Ontraport CRM Review

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A review of Ontraport, the highly customizable CRM that keeps small and growing businesses in mind

When a smaller company increases its size it becomes essential to automate processes as effective and efficient as possible. At the same time, when a company is unhappy with their current CRM they can feel like they’re leaving money on the table. Because each company is unique it’s hard to recommend a perfect CRM solution that is the right choice for every company.  That’s why it’s important to ask the right questions when choosing a CRM:

  • How is the price for the features it provides?
  • Are there any features that would be useful for my particular industry?
  • Do I need to use any of the advanced features?
  • How is the customer service?

In this review of Ontraport, we hope to give you an answer to some of these questions.

Ontraport pricing

Ontraport currently offers three types of products for different types of businesses. All plans come with a 90-day no risk, money back guarantees.

  • $79/month Basic plan: 1k contacts, unlimited emails, and 1 user
  • $297/month Pro plan: 25k contacts, 100k emails/month, and 2 users
  • $597/month Team account: 100k contacts and emails, and 10 users

With the prices starting at 79 dollars a month, Ontraport can be considered one of the most affordable CRM systems for a number of features it has. Competitors such as Infusionsoft that have similar features start at a higher price point.

Ontraports features

Ontraport has a lot of advanced features. It’s important to understand what features you are looking for though, before purchasing. Here is a full overview of Ontraports features:

Publishing

  • ONTRApages
  • ONTRAforms
  • ONTRAPORT Marketplace
  • Webforms
  • WordPress Integration
  • Membership Sites
  • Facebook Integration
  • Split Testing

Marketing

  • Marketing Automation
  • ONTRAmail Email Marketing
  • 2-way SMS Messaging
  • Postcard Marketing
  • Partner Programs
  • Marketing Tracking
  • PURLs

Selling

  • Order Forms
  • Trials, Subscriptions, Coupons, and Payment Plans
  • One-click Upsells
  • Lead Management and Scoring
  • Task Management
  • Abandoned Cart Follow-up

Organizing

  • Powerful CRM
  • Business Automation
  • Custom Objects
  • Metrics Dashboard
  • ONTRAPORT Mobile
  • Secure Open API
  • ONTRAPORT Projects

What are the benefits of using Ontraport

As you can see Ontraport has a lot of features. However, the power of Ontraport lies in the fact that it’s highly customizable. It makes things such as CRM, managing leads and selling that much easier. Because of its customizability it lets you build your business systems they way you want you without making you feel like you’re limited in any way.

The selling features of the software are advanced as it allows your customers to see and purchase your products, services, and whatever it is you are offering among other features. The eCommerce features are also very advanced and work well.

Ontraports offer significant advantages over standard autoresponders. This has to do with the fact that most autoresponders are made with just email marketing in mind.

Ontraport’s Customer service

One of the most important aspects of any CRM system is its customer support. When you’re trying to run a successful business you are going to run into a lot of challenges. Having these challenges dealt with in the right way is vital to success.

We would like to make clear that we have heard nothing but good things about Ontraport’s customer service. The companies we had contact with told us they were always available and always gave nicely formulated, detailed answers to questions no matter how small the question. According to Ontraport, they hold a 96% satisfaction rate.

With that being said, Ontraport also has a great Facebook community. Everyone is very well informed and willing to give other companies who have just started implementing answers to their questions. That’s why you should consider joining their Facebook community and ask questions there.

The Ontraport 5.0 release

Ontraport made further improvements to its software by releasing version 5.0 last month (June). While the user interface was already improved with the 4.0 release which happened a couple of months ago, this update addressed some minor problems such as bugs. Bugs are always present in a larger software though so there is no real blame for the company.

Setting up campaigns have become even easier than it was before. We really can’t say enough good things about the visual campaign builder because it’s extremely user-friendly. It makes it easy for everyone to see the processes, set goals and track real-time performance metrics. This update seemed to have introduced some of the last minor missing pieces to the puzzle.

Improvement factors

No software is perfect. While our overall experience has been great and the latest version has brought about even more improvements, here are two small improvement factors we could think of for possible future updates:

  • The ability to track the inventory of a product
  • Some more step by step training videos for the advanced features could be useful

 The CRM Verdict

Now is Ontraport the right tool for your company? If you have a clear vision of what you want to achieve by using (or switching over to) Ontraport by making a clear list of your priorities, business processes, and strategic goals, it is an extremely powerful tool that will give most companies everything they need. You should expect a bit of a learning curve when you start using the software, but that is something that should be expected from a CRM system that’s so powerful if it’s used in the right way.

Ontraport should enable you to exponentially grow your company and at the same time increase stability. Based on our experiences we would recommend any company to give Ontraport a try. With its competitive pricing and the money back guarantee it should especially be a consideration for smaller, growing companies who are planning on using their first CRM. The latest update shows that the Octatrack team is constantly listening to its user base and improving the software.