Comprehensive Review of Ontraport CRM Features in 2024

What’s the Purpose of Ontraport CRM?

As I delve into Ontraport CRM, it’s evident that this platform serves as a dynamic solution. It’s perfect for service-based businesses aiming to seamlessly systemize and scale their operations. With its no-code approach, Ontraport empowers users like me to navigate the complexities of business automation. 

Moreover, it cuts the need for extensive technical know-how. Ontraport’s holistic approach to managing and automating the buying cycle sets it apart. From lead generation to conversion and beyond. Its robust set of features spans marketing, sales, and business operations. These include: 

• CRM
• Automation
• Tracking
• Payments
• Landing pages
• Sales pipeline management
• Web apps
• Email and SMS marketing
• Membership sites

This comprehensive suite of tools not only streamlines processes; users can drive faster growth all while freeing up valuable time. Business owners or service providers can use it to focus on delivering exceptional range and value to their customers. Services that can benefit from Ontraport include consultants, agencies, coaches, advisors, among others. It’s a versatile and indispensable asset in the ever-evolving online business landscape. 

I continue to explore its functionalities and delve deeper into its capabilities. My vision is to provide an honest and comprehensive review of Ontraport CRM, shedding light on its strengths, potential drawbacks, and overall impact on business efficiency and success.

Key Features of Ontraport CRM

As I explore Ontraport CRM’s marketing automation, I’m impressed by its range of tools. Automated campaigns allow for personalized messages that boost engagement. Plus, it integrates seamlessly with e-commerce platforms like Shopify, streamlining transactions. Ontraport isn’t just about marketing automation. It’s a complete solution for success in today’s competitive market.

Marketing Automation

In my Ontraport review, I’ve extensively explored its marketing automation capabilities. What struck me most is its comprehensive suite of tools, perfect for small businesses like mine. With Ontraport, creating and executing marketing campaigns becomes a breeze. 

The visual campaign builder simplifies the process, reducing the learning curve. Ontraport’s scheduling features streamline task management, making it a game changer for small businesses like mine. Their customer support is exceptional, helping me navigate the software. The platform’s automation functionality is unmatched. 

It offers a complete solution for my business operations. Ontraport manages all the steps, from lead generation to sales pipeline management, all in one system. It’s more than just an email marketing platform. 

This platform is a powerful tool for achieving faster growth and providing customer value. Ontraport has been a game changer for my small business. It provides an appealing and effective solution for marketing automation and business operations.

E-commerce Integration

I noticed the available seamless and powerful suite of tools. As a business owner, I found the platform’s e-commerce features intuitive and flexible. With Ontraport, I can manage digital and physical products through an easy-to-use order form-based system. The ability to offer subscriptions and payment plans has been a game changer as it allows me to cater to diverse customer needs. At the same time, it ensures smooth coordination with my fulfillment team. 

Moreover, Ontraport boasts more advanced features, like one-click upsells and automated product delivery. These have boosted my sales and improved customer satisfaction. The platform’s integration with trusted payment gateways ensures seamless transactions in multiple currencies. It provides real-time insights into my business transactions. Ontraport’s e-commerce integration has transformed my online selling experience, enabling me to scale my business while delivering exceptional customer value.

Business Process Automation

I’m impressed by its array of tools designed to streamline internal operations. The platform’s extensive automation suite has been a game-changer for my team. It allows me to organize and manage information. This happens across various stages of our processes using the innovative Card View feature. 

It has been invaluable in keeping tasks organized and progress visible. Additionally, the ability to automate tasks boosted our productivity. Ontraport’s metrics dashboard provides real-time insights into critical KPIs. 

The integration of Ontraport Calendar has further streamlined my business processes. It simplifies appointment management and event communication. Whether it’s creating a booking calendar for self-scheduling or optimizing event efficiency, it doesn’t matter. Ontraport offers a comprehensive suite of tools. They supercharge our business processes and drive success.

Lead Scoring and Segmentation

I’ve unearthed a robust framework for managing leads. Lead scoring is a pivotal aspect of any sales process. It revolves around ranking leads based on their profile and engagement with your business. Facilitating the identification of leads ripe for sales outreach and those requiring further nurturing. With Ontraport, the automation process establishes criteria for assigning point values to leads for quality.

This capability has allowed me to focus my efforts on the most promising prospects.Moreover, Ontraport’s lead routing functionalities ensure high-potential leads. It helps them get directed to the appropriate sales representatives, enhancing the conversion. 

Whether it’s setting up round-robin lead routing for distribution among the team.  Weighted lead routing accommodates varying workloads. Ontraport provides a plethora of options to streamline the lead management process. Ontraport’s lead scoring and segmentation features have played a pivotal role in optimizing my sales workflow. It delivers tangible results.

Pricing Plan

Basic

Ontraport’s basic pricing plan offers essential features. It’s perfect for getting started with email and text message automation, web forms, and a scalable platform for growth. Priced at $24 per month, it’s ideal for small businesses and startups.  It caters to those looking to establish their online presence and kickstart their marketing. 

With this plan, I can access unlimited email-sending capabilities. This enables me to reach my audience without worrying about email limits. Additionally, basic marketing automation features allow me to set up simple automated campaigns and workflows. It streamlines my marketing processes.

The customizable CRM included in the Basic plan helps me organize my contacts. I can track interactions, laying the foundation for effective customer relationship management. The Basic plan provides a cost-effective solution for businesses like mine. 

Plus

Per my experience, the Plus plan of Ontraport takes my marketing automation and CRM capabilities to the next level. It adds essential features such as: 

• Payments
• Memberships
• Website personalization
• Advanced CRM functionalities

Starting at $83 per month, this plan is perfect for my growing business. It provides tools to enhance my marketing and sales efforts. With the Plus plan, I can accept payments online. It helps me create and manage memberships and personalize my website content. I can provide a tailored experience for my audience. 

The advanced CRM features in this plan enable me to track deals and companies. I install custom roles and permissions and use lead scoring to focus on leads. Additionally, the Plus plan offers increased customization options. They’re perfect for web forms and pages. It allows me to create engaging and conversion-focused online experiences. With its comprehensive features, the Plus plan empowers my business. It helps me optimize marketing strategies, streamline sales processes, and drive growth.

Pro

In my opinion, the Pro plan of Ontraport is tailor-made for businesses like mine. It provides: 

• Deep customization
• Advanced marketing tracking
• Testing capabilities
• Partner programs
• Comprehensive user roles
• Permission management

Starting at $124 monthly, the Pro plan offers many features to optimize my marketing automation and CRM efforts. With this plan, I have access to all the features included in the Basic and Plus plans. Moreover, it gives me tools such as funnel conversion tracking and partner programs. 

The advanced CRM capabilities in the Pro plan enable me to better manage deals. I can customize user roles and field-level permissions for enhanced security. Additionally, the Pro plan provides access to advanced web page builder tools. You will find automatic UTM capture, detailed visitor tracking, and web page personalization features. With these, I create engaging online experiences for my customers. 

Enterprise

Ontraport’s Enterprise plan stands out as the ultimate solution for businesses, seeking unparalleled scalability, security, and customization. At $249 monthly, this plan offers unlimited access to every feature, eliminating worries about email sending, contacts, or storage limits. 

I can trust that my sensitive data remains protected with enterprise-grade security measures. Furthermore, the Enterprise plan includes advanced marketing automation tools such as drag-and-drop automation, deep funnel conversion tracking, and 2-way SMS marketing, enabling me to craft highly personalized and targeted campaigns. 

This plan boasts an advanced CRM with Deals and Companies, customizable roles and permissions, and lead-scoring capabilities, allowing me to streamline my sales processes effectively. With features like unlimited users, API access, and quarterly account reviews, the Enterprise plan provides the tools I need to scale and succeed in today’s competitive landscape.

Ontraport’s Ease of Use

From my perspective, Ontraport makes technology easier to handle. With their “Done for You” approach, I can save valuable time by accessing the prewritten feature. It gives me access to predesigned templates for all my essential marketing campaigns. 

Whether I’m creating web pages, emails, blogs, or membership pages doesn’t matter. Their step-by-step guides and templates ensure a quick and easy launch. Their world-class support team is responsive and helpful.

Plus, I have access to a wealth of resources. These include video tutorials and a collaborative community of almost 10,000 members on Facebook. I never feel like I’m navigating technology alone. Ontraport strikes the perfect balance between power and user-friendliness, with flexible plans that adapt to my evolving needs. 

Through their “Roadmap to Success” program, there’s personalized setup and training, empowering users to make the most of their platform. And with their commitment to staying ahead of the curve, users always have the tools to compete and succeed.

Available Integrations

• Explore the integrations with Ontraport to enhance your marketing, e-commerce, accounting, memberships, and business operations. 
• Discover new apps or learn how to connect those you already use to streamline your workflow and maximize efficiency. 
• Featured integrations offer bonus webhooks, a shortcode engine for pages and forms, and new payment options. 
• JotForm allows you to create smart forms with conditional logic and scoring capabilities. 
• Provides APIs to connect Ontraport with popular add-on tools for SMS, Facebook retargeting, video tagging, and more. 
• With Shopify, users can control sales through various channels. 
• Stripe Connect simplifies payment processing. 
• TaxJar automates tax calculations and compliance. 
• Wicked Reports offers detailed cross-channel marketing data. 
• Zapier facilitates integration with other web applications. 
• Zoom enables seamless webinars and meeting connections across devices.

Free vs. Paid Version

After exploring Ontraport’s offerings, I can compare the features and limitations of the free trial with its paid versions. The free trial gives me a taste of what the platform offers for 14 days, but it comes with restrictions compared to the paid plans. 

Upgrading to a paid plan unlocks advanced features. Such include unlimited email sending, drag-and-drop marketing automation, and customizable CRM. Those are essential for scaling my marketing efforts and streamlining operations. 

Yet, I’ve noticed that the free trial has limitations, such as restricted access to certain features and a limited timeframe. Each version’s value proposition lies in its functionality and support, allowing me to choose the plan that best fits my needs and budget.

Companies Working With Ontraport

• One Week Bath
• Finishmaster
• Skipio
• E-merchant
• WP Engine

Alternatives

After exploring Ontraport’s CRM tools, I researched alternative platforms focused on CRM functionalities. One alternative is HubSpot CRM, which is famous for its intuitive interface and extensive contact management capabilities. Another option worth considering is Zoho CRM. It offers customizable workflows and advanced reporting features. Additionally, Salesforce CRM stands out for its scalability and robust integrations with third-party apps. Those alternatives offer unique strengths. 

Suitability Assessment

Choose Ontraport If:

Ontraport’s flexible plans and scalable features are perfect for businesses of various sizes, especially small to medium-sized ones. Do you want to automate your marketing and create personalized customer journeys? Ontraport’s powerful tools are a great fit. 

Ontraport seamlessly integrates with platforms like Shopify and WooCommerce. Thus making online selling easier for businesses. Ontraport is ideal for businesses looking to expand their marketing capabilities and improve customer engagement as they grow.

Avoid Ontraport If:

Your budget is tight. There may be more affordable options than Ontraport’s pricing. That’s especially true for startups. You can make the most of its advanced features with technical expertise and marketing knowledge. Yet, its extensive features and customization options might be overwhelming if you prefer a simpler solution.