Ontraport CRM [Definitive Review] 2023
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Ontraport Review: We analyzed 13 of our favorite CRMs – put them back to back and tested them against the metrics we believe really matter.
So you’re asking, ‘What is the best CRM for my small business?’
How did Ontraport CRM stack up against the competition?
In this comprehensive review, we’ll cover:
Let’s cut to the chase…
Ontraport by a country mile is the best All-in-One Marketing CRM…PERIOD!
Want to know why?
Well, in this review, we ‘TESTED & COMPARED‘ Ontraport’s features in detail – More on that later…
You’ll see its top-notch specifications and why it emerged as our Top Pick from the 13 that came out Best CRM for Small Businesses.
So if you want to make the best decisions to improve your marketing and upskill your team, you’ll love this guide.
Let’s get started….
Bottom Line : Ontraport hands down is the best all-in-one CRM. Everything you need to organize your team and increase your sales.
Our Verdict: Ontraport Review
Ontraport is a really powerful ‘ALL IN ONE‘ business automation tool, it’s the swiss army knife of CRM’s.
Want to attract more clients?
Ontraport is a complete customer cycle customer relationship management (CRM) system that visually maps and tracking your customer interactions.
Because this is an all-in-one system you can track everything so you can see exactly where potential clients are dropping through your sales cycle with its robust business reporting – You can track everything.
Remember – What can be measured and be improved!
Capture potential clients with their integrated WordPress forms and Ontrapages, lead nurturing with automated emails and SMS, leads scoring based on prospect interactions, and even full payment management and shopping cart – The full sales cycle but automated!
Think about it…
When you combine all of this, Ontraport transforms into one hell of a powerful business marketing and CRM tool – Think of the possibilities.
But there is more…
Want to automate your business processes?
Yes, you guessed it Ontraport has business process automation built-in with task and even management.
If you are a business coach, consultant, or have an online business Ontraport has a unique trick up its sleeve…
…with the Ontraport membership site and affiliate management built-in.
With all these capabilities Ontraport is an asset to marketing, sales teams, and business owners.
Before we dive into the ratings and our test results I want to leave you with more thought…
During our testing, many of these tools email landing in our spam folder – Not Ontraport!!!
More on that later…
Of course, Ontraport CRM has its pros and cons, but the pros significantly outweigh the cons.
Keep reading to learn the details.
Related: 13 Best CRM for Small Businesses
Ontraport Ratings & Comparisons
Our experienced software team spent 37 Hrs hands-on dissecting and testing Ontraport, we surveyed 117 Ontraport users, read 1000s on real user reviews, and even investigated their Facebook group.
After careful consideration, we decided on the most important metrics to rate a small business CRM are Value for money, Ease of use, Sales, Marketing, and support.
Here’s what we found:
Not all CRM are created equal – Some well know solutions were, well disappointing in some areas.
Our research showed us a business owner want full-featured visual campaign builder, marketing automation and Sales Automation and first-class support
But here’s the thing…
Ontraport emerged as the winner amongst the top CRMs we considered. So it’s a must-have in your shopping cart.
Here is Why…
Ontraport pricing, its visual campaign builder, reliable customer service, user-friendly, reporting style, and several other features are just what you need to grow your business – without stress.
And these are just a few of the reasons we concluded that using Ontraport will be the springboard to your lead generation and nurturing.
See How Ontraport Became Our Top Pick…
Value for Money
Ontraport is a full-stack an all-in-one CRM platform with many premium features.
- Customer Relationship Management
- Sales Funnels
- Shopping cart
- Membership Site
- Event Management
- Sales Pipeline
- Lote more
Starting at just $97 it is a bit of a bargain.
Value for Money Rating
Many businesses will already have (or will be looking to get) marketing tools for example MailChimp for bulk emailing, Click Funnels for Landing Pages and Funnels, Survey Monkey for Surveys, and WebinarJam for Webinars, Kagabi for Membership Sites, etc. – (and let’s not talk about integrating them together).
If you combine all this software you’ll be looking at a well over a thousand dollars a month.
If you already have some of these or you need them – then Ontraport is exceptional value for money. Rather than hash these to work together, and pay a fortune – Ontraport will be much easier to manage and will save you many dollars!
Ontraport gives quality tools and features for both pro and team plans, but it doesn’t stop there.
The other great thing about Ontraport is it grows with you. And unlike similar tools – Kartra for instance – (which incidentally has half the features of Ontraport) – the price is really reasonable as you grow your business.
At times, businesses have to upgrade to a higher plan to unlock additional features (Sales Force is the King of this – if you want marketing automation you have to shell out $5k a month on Pardot).
On the other hand with Ontraport you get everything out of the box on their basic plan for just $79.00.
The truth is, Ontraport considers its users.
Ease of Use
The reality is that a CRM system is useless unless you and your staff adopt and use it.
And the only way this will happen is if it’s intuitive has a good UX, and is easy to use.
Ease of Use Rating
Like any CRM there is going to be a steep learning curve. But Ontraport has the most amazing support compared to all the other Best CRM software for Small Business in our testing.
In fact, let me be bold – it’s probably the best in any software solution we’ve had our hands-on. If you get stuck you can book a 15-minute live Zoom Call or there is a live chat at your fingertips which will be answered immediately.
The whole system is built around the Page Builder which, once you understand it, no matter what feature you go into – is completely intuitive, and – above all else – simple to use.
What good would a CRM platform do for your small business if it’s not easy to use?
We’re happy that Ontraport has you covered in this area.
You can easily find your way around the tons of tools and features that Ontraport has made available for you.
The dashboard is right there on your screen, with different segments and categories for you to surf.
And in case you’re not sure what to do with the many things you see, you can easily reach their support team for advice.
Their team is proactive and will solve any issues you might have right away. And that’s without asking you to pay a dime!
Are you skeptical about adding Ontraport to your toolbox?
Good, you should always be skeptical of big business decisions.
Or you’re not sure if your team members will truly maximize the Ontraport features at their disposal?
Here’s what you can do – sign up for a free trial.
Ontraport’s 14-day trial will show you in real-time how easy it is to grow your business through great management.
Your money is safe since you don’t need to put down your credit card details while signing up.
It’s so easy to enjoy a glimpse of what your business will get when you finally choose the automation software.
And that should be more than enough to help you decide whether the CRM is a good fit for you.
Ontraport scored really high for a Sales CRM.
Firstly, it has a great Sales Pipeline so that you can visually see the progress of all sales opportunities and when you’re moving from one stage to another it can generate a whole automation so that nothing will drop through the net.
One of the things that increased Ontraport’s overall rating in this review is its landing page options – Ontrapagesand funnel.
Every business needs landing pages for marketing and advertising. And Ontraport helps you build top-notch landing pages – quickly.
The array of templates available on the platform makes it easy for you to get your OntraPages up.
The new Ontraport Pages for WordPress Plug-in combines the advantages of both Ontraport Pages and WordPress, and allows users to build professional, corporate branded Landing Pages and host them on any WordPress site — all in a few, simple steps.
With no steep learning curve, you can create stunning landing pages and funnels.
When compared to other Landing Page Software, they are fresh, modern and of course mobile responsive.
Ontraport also has a secure shopping cart facility that integrates with many payment gateways = enabling you to sell – and get paid for – your products and services.
It’s a complete end-to-end sales system.
Ontraport’s marketing CRM was on par with Go HighLevel – both did one thing significantly better than any other we tested – their emails didn’t go to spam. Ontraport has(uniques i a dedicated email specialist team (that you have access to) – for one purpose – email deliverability. And Ontraports secret sauce is – you get a dedicated IP address. Rather than sharing an IP address with thousands of other business users (which would ultimately lead to poor deliverability) and you in people’s spam box.
Marketing automation boosts your business by helping you achieve more – in less time.
Ontraport will provide your small business with marketing automation tools that significantly improve your team’s lead scoring.
Ontraport’s marketing automation tools and features create systems that allow you to focus on other essential management tasks while the CRM handles all your marketing assignments.
By providing each user with useful information and sending suitable campaigns to both existing and potential customers, Ontraport helps your thriving business generate and nurture leads.
And you can trust our Top Pick to do that at the most appropriate time!
Besides everyday communications via email and social platforms, Ontraport CRM uses alternative communication methods – like sending postcards (unique in the market) and 2-way text messaging to sell your business. And it provides top-notch buttons, images, and videos to attract responses to your company’s marketing strategies.
There’s more for you.
The Ontraport marketing automation tool records all customer engagements and replaces unresponsive contacts with contacts that show interest in what your business is offering.
Setting up marketing automation couldn’t be easier with a drag and drop canvas. Even the most complex campaigns become simple, and fast to put together.
Reporting (Email Marketing etc.)
“Anything that can be measured can be improved” and the bottom line is because Ontraport is an all-in-one system – it can report on everything – so you can see exactly where prospects are falling through the net, salespeople aren’t performing, and where you’re leaving money on the table.
Any team using Ontraport will tell you its reporting feature is top-notch.
And that’s because it shows you everything you need to know about your email marketing campaigns – at a glance in the dashboard. If you want to dig deeper click on the reporting widgets and off you go.
By tracking bounce rates and showing you real live updates on responses received from campaigns and advertisements, you can detect your business’s highest lead-generating sources.
And that shows you what to do next or which area needs improvement in your email marketing or campaign builder.
Some extra icing for you –
Ontraport produces reports in an organized manner so you’re not overwhelmed by too much information. The reports reveal your lead sources and how each marketing campaign is faring.
When you know the resources that gain attention, you can focus on going in the right direction.
Unlike some CRMs that can leave a small business hanging – by delaying reporting leads and pipeline marks, Ontraport gives you your results directly.
And it doesn’t matter where you are.
Every assigned user receives a report, whether on their desktop or far from the office.
Best Customer Service
Since you’re just getting started with the Ontraport CRM, you’re likely to need help using the features appropriately.
Customer Support Rating
But that’s not an issue, because Ontraport’s great customer service team is always on hand to help – they know their onions too. Without exception all my customer service interactions were positive and together we found quick ways to solve my questions.
Another exciting thing about getting support from the Ontraport team is they have a Facebook Community of over 10,000 users. This network allows you to engage with existing users, thereby making the learning curve as flat as possible for you.
If you’d rather take to Social Media to solve your queries there’s also the Ontraport User Community of like-minded people on Facebook. The owner Landon Ray is actively on there actively answering your questions, and every week he does a one-hour tutorial on subjects that users choose. It’s not very often you come across a company where the owners really care about the clients.
The Ontraport Support Team is knowledgable, friendly and on hand to help when you need it. Their Ontraport knowledgebase is huge – but importantly, what they don’t know immediately, they research and report back.
Ontraport technical support communicates with you via emails, live chat, and Zoomcalls.
The support you get from them is outstanding – you can share your screen with a team member so that they can guide you through one step after another.
And that’s if you’ve not already found answers through the articles at their Support Centre or the various online courses and live video tutorials they offer.
In essence, Ontraport will have you enjoying the technical expertise and teaching skills of the Ontraport team and interacting with other businesses using the automation software.
So your team works better to build your small business.
Frequently Asked Questions
What is Ontraport used for?
Ontraport is used for email marketing, event management, and everything related to customer relationship management. It’s used for marketing automation and reporting.
The campaign builder and automation tool is an technology that tracks your customers from when you contact them until they bring you their sale.
The platform works with campaign maps, emails, and several other features to track your customer interactions. It also helps your team build landing pages, create signup forms, and give excellent customer service.
Ontraport connects you to your customers via emails, SMS, and sometimes postcards, all in a bid to help you make conversions.
And guess what?
From the reporting that Ontraport does, you can quickly figure out the approaches that bring you more sales and those that do not.
This monitoring of your marketing and sales process grows your business.
How much does Ontraport cost?
Basic Plan – At $79 a month, this plan includes:
Landing page personalization
It provides 1,000 contacts and unlimited email sends. For a full breakdown of this package click here.
Plus Plan – $179 per month:
Custom metrics dashboard
Lead routing and scoring
Automated partner payments
Free WordPress hosting
Cart Abandonment automation
Payment gateway integration
2,500 contacts and unlimited emails. For a full breakdown of this package click here.
Pro Plan – at $297 per month. You get all Plus Plan features – and –
Campaign performance projection
First and last-click attribution tracking
UTM link generator
Lead source tracking
Marketing ROI tracker
Free email consultation
You can store 10,000 contacts on the Pro Plan, while the email sends are still unlimited. For For a full breakdown of this package click here.
Enterprise Plan: $497 a month includes all Pro plan features plus you get a dedicated account representative. You can store up to 20,000 contacts but the corresponding email sends are not unlimited – Ontraport restricts Enterprise plan users to 200,000 emails per month.
What is Ontraport?
Ontraport is a platform that helps businesses handle sales, marketing, content, and information management effectively.
With Ontraport’s lead capture tools, split testing, social media integration, task management, file sharing capabilities, and many other tools and features, your business management becomes stress-free and well organized.
Through Ontraport.com, you can automate your business to achieve more in less time and with minimal energy drain.
Ontraport stands out amongst other providers with similar features because of its operation. Its marketing automation is fast and reliable, and its campaign builder allows your team to focus on other activities needed to deliver on your promises.
So you’re sure to get an excellent bang for your buck and make a mark in your industry.
How do I use Ontraport?
If you’re considering using Ontraport CRM, it’s because you have a service or product that needs marketing.
So you’re ready to invest money into building your sales funnels.
Here’s what you should do –
Visit the Ontraport site at www.Ontraport.com. You can start with their 14-day free trial. The free trial helps you become familiar with the CRM’s features and tools for reporting, marketing, email marketing, task management, and others.
You can also reach out to Ontraport’s customer support.
Since Ontraport’s support team is active, you’re in good hands. Tell them about your business or industry, how large your business is, and what you want the CRM to do for you.
That way, they can advise you on which plan is most suitable for your team.
The truth is – Ontraport will give you a great user experience.
You’ll be familiar with using Ontraport in no time!
What is Ontraport API?
Ontraport API offers an easy to use, RESTful interface with JSON-formatted responses. With it, you’ll seamlessly manage contacts, process transactions, add and remove tags and sequences, and much more.
Tell me about Ontraport Integrations
Ontraport Integrations will allow you to seamlessly integrate with your favorite apps. There are featured integrations such as Zapier, Shopify, and Zoom. There are Accounting and Bookkeeping Integrations, Affiliate Platforms, API Helpers, Appointments and Calendars, Call Tracking, Voice Broadcasts and SMS, Evergreen Platforms, Forms, HelpDesks Apps, Landing Pages, Learning Management Systems, Reporting, Mail, and much more.
Our Final Verdict: Ontraport CRM
This is the table for the Best 12 CRMs for Small Businesses:
Our Final Verdict Rating
Conclusion: Ontraport Review – Hands Down The Best CRM for SMEs
We’ve done the hard work researching and testing and have prepared this full Ontraport review to advise you on how it’ll be a great fit for businesses both new and old.
Cutting to the chase – if you sell information products, manage a membership website, or have any kind of online training or education, this is the platform you’ve been looking for – you’ll be able to take full advantage of all of Ontraport’s vastly powerful tools.
Ontraport is a powerful platform, combining multiple tools, each to a high level of sophistication. We found it improved sales focus, conversion rates, and sales value and paid for itself within a week. It has all the functions I was looking for at a reasonable price point – with no unreasonable ‘onboarding fee’ too.
Now we hand over the baton to you to make your choice.
Will it be any of those chosen by our team of experts – or Our Top Pick – the outstanding Ontraport CRM system?
See owner reviews and check out current prices by clicking on the link below or get yourself an Ontraport Demo here…
RELATED: Best CRM for Small Business (Definitive Review)