What are Ontraport users saying about the software?

Great for coaches, speakers and e-learning products

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.

Daily user since 2014

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

Best Tech Support EVER!!!

Between the tech button inside the software and the support in the private Facebook group all your questions get answered.

Pros

When you get stuck, the tech support is right there to walk you through.

Cons

You can't tag an order bump to my knowledge.

Great for a marketing CRM

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.

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

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.

I Tried It for 6 Months This Is What I Found:

I had a few really hard sales people; just not very nice. 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. I was informed the only way to fix it was with Ontraport. In 20+ years of business, that one on-boarding call ranks one of my worst experiences. Just because of that, I can't recommend Ontraport to anyone that I know. I'd never want my business or my name associated with a company that talks to people the way that I had been talked to. What I've come away with: Ontraport has the best customer service (amazing people and policies, just fabulous!) but they don't pay their affiliates and they use mean, fear-based high pressure sales to get you to upgrade or to keep you from cancelling.

Pros

The landing pages are fabulous! You can add a sales forms and up-sale sections. If you understand sales funnels, you may really like it. They have great customer service and there's always a way to talk to someone. You can chat with someone, schedule mini-screen share sessions and schedule longer training calls. All of my customer service interactions were fabulous.

Cons

There was a lacking in the template area, for me. It was not a simple as it would seem- my stuff kept crashing; I don't recommend larger images, files, or .gifs. They don't support .html, so if you have things you want to embed, it's a chore and there isn't any technical support. It's a lot of work for one person. This would be better for a mid-size or larger company. I wouldn't recommend it for any sole proprietors, independents or contractors. Beware of the affiliate program, just keep a watch on it: I signed up under a friend of mine. They never got the affiliate pay out. They should have been paid for 6 months. When I complained, they put in a ticket and he was only paid for 4 months. Plus, they hold any commissions for 90 days. If your sign up doesn't stay for over 90 days, you don't get paid at all.

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.

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

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.

Ontraport Helps In My Business Growth

Ontraport is a "DO IT YOURSELF" platform that delivers essential and effective business features, like marketing automation, a powerful CRM system, outstanding email delivery, etc. It is my best email marketing campaign platform.

Pros

Ontraport Sales and its automation documents to clients are amazing. They have an effective customer support system and are always there to render any possible assistance whenever I experience any issue.

Cons

They don't have flexible mobile App features, to have the best experience with Ontraport, I recommend using their desktop version. It will be super cool if you could improve your email tracking for each individual user.

All in one tool for online business

Pros

Landing pages, tutorials, trainings and automation

Cons

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

Great CRM system!

Overall, its a great place to keep our contacts and to schedule email campaigns.

Pros

I usually deal with sending emails to a great amount of contacts. Writing an email is easy on Ontraport and scheduling features are great!

Cons

What I dislike about Ontraport is that there is currently no spacing options. We can't adjust the spacing for our emails. It also lacks font options.

Ontraport does it all

Pros

I have been using Ontraport since early 2016 and it's been a reliable backbone for my business. There were some small issues along the way, but they were mostly user errors and they were quickly addressed by the support. The flexibility that Ontraport offers is incredible. A couple of years ago you would need a team of programmers to achieve what they offer. Incredible tool.

Cons

Hard to think of any. Really happy with the service provided.

I love this CRM! Ontraport has changed the way I do business

Amazing experience from the day I joined over 4 years ago until today.

Pros

I love this CRM! Ontraport has changed the way I do business and I recommend it to all my clients (and let's face it - to anyone who will listen). The support is wonderful and the platform is powerful. You can set up any funnel you can dream up! Before OP, I was overworked, after getting OP I have so much more time to pour into my clients. You won't regret making the leap! Questions - ask me!

Cons

The only thing is that at the time of this review they don't YET have countdown timers in their emails - but the key word is "YET" because they are always taking new feature requests from their community.

Ontraport Makes Marketing and Selling Effective, Automated, & Easy

Pros

Ontraport makes marketing and selling in my business effective and easy. With great email deliverability I don't have to worry that my marketing messages aren't getting to my prospects and customers. The payment processing and affiliate systems allow me to accept payments for my services and products and have my partners share them with their communities so I can help more people get the solutions they need. But the best part is how automated everything can be with the sequences, tasks, and if/then rules. No matter what the event: a client signs up, a promotion runs, a prospect wants to talk to me about how I can help them, everything that needs to happen to deliver a quality experience them, happens and it's on autopilot. And on top of all of that the support team isn't knowledgable and fast when I have a question about how I could use the system better to accomplish my goals. I couldn't be happier about my experience with Ontraport and love sharing it as a resource with my clients.

Cons

I don't have one complaint about the Ontraport system or the company. The staff are friendly and really care about the success of their customers. They are careful to roll out updates after thorough testing and creating new features that the community of users wants.

Ontraport is so powerful and flexible - almost to the point of overwhelm

The biggest benefit is that it allows us to intelligently segment our customers and have a true CRM where we can see what happened when and troubleshoot errors.

Pros

You can just do so much with this software. It's amazing to have the ability to use such a powerful tool where we can design helpful systems for all aspects of our business without ever having to pay or consult a developer. The new updates they have made to the software have been amazing, and I love how there is always a helpful support person just one click away if you ever get stuck.

Cons

Because the software can do so much and is so flexible, it can be a bit overwhelming and at times confusing because you end up doing things in a non-standard way which can lead to a messy account.

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.

A Solid CRM Choice

Overall it's a good product for what it offers and for the price. The customer service is also top notch.

Pros

The ability to customize the contacts page and the ability to create landing pages is what sold us.

Cons

Really meant for product driven sales more than service driven like us. While the landing pages are a real plus the limitations to creating certain looks, etc. is also frustrating.

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.

Not bad, but in hindsight I would probably pick a different CRM for us

Pros

-The campaigns feature is really comprehensive and easy to use, once you understand it. There is a bit of a learning curve. -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. -Custom fields, link tracking and automatic tagging can be set up, which is great.

Cons

-Hardly any of their customer service reps seem to understand how the software works. After calling and emailing support multiple times to get help setting up our first campaign, I talked to only one person who was able to give us a comprehensive and complete solution that suited our needs. Other people would constantly refer us to someone else or straight up say they didn't know/didn't offer that kind of support. -Nothing you do is saved automatically. If you're used to software with autosave (which I was), you're going to be in for a world of hurt if you forget to save regularly. -The Email templates are too rigid for my liking. I wish you could do more with it. We also have issues sometimes when sending emails where two objects which are both centered will appear in different positions, and there isn't anything that can be done about it, and other little bugs like that. -There's no mobile preview for email templates. You have to scale the window down to the size of a mobile phone to get the idea.

Customer Service is AMAZING

First of all, their customer service is AMAZING. Every time I have a question, each support person is quick to answer, and is super kind. I had an extensive chat with someone today, and he helped me SOOO much. I have never seen such quick, helpful, and NICE customer service EVER until Ontraport!!!!

Pros

Customer service, their ability to go above and beyond, availability for screen shares

Cons

it is a little confusing at first, but with their awesome customer service team, they help in a jiffy!

Used campaigns, rules, message sequences to structure our business.

I was able to automate tasks that would otherwise require someone to send out various emails to thousands of people.

Pros

I like the functionality of campaigns, tags, triggers, and sequences most. It's very helpful and means I can automate what I would otherwise have to pay someone else to do.

Cons

The inability to sanitize campaign data during testing (i.e. I test buy a product and lifetime customer value report will always say I earned $X - I cannot reset it after testing, unless I want to copy and paste the whole campaign to start again, which would require more time to test. Also, it's a fairly slow/bandwidth intensive software to use.

Phenomenal software and customer support

This company and its software is incredible. I've worked with many softwares in the past and never run into customer service like this.

Pros

We are on our way to taking over the world using this software. It has opened up so many doors for us. Originally, we were looking for a software to create a "drip" email marketing campaign. After talking to ONTRAPORT customer service about all the features, we ended up completely migrating our CRM from another software. We even use it to create customized landing pages for our clients. We've done way more than we ever intended to do with ONTRAPORT. The customer service, training, and knowledge base are out of this world.

Cons

The only thing I find somewhat frustrating is the inability to do certain things. For example, when I'm creating a new email, I have certain limitations for what I can do to the text in an email or the formatting. There's usually a somewhat comparable workaround, and they add new features regularly, but it is a little annoying when you have a vision you can't completely bring to life immediately.

More than just CRM - its a marketing machine

Great customer service.

Pros

Ontraport is amazing - its vast number of features means it can supercharge your business. From drag and drop web page construction to marketing funnels and all the standard CRM features, it means my business can be nearly fully automated, from SMS reminders to the checkout.

Cons

User interface can take a bit of getting used to but with each update and new release, it's getting much easier.

Complete and Useful Digital Marketing Tool

I´m happy with it and the clients that are paying and using the tool are happy too. I can see the entire campaign results in only one software, saving a lot of time and effort.

Pros

It allows me to have all the assets and platform of a funnel in one software, so I can analyze in which part are my leads or my clients; I can easily know which part of my funnel is broken. On Ontraport you can create entire campaigns, landings, email marketing, SMS reminders, etc. It also works as CRM so your marketing and Sales team can be on the same page.

Cons

It´s not easy to use, we lose quite a time trying to understand it and even when we have this software for more than a year not all the members of my team know how to use it or use it at it´s most.

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