Ontraport

by Ontraport

Who Uses Ontraport?

Advanced enough for big business, made for small business. Ontraport is your connection to customers with do-it-yourself simplicity, one-on-one customer support, and built-for-you marketing & sales.

What Is Ontraport?

Ontraport's all-in-one suite of features centers around a robust CRM and marketing automation system that interplays seamlessly with its built-in landing pages, email marketing, ecommerce and analytics tools, ultimately enabling businesses to give their customers streamlined, targeted experiences that bring results. The platform also offers membership site, referral program, sales force automation and business process automation features that power systemization and scaling.

Ontraport Details

Ontraport

http://ontraport.com

Founded 2006

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Starting price

US$79.00/month
US$14.00/month
US$25.00
US$125.00/month

Free Version

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Free Trial

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Ontraport deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base Software
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Ontraport Features

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  • Lead Management Software
  • Lead Qualification
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  • Mobile Access
  • Opportunity Management
  • Pipeline Management
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  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

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Ontraport Reviews

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 3.8
Customer Service Software 4.3
Features 4.2
Value for Money 3.8

Review software

Share your experiences with other software buyers.

Write a Review!
Andra V.
Founder
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021-03-27

"Great for a marketing CRM"

Comments: We used it to manage our email marketing campaigns and follow up with B2B leads.

Pros: Ontraport is super customizable and intuitive to use. We use the email marketing tool and manage our leads through the sales pipeline. I love the automation component of Ontraport also.

Cons: I wish there was a way that Deals could be auto-created because at the moment we are using the "Contacts" section as this is the only way leads can be auto added via the Zapier integration.

Vendor Response

by Ontraport on 2021-04-02

Hello Andra! We're so happy to hear Ontraport's robust features have been helpful for your business.

There actually is a way to automatically create Deals using webhooks. In this video around ~58:00 Landon talks about about many-to-many relationships, specifically Deals. https://www.youtube.com/watch?v=Uijq4_tafIg&t=3480s

I hope this video helps, but if you still need more assistance, feel free to reach out to Support or post in the Ontraport User Community in Facebook. :)

And thanks for the review!

  • Reviewer Source 
  • Reviewed on 2021-03-27
Andres V.
Entrepreneur
E-Learning, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    4 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 2021-05-21

"Great software but you have to be an advanced user to use it properly"

Comments: I've been using ontraport for more than 6 years and it's a great tool, but you have to be an advanced user to use it properly.

Pros: Very complete for marketing automations and advanced marketing campaigns that include lead generation and sales (including one click upsells), however, it's for advanced users.

Cons: The user interface needs work, specifically metrics and reports. It's too complex and need many filters to get what you want.

  • Reviewer Source 
  • Reviewed on 2021-05-21
Steven L.
Owner
Marketing & Advertising, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2020-01-07

"Great CRM/Marketing Automation Software, but with a few issues"

Comments: I've used Ontraport for more than an year and I really like it (despite my concerns). It's the first window I see in the morning. Aside from basic contact management, the marketing automation component is first rate. Good task management too.

Pros: Nice user interface and overall capabilities. Good task management abilities along with contact management services. The support is simply best in class and the Facebook support group is stellar.

Cons: It's slow compared to other similar systems I've used. You also have to "click your mouse button" way more times than similar services to actually do things inside the system. For example, it may take 6 or 7 mouse clicks to create a basic task whereas past services I've used required only 2 or 3. This is extremely frustrating in terms of productivity. Overall the pros outweigh the cons - but I sure wish they'd address the cons.

Vendor Response

by Ontraport on 2020-03-25

Thanks for your review, Steven! We're continually working on the interface to simplify the workflow without sacrificing functionality.

Here's one improvement we just recently released:
We know Tasks were just one example but we've recently added "Quick Tasks" that can be created with three clicks in regular Contacts view: simply select the contact, click on Tasks, and click the Quick Task tab to create the task. Then, in our Contact Quick View interface, adding a Quick Task is just one click.

We're working on lots of other projects to simplify processes and speed up the application interface keep the feedback coming!

  • Reviewer Source 
  • Reviewed on 2020-01-07
Matt J.
Director
Marketing & Advertising, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-01-15

"Daily user since 2014"

Comments: Like most businesses, we use Ontraport for general email marketing but we also use it track leads and automate follow up of hot leads - this has vastly improved our sales focus, conversion rates, and sales value

Pros: 1. Ease of use, a great tool for all my marketing and automation. You have to try it to really understand
2. Support, many of whom I now know on first name basis - Ontraport attracts top notch people to be part of their team and they bend over backwards to help, especially if mistakes are made... I find them extremely proactive.
3 Come for the software, stay for the people. Not only are the staff extremely good at what they do but so are the leaders. Every dept head I've spoken with has been extraordinary and a credit to [SENSITIVE CONTENT HIDDEN] who himself is all over the wider community. All of this plus the Facebook Community which is amazing, no question too dumb or too complex, everyone within the wider community is very helpful.

Cons: The knowledge base could probably do with more detail but I can normally get the answer I need from the community with is very strong and healthy

Vendor Response

by Ontraport on 2020-03-25

Thanks for the kind words, Matt! We're happy to have you as a part of the Ontraport family.

We're constantly making updates and additions to our Support Center, so please let us know if you have any specific feedback or suggestions for information to add!

  • Reviewer Source 
  • Reviewed on 2020-01-15
Annette P.
Product Developer
E-Learning, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-09-12

"Great for coaches, speakers and e-learning products"

Comments: It's truly the best software in the industry for companies looking to launch an e-learning / saas product, it seems to be especially geared for people who have a workshop, live event or coaching service business

Pros: It's very logical and user friendly, as long as you are clear with each step of your process that you are wanting to automate, it will be likely super intuitive for you

Cons: The software does seem to glitch frequently in little minor ways (for example, the bold on rollover for a link text) and with that said, support is amazing and they often resolve these issues super quickly.

Vendor Response

by Ontraport on 2020-09-18

YAY for user-friendly software that help make running a business smooth and efficient!! Thanks for the positive review, Annette.

  • Reviewer Source 
  • Reviewed on 2020-09-12