Introduction Ontraport Zapbook
When a strong CRM and a smart meet Autoresponder, you get ONTRAPORT. It is an all-in-one marketing automation tool that offers great features such as strong CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and much more. Ontraport Zapbook
We analyzed ONTRAPORT nearly two years ago, however Since then, the software has evolved considerably, and they’ve added some amazing new features. It’s time to upgrade our review. They’ve added several features that were important, but also have some older ones although at first. Let’s investigate it in more depth.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another business, when he couldn’t locate a CRM that would let him conduct his business. Launched in 2008 and conceptualized in 2006, ONTRAPORT has increased during the past few years and today they have. They have won several awards including #2 nationally 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, along with a Forbes Most Promising Companies listing.
Who is it not for?
It is not even midsize or perfect for big companies. And in case you have hundreds of thousands of customers, and send a lot of emails out every month, ONTRAPORT could prove to be rather expensive. Businesses that run sales models and don’t really require autoresponder and marketing automation, can find alternatives.
Who is it for?
If you sell info products, offer coaching services, Run any type of paid membership website or education, or online instruction, you love ONTRAPORT. It makes your life easy by automating almost everything other CRMs will force you to do manually.
Like any other software, ONTRAPORT has its own Pros and cons. It is not perfect, and there are things that its rivals can do exponentially. However, it is one of the best — maybe the best — marketing automation software solutions out there for small businesses, particularly if they market their products or services on the internet. Ontraport Zapbook
Getting started with ONTRAPORT is not quite as complex as it was two Years ago. It does not offer a trial version like most other CRMs, but does provide a 90-day money back guarantee. If you believe the item isn’t best for you or you are not prepared for it yet, you’ll get full refund, no cancellation fee, no questions asked.
Registering for ONTRAPORT is a little complex and you can only import Contacts in CSV format. Many CRMs allow you to import contacts in different formats, or perhaps directly from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. The import method is easy and really streamlined, you can add new fields to fit the data you are importing, from the same page.
You can add new custom fields instantly while importing contacts
There is no setup fee and you also get 2 hours and implementation. If you want to have a look at the machine before purchasing 20, you can get a free presentation.
Workspace and user experience
The program seems somewhat less responsive than Infusionsoft, and also their Main dashboard — although customizable — is not very intuitive. The dashboard shows a bunch of boxes which show the metrics you choose, but it may be a little confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to supply you with a better understanding of your customers, ONTRAPORT is missing this feature. Similarly, when we reviewed ONTRAPORT time, they had an program nor a mobile-friendly website. Although, they have got an app for both iOS and Android now, none of them is updated. We tested the latter and struck too many problems to record.
Apart from the Aforementioned qualms, we liked several things Concerning the workspace: the interface is customizable, so the menus have been strategically laid out, practical and regular naming conventions have been used, and there are 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 according to your business requirements.
Probably the feature that is unique and most impressive in the entire workspace Is a quick menu which appears on peak of the page once you click on the small button in the upper right-hand corner. This quick menu comprises your workflows, any unedited items, and pinned items. It is possible to easily pin any object by clicking on the trap button highlighted in the screenshot below, so that you can immediately access your favourite formscontacts, landing pages or any other menus.
When you want to go the work area excels Beyond managing and calling your clients. For example, you could make landing pages, revenue cart, internet forms and a whole 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 you can do, another may also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive compared to its counterpart in ONTRAPORT.
Besides integration with third party programs 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 computer 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 Zapbook
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and task automation for just a few hundred bucks. On the contrary, one of their most important rivals Infusionsoft costs $1,999 kickstart charge.
Fantastic rule-based email advertising / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong stats, analytics and monitoring
Split testing capability
Complete WordPress integration, membership Websites, self-hosted order forms and landing pages
You do not even need your own site because ONTRAPORT can also host your site since their sub-domain
Great customer service
- Pricing — The most obvious advantage of ONTRAPORT is that the affordability of their service. At $297/month without the setup fees and 2 hours of free onboarding calls, they’re positioned very competitively. What is important to consider with Ontraport is that they give you access to all their features, along with the ability to keep 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 to the exact same degree of contacts & attributes. They’re scalable so that as your company grows, they can develop with you so that you do not need to worry about switching systems later. The offer of a 90 day risk free guarantee is almost unheard of nowadays together with month-to-month or discounted yearly pricing alternative 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 success of their customers, holding a 97% satisfaction rate and all their managers operate from one central location for seamless communication between development and support. They upgraded all of their servers for redundancy, invested in a content delivery network to guarantee the fastest speed globally and are constantly on the lookout for ways to make their program quick and responsive. They also have a fantastic community of users in their Facebook user category, an education site that is totally free to ONTRAPORT customers, a quarterly bootcamp and accredited consultant course and an annual business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automatic engine supporting your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more along with your CRM so you can hyper-target your leads and convert them to customers. Whenever you have different systems your information is strewn around and it is hard to have the ability to produce data-driven decisions about your company. ONTRAPORT unites your advertising efforts into a single, fundamental system so you have ONE place to phone to check out your organization data.
- Custom objects — ONTRAPORT offers the capability to build custom objects that’s only accessible enterprise systems like SalesForce, Marketo or Eloqua. Custom made objects permits you to create relationships between databases. Unique to your company.
- ECommerce features — ONTRAPORT includes a large range of impressive ecommerce features including automatic credit card payment collections and the ability to include upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some conventional sales modules like opportunity management
No social networking integration
Bad cellular program, not regularly updated
With all the e-commerce and membership site attributes, ONTRAPORT should have a customer support module where clients can raise a ticket
No visual sales funnel
Their two packages allow 25,000 contacts with 100K emails and 100K contacts with 100k mails. That means if you hit the top limit for your contacts, you may only send four or even one email per contact per month , and purchasing email bundles can be pricey
The learning curve might be a little steep, especially when you wish to utilize the advanced features
Dashboard user interface — While you can create virtually any metric you’d enjoy, their reporting dashboard is not particularly visually appealing as it does not have charts and graphs. Ontraport Zapbook
Automation effort builder — Even though Ontraport’s campaign builder is simple to use and sufficiently strong, it works by adding text-based rules one beneath another. We find the visual’flowchart’ style campaign builder utilized by a few of Ontraport’s competitors more intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the added features: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, throughout the yearly event called ONTRApalooza, in 2015.
Powerful and another intriguing recently introduced feature is ONTRAPORT Projects. Basically, it’s an in-app training plan that lets you get your company up and running. The CRM suggests distinct projects based on your business needs and collects some data. When a project is chosen by you, you walk through the remaining part of the process. You can pause your project and restart it after, or keep with different features of this CRM.
Let’s say you need to market a product to get a monthly Subscription, and you’re using ONTRAPORT for your very first time, you’ll probably don’t have any clue what to do and where to get started. Where Projects menu comes to your rescue, this is; it’ll steer you to look after everything from establishing a product to choosing subscription fee and so forth.
Pretty much like an app shop, the ONTRAPORT marketplace lets you Share ONTRApages, ONTRAmail and ONTRAform templates with the ONTRAPORT community. You share the ones you created along with other individuals or can use templates made by other users.
When sharing your templates, you can choose them to Share for free, free for certain clients or you may even bill for your designs as well as content either a one-time fee or recurring subscription fee. The intelligent software system takes care of everything, and you get 90% of the fee. Than most will realise this is of a value that is greater.
This is a highly customizable 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 clients by your site, email or any other source, and the customer’s request will be processed by ONTRAPORT as per the rules you defined, even while you’re sleeping.
ONTRAPORT allows you to store a variety of important details about your Prospects clients in addition to in one screen. 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 goes on and on.
To update any area, simply click the value from the Area, enter the new value and hit save button that appears right next to the area. Adding tags and sequences is also an issue of a couple of clicks. Simply speaking, the contact menu is simple yet comprehensive.
ONTRAPORT Permits You to send emails that are normal, full colour, text messages Postcards, and last but not least designed, totally customizable email templates known as ONTRAmail. Based upon the pricing strategy you choose, you can send a specific number of emails each month, and if you have a very large clientele, you might wind up having to buy expensive additional messages. You want to pay 2 cents per message — which ONTRAPORT asserts is the lowest priced in the industry. Likewise, ONTRAPORT costs a little .
The best thing about messages is They are Two-way messages i.e. the reply from the customer can activate a sequence. Additionally, you may automatically insert merge fields to emails as well as text messages i.e. first name/last name or any other info of the contact.
An additional menu that lets you Activate activities or sequences based on if, then states. For instance, you may make a guideline to recharge all diminished trades, eliminate the contact send notification to any of your own teammates, add a tag and so forth. Ontraport Zapbook
Event management is another unique characteristic of ONTRAPORT that allows you to run and manage online events such as teleseminars, webinars or events that are live. You can monitor people who attended and tell the CRM to follow up with every group.
The task management saves a Whole Lot of and simplifies most of the procedures time. It is possible to assign prospects to your applicable teammate, path prospects based on several indexes (zip code, job title, site visits etc.). You can make conclusions of routing leads on a percentage or round-robin basis.
It’s disappointing that you can’t add a new task Instead you need to go to add a new undertaking when you are viewing your tasks. Additionally, there is no calendar.
It’s a little menu that allows you add/edit/delete Import contacts, custom fields, handle modify the default value of the merge fields, handle scheduled broadcasts, and lead scoring and routing.
Partner & Affiliate Program Management
This feature enables you to manage your affiliate program. Produce a partner center in your own website in minutes and provide the desired tools to them. You can make multiple affiliate programs for different goods or partner types. You manually sanction them or can also automate commissions.
Should you run an ecommerce business that is Internet, you’ll Love the revenue module of ONTRAPORT. Here you can see all of the purchases made by your customers, products which you sell, generate various reports such as earnings report, subscriber retention report, transaction log, open orders and much more.
In Regards to e-commerce, while ONTRAPORT does The basics right, it is beaten by Infusionsoft to the punch. Firstly, ONTRAPORT doesn’t have a fully functional shopping cart as found in Infusionsoft. For similar functionality, you are going to need to integrate ONTRAPORT using 1 Shopping Cart. Managing payments as well as managing payment plans is relatively easier in Infusionsoft: Infusionsoft includes an integrated merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s participating with your content. Unlike most other Analytic apps, ONTRAPORT monitoring not just demonstrates exactly how many users are viewing your site, but it also tells you they are, precisely what pages they have viewed, when they viewed it and far more.
Users can be tracked by you either by effort Alerts , by content, or by term and receive when someone downloads your merchandise, to follow up; a hot prospect visits a particular landing page or anything else. Ontraport Zapbook
This module allows you integrate WordPress sites in Addition to create amazing Landing pages by simply dropping and dragging. Last time we reviewed ONTRAPORT, this module did not work on Google Chrome, however we could create a great landing page this time.
It is a Fantastic attribute for selling info products or Coaching services. You can host videos and media for your customers, create membership amounts, and upgrade members as time passes, when accessibility is paid for by them.
You can choose to create opt-in or order forms utilizing ONTRAPORT and then Host on your webpage. All you have to do is add your photos and texts, and print As there are a lot of templates available. By using this editor that is click-to-select customizing the cubes and using them over and over again is a matter of a couple of mouse clicks.
You can print your types as types that are static, Picture or link, or even a lightbox pop-up. The intelligent and most interesting option is the lightbox pop-up, which you may choose to be triggered when a individual scrolls proportion of the webpage spends a predetermined amount of time on your site or intends to exit. A adequate pop-up tool on its own is rather expensive.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, called Basic. It offers just one login, is pretty affordable but lacks several important features. The rest of the 2 plans have not 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 marketing automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 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 participates, also. Their progressiveness is reflected in their product. Like CRM vendors out there, it is a constant 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 run an affiliate program (which is an ideal way to conduct a little-cost independent sales team), ONTRAPORT is an excellent tool to manage for you, also. Ontraport Zapbook