When a CRM matches with an intelligent Autoresponder, you receive ONTRAPORT. It is an all round marketing automation tool that offers great features such as strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and much more. Optivo
We reviewed ONTRAPORT nearly two years ago, but Since then, the software has evolved and they’ve added some new capabilities that were wonderful. It’s time to upgrade our review. At first glance they’ve added new features that were important, but also have not really fine-tuned some older ones. Let’s explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he couldn’t locate a CRM that will allow him to run his business. Launched in 2008 and conceptualized in 2006, ONTRAPORT has grown tremendously during the past few years and now they have over 100 team members who run the series. They’ve won several awards such as #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 listing, a Red Herring Top 100, and a Forbes Most Promising Companies list.
Who is it not for?
It is not perfect for big or even mid-sized companies. And if you have thousands and thousands of customers, and send a lot of emails each month, ONTRAPORT could prove to be rather expensive. Businesses that run sales models and do not really need autoresponder and marketing automation, can find alternatives.
Who is it for?
If you sell info products, provide instruction services, Instruction or online training, or conduct any type of paid membership site, you’ll totally love ONTRAPORT. This makes your life simpler by automating almost everything other CRMs will make you perform manually.
Just like any other software, ONTRAPORT has its Pros and cons. It’s not perfect, and you will find things that its rivals can perform exponentially. But it is one of the best — if not the best — marketing automation software solutions out there for small companies, particularly if they sell their goods or services online. Optivo
Getting started with ONTRAPORT is not quite as complex as it was two Years ago. It does not provide a trial version like most other CRMs, but does offer a 90-day money-back guarantee. If you think the item is not right for you or you are not ready for it yet, you are going to receive whole refund, no cancellation fee, no questions asked.
Signing up for ONTRAPORT is a little complicated and you can only import Pictures in CSV format. Many CRMs permit you to import contacts in different formats, or even straight from third party sources like Gmail, social media stations, Yahoo, Highrise etc.. The import method is easy and compact, you can add new fields 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 and implementation. If you would like to have a peek at the system before purchasing 20, you can also receive a free presentation.
Workspace and user experience
The software sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — isn’t very intuitive. The dashboard shows a lot of boxes which show the metrics you choose, but it can be a little confusing.
Several CRMs such as Salesforce, Groove, Nimble, Sprout offer strong Social media integration to give you a better understanding of your clients, ONTRAPORT is lacking this feature. When we reviewed ONTRAPORT last time, they had an program nor a mobile-friendly site. Although, they Android now and have got an app for the two iOS, not one of these is updated. We tested the latter and struck too many problems to list here.
Aside from the above mentioned qualms, we actually liked things Concerning the workspace: the interface is customizable, the menus are laid out, practical and standard naming conventions have been used, and you will find quick add/manage buttons for every module. You are able to add up to 150 custom fields and custom columns to customize the work place depending on your business needs.
Probably the most impressive and One of a Kind characteristic in the entire workspace Is a fast menu which appears at the peak of the page once you click on the little button in the upper right-hand corner. This quick menu features your own workflows, any unedited objects, and trapped items. You can easily pin any object by clicking on the pin button highlighted in the screenshot below, so you can immediately access your favorite types contacts, landing pages or any other menus.
The work place excels when you want to go Beyond simply managing and calling your clients. For instance, you can create landing pages, sales cart, web forms and also a whole lot more by simply dragging and dropping items.
When we compare the job area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft having 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 can be more intuitive than its counterpart in ONTRAPORT.
Apart from integration with third party programs that are several Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API which lets you incorporate it with virtually any software.
How popular is it?
Short answer is we are not sure. They were not Exactly forthcoming about their client base, other than it expands to over 63 countries around the world. Optivo
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for only a couple of hundred bucks. To the contrary, one of the most important rivals Infusionsoft costs $1,999 kickstart charge.
Excellent rule-based email advertising / business processes
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Strong stats, 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 since their sub-domain
Great customer support
- Pricing — The most obvious advantage of ONTRAPORT is the worth of the service. At $297/month without the setup fees and 2 hours of complimentary onboarding calls, they are positioned quite inexpensively. What is important to think about with Ontraport is they give you access to all of their features, 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 price of ONTRAPORT for the exact same level of contacts & attributes. They are scalable so that as your business grows, they can grow with you so you don’t need to be concerned about shifting systems afterwards. The offer of a 90 day risk free assurance is almost unheard of these days along with month-to-month or discounted yearly pricing alternative following the 90 day risk guarantee interval.
- Great neighborhood — ONTRAPORT has award winning customer support through phone, chat, and email during most business hours. They’re clearly committed to the success of their customers, holding a 97% satisfaction rate and each of their reps work from one central place for easy communication between support and development. They upgraded all of their servers for redundancy, invested at a content delivery network to guarantee the fastest speed internationally and are continuously looking for ways to make their program quick and responsive. They also have a great community of users in their Facebook user category, an instruction site that’s free to ONTRAPORT customers, a quarterly bootcamp and certified consultant course and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automatic engine behind your marketing and advertising campaigns, seamlessly integrating your emails, landing pages, ecommerce and more along with your CRM so that you can hyper-target your leads and convert them to customers. When you have systems handling these operations all, your data is strewn around and it is challenging to be able to produce data-driven decisions regarding your business. ONTRAPORT combines your advertising efforts into one so you have ONE place to call to check out your organization data.
- Custom items — ONTRAPORT gives the ability to construct custom items that’s only available in enterprise systems like SalesForce, Marketo or Eloqua. Custom made objects allows you to make relationships between databases. Unique to your organization.
- ECommerce features — ONTRAPORT has a massive assortment of impressive ecommerce features such as automatic credit card payment sets and the ability to add upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules like opportunity management
No social media integration
Bad cellular app, not regularly upgraded
including all the e-commerce and membership site attributes, ONTRAPORT should have a customer support module where customers can increase a ticket
No visible sales funnel
Both packages allow 25,000 contacts with 100K mails and 100K contacts with 100k emails. Meaning if you hit the upper limit for your contacts, you may just send four or one email per contact per month , and buying email packages can be pricey
The learning curve could be a bit steep, especially when you wish to use the innovative features
Dashboard user interface — While you can create virtually any metric you’d enjoy, their reporting dashboard isn’t particularly visually appealing as it does not have charts and graphs. Optivo
Automation effort builder — While Ontraport’s effort builder is easy to use and sufficiently strong, it works by adding text-based principles one under another. We locate the visual’flowchart’ design campaign builder used by a few of Ontraport’s competitors intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first discuss the three newly added attributes: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the yearly event named ONTRApalooza, in 2015.
Another intriguing and powerful feature is ONTRAPORT Projects. Basically, it’s an in-app training plan that lets you have your business up and running. The CRM assembles some info about your company and suggests different projects based on your business needs. You walk through the rest of the process when you select a project. You can pause your job and restart it after, or keep with features of this CRM.
Let us say you need to market a product for a monthly Subscription, and you are using ONTRAPORT for the first time, you’ll most probably have no clue what to do and where to start. Really where Projects menu comes to a rescue, this is; it will guide you to look after everything from defining a product to choosing subscription fee and so forth.
Pretty much like a program store, the ONTRAPORT marketplace allows you to ONTRAform, ONTRAmail and share ONTRApages templates with all the ONTRAPORT community. You can use templates or share.
When sharing your templates, then you can select them to Share at no cost, free for specific customers or you may even bill for your layouts as well as content either a one-time fee or recurring subscription fee. The intelligent software system deals with everything, and you get 90% of this fee. Than most will realise this is obviously a value that is higher.
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 could be triggered by clients through your site, email or any other supply, 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 a variety of significant details about your Clients in addition to prospects in a single customizable screen. While seeing a contact, you can send them an email or a text message, log a phone call, manage their credit card, add a task… and the list continues on and on.
To upgrade any field, simply click on the value from the Field, hit save button which looks alongside the area and enter the new value. Adding tags and sequences is also an issue of a couple of clicks. In short, the contact menu is straightforward yet comprehensive.
ONTRAPORT allows you to send emails that are normal, full colour, text messages Postcards, and last but not least designed email templates called ONTRAmail. Based on the pricing strategy you pick, you may send a specific number of emails each month, and if you have an extremely large clientele, then you might end up having to purchase costly additional messages. For text messages, you need to pay 2 cents per message — that ONTRAPORT claims is the cheapest in the business. Similarly, ONTRAPORT charges a little .
The best thing about messages is that they are Two-way messages i.e. the answer from your customer can activate a sequence. Also, you may automatically insert merge fields to emails in addition to text messages i.e. original name/last title or some other information of the contact.
An additional menu that lets you Activate sequences or actions based on whether, then states. For instance, you can make a guideline to recharge all diminished transactions, remove the contact from sequence, send email notification add a label and so on. Optivo
Event management is yet another Exceptional characteristic of ONTRAPORT that lets you to conduct and manage events like teleseminars, webinars or events that are live. You can monitor individuals who attended and those who couldn’t, and tell the CRM to mechanically follow up with each group so.
The job management simplifies most of the processes and saves a lot of time. It is possible to assign prospects into your relevant teammate, route prospects based on several indexes (zip code, job title, site visits etc.). You may make conclusions of routing contributes on a percent or round-robin basis.
It’s disappointing that you can not add a new Job Instead you have to go to add a new task when you’re seeing your tasks. Also, there is absolutely no calendar where you can view your tasks and appointments.
It is a little menu that allows you add/edit/delete Import contacts, custom fields, handle lead routing and scoring, handle broadcasts, and modify the default value of these fields.
Partner & Affiliate Program Management
This feature enables you to manage your affiliate program. Produce a partner center and offer the desired instruments to them. You can make affiliate programs for spouse types or different products. You sanction them after seeing or could also automate commissions.
You’ll Should you run an ecommerce business Totally love the sales module of ONTRAPORT. Here you can see all the purchases made by your customers, products which you sell, generate different reports such as sales report, subscriber retention file, transaction log, open orders and much more.
When it comes to e-commerce, while ONTRAPORT does The basics right, Infusionsoft beats on it . Firstly, ONTRAPORT doesn’t possess a fully operational shopping cart as found in Infusionsoft. To get similar functionality, you’ll need to incorporate ONTRAPORT with 1 Shopping Cart. Managing payments in addition to handling payment plans is relatively simpler in Infusionsoft: Infusionsoft has an integrated merchant accounts known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s engaging with your own content. Unlike most other Analytic apps, ONTRAPORT tracking not only demonstrates how many users are viewing your site, but it also tells you they are, precisely what pages they’ve viewed, when they watched it and far more.
Users can be tracked by you either by effort Source, by medium, by articles, or by duration and get alerts to follow up if someone downloads your merchandise; a hot prospect visits a specific landing page or anything else. Optivo
This module allows you integrate WordPress sites in Addition to create amazing Landing pages by simply dropping and dragging. Last time we analyzed ONTRAPORT, this module didn’t work on Google Chrome, but we could produce a great landing page this moment.
It is a Fantastic feature for selling info products or Coaching services. You create membership amounts can host videos and other media for your clients, and update members over time, when accessibility is paid for by them.
You can choose to produce opt-in or order forms utilizing ONTRAPORT and then Host on your own webpage. Since there are a lot of professionally designed templates all you need to do is add your photos and texts, and print. Customizing the built-in blocks and using them over and over again is a matter of a couple of mouse clicks by using the editor.
You can publish your forms as types that are static, Click-to-pop-up image or connection, or possibly a lightbox pop-up. The option that is intelligent and most interesting is most likely the lightbox pop-up, which you may choose to get triggered when a person plans to depart, scrolls certain percentage of the webpage or spends a predetermined amount of time on your website. A decent tool by itself is rather pricey.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, known as Basic. Just one login is offered by it, is pretty reasonably priced but lacks several important features. The rest of the 2 plans haven’t changed much since we last reviewed ONTRAPORT, and each of the plans come with a 90-day money back guarantee.
$79/month, 1,000 contacts, unlimited mails, 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, two 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 business ONTRAPORT impresses, too. Their progressiveness is represented in their product. Like many CRM vendors out there, it is a continuous game of leapfrog with the contest, and they perform it continuously improving their product. Their CRM is particularly suited to companies that do complex email advertising, and if you operate an affiliate program (which is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is an excellent tool to handle for you, too. Optivo