About Ontraport

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 de...


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Supported Operating System(s):

Web browser (OS agnostic)

68 Reviews of Ontraport

Average User Ratings

Overall

4.16 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(33)

33

4 stars

(19)

19

3 stars

(11)

11

2 stars

(2)

2

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 68 results

September 2020

Annette from Viva Automated

Verified Reviewer

Company Size: 2-10 employees

Industry: E-Learning

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

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.

Reasons for Choosing Ontraport

Cost for features value

Response from Ontraport

Replied September 2020

YAY for user-friendly software that help make running a business smooth and efficient!! Thanks for the positive review, Annette.

January 2020

Matt from Automation Central Ltd

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

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

Reasons for Choosing Ontraport

Ridiculous pricing model and a sales approach that wasn't great

Reasons for Switching to Ontraport

Ontraport had all the functions I was looking for at a reasonable price point - without an unreasonable 'onboarding fee' too I might add

Response from Ontraport

Replied March 2020

Thanks for the kind words, Matt! We're happy to have you as a part of the Ontraport family. We're constantly making updates and additions to our Support Center, so please let us know if you have any specific feedback or suggestions for information to add!

May 2021

User Profile Picture

Andres from AndresVernazza.com

Verified Reviewer

Company Size: 2-10 employees

Industry: E-Learning

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

5.0

May 2021

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.

Reasons for Switching to Ontraport

Needed better marketing campaigns.

January 2020

User Profile Picture

Steven from Ezdirectmail, Inc.

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

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.

Reasons for Choosing Ontraport

Good price point and the customer service. The Facebook group is amazing.

Reasons for Switching to Ontraport

InfusionSoft was just too confusing.

Response from Ontraport

Replied March 2020

Thanks for your review, Steven! We're continually working on the interface to simplify the workflow without sacrificing functionality. Here's one improvement we just recently released: We know Tasks were just one example but we've recently added "Quick Tasks" that can be created with three clicks in regular Contacts view: simply select the contact, click on Tasks, and click the Quick Task tab to create the task. Then, in our Contact Quick View interface, adding a Quick Task is just one click. We're working on lots of other projects to simplify processes and speed up the application interface keep the feedback coming!

March 2021

Andra from Ethical M

Company Size: 1 employee

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2021

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.

Reasons for Switching to Ontraport

Keap did not have the robust features that Ontraport has.

Response from Ontraport

Replied April 2021

Hello Andra! We're so happy to hear Ontraport's robust features have been helpful for your business. There actually is a way to automatically create Deals using webhooks. In this video around ~58:00 Landon talks about about many-to-many relationships, specifically Deals. https://www.youtube.com/watch?v=Uijq4_tafIg&t=3480s I hope this video helps, but if you still need more assistance, feel free to reach out to Support or post in the Ontraport User Community in Facebook. :) And thanks for the review!