Ontraport Review [Year]: A Comprehensive Guide to Pricing, Features, and Performance

In the world of marketing automation, businesses are constantly looking for tools that simplify processes and improve their efficiency. One such tool that has garnered attention is Ontraport.

Whether you are a small business owner, an entrepreneur, or part of a larger company, Ontraport offers a wide range of features designed to streamline your marketing efforts and business operations.

This Ontraport review provides an in-depth analysis of its capabilities, pricing, core features, and overall performance, helping you determine if it’s the right tool for your business.

What is Ontraport?

Ontraport is a powerful and comprehensive marketing automation and customer relationship management (CRM) platform. It is designed to help businesses automate various aspects of their marketing, sales, and customer management processes.

Whether you’re a small business owner, an entrepreneur, or part of a growing enterprise, Ontraport provides an all-in-one solution to manage leads, automate campaigns, track customer behaviors, and streamline workflows.

Founded in 2006, Ontraport was created to simplify the complexities of marketing and CRM for businesses of all sizes. Over the years, it has evolved into a robust platform that integrates multiple marketing and sales tools into one unified system.

The core idea behind Ontraport is to offer a solution that combines the functionality of email marketing, CRM, sales automation, and reporting in one platform so that businesses can run their marketing and sales processes from a single interface.

Who is Ontraport for?

• Small to medium-sized businesses: Whether you are just starting or are growing rapidly, Ontraport can scale with your needs.
• Online retailers: With its eCommerce and sales automation features, Ontraport is perfect for running online stores.
• Digital marketers: If you are a digital marketer looking to streamline your lead generation, nurturing, and sales conversion, Ontraport is a solid option.
• Entrepreneurs and Solopreneurs: The platform helps manage day-to-day operations and customer relationships effectively.

Ontraport is cloud-based, meaning that you can access it from anywhere with an internet connection. It operates through a user-friendly interface that offers drag-and-drop tools for creating workflows, forms, emails, and landing pages.

Once you’ve set up your workflows and automation, Ontraport takes care of the execution, sending emails, tracking leads, updating your CRM, and more without manual intervention.

The platform operates on a subscription basis, with several pricing tiers depending on your business size and needs. Ontraport also offers a 14-day free trial, allowing users to test out its features before committing.

Benefits of Using Ontraport

1. Saves Time: By automating repetitive tasks like follow-ups, email campaigns, and lead management, Ontraport frees up valuable time for businesses to focus on high-level strategy.
2. Increases Efficiency: Ontraport’s all-in-one solution eliminates the need for multiple tools and integrations, streamlining processes and reducing friction between different software systems.
3. Improves Customer Engagement: With powerful email automation, personalized communication, and lead nurturing, Ontraport helps businesses keep their customers engaged and build long-term relationships.
4. Scalable: Ontraport grows with your business. As your needs change, you can customize workflows, reporting, and automation to suit your evolving operations.
5. Data-Driven Decisions: Ontraport’s reporting and analytics give you real-time insights into campaign performance, sales activities, and customer behaviors, empowering you to make informed, data-backed decisions.

Ontraport is a comprehensive, scalable, and user-friendly marketing automation and CRM platform that offers businesses a powerful set of tools to automate their marketing efforts, nurture customer relationships, and streamline their operations.

With its customizable workflows, robust email marketing tools, detailed reporting, and CRM system, Ontraport is a great choice for small to medium-sized businesses looking to scale their marketing and sales processes.

While Ontraport’s pricing may be on the higher end for smaller businesses or startups, the value it offers in terms of automation, reporting, and integrations makes it an excellent investment for businesses that want to optimize their marketing and sales efforts.

Ontraport Pricing Plans

One of the first things potential users want to know about any software tool is pricing. Ontraport offers several plans to suit businesses of all sizes. Below is a breakdown of its pricing structure:

Plan	Price Starting at
Basic	$24/month
Plus	$83/month
Pro	$124/month
Enterprise	$249/month

Ontraport’s pricing is designed to cater to businesses of various sizes, with scalability in mind. The basic plan is ideal for those just starting out, while larger companies can benefit from the additional features available in the Pro and Enterprise plans.

My Personal Experience with Ontraport

My experience with Ontraport has been incredibly positive, especially in streamlining my marketing and sales processes. As a small business owner, I always faced challenges in managing customer relationships and automating marketing tasks.

Ontraport has made these aspects significantly easier. The onboarding process was smooth, with clear tutorials guiding me through setting up the system, and the drag-and-drop automation builder was a game-changer. It allowed me to create email sequences and workflows without needing any technical knowledge, saving me a lot of time.

One of the most impactful features for me is the email marketing automation. I can easily set up personalized email campaigns based on customer behavior, such as when someone fills out a form or clicks on a link in a previous email.

The integration with the CRM allows for a seamless connection between my contacts and the email campaigns I run, ensuring I stay engaged with leads at the right time. Additionally, Ontraport’s CRM has helped me manage leads and track customer interactions effectively, allowing me to prioritize follow-ups based on engagement levels.

I’ve also been impressed with Ontraport’s reporting and analytics tools. The detailed insights into my campaigns have been invaluable, enabling me to make data-driven decisions and optimize my strategies for better results. Customer support has been excellent, with fast responses whenever I’ve had questions or needed help.

Why I recommend Ontraport:

• All-in-one functionality: I don’t have to juggle multiple tools anymore. From email marketing to customer relationship management, everything is integrated into one platform.
• Customization: Ontraport’s automation features let me personalize workflows based on specific customer actions, helping me engage with them at the right time.
• Time-saving: Automated follow-ups, email sequences, and form submissions have freed up time for me to focus on growing my business.

While there’s a learning curve, especially with more advanced features, I’ve found the platform to be intuitive overall. In conclusion, Ontraport has been an indispensable tool for my business, saving time, improving customer engagement, and allowing me to scale my marketing efforts effectively.

Core Features of Ontraport

1. Marketing Automation

Ontraport’s marketing automation tools are among the platform’s most powerful and versatile features. This feature allows businesses to automate repetitive marketing tasks, helping them save time and improve efficiency. With Ontraport’s visual workflow builder, you can create automated workflows that trigger actions based on specific customer behaviors or data points.

Key Benefits:

• Behavior-based automation: Automate follow-ups, email sequences, and even lead scoring based on customer actions such as form submissions, email opens, or clicks.
• Customizable workflows: Build workflows from scratch with a drag-and-drop builder, allowing you to design tailored automation strategies.
• Lead nurturing: Automatically nurture leads by sending personalized content at the right time, increasing the likelihood of conversion.

This feature is ideal for businesses looking to automate their lead nurturing, follow-up emails, or even customer retention campaigns.

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2. Customer Relationship Management (CRM)

Ontraport’s CRM is designed to help businesses manage customer data in a central location. The CRM not only tracks customer interactions but also segments contacts based on various factors like demographics, interests, or actions. This segmentation helps businesses target specific customer groups with personalized campaigns.

Key Benefits:

• Centralized customer data: Keep track of every touchpoint with your customers, from emails to purchases, ensuring that you have a comprehensive view of your relationship with them.
• Contact segmentation: Organize and segment your contacts based on multiple attributes such as behavior, location, or preferences.
• Lead scoring: Assign a score to leads based on their engagement level, helping your sales team prioritize follow-ups more effectively.

Ontraport’s CRM helps businesses build stronger customer relationships by giving them a deeper understanding of their contacts’ behaviors and needs.

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3. Email Marketing

Email marketing is at the heart of Ontraport’s platform, providing businesses with robust tools to create and send personalized, automated email campaigns. Whether you are sending a one-time promotional email or setting up a comprehensive email sequence, Ontraport makes it easy to reach your audience with relevant content.

Key Benefits:

• Automated email sequences: Set up multi-step email campaigns that nurture leads over time, triggered by specific actions or dates.
• Personalization: Personalize emails based on the contact’s name, preferences, or behaviors, which significantly increases engagement.
• Templates & Drag-and-Drop Editor: Ontraport offers a range of email templates and a drag-and-drop editor, making it easy to design professional-looking emails without needing coding skills.
• A/B testing: Run tests on your email subject lines, content, and design to determine which version performs best with your audience.

This feature is perfect for businesses looking to increase their email engagement through automation and personalization.

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4. Landing Pages and Forms

Creating high-converting landing pages and forms is crucial for lead generation, and Ontraport makes this process simple. You can easily design landing pages and capture forms that integrate directly with your email marketing and CRM systems. Ontraport even provides A/B testing for landing pages to optimize performance.

Key Benefits:

• Drag-and-drop builder: Design landing pages without any coding knowledge using Ontraport’s intuitive drag-and-drop editor.
• Customizable templates: Choose from a variety of customizable templates that are proven to convert.
• Lead capture forms: Create forms that automatically add contacts to your CRM, ensuring a seamless lead capture process.
• A/B testing: Test multiple landing page designs and form types to optimize conversion rates.

This feature is ideal for businesses that want to create high-converting lead capture pages that integrate seamlessly with their marketing automation system.

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5. Sales Pipelines

Ontraport offers powerful sales pipeline management tools that help businesses track leads and opportunities through the sales process. The platform allows you to visualize your sales funnel, move deals between stages, and automate follow-ups to keep prospects engaged.

Key Benefits:

• Visual sales funnel: Get a clear, visual overview of your sales pipeline, so you can easily track the status of each opportunity.
• Customizable pipeline stages: Define custom stages for your sales process to match your unique sales cycle.
• Task automation: Set up automated tasks, reminders, and follow-ups to ensure no lead slips through the cracks.
• Deal tracking: Track each deal’s progress through the sales funnel and get notified when action is needed.

Ontraport’s sales pipelines allow businesses to stay organized and close more deals by ensuring every prospect receives timely attention.

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6. Reporting & Analytics

Ontraport provides comprehensive reporting and analytics tools that give you insights into the performance of your marketing campaigns, sales activities, and customer behaviors. With these detailed analytics, businesses can optimize their strategies to achieve better results.

Key Benefits:

• Customizable dashboards: Create personalized dashboards that display the metrics most important to your business, such as email open rates, conversion rates, and lead activity.
• Advanced reporting: Run detailed reports on campaigns, sales performance, and customer interactions, helping you track ROI and identify areas for improvement.
• Conversion tracking: Measure the effectiveness of your landing pages, emails, and campaigns by tracking how many leads are converting into customers.

Ontraport’s analytics tools enable businesses to make data-driven decisions and continuously optimize their marketing strategies for maximum impact.

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7. A/B Testing

A/B testing is crucial for optimizing marketing strategies, and Ontraport makes it easy to run tests on emails, landing pages, and even entire marketing campaigns. By comparing two or more versions of a campaign, businesses can identify what resonates best with their audience and improve overall performance.

Key Benefits:

• Test multiple variables: Run A/B tests on different aspects of your marketing, such as email subject lines, content, landing page designs, and calls-to-action.
• Improved decision-making: Make informed decisions based on real data, improving the likelihood of campaign success.
• Increase conversions: Optimize every aspect of your marketing to boost conversions and drive better results.

A/B testing is a powerful way to continuously improve your marketing efforts, and Ontraport offers an easy-to-use platform for running these tests.

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8. Integrations

Ontraport integrates with a wide variety of third-party tools and platforms, allowing businesses to connect their existing systems and automate workflows across different applications. From payment gateways to CRM systems, Ontraport makes it easy to bring all your tools together into a single ecosystem.

Key Benefits:

• Seamless tool integration: Ontraport integrates with popular tools like Zapier, Shopify, PayPal, and WordPress, ensuring that your systems work together efficiently.
• Centralized data: By integrating your tools, you can centralize your data in one platform, providing a complete view of your business activities.
• Automate cross-platform workflows: Ontraport’s integrations allow you to automate tasks across multiple platforms, saving time and reducing manual effort.

Integrations are crucial for businesses using a variety of tools, and Ontraport’s wide range of integrations makes it easy to connect everything in one place.

Pros and Cons of Ontraport

Performance & Usability of Ontraport

Ontraport’s performance and usability have been exceptional in my experience. The platform runs smoothly with minimal downtime, ensuring that tasks such as setting up automations, sending email campaigns, and managing contacts are executed without any noticeable lag.

The email marketing automation works flawlessly, with emails reaching recipients without delays, and the system’s speed allows for seamless execution of complex workflows. Even with a growing contact list and expanding automations, Ontraport’s scalability has been impressive, handling larger volumes of data without any performance dips.

In terms of usability, Ontraport offers an intuitive user interface that makes it easy to navigate through the various features, whether it’s managing contacts in the CRM, setting up email sequences, or tracking campaign performance. The drag-and-drop builders for emails, landing pages, and workflows are particularly user-friendly, allowing me to create and customize marketing materials without any technical skills.

Though there is a slight learning curve, especially for more advanced features like reporting and custom workflows, Ontraport provides excellent support through tutorials, documentation, and a responsive customer service team.

The mobile version of Ontraport, while functional for checking reports and tracking performance on the go, is best suited for lighter tasks as the desktop version offers a more comprehensive experience. Overall, Ontraport delivers fast, reliable, and efficient performance, making it a valuable tool for businesses looking to automate and streamline their marketing efforts.

Customer Support Offered by Ontraport

Ontraport offers robust customer support designed to assist users at every stage of their journey, from onboarding to troubleshooting advanced features. Their support channels include live chat, which is available during business hours for quick assistance, and email support for more detailed inquiries.

Additionally, Ontraport provides screen sharing sessions, allowing support agents to assist users in real-time by viewing their screen, which is especially helpful for more complex issues.

Support is available Monday through Friday, from 6:00 AM to 8:00 PM PST, and on Saturdays from 9:00 AM to 3:00 PM PST (email support only). On Sundays, live support is available from 11:30 AM to 8:00 PM PST.

For users needing additional resources, Ontraport provides Ontraport University, a collection of video tutorials, and a Support Center filled with helpful articles. There’s also a Facebook User Community where users can exchange tips and experiences.

For enterprise-level clients, Ontraport offers VIP Support, which includes a dedicated support representative, launch assistance, and advanced troubleshooting to ensure smooth business operations. Overall, Ontraport’s customer support is comprehensive, offering multiple ways to access help and providing extensive resources to ensure users can get the most out of the platform.

Additional Resources

Beyond direct support, Ontraport provides a wealth of resources to help users:

• Ontraport University: A comprehensive library of over 150 video tutorials covering various aspects of the platform, including marketing, sales, payments, and no-code web apps.
• Support Center: An extensive collection of how-to articles and guides organized by feature, allowing users to find solutions to common issues and learn best practices.
• Facebook User Community: A vibrant community where users can ask questions, share experiences, and learn from each other.
• Certified Experts: For specialized needs, users can connect with Ontraport Certified Experts who offer strategic guidance and implementation support

Customer Ratings Summary of Ontraport

Here’s a summary table of how Ontraport stacks up based on customer feedback:

Feature	Rating (out of 5)
Good Value for Money	4.5
Features	4.7
Return Policy	4.0
Shipping & Delivery	N/A
Customer Service	4.8
Price & Quality	4.3
Ease of Use	4.2

FAQs About Ontraport

What makes Ontraport different from other marketing automation tools?

Ontraport offers an all-in-one solution with advanced automation features, making it easier to manage customer relationships and marketing campaigns.

Is Ontraport easy to use?

While it can be challenging for beginners, the platform is well-organized, and its drag-and-drop builder makes it more user-friendly.

Can I integrate Ontraport with third-party tools?

Yes, Ontraport integrates with many third-party apps like WordPress, PayPal, and Shopify, though some integrations may require additional setup.

Is Ontraport suitable for small businesses?

Absolutely. Ontraport is designed for small to medium-sized businesses and scales as your business grows.

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Final Thoughts on Ontraport

For businesses seeking a user-friendly system that balances automation with manual control, Ontraport is a fantastic choice. However, the pricing structure can be a bit steep for smaller businesses, especially those just starting, and the platform’s more advanced features may require a bit of a learning curve. Nonetheless, Ontraport provides ample resources, such as tutorials and customer support, to help users navigate and make the most of the platform.

Ultimately, Ontraport is an excellent investment for businesses that need to automate complex marketing tasks, manage leads effectively, and integrate different aspects of their marketing and sales efforts in one place. If you’re ready to streamline your marketing and customer management, Ontraport could be the solution to help you scale efficiently and effectively.