When a CRM and an intelligent meet You get ONTRAPORT. It’s an all round marketing automation tool that provides great features such as strong CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and more. Pure360
We analyzed ONTRAPORT almost two Decades ago, however Since that time, the software has evolved and they have added some new capabilities that were wonderful. Thus, it’s time to upgrade our review. At first glance they have added a number of important new features, but also have not really fine-tuned some older ones. Let us investigate it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another company, when he couldn’t locate a CRM that will allow him to conduct his business on a single platform. Found in 2008 and conceptualized in 2006, ONTRAPORT has grown tremendously during the last couple of years and now they have more than 100 team members who run the series. 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 country, a spot on the 50 Most Engaged Workplaces listing, a Red Herring Top 100, along with a Forbes Most Promising Companies list.
Who’s it not for?
It is not even midsize or ideal for big companies. And if you send a great deal of emails out every month, and have thousands and thousands of customers, ONTRAPORT could end up being somewhat expensive. Companies that run traditional sales models and do not really require autoresponder and marketing automation, can find cheaper alternatives.
Who is it for?
If you sell info products, offer coaching services, Conduct any sort of paid membership website or instruction, or online training, you will absolutely love ONTRAPORT. This makes your life simpler by automating almost everything other CRMs will force you to perform manually.
Like any other applications, ONTRAPORT has its own Pros and cons. It’s not ideal, and there are things that its rivals can do exponentially. However, it is one of the greatest — maybe the best — marketing automation software solutions available for small businesses, particularly if they market their goods or services online. Pure360
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 provide a 90-day money back guarantee. If you believe the item isn’t right for you or you’re not ready for it yet, you’ll get full refund, no cancellation fee, no questions asked.
Registering for ONTRAPORT is a little complicated and you can only import Contacts in CSV format. Many CRMs permit you to import contacts in various formats, or even straight from third party sources such as Gmail, social networking channels, Yahoo, Highrise etc.. The import method is compact and easy, you can add new fields to match the data you’re importing, from precisely the same page.
You can add new custom fields immediately while importing contacts
There is no installation fee and you get 2 hours free installation and implementation. If you would like to take a look at the system before buying it you can receive a free presentation.
Workspace and user experience
The program sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — isn’t very intuitive. The dashboard displays a bunch of boxes that show the metrics you choose, but it may be somewhat confusing.
Many CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to supply you with a better comprehension of your clients, ONTRAPORT is lacking this feature. Similarly, when we analyzed ONTRAPORT last time, they neither had an program nor a site. Although, they have got an app for both iOS and Android today, none of them is updated. We tested the latter and struck too many issues to record.
Aside from the above mentioned qualms, we liked several things About the workspace: the interface is customizable, so the menus are strategically laid out, sensible and standard naming conventions are used, and there are fast add/manage buttons for every different module. You can add custom columns and up to 150 custom fields to customize the work area depending on your business requirements.
Probably the characteristic that is most impressive and unique in the entire workspace Is a quick menu which appears at the top of the page when you click on the little button in the upper right-hand corner. This fast menu comprises your workflows, any unedited objects, and trapped items. It is possible to easily pin any item by clicking on the pin 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 place excels Beyond contacting and managing your customers. For example, you could create landing pages, sales cart, internet forms and also a lot more by just dragging and dropping items.
When we compare the work area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft with a few added features and bells and whistles, what you can do, the other can also do. A notable distinction is Infusionsoft’s campaign builder, which can be 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 integrate it with virtually any software.
How popular is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their client base, apart from it extends to over 63 countries around the world. Pure360
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. On the contrary, one of their most important rivals Infusionsoft costs $1,999 kickstart fee.
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 tracking
Split testing capacity
Complete WordPress integration, membership Websites, self-hosted sequence forms and landing pages
You do not even need your site because ONTRAPORT can also host your website as their sub-domain
Great customer service
- Pricing — The most obvious benefit of ONTRAPORT is the affordability of the services. At $297/month with no installation fees and 2 hours of free onboarding calls, they are positioned quite inexpensively. What is important to think about with Ontraport is that they offer you access to all their features, and the capacity to keep 25,000 contacts and send 100,000 emails. While some other tools may start at a lower entry price, you’d likely pay 5-10x the cost of ONTRAPORT for the same level of contacts & attributes. They are scalable so that as your business grows, they could develop together with you so that you do not need to worry about shifting systems afterwards. The supply of a 90 day risk free guarantee is almost unheard of these days together with month-to-month or discounted annual pricing alternative following the 90 day risk guarantee period.
- Great neighborhood — ONTRAPORT has award winning customer support via phone, chat, and email during most business hours. They’re clearly dedicated to the achievement of the customers, holding a 97% satisfaction rate and all their reps work from one central place for seamless communication between development and support. They updated all their servers for redundancy, spent at a content delivery network to guarantee the fastest speed globally and are continuously on the lookout for ways to make their app quick and responsive. They also have a fantastic community of users in their Facebook user group, an instruction site that is totally free to ONTRAPORT clients, a quarterly bootcamp and accredited consultant course and an annual business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automated engine behind your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more along with your CRM so you may hyper-target your leads and convert them into customers. Whenever you have separate systems handling these operations all, your data is strewn around and it’s challenging to have the ability to produce smart decisions regarding your business. ONTRAPORT combines your marketing efforts into a single so that you have ONE place to phone for assistance and ONE place to check out your business data.
- Custom objects — ONTRAPORT gives the ability to construct custom items that’s only accessible enterprise systems such as SalesForce, Marketo or Eloqua. Custom items permits you to make connections between multiple databases. Unique to your company.
- ECommerce features — ONTRAPORT includes a massive range of impressive ecommerce features such as automatic credit card payment sets and the capacity to include upsells, cross-sells, cart abandonment and credit card expiry notification automation.
Lacks some traditional sales modules like chance management
No social media integration
Bad cellular program, not regularly upgraded
With all the e-commerce and membership website attributes, ONTRAPORT should have a customer support module where customers can increase a ticket
No visible sales funnel
Their two bundles allow 25,000 connections with 100K emails and 100K contacts with 100k emails. That means if you hit the upper limit for your contacts, you may only send four or one email per contact per month respectively, and buying email bundles can be expensive
The learning curve could be a bit steep, especially once you want to use the advanced features
Dashboard user interface — Even though you are able to create virtually any metric you would enjoy, their coverage dashboard isn’t particularly visually attractive as it does not have charts and graphs. Pure360
Automation campaign builder — Even though Ontraport’s campaign builder is simple to use and sufficiently powerful, it works by adding text-based rules one under another. We find the visual’flowchart’ style campaign builder utilized by some of Ontraport’s opponents more intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the three newly added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, during the annual event called ONTRApalooza, in 2015.
Another intriguing and powerful attribute is ONTRAPORT Jobs. Basically, it’s an training program which lets you get your business up and running immediately. The CRM assembles some info and suggests projects based on your business requirements. When a project is chosen by you, you walk through the remaining part of the procedure. You even keep using other features of the CRM, or can pause your job in the center, and resume it after.
Let us say you want to market a product for a monthly Subscription, and you are using ONTRAPORT for your very first time, you probably don’t have any idea what to do and where to get started. Where Projects menu comes to a rescue, this is; it will steer you to look after everything from establishing a product to choosing subscription fee and so forth.
Pretty much like an app store, the ONTRAPORT marketplace allows you to ONTRAmail, Discuss ONTRApages and ONTRAform templates with the ONTRAPORT community. You discuss the ones which you created with other individuals or can use templates.
When sharing your templates, then you can choose them to Share at no cost, free for certain customers or you may even charge for your layouts in addition to content either a one-time fee or recurring subscription fee. The smart software system deals with everything, and you get 90 percent of this fee. Compared to most will realise this is obviously a value that is greater.
This is Produce a set of follow up activities i.e. email, SMS, tasks, rules as well as fulfillments. These sequences can be triggered by clients through your site, email or any other supply, and the client’s request will be processed by ONTRAPORT as per the rules you specified, even while you’re sleeping.
ONTRAPORT Permits You to store Many Different significant details Prospects clients in addition to in a single customizable display. While viewing 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 continues on and on.
To update any field, just click on the value from the Area, hit save button which looks alongside the area and enter the new value. Adding sequences and tags can also be an issue of a couple of clicks. Simply speaking, the contact menu is straightforward yet comprehensive.
ONTRAPORT allows you to send text messages, normal emails , complete color Postcards, and last but not least designed email templates known as ONTRAmail. Based upon the pricing strategy you pick, you can send a certain number of emails per month, and in case you have a very large clientele, then you may wind up having to purchase costly additional messages. For text messages, you need to pay 2 cents per message — which ONTRAPORT claims is the lowest priced in the industry. Similarly, ONTRAPORT charges a little 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. Also, you may automatically insert merge fields to emails as well as text messages i.e. first name/last name or some other info of the contact.
An additional highly customizable menu that lets you Activate activities or sequences based on if, subsequently conditions. By way of example, you may make a guideline to recharge trades were diminished by all, eliminate the contact send email notification add a tag and so on. Pure360
Event management is another characteristic of ONTRAPORT that allows you manage and to conduct events like teleseminars, webinars or events that are live. You’re able to monitor individuals who attended and inform the CRM to follow up with each group.
The task management saves a lot of and automates most of the procedures time. You can assign prospects into your relevant teammate, route leads based on several indicators (zip code, job title, website visits etc.). You may make decisions of routing leads on a round-robin or percentage basis.
It is disappointing that you can’t add a new Job When you’re viewing your tasks you have to go to add a new task. There is absolutely no integrated calendar.
It’s a little menu that allows you add/edit/delete Import contacts, Customized fields, handle change the default value of the fields, handle scheduled broadcasts, and lead scoring and routing.
Partner & Affiliate Program Management
This attribute lets you handle your affiliate program. Create a partner center in your own website in minutes and provide them the tools. You can create affiliate programs for partner types or products. You can also automate commissions or sanction them.
You’ll, if you run an ecommerce business Totally love the sales module of ONTRAPORT. Here you can see all of the purchases made by your clients, products which you market, 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, Infusionsoft defeats it . Firstly, ONTRAPORT doesn’t possess a fully functional shopping cart as discovered in Infusionsoft. For similar functionality, you are going to have to incorporate ONTRAPORT using 1 Shopping Cart. Handling payments in addition to handling payment plans is relatively easier in Infusionsoft: Infusionsoft includes a built-in merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s currently participating with your content. Unlike most other Analytic programs, ONTRAPORT monitoring not only shows you exactly how many users are viewing your site, but it also tells you they are, exactly what pages they’ve viewed, when they viewed it and a lot more.
Users can be tracked by you by effort, by lead Origin, by mediumarticles, or by term and get alerts when someone downloads your product to follow up; a prospect visits a landing page or anything else. Pure360
This module create amazing in Addition to lets you integrate WordPress sites Landing pages simply by dropping and dragging. Last time we analyzed ONTRAPORT, this module didn’t work on Google Chrome, however we were able to create a nice landing page this moment.
It’s a great feature for selling info products or Coaching services. You can host videos and other media for your clients, create unlimited membership amounts, and update members over time, when access is paid for by them.
You Can Opt to create opt-in or order forms utilizing ONTRAPORT and then Host on your own webpage. All you need to do is publish, and add your photographs and texts As there are a whole lot of professionally designed templates available. Customizing the blocks and using them over and over again is a matter of a couple of mouse clicks by employing this editor.
You can publish your types as types that are static, Click-to-pop-up image or link, or possibly a lightbox pop-up. The alternative that is smart and most fascinating is the lightbox pop-up, which you may opt to get triggered when a individual spends a specified amount of time scrolls past certain proportion of the webpage or intends to exit. A adequate tool by itself is rather pricey.
ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, known as Basic. It offers only one login, is fairly reasonably priced but lacks several important capabilities. The rest of the 2 plans haven’t changed much since we last reviewed ONTRAPORT, and each of the plans include a money-back guarantee.
$79/month, unlimited emails, 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, 2 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. Their progressiveness is reflected within their merchandise. Like CRM vendors out there, it is a constant game of leapfrog with the contest, and they play with it well improving their product. Their CRM is especially suited to businesses that do sophisticated email advertising, and should you operate an affiliate program (which is an ideal method to conduct a little-cost independent sales team), ONTRAPORT is an excellent tool to manage that for you, too. Pure360