When a powerful CRM meets a smart Autoresponder, you get ONTRAPORT. It is an all-in-one marketing automation tool that offers great features such as strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and more. Promio
We reviewed ONTRAPORT almost two years ago, however Since then, the software has evolved and they’ve added some wonderful new features. It’s time to upgrade our review. At first glance they have added a number of features that were significant, but also have some older ones. Let us explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another business, when he could not find a CRM that would let him run his business on one platform. Conceptualized in 2006 and launched in 2008, ONTRAPORT has increased during the past few years and now they have over 100 team members who run the series. They have won several awards including #2 nationwide for CareerBuilder’s’Big Strides at 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 mid-sized or ideal for big companies. And if you have hundreds of thousands of clients, and send a great deal of emails every month, ONTRAPORT could prove to be somewhat costly. Businesses that do not really require autoresponder and marketing automation and run traditional sales models, can find cheaper alternatives.
Who’s it for?
If you sell information products, provide coaching services, Education or online training, or conduct any sort of paid membership website, you love ONTRAPORT. This makes your life easy by automating almost everything other CRMs will force you to perform manually.
Like any other applications, ONTRAPORT has its Pros and cons. It’s not ideal, and there are things that its competitors can do exponentially better. But it is one of the greatest — if not the best — marketing automation software solutions out there for small businesses, especially if they market their goods or services online. Promio
Getting started with ONTRAPORT is not as complicated as it was two Years ago. It doesn’t provide a trial version like most other CRMs, but does offer a 90-day money-back guarantee. If you believe the item isn’t right for you or you are not ready for this yet, you are going to 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 even straight from third party sources like Gmail, social media stations, Yahoo, Highrise etc.. The import process is easy and really streamlined, you can add new fields to match the data you’re importing, from the exact same page.
You can add new custom fields immediately while importing contacts
Also, there is no installation fee and you also get 2 hours and implementation. If you would like to take a peek at the machine before purchasing 20, you can also receive a presentation.
Workspace and user experience
The software 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 like Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to give you a better understanding of your customers, ONTRAPORT is missing this feature. Likewise, when we analyzed ONTRAPORT time, they had an program nor a mobile-friendly website. Although, they have an app for the two iOS and Android now, none of them is updated. We tested the latter and struck too many problems to record.
Aside from the above mentioned qualms, we liked several things About the workspace: the interface is customizable, the menus have been laid out, practical and regular naming conventions are used, and there are fast add/manage buttons for every single different module. You can add custom columns and up to 150 custom fields to customize the work area depending on your business needs.
Probably the feature that is unique and most impressive in the entire workspace Is a quick menu that appears on peak of the page when you click on the little button in the top right-hand corner. This quick menu features your own workflows, any unedited items, and trapped items. You can easily pin any item by clicking the trap button highlighted in the screenshot below, so that you can instantly access your favorite types , contacts, landing pages or some other menus.
When you want to go, the work area excels Beyond calling and managing your customers. For example, you could create landing pages, sales cart, internet forms and a whole lot more by simply dragging and dropping things.
When we compare the job area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft having some additional features and bells and whistles, what you can do, the other may 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 programs that are several Such as WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API which allows you incorporate it with just about any computer software.
How popular is it?
Short answer is we’re not sure. They were not Exactly forthcoming about their client base, apart from it expands to over 63 countries around the world. Promio
Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for only a couple of hundred dollars. To the contrary, one of the most important rivals Infusionsoft charges $1,999 kickstart charge.
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 capacity
Complete WordPress integration, membership Websites, self-hosted order forms and landing pages
You don’t even need your own site because ONTRAPORT can also host your website since their sub-domain
Great customer service
- Pricing — The most obvious advantage of ONTRAPORT is that the affordability of the services. At $297/month without the installation fees and 2 hours of complimentary onboarding calls, they are positioned very competitively. What is important to think about with Ontraport is they offer you access to all their attributes, and the ability 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 exact same level of contacts & attributes. They’re scalable so that as your company grows, they could grow with you so you don’t need to worry about shifting systems afterwards. The supply of a 90 day risk free guarantee is almost unheard of nowadays along with month-to-month or discounted annual pricing alternative following the 90 day risk guarantee period.
- Great neighborhood — ONTRAPORT has award winning customer service through telephone, chat, and email during most business hours. They are clearly dedicated to the success of their clients, holding a 97% satisfaction rate and each of their managers operate from one central place for seamless communication between development and support. They upgraded all 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 responsive and quick. They also have a great community of users on their Facebook user category, an instruction site that’s 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 behind your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and more along with your CRM so you can hyper-target your prospects and convert them into clients. When you have systems your information is strewn about and it’s challenging to have the ability to make data-driven decisions about your business. ONTRAPORT unites your marketing efforts into one so you have ONE place to call to look at your business data.
- Custom items — ONTRAPORT offers the ability to build custom objects which is only accessible enterprise systems such as SalesForce, Marketo or Eloqua. Custom made items permits you to create relationships between multiple databases. Unique to your company.
- ECommerce features — ONTRAPORT has a large range of impressive ecommerce features including automatic credit card payment collections and the ability to add upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules such as opportunity management
No social media integration
Bad cellular program, not regularly updated
With all the e-commerce and membership website features, ONTRAPORT ought to have a customer care module where customers can raise a ticket
No visual sales funnel
Their two packages allow 25,000 connections with 100K mails and 100K contacts with 100k mails. That means if you hit on the upper limit for your contacts, then you can only send four or even one email per contact per month respectively, and purchasing email bundles can be pricey
The learning curve might be a bit steep, especially once you want to use the advanced features
Dashboard user interface — While you are able to create virtually any metric you would like, their coverage dashboard is not particularly visually appealing as it doesn’t have charts and graphs. Promio
Automation effort builder — While Ontraport’s campaign builder is simple to use and sufficiently strong, it operates by adding text-based principles one under another. We find the visual’flowchart’ design campaign builder utilized by a few of Ontraport’s opponents intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the event named ONTRApalooza, in 2015.
Another interesting and powerful recently introduced attribute is ONTRAPORT Projects. Essentially, it’s an training plan which lets you have your business up and running immediately. The CRM suggests different projects based on your company requirements and collects some data. When you select a project, the training module walks you through the rest of the process. You keep with features of this CRM, or can pause your job in the center, and resume it in precisely the same point later.
Let’s say you want to market a product to get a monthly Subscription, and you’re using ONTRAPORT for your first time, you have no idea what to do and where to start. Where Projects menu comes to your rescue, this is; it’ll steer you to look after everything from defining a product to choosing subscription fee to referrals and so forth.
Pretty much like a program store, the ONTRAPORT marketplace allows you to ONTRAmail Discuss ONTRApages and ONTRAform templates with the ONTRAPORT community. You share or can use templates.
When sharing your templates, then you can choose them to Share at no cost, free for certain clients or you can even charge 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. Compared to many will realise this is of a greater value.
This is a menu that lets you Create a set of follow up actions i.e. email, SMS, tasks, rules as well as fulfillments. These sequences can be triggered by customers by your blog, email or any other source, and the client’s request will be processed by ONTRAPORT as per the rules you specified, even while you are sleeping.
ONTRAPORT allows you to save a variety of significant details about your Prospects, clients in addition to in a single, highly customizable screen. While seeing a contact, you can send them an email or a text message, log a telephone call, manage their credit card, then add a task… and the list goes on and on.
To upgrade any area, just click the value in the Field, hit save button which looks right next to the field and enter the new value. Adding tags and sequences is an issue of a couple of clicks. In short, the touch menu is straightforward yet comprehensive.
ONTRAPORT allows you to send emails that are normal, full colour, text messages Postcards, and last but not least, professionally equipped email templates known as ONTRAmail. Based upon the pricing strategy you pick, you may send a certain number of emails each month, and in case you’ve got a very 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 asserts is the lowest priced in the business. Likewise, ONTRAPORT costs a bit under $1 per postcard.
The best thing about messages is They are Two-way messages i.e. the reply from your customer can activate a sequence. Additionally, you may automatically insert merge fields to mails in addition to text messages i.e. first name/last title or any other information of the contact.
Trigger sequences or actions based on if, then states. For instance, you can make a guideline to recharge all diminished trades, eliminate the contact send notification to any of your teammates, add a tag and so on. Promio
Event management is another characteristic of ONTRAPORT that lets you manage and to run online events such as teleseminars, webinars or events that are live. You can monitor individuals who attended and inform the CRM to follow up with each group.
The job management saves a lot of and automates most of the processes time. You can assign prospects into your relevant teammate, route leads based on several indexes (zip code, job title, site visits etc.). You may make decisions of routing contributes on a round-robin or percentage basis.
It is disappointing that you can’t add a new Job When you’re seeing your tasks; rather you have to go to add a new task. There is no integrated calendar.
It’s a menu that allows you add/edit/delete Import contacts, Customized fields, manage change the default value of these fields, manage scheduled broadcasts, and lead scoring and routing.
Partner & Affiliate Program Management
This feature enables you to manage your affiliate program. Create a partner center and offer them the desired tools. You can make affiliate programs for partner kinds or different products. You sanction them after seeing or could even automate commissions.
You’ll, if you run an Internet ecommerce business Adore the sales module of ONTRAPORT. Here you can see all the purchases made by your customers, products which you market, generate various reports such as sales report, subscriber retention file, transaction log, open orders and more.
When it comes to e-commerce, while ONTRAPORT does The basics right, Infusionsoft beats it into the punch. Primarily, ONTRAPORT does not possess a shopping cart as found in Infusionsoft. For similar functionality, you are going to have to incorporate ONTRAPORT with 1 Shopping Cart, a well-known cart product. Managing payments in addition to managing payment plans is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s currently engaging with your own content. Unlike most other Analytic apps, ONTRAPORT monitoring not just demonstrates how many users are viewing your website, but in addition, it tells you they are, exactly what pages they’ve seen, when they watched it and a lot more.
Users can be tracked by you by campaign Alerts , by articles, or by term and receive if your product is downloaded by someone, to follow up; a hot prospect visits a particular landing page or anything else. Promio
This module create amazing in Addition to allows you integrate WordPress sites Landing pages simply by dragging and dropping. Last time we reviewed ONTRAPORT, this module did not work on Google Chrome, but we could create a nice landing page this moment.
It’s a Fantastic attribute for selling information products or Coaching services. You create 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 order or opt-in forms using ONTRAPORT and then Host in your webpage. All you need to do is add your photos and texts, and publish since there are a lot of professionally designed templates available. By using this editor that is click-to-select , customizing the built-in cubes and using them over and over again is a matter of a couple of mouse clicks.
You can publish your types as types, Image or connection, or possibly a lightbox pop-up. The alternative that is most interesting and smart is most likely the lightbox pop-up, which you can choose to get triggered when a individual intends to depart, scrolls past proportion of the page or spends a predetermined amount of time on your site. A decent pop-up tool on its own is rather pricey.
ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, known as Basic. One login is offered by it, is pretty reasonably priced but lacks several key features. The rest of the two plans haven’t changed much since we last reviewed ONTRAPORT, and all the programs come with a 90-day money-back guarantee.
$79/month, unlimited emails, 1,000 contacts, ONTRApages web pages, beautiful email templates and SMS advertising automation to get you started right
$297/month, 25,000 contacts, 100,000 emails/month, 2 users, 2 hours free execution
$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 participates, also. Their progressiveness is reflected within their merchandise. It is a game of leapfrog with the competition, and they perform with it well improving their merchandise. Their CRM is particularly suited to companies that do complex email marketing, and if you operate an affiliate reseller program (that is an ideal way to conduct a little-cost independent sales group ), ONTRAPORT is an excellent tool to handle that for you, too. Promio