ONTRAPORT Software


ONTRAPORT provides a customer relationship management (CRM) system for small and growing businesses looking to automate marketing and sales efforts. The solution includes tools for email marketing, lead scoring, lead nurturing, lead generation, task management, affiliate management, event management, payments, membership site creation and management and more.

New data can be collected via a web form builder, which can be used to create fully customized forms. Pre-created templates are also available. Once a lead is generated, ONTRAPORT routes the lead to the correct member of the sales team, leaving space for follow-up instructions and more lead-specific information. Users can also access and edit contact records from both iPhone and Android devices.

ONTRAPORT includes a customizable dashboard with a drag and drop interface, and businesses can set permission levels so users have access to the areas of the system most relevant to their roles. Finally, ONTRAPORT offers phone and email support along with concierge services for businesses that want additional assistance with set-up and implementation.

Features
Features

Features

Home page

Home page

Support

Support

Support

Support

User community

User community

Supported Operating System(s):

Mac OS, Web browser (OS agnostic)



39 Reviews of ONTRAPORT

Overall rating

4.5 / 5 stars

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Filip from Dr Edwards LLC

Industry:  Healthcare / Medicine

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

October 2018

Ontraport user experience

Pros

easy to plan/view/execute your strategic marketing goals and stay in touch with your customers which is invaluable feature.

Cons

It would take some time get used to it and learn the functionalities since it is a very complex platform with endless opportunities.

Review Source
LinkedIn icon
Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

September 2018

Great CRM software - terrible email builder

Pros

Ontraport is a powerful system for managing my business. At first glance, it has everything I need - CRM, email automations, all the good stuff. If you aren't as picky as me, it should meet your needs

Cons

I had a lot of issues with Ontraport - mostly in the realm of marketing automation. The biggest issue - the one that caused me to cancel almost immediatly - was the fact that you can't put bullet lists into emails! How is that possible? People don't read emails - they scan them.

Review Source: Capterra

Amy from Self-employed

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Ontraport is easier than other CRMs

My best suggestion here is to figure things out as best you can, watch the videos, and when you are ready to set up something big, like a funnel or a campaign, use your support time to set up something big for yourself. They record it, so, you can refer back to it.

Pros

My favorite thing about this is that you can use this for both lead capture as well as funnels and affiliates. So, the multi functionality of this is great!

Cons

My least favorite thing is the learning curve. There is a learning curve, but, you get 2 one on one trainings with ontraport.

Review Source: Capterra

Marian V from MVE MEDIA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Best all in one automation platform

very powerful automation platform, way above many more on the market

Pros

very complex
powerful sales funnel platform
email automation at the highest level

Cons

landing page builder is very old school
not being able to add css into emails

Review Source: Capterra

Edwin from Footballshirts4all

Number of employees:  11-50 employees

Ease-of-use

Value for money

Functionality

August 2018

A full-cycle CRM and email marketing platform with one of the best editors for forms & landing pages

Pros

Ontraport is very comparable to Infusionsoft, and it's cheaper though the difference in pricing has limitations due to Ontraport's odd pricing tiers. It does however surpass Infusionsoft when it comes to the flexibility in customising things, and the creation of forms, landing pages and emails is superb. It has one of the best automation features and editors I've come across.

Cons

You can't get a free trial. So you either pay and use the 90 days money back guarantee, or find a friend who has it to see it in action and try it out. The pricing tiers are rather odd as there's no middle ground. The difference in price between having 2500 contacts and 25000 is double. The lack of scaling of the pricing can be an issue for smaller/medium sized businesses.

Review Source: Capterra

Tyler from BizLocal HD

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

We have been able to automate the entire back-end of our business through this system.

We were able to increase our time to do other things since the software automates our follow up process, billing, and even a quicker response task for potential clients.

Pros

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

Cons

It is a little pricey on a monthly basis, but the amount of time it saves us is almost invaluable. They do have their branding on the automation that we haven't figured out how to take off of the emails.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

June 2018

WOW! This does almost everything!!

Pros

I can track everything with my clients. It's so much more than just email marketing. When you consider all of the tasks that it can handle it's worth the money.

Cons

The pricing may be a bit much for a new business or smaller business and figuring out how to best set it up for tagging and such needs to be planned out to get the most out of it.

Review Source: Capterra

David from Indivinus

Ease-of-use

Value for money

Customer support

Functionality

May 2018

My primary experience with this software was getting people OFF of it.

Pros

I like that it exists and serves people and gets the job done. Outside of that, there's little I really love about this software. I can use the functionality, but there are much more intuitive alternatives and much cheaper ones too.

Cons

I know there are many practical uses for a software this big, and that everyone uses one of the big email marketing softwares and that you "should" use them too. I see the benefits, compared to a Mailchimp, and I also think few people get much from a software this complex and are better off sticking with a software they understand.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi David! Business owners usually move to ONTRAPORT after they find a point solution isn't the right fit for their needs. Having all of your lead, client, eCommerce, support and more notes and interactions under one roof make it so that teams have less "fall through the gap" type of experiences. Businesses who are just getting started and only need the email marketing solution probably aren't the best fit. Appreciate your review!

Carolyn from Self-Employed

Number of employees:  1 employee

Ease-of-use

Functionality

May 2018

Easy-to-use and powerful CRM tool

-Easy to manage and navigate CRM -Saves time during customer file management -Intuitive user interface

Pros

I use Ontraport as a team member to manage client files and support membership-related inquiries.

I love how easy it is to work with client files and support customers with their inquiries. In general, I've found this particular Ontraport feature relatively easy to learn, and in comparison, found it much easier and more user-intuitive than Infusionsoft.

I can't speak to the marketing automation aspects, other than my client has installed a powerful and complex automated marketing email system and it seems to work quite well.

Overall, this is a great software, especially if you're thinking of outsourcing CRM and support-related tasks.

Cons

I can't find any drawbacks for using this software. From what I understand support has also been wonderful whenever my client has needed to contact them.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Carolyn! Glad to hear you are having a great experience using our software. Should you ever have questions about the other functionalities or want to look at opportunities as a consultant let us know! You can email our support team directly at support@ontraport.com.

LinkedIn icon
Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Good in theory, buggy overall

Not having to juggle between a bunch of other software.

Pros

Ontraport does a lot of things. For the small businesses that are just starting and not sure what they want, Ontraport is great.

Cons

Ontraport made me terrified of all-in-one solution packages. It does a lot of things... but nothing well. Every solution that it solves also has a huge "Yes, BUT..." Rising prices, followed by my inability to do what I need for it to do perfectly, has made me leave Ontraport.

Like, being able to control permissions for wordpress pages is neat. But incredibly tedious to disable access when there's a lot of content. Subscriptions would be hard to manage if the customer had multiple products. Email campaigns were difficult to execute. Just a long laundry list of problems.

If you're a small business that DOES know what you want, and the software to handle it -- I recommend that solution instead.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Thank you for your honest review. We would love to hear more about what your needs are so that we can submit them as feature releases. While we continue to bring core functionalities businesses need under one roof, we appreciate getting feedback from our users so we can continue to grow alongside the market. Please submit to our support team at support@ontraport.com.

Elesha from Self Employed

Ease-of-use

Value for money

Customer support

Functionality

April 2018

I use this several times a week

Pros

I like that fact that I can make an email in minutes. It's very simple to use even if you're someone who's new to email systems.

Cons

I don't like that fact that lists/groups are hard to set up if you don't do it as you are importing contacts.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Elesha,thanks for the positive review! A best practice for groups/lists that we use here on the ONTRAPORT campus is to add in a tag for the import (import:june12018). That way you can easily create a group around that import.

Armin from Plush Marketing

Ease-of-use

Value for money

Customer support

Functionality

April 2018

CRM software our organization has been using for a long time

Pros

What I like most about this software is the Class A customer support. Communication is on-going and great if there are issues.

Cons

I wish the dashboard was more intuitive. Very often, the software seems to be lagging dragging out simple tasks and making it difficult for our team to accomplish daily tasks efficiently.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Thanks for being a part of the ONTRAPORT family Armin! I'm glad to hear you've had great experience with our support team - that is something we strive for. We hear you about the dashboard and I've added a vote to our feature release.

James from JC Earnings LLC

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Very easy to use, advanced features and blows away the competition.

Pros

Ontraport is a POWERFUL tool for automation and tops mailchimp, aweber and other AutoResponders as the in depth automation sequences are easily managed and are much more robust than other software.

Cons

It's very expensive, but that's made up for with outstanding support, great automatic sequences and ease of use.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi James! Thanks for the glowing review. We like you too!

Ksenia from CFT

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Powerful, multifaceted, intuitive

It just simplifies so many processes. Being able to build a page, send emails, manage contacts, and set up campaigns all under one roof makes everything so straightforward. We're better able to roll out new ideas and events because multiple team members have learned the simple UI, and because we don't have to juggle amongst several different services for each step of the process.

Pros

I like how easy it is to create a sequence of events from start to finish--a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport's vastly powerful tools and visually intuitive interface.

Cons

Some quirks and bugs in the page editors can make building a page frustrating--for instance, in the sidebar where you upload a photo for a certain block of the page, your cursor naturally tracks over Ontraport's sample photos on the way to the Submit button--and hovering over one of those images causes it to be chosen, overwriting the image you just uploaded and inserted. I have to take a scenic route in a big C-shape with my cursor to avoid this happening. Little quirks like that stack up and become pretty frustrating.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Ksenia! Glad you and your team are using and enjoying the software. We hear you about the page builder. Keep an eye out for updates, we are constantly making the UI and experience better.

Chandler from Full Cycle Marketing

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Great For Small Businesses

Marketing automations

Pros

With no setup fees and a monthly cost that is less than 1/10th of what some of their competitors are charging for the same level of service, Ontraport is designed solely a with small businesses focus.

Cons

Their reporting dashboard isn't visually appealing as it doesn't have graphs and charts. You have to export data to make it pretty.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Chandler, thanks for your review! Have you taken a look at Performance Mode? Many of the data points and reporting we pull can be seen in the beautiful Campaign Builder from this mode. If not or you'd like to learn how to set this up, shoot an email to support@ontraport.com.

Keith from Healthy Habits

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Positive experience. Noticed an increase in email marketing return. Efficiency increased.

Pros

Customer automation. Customer support calls are highly beneficial. Potential customer information capture.

Cons

The unsubscribe feature lacks the ability to unsubscribe from just the one email. It relates to the whole campaign

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Keith! Thank you for the positive review. I'm glad to hear you've had an increase in marketing return since using our software. There is a way to set up sequences so that leads can unsubscribe from only that sequence. Shoot an email to support@ontraport.com to see if this would fit your needs.

SALLY from Reclaim Sacred

Ease-of-use

Customer support

Functionality

February 2018

Solid platform

Pros

There is so much available through one platform, it's impressive. That might be what I like most, especially for those who are growing their businesses and need some plug and play options and other fully customizable ones. Setting up a membership site, a sales page, etc. can be done fairly easily from one place.

Cons

I have sometimes wished that certain product/payment options were better. For instance, pay what you can has become increasingly popular in my field, and there aren't a lot of platforms that make it easy to set that up. You can certainly create multiple products at various price points, but it's not the best experience.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Sally, we think you are impressive too! Entrepreneurs and small business owners are the reason we come to work every day. Thank you for the positive review! If you'd like to submit a request for this type of payment, please send an email to support@ontraport.com and ask them to add a feature request.

Ashlee from Mirasee

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

A clunky system that was just average as a shopping cart

Pros

I liked the notes option, so I could track updates on customers made to accounts by other members of the team. This gave Ontraport a few CRM functionalities.

Cons

We had a lot of trouble with this as a shopping cart. It was unreliable at best and I found it difficult to find the data I needed in a straightforward way. We have since switched to HubSpot for campaigns and UltraCart for our shopping cart, and find the integration there to be simpler and more reliable than Ontraport alone.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Ashlee! Sorry to hear about your experience. Sounds like you have found out that we are not a shopping cart and we aren't the best fit for your needs. Happy to hear you have found the right solution.

Justin from Healthy Habits® LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Transfered my email services to Ontraport this year. Sales & Efficiency has improved!

Increased sales per send from previous platform.

Pros

I really like the hands on customer service, we have had multiple "how to" conference calls that were extremely helpful. I also like the easy, clean templates. The Email automation has improved our efficiency.

Cons

None off the top of my head really. I have only been using this for 6-12 months. Would be nice to be able to update or delete sales transactions from a customer profile.

Review Source: Capterra

Response: ONTRAPORT, ONTRAPORT

June 2018

Hi Justin! Thank you for the perfect rating. We like you too!

Caitlin from Elevate Destinations

Industry:  Other

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Great all-in-one business solution

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

Pros

Covers CRM, e-mail marketing, campaigns, and payments. Visual campaigns feature and strong analytics and reporting.

Review Source