Introduction Send Pepper
When a CRM matches with a smart You get ONTRAPORT. It is an all-in-one marketing automation tool that offers great features like strong CRM, email marketing, membership sites, one-click WordPress integration, payment processing, affiliate management and much more. Send Pepper
We reviewed ONTRAPORT nearly two years ago, however Since that time, the software has evolved and they have added some amazing new capabilities. So, it’s time to upgrade our review. Also, although at first glance they have added a number of new features that were important have not actually fine-tuned some old ones. Let us explore it.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another company, when he could not find a CRM that would let him conduct his business. Found in 2008 and conceptualized in 2006, ONTRAPORT has grown tremendously during the past couple of years and today they have more than 100 team members who run the series. They’ve 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 list, a Red Herring Top 100, and a Forbes Most Promising Companies list.
Who is it not for?
It is not even mid-sized or ideal for big companies. And in case you have thousands and thousands of clients, and send a great deal of emails every month, ONTRAPORT could prove to be rather expensive. Businesses that do not really require autoresponder and marketing automation and run traditional sales models, can find cheaper options.
Who is it for?
If you sell information products, provide coaching services, Training or education, or conduct any sort of paid membership website, you’ll totally love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will make you do manually.
Like any other applications, ONTRAPORT has its own Pros and cons. It is not ideal, and you will find things that its competitors can do 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 market their goods or services online. Send Pepper
Getting started with ONTRAPORT is not quite as complex as it had been two Years ago. It does not offer a trial version just like most other CRMs, but does provide a 90-day money back guarantee. If you think the item isn’t right for you or you’re not prepared for this yet, you are going to 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. Several CRMs permit you to import contacts in various formats, or perhaps directly from third party sources such as Gmail, social networking stations, Yahoo, Highrise etc.. The import process is simple and really streamlined, you can even add new areas instantly, to fit from precisely the same page.
You can add new custom fields instantly while importing contacts
Also, there is no installation fee and you get 2 hours and implementation. If you want to take a look at the system before buying it It is also possible to receive a presentation.
Workspace and user experience
The software sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — though customizable — is not very intuitive. The dashboard displays a lot 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 media integration to give you a better understanding of your customers, ONTRAPORT is missing this feature. When we reviewed ONTRAPORT time, they had an app nor a website. Although, they have got an app for both iOS and Android today, not one of these is updated. We tested the latter and encountered too many problems to list here.
Apart from the Aforementioned qualms, we really liked several things About the workspace: the interface is customizable, so the menus are laid out, sensible and standard naming conventions have been utilized, and you will find fast add/manage buttons for every single module. You can add custom columns as well as 150 custom fields to customize the work place depending on your company needs.
Probably the characteristic that is unique and most impressive in the entire workspace Is a quick menu that appears on top 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 pinned items. It is possible to easily pin any item by clicking on the trap button highlighted in the screenshot below, so you can immediately access your favourite types contacts, landing pages or some other menus.
When you want to go, the work area excels Beyond simply managing and calling your clients. For example, you could make landing pages, revenue cart, internet forms and a whole lot more by simply dragging and dropping things.
When we compare the work area of ONTRAPORT and Infusionsoft, it functions Out that despite InfusionSoft having some additional features and bells and whistles, what you can do, another may also do. A notable difference is Infusionsoft’s campaign builder, which is more intuitive compared to its counterpart in ONTRAPORT.
Besides 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 comes with an API which lets you incorporate it with just about any computer software.
How hot is it?
Short answer is we are not sure. They weren’t Exactly forthcoming about their customer base, other than it expands to over 63 countries around the world. Send Pepper
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership websites, affiliate management and task automation for just a couple of hundred bucks. To the contrary, one of their most important rivals Infusionsoft costs $1,999 kickstart charge.
Excellent rule-based email marketing / business procedures
Highly scalable and customizable CRM
On-demand postcards and voicemails
Extremely affordable two-way SMS text messaging
Powerful stats, analytics and tracking
Split testing capacity
Complete WordPress integration, membership Websites, self-hosted order forms and landing pages
You do not even need your own 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 worth of their service. At $297/month without the installation fees and 2 hours of complimentary onboarding calls, they’re positioned quite inexpensively. What is important to consider with Ontraport is that they offer you access to all of their features, along with the ability to store 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 to the same degree 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 later. The supply of a 90 day risk free assurance is almost unheard of these days along with month-to-month or discounted annual pricing option after the 90 day risk guarantee period.
- Great community — ONTRAPORT has award winning customer service through telephone, chat, and email during most business hours. They’re clearly committed to the achievement of their clients, holding a 97% satisfaction rate and all their reps work from one central place for seamless communication between development and support. They upgraded all their servers for redundancy, spent in a content delivery network to guarantee the fastest speed globally and are constantly looking for ways to make their app responsive and quick. They also have a great community of users on their Facebook user group, an education site that’s totally free to ONTRAPORT customers, a quarterly bootcamp and accredited consultant course and an yearly business building event in Santa Barbara, CA.
- Unified system — ONTRAPORT is your automatic engine supporting your marketing campaigns, seamlessly integrating your emails, landing pages, ecommerce and much more along with your CRM so that you may hyper-target your prospects and convert them to clients. Your data is strewn around, Whenever you have systems managing these operations all and it’s challenging to be able to make smart, data-driven decisions about your business. ONTRAPORT unites your advertising efforts into one so that you have ONE place to call to look at your business data.
- Custom items — ONTRAPORT offers the capability to construct custom items that’s only available in enterprise systems like SalesForce, Marketo or Eloqua. Custom objects allows you to make relationships between multiple databases. Unique to your company.
- ECommerce features — ONTRAPORT has a large range of notable 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 conventional sales modules like chance management
No social networking integration
Weak mobile app, not regularly updated
With all the e-commerce and membership site features, ONTRAPORT should have a customer support module where clients can raise a ticket
No visible sales funnel
Their two bundles 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 just send four or one email per contact per month , and purchasing email bundles can be expensive
The learning curve might be a little steep, especially once you wish to utilize the advanced attributes
Dashboard user interface — Even though you can create virtually any metric you would like, their coverage dashboard is not particularly visually appealing as it doesn’t have charts and graphs. Send Pepper
Automation campaign builder — While Ontraport’s effort builder is easy to use and sufficiently strong, it operates by adding text-based rules one beneath another. We locate the visual’flowchart’ design campaign builder used by some of Ontraport’s competitors more intuitive to use.
Characteristics of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let us first discuss the added features: ONTRAforms, ONTRAPORT market, and ONTRAPORT projects, during the yearly event named ONTRApalooza, in 2015.
Another interesting and powerful feature is ONTRAPORT Projects. It’s an training program which lets you have your company up and running instantly. Some data collects about your company and suggests projects based on your business needs. You walk through the remaining part of the process when a project is chosen by you. You even keep using features of this CRM, or can pause your job in the center, and restart it in precisely the same point after.
Let’s say you need to market a product for a monthly Subscription, and you’re using ONTRAPORT for your first time, you’ll most probably have no idea what to do and where to get started. This is really where Projects menu comes to a rescue; it will steer you to take care of everything from establishing a product to selecting subscription fee and so on.
Like an app shop, the ONTRAPORT marketplace lets you ONTRAform, ONTRAmail and Discuss ONTRApages templates together with the ONTRAPORT community. You discuss the ones you created along with other individuals or can use templates created by other users.
When they can be chosen by you to Share for free, free for specific customers or you may even charge 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 this fee. This is of a greater value than many will realise.
This is a menu that lets you Create 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 blog, email or some other supply, and the client’s request will be processed by ONTRAPORT as per the rules you defined, even while you are sleeping.
ONTRAPORT Permits You to save Many Different important details about your Prospects clients as well as in one customizable screen. 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, just click on the value from the Field, hit save button which appears right next to the area and enter the new value. Adding sequences and tags is an issue of a couple of clicks. Simply speaking, the contact menu is simple yet comprehensive.
ONTRAPORT Permits You to send normal emails, text messages Postcards, and last but not least, professionally designed customizable email templates called ONTRAmail. Depending upon the pricing plan you choose, you may send a certain number of emails per month, and in case you’ve got a very large clientele, then you may end up having to buy expensive additional messages. For text messages, you need to pay 2 cents per message — which ONTRAPORT claims is the cheapest in the industry. Similarly, ONTRAPORT charges a bit under $1 per watt.
The best thing about messages is They are Two-way messages i.e. the answer from your customer can activate a sequence. Also, you may automatically insert merge fields to mails in addition to text messages i.e. first name/last name or some other information of the contact.
Another customizable menu that lets you Activate actions or sequences based on whether, subsequently conditions. For example, you may create a guideline to recharge all diminished trades, remove the contact from string, send notification add a tag and so forth. Send Pepper
Event management is yet another feature of ONTRAPORT that allows you manage and to run events like webinars, teleseminars or events. You’re able to monitor individuals who attended and those who couldn’t, and inform the CRM to automatically follow up with each group accordingly.
The job management saves a lot of and simplifies the Majority of the procedures time. It is possible to assign prospects to your applicable teammate, route leads based on several indexes (zip code, job name, site visits etc.). You may make conclusions of routing leads on a percent or round-robin basis.
It is disappointing that you can’t add a new task When you’re seeing your tasks you need to go to Contacts or Messages to add a new undertaking. There is no calendar where you are able to view your tasks and appointments.
It is a menu that allows you add/edit/delete Customized fields, import contacts, manage modify the default value of the fields, handle scheduled broadcasts, and lead routing and grading.
Partner & Affiliate Program Management
This attribute enables you to handle your affiliate program. Create a branded partner center on your own website in minutes and offer the tools to publicize your business to them. You can create multiple affiliate programs for partner types or different goods. You could even automate manually or commissions sanction them after seeing.
Should you run an ecommerce business, you’ll Totally adore the revenue module of ONTRAPORT. Here you can see all the purchases made by your customers, products that you sell, create different reports such as earnings report, subscriber retention file, transaction log, open orders and more.
In Regards to e-commerce, while ONTRAPORT does The basics right, Infusionsoft defeats it to the punch. Primarily, ONTRAPORT does not have a shopping cart as found in Infusionsoft. To get similar functionality, you are going to need to integrate ONTRAPORT using 1 Shopping Cart. Managing payments as well as handling payment programs is relatively simpler in Infusionsoft: Infusionsoft includes an integrated merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who is participating with your own content. Unlike many other Analytic programs, ONTRAPORT tracking not just demonstrates how many users are viewing your website, but it also tells you they are, exactly what pages they’ve viewed, when they watched it and far more.
You can track users by effort Alerts , by content, or by duration and get if someone downloads your merchandise to follow up; a prospect visits a specific landing page or anything else. Send Pepper
This module create amazing in Addition to allows you incorporate WordPress websites Landing pages simply by dropping and dragging. Last time we reviewed ONTRAPORT, this module didn’t operate on Google Chrome, however we were able to produce a great landing page this moment.
It is a Fantastic feature for selling information products or Coaching services. You can host videos and other media for your clients, create subscription amounts, and upgrade members as time passes, when accessibility is paid for by them.
You can choose to create order or opt-in forms using ONTRAPORT and then Host on your own webpage. Since there are a whole lot of professionally designed templates available, all you need to do is print, and add your photos and texts. Customizing the cubes and using them over and over again is a matter of a couple of mouse clicks by employing this editor.
You can print your forms as types that are static, Click-to-pop-up picture or link, or even a lightbox pop-up. The option is most likely the lightbox pop-up, which you may opt to be triggered when a person scrolls percentage of the page, spends a specified timeframe on your website or intends to exit. A decent tool by itself is rather pricey.
ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, known as Basic. Only 1 login is offered by it, is pretty reasonably priced but lacks several important capabilities. The remainder of the two plans have not changed since we last reviewed ONTRAPORT, and the plans include a 90-day money back guarantee.
$79/month, unlimited emails, 1,000 contacts, ONTRApages web pages, amazing email templates and SMS marketing 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 company ONTRAPORT impresses, too. Their progressiveness is reflected within their merchandise. It is a continuous game of leapfrog with all the contest, and they perform with it well, continuously enhancing their product. Their CRM is particularly suited to businesses that do sophisticated email marketing, and should you run an affiliate program (that is an ideal way to run a little-cost independent sales team), ONTRAPORT is an excellent tool to manage for you, too. Send Pepper