In this honest Ontraport review, I look at one of the most popular CRM for sales & marketing, Is it right for your business? Let’s find out.
Do you wanna take your online business to a whole new level?
Are you looking for the best and most powerful CRM software for marketing automation? Are you in need of making your marketing efforts more effective?
If yes, then you might have some business automation plans that you want to execute.
Ontraport is the best business automation platform, designed to take care of everything you need to grow your business.
Nowadays powerful CRM is quite difficult if it is done manually because there are tons of things you need to look for.
As per the reports, there is only 19% of marketers are actually tracking and reporting right on all of their marketing efforts. Are you one of them? If not, then it’s time to track and analyze all of your marketing efforts.
In such cases, we need to rely on powerful tools out there in the market that can help us in achieving more without putting that much effort. If we want to make the best possible decision we need more accurate information.
Basically, Ontraport is an all-in-one platform that generally delivers outstanding business features that includes a powerful CRM, Membership sites, one-click WordPress Integration E-Mail Marketing, Affiliate Management, and more.
In this post, we have featured Ontraport Review 2023 which includes detailed insights about its pricing, features, functionalities, and more. Let’s get started here.
Ontraport Review 2023: Top Pros & Cons
What Is Ontraport?
Ontraport is a powerful marketing automation tool that offers essential business features like powerful CRM, payment processing, one-click WordPress Integration, email marketing, membership sites, affiliate management, and more.
Landon Ray is the founder and CEO of Ontraport, this idea of Ontraport came in 2006 and it was successfully launched in 2008. Ontraport has exponentially grown over the last few years and currently, they are having more than 100 team members. Ontraport has also won several awards in the past few years.
Is Ontraport Easy to Use?
Ontraport is one way to automate your marketing and map your entire business and get the data you have always wanted. Ontraport generally gives a CRM (Customer Relation Management) system right for small and growing businesses in order to automate marketing and sales efforts.
Along with that it also offers tools for email marketing, leads scoring, lead nurturing, affiliate management, payments, event management lead generation, and many more things in a row.
Here the new data can be easily collected via a web form builder that can easily be used to create fully customized forms. The best part is that pre-created templates are also available out there. And once the lead is generated, here Ontraport will automatically route the lead right to the correct member of the sales teams. Here it also leaves space for follow-up instructions along with the lead-specific information.
Ontraport also includes a customizable dashboard that comes with a drag-and-drop interface and you can easily set up the business so that users can have the access to the areas of the system that is more relevant to their roles.
What Ontraport Offers?
Basically, Ontraport offers all the tools that you will need to manage the customer’s journey and building brand awareness right to brand advocacy.
- It offers a visual campaign builder right with built-in performance reporting and projection.
- Offers easy to build and fully customizable landing pages right with a huge library of templates to choose from.
- Personalized easy to design messages that include emails, SMS along with the postcards.
- It also offers powerful membership site management tools that generally integrated seamlessly right with WordPress.
- Provides multi-channel marketing automation for seamless leads and more in a row.
- Has advanced marketing tracking right with UTM variables right for the in-depth reporting and insights.
- Offers E-Commerce tools that will make it really simple to start selling online along with taking payments.
- Provides high-converting sales force automation features in order to optimize your sales process.
- It offers an extremely powerful customizable CRM in order to organize all of your data and simply put it to work.
- Also has a flexible business automation right for more efficient process right throughout your entire business.
How to build Campaigns and Automation?
Switch to Ontraport’s campaign builder after designing forms, emails, or landing pages for your campaigns. The campaign builder is now the platform’s most important tool. Ontraport would be completely useless without it. Because everything revolves around it, the campaign builder is likely to be the tool you spend the most time with.
The builder, on the other hand, fundamentally mixes marketing automation with CRM through a simple visual approach. You may think of it as a standard automation builder with CRM capabilities built in. By offering a bird’s-eye view of the entire approach, it attempts to simplify an otherwise complex campaign framework.
To put it another way, the campaign builder includes tools for designing visual automation workflows. The resulting chart should show the relationships between all of the segments, rules, tags, and relevant campaign messages in a graphical format. As a result, you’ll be able to see your campaign’s blueprint as well as its progress data in real time.
And, speaking of views, Ontraport provides a variety of them. To begin, campaign creation takes place in the editing mode. Otherwise, you can use the live view to keep an eye on the workflow in real time. When you need a contextual view, the “projection” and “performance” modes come in handy.
How can you create your own workflow?
When it comes to campaign automation, the good thing about Ontraport is its dynamic approach. The campaign builder is capable of handling both basic linear workflows and very complicated ones with numerous layers of rules.
As a novice, I recommend starting with the easier ones and progressing until you’ve mastered all of the fundamentals.
Simple workflows on Ontraport now follow a linear roadmap with several stages without the need of dynamic conditions. A contact merely moves from one stage to the next while staying on the same path from beginning to end. So, in essence, such a workflow’s visual structure does not branch at any time.
A basic workflow is one in which a site visitor activates the system by joining the mailing list, and Ontraport responds with welcome emails or potentially even onboarding guidelines. The entire procedure is simple to follow.
What’s more, you know what? Although creating such a procedure from scratch isn’t difficult, Ontraport saves you time by providing a set of pre-built templates. They even have customisable goal tracking features that allow you to select the actions that will move your contacts to the next step. Simple tasks like responding to an email or SMS message, browsing through a landing page, or clicking on an email link could serve as the foundation for your process automation.
And if you can’t find the right template for your campaign, it turns out there’s another option. Other users can share their workflows with you using Ontraport’s workflow sharing function. After that, you can start incorporating them into your campaigns. Unfortunately, the limitations that come with linear paths are the difficulty with basic workflows. You can only cover so much in a single campaign.
Complex workflows, unlike the past, now mix numerous paths into a single dynamic automation roadmap. In layman’s terms, they use many triggers to cover a wide range of conceivable conditions that distinct targets can encounter at a given point in the flow.
To develop such a flow, you must first construct a logical framework of conditions, which will then set off triggers in response to certain actions done by various targets. The requirements are defined using “if, then” statements, which result in qualification branches appearing at various locations.
However, aside from the campaign builder, Ontraport also allows users to create automation sequences via the contacts menu. In essence, you get to combine messages, times, and procedures to create unique autoresponder sequences.
Ontraport Review Pricing Plans
Here pricing plans offered by Ontraport are very simple and affordable so that anyone can get started with it. Just choose right from simple pricing tiers that is based on your needs and requirements.
How Much Does Ontraport Cost?
Ontraport has 4 month-to-month plans. The Basic plan is $79/mo and it has some limitations on users and the number of contacts. If you need more contacts or emails, you can get the plan for $99/mo which gives you an extra 100,000 contacts or emails. If you need even more than that, they also offer custom pricing for teams that need to send over 5 million emails a month.
Each Ontraport plans catering to a different group of small and mid-size businesses. The Basic and Plus plans are good for newer businesses, or businesses with 1,000-2,000 contacts. The Pro and Enterprise plans are for businesses that have more than 10,000 contacts. They also have better features than the first two plans. All the plans have access to the mobile app, contact management, email marketing, and market research tools.
1) Ontraport Basic ($79/Mo)
The Basic plan is good for small businesses that need strong features like API access, lead capture, landing page templates, and video hosting. The subscription doesn’t include automated task management or membership sites. If your business needs more eCommerce or analytics features, then you may want to skip this plan and get a different subscription.
- 100 contacts
- 1 Users
- Unlimited Emails
2) Ontraport Plus ($147/Mo)
The Plus plan is a good choice for small teams. It offers 1,000 more contacts and more features like order forms and payment processing, as well as more analytics and tracking features. If you have a team of 5 or more people, this plan could help you make real progress.
- 2500 Contacts
- Unlimited Emails
- 2 Users
- Setup Services
3) Ontraport Pro ($297/Mo)
Pro and Enterprise are for teams that need more features. These teams can use all of the features in Pro and Enterprise to get more out of their CRM. They can automate their business processes, sales force automation, and website design. Plus, they can process payments through Ontraport. This is perfect for startups and larger teams that make most of their revenue from marketing automation.
- 10,000 Contacts
- Unlimited Emails
- 3 Users
- Setup Services
- Postmaster Consultation
4) Ontraport Enterprise ($497/Mo)
- 20,000 Contacts
- 200,000 Emails/Months
- 5 Users
- Setup Services
- Postmaster Consultation
- Account Management
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FAQ’s Related to Ontraport Review
What is Ontraport?
Ontraport is a robust marketing automation and reporting platform that focuses on email marketing as its primary feature. It's a full-cycle customer relationship management (CRM) solution based on visual campaign maps that track every element of your customer interactions. The platform has a lot of features for creating registration forms, landing pages, and other types of marketing messages (including email, SMS and even sending Postcards). It also helps you to track clients as they progress through your funnel, changing details as you go to increase conversions and giving you the tools to evaluate what's working and what's not.
Who can use Ontraport?
Ontraport is adaptable enough to fit practically any form of business, but it's especially well-suited to educational institutions and membership-based websites (membership site). If your company fits into any of these categories, you should give Ontraport a shot. By using Ontraport's strengths, the platform may also serve enterprises in other industries and help them develop. In reality, Ontraport is still used by marketers and salespeople in over 63 countries to deliver smart automation and client relationship management.
Is Ontraport easy to understand?
It can take weeks or months to completely comprehend all Ontraport has to offer. While their program has a steep learning curve, keep in mind that this is true of any marketing automation software. The influence that Ontraport can have on a company's growth almost certainly justifies the steep learning curve, but there are some areas where I believe Ontraport might make the program a little bit easier to understand.
Is Ontraport suitable for ecommerce businesses?
Automatic credit card payment collections, as well as the option to add upsells, cross-sells, cart abandonment, and credit card expiration notice automation, are just a few of Ontraport's remarkable eCommerce capabilities. It allows you to create custom objects, which is only available in enterprise systems like SalesForce, Marketo, and Eloqua. You can construct associations between several databases using custom objects. exclusive to your company
Can Ontraport help me manage my landing pages, emails, etc. in one system?
Ontraport is the automated engine behind your marketing efforts, allowing you to hyper-target your leads and turn them into customers by seamlessly integrating your emails, landing pages, ecommerce, and more with your CRM. Your data is strewn around when you have various systems managing all of these tasks, making it difficult to make sensible, data-driven business decisions. Ontraport unifies your marketing activities into a single, centralized system, giving you a single point of contact for assistance and a single view of your business data.
Are they good at serving customers after purchase?
Over time, Ontraport has upgraded all of their servers for redundancy, invested in a content delivery network to assure the quickest international speed, and is always looking for ways to improve the performance and responsiveness of their service. They also offer a vibrant user community on Facebook, a free education site for Ontraport customers, a quarterly bootcamp and certified consultant course, and an annual company building event in Santa Barbara, California.
Does Ontraport support third party integrations?
While Ontraport has an API and 24 partner integrations, their infrastructure for third-party apps is nothing like that of Infusionsoft, which has 348 apps and integrations in its marketplace at the time of writing. Most major services, such as Quickbooks, WordPress, PayPal, 1ShoppingCart, and LeadPages, are all integrated with Ontraport. However, with only 24 connectors, you're obviously constrained unless your devs are comfortable with the API.
How much does Ontraport cost?
They're priced quite reasonably at $297/month with no setup fees and two hours of complimentary onboarding calls. You have access to all of the platform's capabilities, as well as the capacity to save 25,000 contacts and send 100,000 emails. While some alternative solutions may have a lower entry pricing, you'll certainly pay 5-10 times as much for the same number of contacts and functionality with Ontraport. They're scalable, so they'll expand with your business and you won't have to worry about switching systems later.
Is Ontraport suitable for freelancers and small businesses?
Aside from a limited-time free trial, the most basic Ontraport plan costs $79 per month, which many novices feel to be a little pricey. It does, however, have one of the best form, email, and landing page editors I've encountered, as well as first-rate automation tools. However, Ontraport's cost does not scale, which is a deal breaker for bloggers and small business owners. The Basic package, which costs $79 per month, only allows for 1,000 contacts. If you want more contacts, you can upgrade to the Plus plan, which costs twice as much for 2,500 contacts. If you exceed that limit, you'll have to upgrade to the Pro plan, which includes 25,000 contacts but costs $297 a month.
Once my free trial ends will I be charged?
You can start your trip with Ontraport with a free trial; after that, you won't be charged automatically; instead, you'll be charged only if you update your account.
What business types is Ontraport suitable for?
From customer service providers to bloggers, coaches, and many other types of businesses, Ontraport is a great fit. You may always read some of their reviews to understand more about Ontraport's customer experience.
What if I change my mind later and want to deactivate my account?
It's simple to terminate your account, and Ontraport will reimburse your cash if you cancel during the first 30 days of your subscription.
Ontraport vs HubSpot Pricing Comparison
HubSpot offers a great CRM platform that has all the features of Ontraport. They have different plans with access to all their free tools. These tools include their Marketing Hub, Sales Hub, and CMS Hub. On top of these powerful tools, they offer free education and certifications. Plus, their CRM account is free too!
HubSpot is known for its free CRM. This CRM comes with a lot of great features, like automation of tasks, email marketing, and scheduling. The free version allows up to 1 million contacts and unlimited users. This makes it a great choice for small businesses of any stage.
Ontraport Pricing Plans
HubSpot CRM Suite Pricing Plans
|Starter||Professional||Enterprise||No 3rd Plan|
|Price||45/mo||1,600/mo||5,000/mo||No 3rd Plan|
Ontraport is a good CRM because it has features that HubSpot’s free CRM does not have. HubSpot’s paid CRM plans are more restricted in the number of contacts and users you can have. The only reason you would use their paid CRM is if you need premium features, which are more advanced than the free features and include things like upgraded list segmentation, removed HubSpot branding, and more currencies.
Ontraport offers a lot of features, but it can be expensive. If you compare the HubSpot CRM Suite Starter plan ($45) and Ontraport’s Basic plan ($79), you’ll see that Ontraport is more expensive. Both plans offer 1,000 contacts, but HubSpot starts with 2 users while Ontraport only offers 1 user. HubSpot is the better deal.
However, if you look at the next plans for each, HubSpot’s CRM Suite becomes more expensive. The cost for 1,000 contacts is $45, but it jumps to $1,600 for 2,000 contacts in their Professional plan.
Ontraport’s next plan for 2,000 contacts is only $147 a month. In fact, the most expensive Ontraport plan is only $497, much cheaper than HubSpot’s CRM Suite. Therefore, Ontraport might be a better deal for you in this case.
When it comes to HubSpot or Ontraport, it depends on your budget. HubSpot has a lot of features, but if you don’t need all the features, Ontraport is a good choice because it has more plan options that will fit into your budget. If you don’t need all the premium features, HubSpot’s free CRM is a good option.
Conclusion: Ontraport Review
The capability of Ontraport to optimize processes and automate repetitive operations is one of its primary benefits. Having this resource at your disposal allows you to streamline company processes to save time and energy.
Say goodbye to time-consuming manual steps and welcome to streamlined, effective operations.
I like Ontraport because of its straightforward design and handy functions. You don’t need to be particularly tech savvy to pick up on the features and start using them right away. Ontraport gives you everything you need to thrive in business, including the ability to create effective marketing campaigns, manage client relationships, and monitor sales.
Ontraport’s scalability is one of its best features. Ontraport may be tailored to meet your specific requirements at every stage of business development. The platform is very flexible, allowing for extensive personalization to meet the specific needs of each given organization.
But what really separates Ontraport from the competition is the company’s promise to be a trustworthy companion on your business’s path to success. The Ontraport team offers great help and resources.
They are committed to ensuring your success by maximizing your use of the platform through advice, training, and continuous support.
I strongly advise giving Ontraport a try if you’re serious about taking your business to the next level through the use of automation. Feel the independence that comes with simplifying procedures, maximizing output, and expanding with minimal effort.
In my opinion, Ontraport is the hidden tool that can explode your company to new heights of success.
Do let us know, what you think about the Ontraport review right in the comment section below.