Updated · Mar 23, 2022
Best for: All business owners
What Is Ontraport?
Ontraport is a business automation software that offers an all-in-one experience. It includes tools for customer relationship management (CRM), email automation, and email marketing. The program is a great solution for both small business owners and solopreneurs.
It puts an emphasis on the five phases of the customer life cycle - attract, convert, fulfill, delight, and refer. The service even includes graphical campaign maps for planning and keeping track of your customer interactions.
The founder and CEO, Landon Ray, got the idea for the Ontraport software because he didn’t like having to rely on multiple tools for interacting with his customers. Then he decided to make it an all-in-one solution for CRM and marketing automation.
The platform was released in 2008. It proved to be a real hit as business owners liked the fact they’re getting the best of both worlds. Ontraport started growing tremendously, and the initial team of three has expanded to over 120 employees.
It’s based in Santa Barbara, California.
If you check out some of the user-written Ontraport reviews available online, you’ll get an idea of how effective the platform is.
But of course, our team doesn’t trust reviews easily, so we decided to see for ourselves.
So, let's talk about some of the Ontraport features your company can benefit from:
Marketing Automation and Campaigns
No matter what branch of business you’re in, marketing automation comes in handy.
With Ontraport, you can create fully integrated campaigns. These guide your leads through the entire process of eventually becoming a real customer.
The Ontraport marketing automation can even classify them according to their behaviors, preferences, and demographics. Then, it can group them based on your settings.
You can automate all parts of the customer life cycle and be in control of everything that happens with the interaction.
Ontraport CRM takes a visual approach when it comes to marketing automation.
All you have to do is set up the variables, campaigns, and funnels. The platform will then do all the work for you.
One of this feature’s selling points is the flexibility it creates for your campaign. With so many options at your disposal, designing the perfect strategy becomes much easier.
For example, if some customers prefer SMS, you can add that to your sales funnel for that one select group.
You can also see how effective your Ontraport campaigns have been by looking at the data the platform provides. The system isn’t difficult to grasp at all.
Another thing you can do on this platform is build landing pages with ease.
The Ontraport website builder function simplifies the entire process and eliminates the need for hiring a web developer or graphic designer. It lets you fully customize both the design and layout of your landing page.
Also, the service now includes some highly requested features like mobile view customization and extra capabilities for page personalization.
With all that, Ontraport landing pages look amazing.
The platform helps you deal with any repetitive business process you believe is interrupting your workflow.
Being an all-in-one solution, Ontraport absolutely excels at this.
It can automate time-consuming actions like assigning work, fulfilling orders, and replying to inquiries. The way it works is that the platform collects all relevant information to help you create recurring processes.
Ontraport automation functions like this are designed to ensure you can focus on your core business operations.
If you want, you can even leave customer service to the platform. Ontraport can even onboard new clients. It’ll send them everything from forms to follow-up emails.
The Ontraport ecommerce function makes selling both digital and physical products simple.
It helps you with everything from order forms to processing transactions through all kinds of integrations.
The platform gives you a chance to choose between subscriptions and different payment plans. Plus, you can include stuff like coupon codes and upsells.
Ontraport also has a built-in payments tool that makes the financial side of running an online shop even easier.
The order form has been designed specifically to simplify the entire check-out process. It converts better than the typical stuff as it minimizes the drag.
The templates you can find have been proven to be extremely effective by countless Ontraport ecommerce users over the years.
But there’s more.
You’ll also find upsell forms. Presenting a one-time offer to the customer is a great way to increase your average order value. The platform makes identifying the best way to do it a breeze.
Then, all your customers have to do is click a Yes or No button based on whether they want to grab the special offer.
With lead scoring, you gain insight into the engagement level of your contacts. The more you see them engaging in your assets, the more point value they’ll have. It gives you an idea of what they’re most interested in.
You’ll notice percentages showing up next to lead scores. Their purpose is to give you an idea of how important a contact’s score is.
These are the scores based on the median. The way it works is that the median score gets 50% while the highest one gets 100%. The rest are then weighted to reflect the smaller range values.
The raw score is rounded to a whole number, but behind the scenes, it’s a decimal value.
Ontraport tracking features like this one can help your business make the next move.
Lead scoring is available for users with Plus plans and above.
Webinars are one of the best ways to move away from emails and focus on a more personalized video experience.
The platform has a fully integrated webinar service built into it. This can be of much help, especially considering how expensive separate tools can be.
Ontraport webinar function has absolutely everything you need to get your video content out there. It helps you record, store, and stream previously shot clips.
Another useful thing it does is let you schedule them and target a specific audience. The platform will then do all the rest.
Just keep in mind that this feature comes at an additional cost.
Ontraport has many integrations. The most popular include:
- Google Analytics - There’s no better way to collect and analyze your data. When you integrate your account with Analytics, you’ll be able to see which Google Ads are converting.
- Shopify - The popular Shopify app gives you a chance to market, sell, and manage your orders. With over one million users, this renowned platform can handle payments, checkouts, and shipping for you. It accepts all major credit and debit cards, cryptocurrencies, and all sorts of traditional currencies.
- Facebook Connect Button - The Ontraport Facebook integration broadens your reach and makes targeting visitors easier. You can also gain access to more reliable data on potential customers.
- Facebook Custom Audiences - You can also set custom audiences on Facebook. Then, you can target ads to your audience on Facebook, Instagram, and other social media platforms.
- Facebook Lead Ads - When users tap on your ad, the form pops up immediately. The forms arrive pre-populated with every user’s data.
- PayPal Payments Standard - With this integration, you can include Instant Payment Notifications and include a payment button on your pages. It can also bring customers back to your site after they make a purchase.
- PayPal Payments Pro - PayPal Pro allows you to accept all major credit cards available across the globe. You also have access to free trials, payment plans, subscription payments, and upsells.
- Beaver Builder - If you want to combine Ontraport and WordPress, this integration is exactly what you need. It’s a great drag-and-drop builder. You’ll find countless templates and include text in them without hassle.
- WooCommerce - Anyone running a WooCommerce store knows how troublesome some tasks can be. Manual data entries and keeping data records are time-consuming and tiresome. With the Ontraport WooCommerce integration, you can automate all this and ensure the numbers are always 100% accurate.
- Zoom - Ontraport Smart Forms can be used to register contacts from your webinars and send them follow-ups.
- Zapier - It’s Zapier that makes it easy to connect with thousands of apps. It keeps track of what’s going on in your phone and in-person meetings. Then it creates contacts and edits your schedule. It supports chains of command.
Ontraport Mobile App
Nowadays, it’s practically impossible to stay behind your desktop all the time, especially when you have a business to run.
The Ontraport mobile app gives you access to most of the functions you can find in the desktop version. It includes Contacts, Deals, Companies, and all the custom objects you’ve enabled in your account.
Of course, you can view all of your saved data and continue working as if you were in the office. You can also perform deep searches in your record.
If you get stuck at some point while using the Ontraport app, there’s a help center you can access from your mobile device. You can find it under the resources tab next to other exciting stuff, such as training resources and success stories.
The app is as customizable as it gets, allowing you to edit navigation and switch between three different themes.
Another thing you have complete control over is whether or not the app auto logs calls for you. If you have a habit of leaving notes about your calls while they’re still fresh in your mind, you’ll love this option.
The app is available for Android, on the Play Store. At the time of writing this Ontraport review, users are still waiting for Ontraport for iOS.
If you’re a first-time user, you’ll find plenty of resources on the website. There are beginner guides, video courses, and countless training options you can try.
So, getting started with Ontraport shouldn’t be tough.
Once you do, there’s still a lot you might end up needing help with. Luckily, the company’s customer support is excellent.
The agents you can reach out to are available via several different channels. These are:
- Live Chat
Judging by most user-written Ontraport reviews, all are effective.
Customer support team representatives are polite and willing to go the extra mile to solve issues.
For our Ontraport review, we shot the company an email with a few questions about the service. A detailed response arrived in about an hour. It included all the info we asked for and the links to pages where we can find out more.
But there’s more.
On Facebook, you can find a user community group. It’s an active and friendly social media space where you can ask a quick question and get help from experienced users.
We were granted access to the group in a little less than 24 hours after requesting to join.
So, what’s the cost of Ontraport?
There are four monthly plans you can opt for. They differ in the number of contract records they can hold as well as in some extra features. These are:
2,5000 contacts, unlimited emails, two account users, two free setup calls, ecommerce.
10,000 contacts, unlimited emails, three account users, two free setup calls, ecommerce, email delivery consulting.
Keep in mind that Plus subscribers and above can purchase additional user seats for $47/month.
Also, if you choose the Enterprise Ontraport pricing plan, there’s the option to buy more contact and email packages. You can get an additional 100, 000 of either for $99/month.
These options ensure you only pay for what your business needs. Rather than upgrading to the next level, you can grab more user seats or email credits.
There’s also the Ontraport free trial which lasts 14 days. You don’t even have to use your credit card to set it up.
With certain offers, you can get the money you’ve spent on your base account fee. The refund period lasts for 30 days from the date you’ve started paying for the service. Annual subscriptions don’t include the money-back guarantee.
Ontraport Review - Verdict
To sum up, Ontraport is exactly what you need if you want an all-in-one solution for your business.
It can tackle almost all aspects of your work and let you focus solely on your core operations. This is especially the case with customer relationship management.
Many Ontraport user reviews suggest the platform works the best for education-based organizations. Of course, this doesn’t mean it locks out other users. No matter what kind of company you’re running, this tool will save you a lot of time on a day-to-day basis.
It’s a great value for money, but some of the non-basic Ontraport pricing plans are somewhat expensive.
With a free trial version available, there’s nothing stopping you from giving this tool a run. Then you can see which plan works for you.
We definitely suggest testing the app as it can free up so much time, and we know how busy business owners get.
What is Ontraport used for?
Ontraport is a business automation software that provides an all-in-one experience. It does so to help you speed up some processes in your operation and be more effective in attracting and retaining customers.
Is Ontraport easy to use?
All pricing plans include free setup calls that can ensure you get everything right. Once everything is ready, using the platform is easy. It guides you through everything from creating Ontraport campaigns to recording webinars.
How much does Ontraport cost?
Ontraport’s Basic plan is $79/month. There are four different plans you can choose between based on what you need. There’s also a free trial allowing you to test the platform for 14 days.
Where is Ontraport located?
Ontraport is located in Santa Barbara, California. The team behind it started designing the platform over a decade ago and has grown exponentially since. You can find out more about it in the Ontraport review above.
Dejan is a techie at heart who always dreamed of turning his fascination with gaming into a career. He finds working for TechJury a perfect opportunity to express his views of all kinds of different software. Being an avid reader, particularly of fantasy and sci-fi, Dejan pursued a degree in English Language and Literature. When not at his computer, he’s watching sports or playing tabletop games.
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