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Ontraport

by Ontraport · Since 2008
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ActiveAvailable globallyCloud
Quick facts
VendorOntraport
Year launched2008
StatusActive
Location2040 Alameda Padre Serra, St. 220, Santa Barbara, California 93103, US
Countries servedGlobal
Languages12
Integrations25+
Free tierN/A
Free trialYES
Contact salesN/A

About Ontraport

Ontraport is a CRM and marketing automation platform that combines contact management, email and SMS campaigns, and sales pipeline tools. It includes self scheduling features, order forms, and membership or content access tools for online businesses. Teams can automate follow ups, score leads, and track campaign performance with built in analytics. Integrations with payment and CMS tools support end to end customer journeys. Key capabilities: CRM with pipelines and lead scoring Email and SMS marketing automation Self scheduling and calendar integrations Landing pages, forms, and order management Analytics and campaign attribution reporting Best for: Businesses managing marketing, sales, and customer automation.

Ontraport is an all-in-one business automation platform designed to empower businesses with the tools they need for effective marketing, sales, and customer relationship management. This software caters to various industries, providing solutions that streamline processes and enhance customer engagement. One of the platform's core strengths is its ability to automate marketing campaigns, which can include email, SMS messaging, and social media advertisements. Users can create personalized customer experiences through dynamic content and advanced segmentation, allowing businesses to tailor their marketing efforts based on customer behavior and preferences. The platform's customer relationship management (CRM) features are robust, offering a unified contact history that aggregates all interactions with customers in one place. This ensures that businesses have a complete view of their customers, enabling them to make informed decisions about outreach and engagement. Ontraport also includes lead scoring and routing capabilities, allowing businesses to prioritize and assign leads based on specific criteria. With features like smart pipelines and task automation, sales teams can efficiently manage their workflows and track progress, ultimately increasing productivity.

Pros & Cons

Pros
  • User-friendly interface
  • Automated scheduling and reminders
  • Multi-time zone support
  • Strong calendar integrations
  • Video conferencing setup
  • Customizable booking links
Cons
  • Limited custom branding options
  • No native mobile app (only browser access)

Features

Key features

Automated Scheduling

Automatically books appointments based on user availability.

Calendar Integrations

Syncs with Google and Outlook calendars for up-to-date scheduling.

Reminders and Notifications

Sends automated reminders to both clients and team members.

Multi-time Zone Support

Adjusts availability and appointments across different time zones.

Customizable Booking Links

Allows users to create unique booking links for different services.

Video Conferencing Integration

Automatically generates video conferencing links (e.g., Zoom).

Additional features

Segment + Organize
Helps categorize and organize contacts based on demographics, behavior, and interactions to create more personalized marketing efforts.
Smart Pipelines
Visual pipeline management for tracking the progress of leads and deals, providing a clear view of sales processes and potential bottlenecks.
Self-scheduling + Calendar
Allows customers to book appointments directly from your system, automatically integrating with your calendar to avoid double-booking.
Task Automation
Automates repetitive tasks, such as sending follow-up emails or assigning tasks to team members, to improve efficiency and ensure nothing gets missed.
Lead Scoring + Routing
Automatically scores leads based on specific criteria (e.g., engagement or demographics), and routes them to the appropriate team members for follow-up.
Unified Contact History
Combines all interactions, purchases, and communications with a contact into one unified timeline, providing a full customer overview.
Mobile App
Provides access to the platform's key features on mobile devices, ensuring teams can manage tasks, contacts, and sales on the go.
Trends
Monitors and tracks trends in customer behavior and sales data to provide insights that can inform marketing and business decisions.
Order Forms
Pre-designed order form templates that can be customized for various products and services, making it easier to capture payments from customers.
Offline Transactions
Supports logging of offline transactions, so businesses that accept cash or checks can still track sales and manage customer information seamlessly.
Complex Offers
Enables the creation of detailed and multi-layered offers, such as bundles or tiered pricing, to enhance sales strategies.
Upsells + Order Bumps
Features that allow businesses to offer additional products or upgrades at checkout, helping to increase average order value.
Decline Recovery
Automatically triggers follow-up sequences when a payment is declined, encouraging customers to complete their purchase.
Customer Center
A portal where customers can log in to view their purchase history, subscriptions, and account details, enhancing customer self-service.
Partner Programs + Referral Tracking
Supports the creation of affiliate and referral programs, with built-in tracking for commissions and partner performance.
Campaign Automation
Provides tools to automate complex marketing campaigns, including email sequences, SMS messages, and custom workflows based on triggers and customer behavior.
Email + SMS Messaging
Built-in tools for sending marketing emails and SMS campaigns, either as part of an automated workflow or standalone campaigns.
Email Deliverability
Ensures high deliverability rates by optimizing email sending practices, reducing the likelihood of messages being marked as spam.
Facebook Custom Audiences
Integrates with Facebook Ads to create custom audiences based on CRM data, allowing for targeted social media advertising.
Tracking + Attribution
Provides tracking tools that link marketing campaigns to customer actions, helping businesses understand the ROI of their efforts.
Drag-and-Drop Pages
A page builder that allows users to create custom landing pages or websites with a simple drag-and-drop interface, no coding required.
Dynamic CMS
A content management system that dynamically updates pages and content based on user interactions, ensuring personalized experiences for visitors.
Custom Objects
Enables users to create custom fields and objects in the database to store unique data, tailored to their business needs.
Access Control + Membership
Manages access to restricted content, perfect for membership sites where only certain users can view specific pages or content.
Form Builder
A tool for creating custom forms that can be embedded on webpages to capture leads, registrations, or other types of customer data.
Conditional Content
Dynamically displays different content to users based on their behaviors, ensuring personalized and relevant user experiences.
WordPress Integrations
Offers integration with WordPress sites, allowing seamless synchronization of forms, pages, and customer data between the two platforms.
API
Provides an API for developers to integrate Ontraport with other software systems, allowing for custom workflows and data sharing.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Basic
USD 70/mo
billed monthly

Countries & Languages

Global
Countries served
12
Interface languages
24
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseJapaneseChinese (Simplified)Chinese (Traditional)KoreanRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇳🇿NZD🇯🇵JPY🇨🇭CHF🇸🇪SEK🇩🇰DKK🇳🇴NOK🇭🇰HKD🇸🇬SGD🇮🇱ILS🇿🇦ZAR🇹🇷TRY🇮🇳INR🇷🇺RUB🇨🇳CNY🇷🇺RUB🇦🇪AED🇸🇦SAR🇧🇷BRL🇦🇷ARS

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