some other info of the contact.
An additional menu that lets you Activate sequences or activities based on if, then conditions. By way of example, you may create a rule to recharge all diminished transactions, remove the contact from string, send email notification to any of your teammates, add a label and so forth. Ontraport Virtual Assistant
Event management is another feature of ONTRAPORT that lets you manage and to run online events like 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 each group so.
The task management simplifies the Majority of the processes and saves a lot of time. You can assign prospects to your relevant teammate, path prospects based on several indexes (zip code, job title, site visits etc.). You may even make conclusions of routing contributes on a round-robin or percent basis.
It’s disappointing that you can’t add a new task When you are viewing your tasks you need to go to Contacts or Messages to bring a new undertaking. There is no integrated calendar.
It is a menu that allows you add/edit/delete Customized fields, import contacts, handle modify the default value of these merge fields, manage broadcasts, and lead grading and routing.
Partner & Affiliate Program Management
This attribute enables you to handle your affiliate program. Create a partner center and provide the desired tools to them. It’s possible to create affiliate programs for different goods or partner kinds. You manually sanction them after seeing or could also automate commissions.
You’ll if you run an ecommerce business Totally adore the sales module of ONTRAPORT. Here you can see all the purchases made by your clients, products that you sell, create different reports such as sales report, subscriber retention file, transaction log, open orders and more.
In Regards to e-commerce, while ONTRAPORT does The basics right, it is beaten by Infusionsoft into the punch. Firstly, ONTRAPORT doesn’t possess a fully operational shopping cart as discovered in Infusionsoft. For similar functionality, you’ll have to incorporate ONTRAPORT with 1 Shopping Cart. Managing payments in addition to handling payment programs is relatively easier in Infusionsoft: Infusionsoft has a built-in merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is currently engaging with your own content. Unlike many other Analytic programs, ONTRAPORT monitoring not only demonstrates exactly how many users are viewing your site, but in addition, it tells you who they are, exactly what pages they have seen, when they watched it and far more.
You can track users by effort Source, by medium, by articles, or by duration and receive alerts when your merchandise is downloaded by someone, to follow up; a prospect visits a particular landing page or anything else. Ontraport Virtual Assistant
This module create amazing as well as lets you incorporate WordPress websites Landing pages simply by dragging and dropping. Last time we analyzed ONTRAPORT, this module did not work on Google Chrome, but we could produce a nice landing page this time.
It’s a great feature for selling info products or Online coaching services. You can host videos and media for your clients, create subscription amounts, and update members as time passes, when accessibility is paid for by them.
You can choose to create opt-in or order forms using ONTRAPORT and then Host on your webpage. As there are a whole lot of templates all you need to do is print, and add your photos and texts. Customizing the blocks and using them over and over again is a matter of a couple of mouse clicks by using the editor.
You can print your types as static types, Click-to-pop-up picture or link, or possibly a lightbox pop-up. The option is most likely the lightbox pop-up, which you may choose to be triggered when a person scrolls past specific percentage of the webpage, spends a predetermined timeframe on your site or plans to depart. A decent pop-up tool by itself is rather expensive.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, called Basic. It gives only one login, is pretty reasonably priced but lacks several key features. The rest of the two plans haven’t changed since we last reviewed ONTRAPORT, and all the programs include a 90-day money-back guarantee.
$79/month, unlimited mails, 1,000 contacts, ONTRApages webpages, 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 execution
ONTRAPORT as a CRM impresses, and as a company ONTRAPORT participates, also. Their progressiveness is reflected within their product. It is a constant game of leapfrog with all the contest, and they play with it well enhancing their product. Their CRM is especially suited to companies that do complex email advertising, and should you operate an affiliate reseller program (which is an ideal method to conduct a little-cost independent sales team), ONTRAPORT is a superb tool to manage that for you, also. Ontraport Virtual Assistant