When a powerful CRM and an intelligent meet Autoresponder, you get ONTRAPORT. It’s an all-in-one marketing automation tool that offers great features such as powerful CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and more. Teneo
We analyzed ONTRAPORT nearly two years ago, but Since then, the software has evolved considerably, and they have added some new features that were wonderful. Thus, it’s time to update our review. Also, although at first glance they have added features that were important have some older ones. Let us explore it in depth.
ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running yet another small business, when he couldn’t find a CRM that would allow him to conduct his business on one stage. Conceptualized in 2006 and found in 2008, ONTRAPORT has grown tremendously during the past few years and they have more than 100 team members who run the series. 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 nation, a place on the 50 Most Engaged Workplaces list, a Red Herring Top 100, and a Forbes Most Promising Companies listing.
Who’s it not for?
It’s not even midsize or ideal for large companies. And if you have hundreds of thousands of customers, and send a lot of emails out every month, ONTRAPORT could end up being rather costly. Businesses that do not really need autoresponder and marketing automation and run sales models, can find options.
Who’s it for?
If you sell info products, offer instruction services, Instruction or online training, or run any type of paid membership website, you love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will force you to do manually.
Like any other applications, ONTRAPORT has its Pros and cons. It’s not ideal, and there are things that its rivals can do exponentially better. However, it is one of the greatest — maybe the best — marketing automation software solutions out there for small businesses, especially if they sell their products or services on the internet. Teneo
Getting started with ONTRAPORT is not quite as complex as it had been two Years ago. It does not provide a trial version just like most other CRMs, but does provide a 90-day money-back guarantee. If you think the product is not right for you or you are not prepared for this yet, you’ll get whole refund, no cancellation fee, no questions asked.
Signing up for ONTRAPORT is a little complex and you can only import Pictures in CSV format. Several CRMs allow you to import contacts in various formats, or even straight from third party sources like Gmail, social media channels, Yahoo, Highrise etc.. However, the import method is compact and easy, you can add new areas to fit from the same page.
You can add new custom fields immediately while importing contacts
There is no installation fee and you also get 2 hours free installation and implementation. If you would like to have a peek at the machine before purchasing 20, It is also possible to get a free presentation.
Workspace and user experience
The software sounds somewhat less responsive than Infusionsoft, and their Main dashboard — although customizable — is not very intuitive. The dashboard displays a bunch of boxes which show the metrics you choose, but it may be a little confusing.
Several CRMs like Salesforce, Groove, Nimble, Sprout offer powerful Social networking integration to give you a better understanding of your customers, ONTRAPORT is lacking this feature. Similarly, when we reviewed ONTRAPORT time, they had an app nor a website. Although, they have got an app for the two iOS and Android now, none of these is updated. We tested the latter and encountered too many issues to record.
Apart from the Aforementioned qualms, we liked several things Concerning the workspace: the interface is customizable, so the menus are strategically laid out, sensible and regular naming conventions are utilized, and you will find quick add/manage buttons for every different module. You can add up to 150 custom fields and custom columns to customize the work place according to your company needs.
Probably the One of a Kind and most impressive characteristic in the entire workspace Is a quick menu which appears at the peak of the page once you click on the little button at the upper right-hand corner. This quick menu features your own workflows, any unedited items, and trapped items. It is possible to easily pin any object by clicking on the trap button highlighted in the screenshot below, so you can immediately access your favorite types , contacts, landing pages or some other menus.
When you want to go, the work area excels Beyond managing and contacting your clients. For instance, you could create landing pages, revenue cart, web forms and a lot more by simply dragging and dropping things.
When we compare the work area of ONTRAPORT and Infusionsoft, it functions Out that although InfusionSoft with a few added features and bells and whistles, what one can do, the other may also do. A notable difference is Infusionsoft’s campaign builder, which can be more intuitive compared to its counterpart in ONTRAPORT.
Besides integration with third party apps that are several Such as 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 popular is it?
Short answer is we are not sure. They were not Exactly forthcoming about their client base, apart from it expands to over 63 countries around the world. Teneo
Best value for money — you receive a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and task automation for only a couple of hundred dollars. On the contrary, one of their main rivals Infusionsoft charges $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 analytics, analytics and tracking
Divide analyzing capability
Full WordPress integration, membership Websites, self-hosted order forms and landing pages
You don’t even need your own site because ONTRAPORT may also host your site since their sub-domain
Great customer support
- Pricing — The most obvious benefit of ONTRAPORT is the worth of the services. At $297/month without the setup fees and 2 hours of free onboarding calls, they are positioned quite inexpensively. What’s important to think about with Ontraport is they give you access to all their attributes, and the ability to keep 25,000 contacts and send 100,000 emails. While a few other tools may begin at a lower entry price, you would likely pay 5-10x the price of ONTRAPORT to the same level of contacts & attributes. They are scalable so that as your business grows, they could develop together with you so you don’t need to worry about shifting systems later. The supply of a 90 day risk free assurance is practically unheard of these days along with month-to-month or discounted annual pricing option after the 90 day risk guarantee interval.
- Great community — ONTRAPORT has award winning customer service through telephone, chat, and email during most business hours. They’re clearly committed to the success of their clients, holding a 97% satisfaction rate and all their reps work from one central place for easy communication between support and development. They updated 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 responsive and quick. They also have a great community of users in their Facebook user category, an education site that’s free to ONTRAPORT customers, a quarterly bootcamp and accredited consultant program and an annual business construction event in Santa Barbara, CA.
- Unified system — ONTRAPORT is the automated engine behind your marketing and advertising campaigns, seamlessly integrating your emails, landing pages, ecommerce and more with your CRM so that you can hyper-target your prospects and convert them to customers. Whenever you have systems managing these operations all, your information is strewn around and it’s challenging to be able to produce smart, data-driven decisions about your company. ONTRAPORT combines your marketing efforts into a single so that you have ONE place to call to look at your business data.
- Custom objects — ONTRAPORT offers the capability to build custom items that’s only accessible business systems such as SalesForce, Marketo or even Eloqua. Custom made objects allows you to create connections between databases. Unique to your organization.
- ECommerce features — ONTRAPORT has a massive range 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 conventional sales modules such as opportunity management
No social media integration
Weak mobile app, not regularly updated
including all the e-commerce and membership website attributes, ONTRAPORT should have a customer support module where clients can increase a ticket
No visible sales funnel
Their two bundles allow 25,000 contacts with 100K mails and 100K contacts with 100k emails. That means if you hit the top limit for your contacts, then you may only 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 when you wish to utilize the advanced features
Dashboard user interface — Even though you are able to create virtually any metric you would enjoy, their reporting dashboard isn’t particularly visually appealing as it doesn’t have graphs and charts. Teneo
Automation effort builder — Even though Ontraport’s campaign builder is easy to use and sufficiently powerful, it works by adding text-based rules one beneath another. We find the visual’flowchart’ design campaign builder used by a few of Ontraport’s opponents intuitive to use.
Features of ONTRAPORT
Before we delve into the features of ONTRAPORT, Let’s first talk about the three recently added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the event named ONTRApalooza, in 2015.
Another intriguing and powerful newly introduced attribute is ONTRAPORT Projects. Essentially, it’s an training program which lets you have your company up and running. Some data collects and suggests projects that are different according to your business needs. You walk through the remaining part of the procedure, 1 step at a time when a job is chosen by you. You can pause your project in the middle, and resume it later, or even keep with other features of the CRM.
Let’s say you want to sell a product for a monthly And you are using ONTRAPORT for your very first time, you’re most probably don’t have any clue what to do and where to get started. This is where Projects menu comes to your rescue; it will steer you to take care of everything from defining a product to selecting subscription fee to referrals and so on.
Pretty much like a program shop, the ONTRAPORT marketplace allows you to ONTRAmail, share ONTRApages and ONTRAform templates together with all the ONTRAPORT community. You discuss the ones which you created along with others or can use templates.
When sharing your templates, you can select them to Share at no cost, free for specific customers or you may even charge for your designs in addition to content either a one-time fee or recurring subscription fee. The smart software system takes care of everything, and you get 90% of this fee. Than many will realise this is of a value that is greater.
This is Produce a set of follow up activities i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences could 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 defined, even while you are sleeping.
ONTRAPORT Permits You to save Many Different significant details Prospects clients as well as in one customizable display. While viewing a contact, you can send them an email or a text message, then log a telephone call, manage their credit card, then add a task… and the list continues on and on.
To update any field, simply click on the value from the Particular field, hit save button which appears next to the field and enter the new value. Adding sequences and tags is also a matter of a few clicks. In short, the touch menu is simple yet comprehensive.
ONTRAPORT Permits You to send text messages, normal emails , full color Postcards, and last but not least designed email templates known as ONTRAmail. Depending upon the pricing strategy you pick, you may send a certain number of emails each month, and if you have a very large clientele, you might wind up having to purchase expensive additional messages. You need to pay 2 cents per message — that ONTRAPORT asserts is the cheapest in the industry. Similarly, ONTRAPORT charges a little under $1 per postcard.
The best thing about messages is They are Two-way messages i.e. the answer 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 some other information of the contact.
An additional customizable menu that lets you Trigger activities or sequences based on whether, subsequently states. For instance, you may make a rule to recharge all declined trades, eliminate the contact from string, send email notification add a label and so forth. Teneo
Event management is yet another Exceptional feature of ONTRAPORT that lets you manage and to run events such as webinars, teleseminars or events that are live. You’re able to monitor people who attended and tell the CRM to follow up with each group.
The job management simplifies most of the processes and saves a Whole Lot of time. It is possible to assign prospects to your applicable teammate, path prospects based on several indicators (zip code, job name, website visits etc.). You may make conclusions of routing leads on a round-robin or percentage basis.
It’s disappointing that you can’t add a new Job Instead you need to go to Hotmail or Hotmail to bring a new undertaking when you’re viewing your tasks. There is no calendar.
It Import contacts, Customized fields, handle lead routing and scoring, manage broadcasts, and modify the default value of the merge fields.
Partner & Affiliate Program Management
This feature enables you to manage your affiliate program. Produce a branded partner centre on your own website in minutes and provide the desired tools to them. You can make multiple affiliate programs for various goods or spouse kinds. You could even automate manually or commissions sanction them after seeing.
You’ll if you run an online ecommerce business Totally love the sales module of ONTRAPORT. Here you can see all of the purchases made by your customers, products which you sell, create different reports such as sales report, subscriber retention report, transaction log, open orders and much more.
When it comes to e-commerce, while ONTRAPORT does The principles right, Infusionsoft beats on it into the punch. Firstly, ONTRAPORT doesn’t have a shopping cart as found in Infusionsoft. For similar functionality, you are going to have to integrate ONTRAPORT with 1 Shopping Cart, a well-known cart product. Handling payments as well as managing payment plans is relatively simpler in Infusionsoft: Infusionsoft has an integrated merchant account known as Infusionsoft Payments, a feature missing in ONTRAPORT.
This menu tells who’s participating with your content. Unlike most other Analytic programs, ONTRAPORT monitoring not just shows you exactly how many users are viewing your website, but in addition, it tells you who they are, exactly what pages they have viewed, when they viewed it and a lot more.
Users can be tracked by you either by campaign Alerts , by articles, or by term and get to follow up when someone downloads your product; a hot prospect visits a landing page or anything else. Teneo
This module allows you incorporate WordPress sites in Addition to create amazing Landing pages by simply dragging and dropping. Last time we reviewed ONTRAPORT, this module did not work on Google Chrome, but we were able to produce a nice landing page this time.
It is a Fantastic attribute for selling products or Coaching services. You can host videos and other websites create membership levels, and update members over time, when access is paid for by them.
You can choose to produce opt-in or order forms utilizing ONTRAPORT and then Host in your own webpage. All you need to do is publish, and add your photographs and texts since there are a whole lot of professionally designed templates available. Customizing the cubes and using them over and over again is a matter of a couple of mouse clicks by using this editor.
You can publish your types as static types, Image or connection, or possibly a lightbox pop-up. The alternative is the lightbox pop-up, which you may choose to get triggered when a individual scrolls percentage of the page, spends a specified amount of time on your website or plans to depart. A adequate pop-up tool by itself is rather expensive.
ONTRAPORT has announced a new pricing plan, Geared towards solopreneurs, called Basic. It gives only 1 login, is pretty affordable but lacks important features. The remainder of the two plans haven’t changed since we last reviewed ONTRAPORT, and each of the programs come with a money-back guarantee.
$79/month, unlimited emails, 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 within their merchandise. It is a game of leapfrog with the contest, and they perform it well, continuously enhancing their merchandise. Their CRM is especially suited to companies that do complex email advertising, and if you run an affiliate program (that is an ideal method to conduct a little-cost independent sales team), ONTRAPORT is an excellent tool to manage that for you, also. Teneo