Ontraport Features

The email management and sales recording data are very helpful and critical to my business. There were a lot of tools that I did not utilize and needed for a business my size.

There are a lot of features, which you pay for, regardless of whether you use them. For simple email management, there are other options. For full-scale client management, Ontraport may be a good fit.

Nice user interface and overall capabilities. Good task management abilities along with contact management services. The support is simply best in class and the Facebook support group is stellar.

It's slow compared to other similar systems I've used. You also have to "click your mouse button" way more times than similar services to actually do things inside the system. For example, it may take 6 or 7 mouse clicks to create a basic task whereas past services I've used required only 2 or 3. This is extremely frustrating in terms of productivity. Overall the pros outweigh the cons - but I sure wish they'd address the cons.

Thanks for your review, Steven! We're continually working on the interface to simplify the workflow without sacrificing functionality. Here's one improvement we just recently released: We know Tasks were just one example but we've recently added "Quick Tasks" that can be created with three clicks in regular Contacts view: simply select the contact, click on Tasks, and click the Quick Task tab to create the task. Then, in our Contact Quick View interface, adding a Quick Task is just one click. We're working on lots of other projects to simplify processes and speed up the application interface keep the feedback coming!

Ontraport is super customizable and intuitive to use. We use the email marketing tool and manage our leads through the sales pipeline. I love the automation component of Ontraport also.

I wish there was a way that Deals could be auto-created because at the moment we are using the "Contacts" section as this is the only way leads can be auto added via the Zapier integration.

Hello Andra! We're so happy to hear Ontraport's robust features have been helpful for your business. There actually is a way to automatically create Deals using webhooks. In this video around ~58:00 Landon talks about about many-to-many relationships, specifically Deals. https://www.youtube.com/watch?v=Uijq4_tafIg&t=3480s I hope this video helps, but if you still need more assistance, feel free to reach out to Support or post in the Ontraport User Community in Facebook. :) And thanks for the review!

The automations are great. You can create campaigns that automate a lot of tasks and triggers in a single campaign.

It doesn't connect with a lot of other r platforms. The tracking and dashboard isn't very good compared to Keap.

I like how easy it is to create a sequence of events from start to finish--a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport's vastly powerful tools and visually intuitive interface.

Some quirks and bugs in the page editors can make building a page frustrating--for instance, in the sidebar where you upload a photo for a certain block of the page, your cursor naturally tracks over Ontraport's sample photos on the way to the Submit button--and hovering over one of those images causes it to be chosen, overwriting the image you just uploaded and inserted. I have to take a scenic route in a big C-shape with my cursor to avoid this happening. Little quirks like that stack up and become pretty frustrating.

Hi Ksenia! Glad you and your team are using and enjoying the software. We hear you about the page builder. Keep an eye out for updates, we are constantly making the UI and experience better.

Ontraport does a lot of things. For the small businesses that are just starting and not sure what they want, Ontraport is great.

Ontraport made me terrified of all-in-one solution packages. It does a lot of things... but nothing well. Every solution that it solves also has a huge "Yes, BUT..." Rising prices, followed by my inability to do what I need for it to do perfectly, has made me leave Ontraport. Like, being able to control permissions for wordpress pages is neat. But incredibly tedious to disable access when there's a lot of content. Subscriptions would be hard to manage if the customer had multiple products. Email campaigns were difficult to execute. Just a long laundry list of problems. If you're a small business that DOES know what you want, and the software to handle it -- I recommend that solution instead.

Thank you for your honest review. We would love to hear more about what your needs are so that we can submit them as feature releases. While we continue to bring core functionalities businesses need under one roof, we appreciate getting feedback from our users so we can continue to grow alongside the market. Please submit to our support team at support@ontraport.com.

The Training Videos and Customer support

I can not think anything I have not liked so far.

1. Ease of use, a great tool for all my marketing and automation. You have to try it to really understand 2. Support, many of whom I now know on first name basis - Ontraport attracts top notch people to be part of their team and they bend over backwards to help, especially if mistakes are made... I find them extremely proactive. 3 Come for the software, stay for the people. Not only are the staff extremely good at what they do but so are the leaders. Every dept head I've spoken with has been extraordinary and a credit to [SENSITIVE CONTENT HIDDEN] who himself is all over the wider community. All of this plus the Facebook Community which is amazing, no question too dumb or too complex, everyone within the wider community is very helpful.

The knowledge base could probably do with more detail but I can normally get the answer I need from the community with is very strong and healthy

Thanks for the kind words, Matt! We're happy to have you as a part of the Ontraport family. We're constantly making updates and additions to our Support Center, so please let us know if you have any specific feedback or suggestions for information to add!

I use Ontraport as a team member to manage client files and support membership-related inquiries. I love how easy it is to work with client files and support customers with their inquiries. In general, I've found this particular Ontraport feature relatively easy to learn, and in comparison, found it much easier and more user-intuitive than Infusionsoft. I can't speak to the marketing automation aspects, other than my client has installed a powerful and complex automated marketing email system and it seems to work quite well. Overall, this is a great software, especially if you're thinking of outsourcing CRM and support-related tasks.

I can't find any drawbacks for using this software. From what I understand support has also been wonderful whenever my client has needed to contact them.

Hi Carolyn! Glad to hear you are having a great experience using our software. Should you ever have questions about the other functionalities or want to look at opportunities as a consultant let us know! You can email our support team directly at support@ontraport.com.

-The campaigns feature is really comprehensive and easy to use, once you understand it. There is a bit of a learning curve. -The Email template builder is a pretty nice plus - this was something we really wanted in a CRM, although it could use some work. -HTML editor for emails is available. -Custom fields, link tracking and automatic tagging can be set up, which is great.

-Hardly any of their customer service reps seem to understand how the software works. After calling and emailing support multiple times to get help setting up our first campaign, I talked to only one person who was able to give us a comprehensive and complete solution that suited our needs. Other people would constantly refer us to someone else or straight up say they didn't know/didn't offer that...

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I like the functionality of campaigns, tags, triggers, and sequences most. It's very helpful and means I can automate what I would otherwise have to pay someone else to do.

The inability to sanitize campaign data during testing (i.e. I test buy a product and lifetime customer value report will always say I earned $X - I cannot reset it after testing, unless I want to copy and paste the whole campaign to start again, which would require more time to test. Also, it's a fairly slow/bandwidth intensive software to use.

Hi Daniel! Thank you for your review. Glad to see you would recommend us to a friend. We use task automation on campus for many of our departments to save us time as well. We hear you about the testing feature in campaigns. Did you know that our team takes feature requests and we vote them up based on customer wants? To up-vote this request, shoot an email to suport@ontraport.com and have them give this function a thumbs up.

Ontraport Sales and its automation documents to clients are amazing. They have an effective customer support system and are always there to render any possible assistance whenever I experience any issue.

They don't have flexible mobile App features, to have the best experience with Ontraport, I recommend using their desktop version. It will be super cool if you could improve your email tracking for each individual user.

Hello Abel. We appreciate your feedback as we always look to our customer reviews to see how we can best improve our platform. Mobile app is still in the works so stay tuned and thanks for the positive review. :)

We are on our way to taking over the world using this software. It has opened up so many doors for us. Originally, we were looking for a software to create a "drip" email marketing campaign. After talking to ONTRAPORT customer service about all the features, we ended up completely migrating our CRM from another software. We even use it to create customized landing pages for our clients. We've done way more than we ever intended to do with ONTRAPORT. The customer service, training, and knowledge base are out of this world.

The only thing I find somewhat frustrating is the inability to do certain things. For example, when I'm creating a new email, I have certain limitations for what I can do to the text in an email or the formatting. There's usually a somewhat comparable workaround, and they add new features regularly, but it is a little annoying when you have a vision you can't completely bring to life immediately.

Hi Melissa! Thanks for the raving review. We're so happy that our software and support team have helped you do more than you had imagined. That's what we like to hear.

It allows me to have all the assets and platform of a funnel in one software, so I can analyze in which part are my leads or my clients; I can easily know which part of my funnel is broken. On Ontraport you can create entire campaigns, landings, email marketing, SMS reminders, etc. It also works as CRM so your marketing and Sales team can be on the same page.

It´s not easy to use, we lose quite a time trying to understand it and even when we have this software for more than a year not all the members of my team know how to use it or use it at it´s most.

Great customer support, super flexible tool, straightforward integration, not really much more you could ask for from a CRM.

Visually it is not incredible, the UX takes a bit of time getting used to and the dashboard could do with some improvements and more features, but this is a small price to pay.

Thanks for taking the time to give us your positive and constructive feedback, Louis! We'll pass on the message to our support team. :) As for the dashboard, we're always making improvements and it's a project we're actively working on, so stay tuned!

We love that these systems help to streamline everything from client onboarding to actually billing our clients monthly.

It is a little pricey on a monthly basis, but the amount of time it saves us is almost invaluable. They do have their branding on the automation that we haven't figured out how to take off of the emails.

Awesome, Tyler! Hearing that is music to our ears. You can remove the branding from the botton of your emails by sending an email to our support team at support@ontraport.com and they'll take care of it for you.

the data collecting part is easy. like how many people opened and clicked is a huge factor for email list managers.

Some goals arent working as expected. Not all the time but I did SMS recently and I am happy that Chase helped me to dig into it.

At first it looked simple and the Dashboard with the navigation on the menu is okay to get used to it.

1. The Automation isn't working, even when following all the steps and get support to double check that everything is in order, I have a landing page setup with the correct optin form and the campaign email messages are in order too, but it does not trigger the campaign when I optin with an email address. 2. The Page building tool is sometimes cluncky and freezes on you, so one has to go back and...

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Amazing page builder, with templates and global blocks. Super easy to use.

No European support - you have to wait until 4pm for answers. Often page load times very slow. Statistics and Split test don't work

Glad to hear you've enjoyed using our page builders and templates! We understand the time zones can be frustrating without 24 hour support our support team has won many awards for the white-glove service we provide and a big part of that is because we don't outsource international support teams. We hear you and appreciate your feedback.

I really like the hands on customer service, we have had multiple "how to" conference calls that were extremely helpful. I also like the easy, clean templates. The Email automation has improved our efficiency.

None off the top of my head really. I have only been using this for 6-12 months. Would be nice to be able to update or delete sales transactions from a customer profile.

Hi Justin! Thank you for the perfect rating. We like you too!

Customer automation. Customer support calls are highly beneficial. Potential customer information capture.

The unsubscribe feature lacks the ability to unsubscribe from just the one email. It relates to the whole campaign

Hi Keith! Thank you for the positive review. I'm glad to hear you've had an increase in marketing return since using our software. There is a way to set up sequences so that leads can unsubscribe from only that sequence. Shoot an email to support@ontraport.com to see if this would fit your needs.

Landing pages, tutorials, trainings and automation

Pricing isn't the easiest to understand Not enough native integrations

Hi Lakshmia! We're glad to hear you're enjoying our tutorials and automation. Thank you for the feedback on pricing ? we are always working to make the customer experience better.

I love working with the automations and how well Ontraport integrates with other platforms like Google sheets or Jotform.

There are a few items such as inventory management that I wish was a little more simply laid out.

Hi Zontrey! Happy to hear you've found success with Ontraport and we appreciate your honest feedback. We're constantly finding new ways to improve the app so we'll keep that in mind. Thanks for sharing!

There is so much available through one platform, it's impressive. That might be what I like most, especially for those who are growing their businesses and need some plug and play options and other fully customizable ones. Setting up a membership site, a sales page, etc. can be done fairly easily from one place.

I have sometimes wished that certain product/payment options were better. For instance, pay what you can has become increasingly popular in my field, and there aren't a lot of platforms that make it easy to set that up. You can certainly create multiple products at various price points, but it's not the best experience.

Hi Sally, we think you are impressive too! Entrepreneurs and small business owners are the reason we come to work every day. Thank you for the positive review! If you'd like to submit a request for this type of payment, please send an email to support@ontraport.com and ask them to add a feature request.