This review was last updated
This CRM Review examines Ontraport.
In-Depth CRM Review
2040 Alameda Padre Serra
Santa Barbara, California 93103
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
ONTRAPORT was launched in 2006 to solve challenges faced by small and mid-sized companies (like ours) that we just couldn’t otherwise seem to solve.
We wanted to be able to deliver automated multi-media, multi-step, integrated marketing sequences. Couldn’t do it.
We wanted to be able to see what was working and what wasn’t at every stage of our marketing/sales process. Couldn’t do that either.
We wanted our salespeople to actually use the CRM we’d invested in. They wouldn’t. We just wanted to stop dropping leads.
And we wanted to streamline and automate recurring business processes so that we could feel confident that our policies and plans were being followed and no balls were being dropped. Couldn’t find anything.
So, we put our heads together and just a few short years of non-stop, eye-crossing, finger-bleeding software development later, ONTRAPORT was born.
Fast forward several years. Today, we’ve put ONTRAPORT to work in thousands of companies around the world and in dozens of industries from construction material manufacturers to software startups, national franchises, and local professional service firms. And we support our clients with world-class support and incredible done-for-you services.
ONTRAPORT has won many awards along the way, including #102 on the Inc500 list of fastest growing companies in the nation, a spot on the 50 Most Engaged Workplaces list, #2 nationally for CareerBuilder’s ‘big strides in small business’, a Red Herring Top 100, and a Forbes Most Promising Companies.
But what matters most to us are the rave reviews and personal referrals we get from our clients every day.
About the Product, Ontraport:
CRM Capabilities of Ontraport
360 VIEW OF YOUR CONTACTS
Collect and store a complete record of every interaction and all the data you have on every client and prospect in one customizable, beautiful screen. Create your own custom views for everything including purchase and contact history as well as any custom data you need to collect. Decide what everyone on your team gets to see and edit with detailed user permissions.
BEAUTIFUL WEB FORMS
Collect new prospect or client data with totally customizable web forms that you can put anywhere: on your website, on your blog, or we’ll even host them for you. Use our pre-made templates or create your own with our industry-leading webform builder.
ROUTE LEADS AUTOMATICALLY
When it’s time to get in touch, automatically notify the right people immediately, with specific follow up instructions. Track and automate what happens next with powerful Task Outcomes.
Find your hottest leads automatically with flexible lead scoring. Define what makes a good lead and what actions indicate interest, then route those leads to your salespeople – or to unique follow up sequences – automatically.
Marketing Capabilities of Ontraport
AUTOMATED FOLLOW UP
Follow up with every lead, customer, and partner inquiry immediately via email, phone calls, direct mail postcards, SMS, and more… all designed and delivered by Ontraport automatically on the schedule you set. Powerful segmentation rules allow to you send the right messages via the right channels at the right time.
Skip lengthy webforms and let prospects connect via Facebook with a click. Capture their email address, status, and more then follow up automatically based on what you learn.
Register people for your events online. Run webinars, teleseminars, or even live events and see who attended, who didn’t and then follow up with each group appropriately, all on autopilot.
INDUSTRY-LEADING EMAIL DELIVERY
Your message doesn’t matter if it ends up in the spam folder. Backed by our impeccable sender reputation, your emails get delivered on time, everytime. Implement high-quality, automated list management systems to ensure your list stays clean, engaged, and responsive.
SPLIT TEST EVERYTHING
See what’s working and what’s not with sophisticated response tracking and powerful split testing. Test different emails, landing pages, or complete follow up sequences to see what resonates with your market so you can use the best and ditch the rest.
Commerce Capabilities of Ontraport
BEAUTIFUL ORDER FORMS
Build completely customizable, beautiful and secure order forms and place them on your own site, an Ontraport landing page, or have us host it for you instantly. Accept credit cards, paypal, or both.
RECURRING BILLING AND PAYMENT PLANS
Charge once, on a recurring basis, or accept payment plans. Flexible payment settings include free or paid trials, delayed billing, customizable shipping and tax options and more. You can even take payment over the phone with manual orders.
AUTOMATE COLLECTIONS AND EXPIRING CARD UPDATES
There’s nothing more annoying than chasing down clients whose credit cards decline or are about to expire. Let Ontraport automate that entire process for you, giving your clients a secure and branded online customer portal so they can update their payment information themselves.
ABANDONED CART FOLLOW UP
Eliminate one of the most painful places where money is lost in your business: right at checkout. Ontraport will automate the follow up with anyone who tries to buy but, for whatever reason, fails. Often, a quick email or phone call to that hot prospect will result in a sale that would otherwise have been lost.
EASY ONE-CLICK UPSELLS
There’s no better time to get a second sale than immediately after the first one. Show your web buyers a special offer and they can add it to their just-completed purchase with a single click. String together a series of upsells to create sophisticated buying paths that maximize the value of each transaction.
Automation Capabilities of Ontraport
PUT YOUR BUSINESS ON AUTOPILOT
At the heart of Ontraport is the powerful if/then rule system that connects and automates it all. Easily create sophisticated rules to automate everything from lead follow-up and order fulfillment to task management and even internal business processes.
ONTRAPORT WATCHES EVERYTHING
Trigger web page visits, link clicks, email opens and clicks, purchases, specific task outcomes, and a whole lot more. Then your rules can perform all kinds of actions such as sending an email, direct-mail postcard, SMS message, scheduling a rep to make a phone call or just about anything else you can dream up.
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For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
Rich’s View of Ontraport:
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