First of all, their customer service is AMAZING.

The customer support is really good. Very responsive and goes the extra mile.

The pricing tiers are rather odd as there's no middle ground.

Super happy almost 2 years using it and I'm so so happy.

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.

You can text contacts, but notifications of text messages in reply are virtually no existent.

Excellent product, quick to respond to service issues.

I have never seen such quick, helpful, and NICE customer service EVER until Ontraport.

It is very glitchy, it is not supported by people like driftflow, zapier, optin monster to name a few, the sales order process is horrible. Support is via e-mail only which can get really frustrating.

Email campaigns were difficult to execute. Just a long laundry list of problems.

Easy to use, support is great. Not as good as Hupspot but much more affordable.

They have an effective customer support system and are always there to render any possible assistance whenever I experience any issue.

Ease of use, a great tool for all my marketing and automation. You have to try it to really understand.

We love that these systems help to streamline everything from client onboarding to actually billing our clients monthly.

Pricing isn't the easiest to understand. Not enough native integrations.

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.

The biggest issue - the one that caused me to cancel almost immediatly - was the fact that you can't put bullet lists into emails.

The Email template builder is a pretty nice plus - this was something we really wanted in a CRM, although it could use some work. HTML editor for emails is available.

Good task management abilities along with contact management services. The support is simply best in class and the Facebook support group is stellar.

It's super powerful and has a lot of extensions via Zapier. The live chat contact support is AWESOME.

After my first (kind-of) set up call, I just stopped doing it because I was told everything I had been doing (for the last 10 years) was old, wrong, and shoddy.

All of my customer service interactions were fabulous.

Poor Tool, Poor User Experience, Poor Customer Services.

Ontraport is amazing - its vast number of features means it can supercharge your business.

I love the automation component of Ontraport also.

Bad email formatting - lead tracking - customer support - interface.

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.

Good value for money compared to CRMs and platforms with similar functionality.

That single decision (moved to aweber) more than doubled our open rates & cut our billing by more than 70.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.



LongDescription

Real Time Analytics

Engagement Tracking

AB Testing

Member Accounts

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Enrollments/Onboarding

Payment Processing

Recurring/Subscription Billing

Lead Capture

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Customer Segmentation

Subscription Management

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Task Scheduling

Calendar/Reminder System

Invoice Management

For Nonprofits

Attendance Tracking

Lead Distribution

Multi-Campaign

Pipeline Management

Communication Management

Customer Database

Registration Management

Class Scheduling

Calendar Management

Customizable Fields

Member Database

eCommerce Management

Campaign Scheduling

Template Management

ROI Tracking

Data Import/Export

Campaign Segmentation

Email Tracking

Email Campaign Management

Lead Generation

Email Templates

Self Service Portal

Subscriber Management

Contact Management

Lead Management

Email Marketing

Mobile Access

List Management

Sales Reports

Membership Renewals

Performance Metrics

Territory Management

Click Tracking

Membership Management

Marketing Automation

Landing Pages/Web Forms

Role-Based Permissions

Client Portal

Social Media Integration

Lead Segmentation

Forms Management

Email Reminders

Workflow Management

Email Management

Website Integration

Dynamic Content

Event Triggered Actions

Visual Analytics

Activity Dashboard

Alerts/Notifications

SMS Marketing

CAN SPAM Compliance

Reporting & Statistics

Segmentation

Reminders

Volunteer Management

Event Management

Customizable Templates

WYSIWYG Editor

Image Library

Lead Nurturing

Interaction Tracking

Web Forms

Website Management

Mobile Optimized Emails

Spam Blocker

Customizable Branding

Member Types

Member Communication

Reporting/Analytics

Contact Database

Mailing List Management

Batch Processing

Web browser (OS agnostic)

Ontraport offers a variety of plans to choose from based on the features you need. Pricing adjusts with the number of contacts in your database and users in your account. You can choose a monthly or annual plan, and all plans start with a 14-day free trial.

Ontraport offers a Done-With-You Setup and Training Package for getting set up in your account quickly and easily. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Ontraport

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Performance Management

Proposal Generation

Leaderboards

Data Synchronization

Rich Text Editor

Customer Service Analytics

Contract/License Management

Electronic Signature

Knowledge Management

Call Logging

Call Management

Activity Management

Sales Trend Analysis

Customer Support

Process/Workflow Automation

Opportunity Management

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Ontraport vs Workbooks

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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