Ontraport vs SharpSpring

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Our analysts compared Ontraport vs SharpSpring based on data from our 400+ point analysis of Marketing Automation Software, user reviews and our own crowdsourced data from our free software selection platform.

Ontraport Software Tool

Product Basics

Ontraport provides a cloud-based set of solutions that help small businesses handle marketing and sales processes. The all-in-one design allows users to seamlessly switch between tasks and access information from a central location.

Users can leverage the capabilities to store and track contacts, send multichannel messages, automate sales processes, create landing pages, analyze metrics, engage in e-commerce activities and more.
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SharpSpring is a cloud-based sales and marketing platform that facilitates building automation rules to send customers with dynamic content or targeted emails based on their interests. It also provides adequate support for marketing agencies.

Features include behavior-based email, campaign tracking, dynamic landing pages, a blog builder, anonymous visitor ID, a form builder, reporting and analytics, social media management, and integrations. Lead scoring helps track a lead’s page visits, demographics and engagement to enhance nurturing efforts.
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$449 Monthly
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Product Assistance

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Documentation
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Small Business Expertise: Founded by a small business owner, it’s designed to address the specific challenges faced by individuals and small companies. 
  • User-Friendly: Leverage easy-to-use software, even without technical knowledge. Includes an intuitive interface, drag-and-drop functionality, lots of prebuilt features, templates and visual builders. 
  • Simpler Business Management: Streamlines business processes and consolidates information by combining all the tools a small business needs into one system. 
  • Data Migration Support: If needed, a setup specialist can help migrate data (emails, contacts, pages) from old platforms without losing any information. This support is available for all plans except Basic. 
  • Free Trial: Try free for 14 days to see if it’s a good fit. 
  • No Long-Term Commitment: The pricing plans are month-to-month by default, providing flexibility based on needs. However, discounted annual plans are also available. 
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  • Email Templates: Leverage prebuilt email templates optimized for mobile devices and any email client, including Outlook. The templates' prebuilt layouts can be edited and sent to customers on the fly. 
  • Folders Categorization: Stay organized by grouping emails and templates in folders. 
  • Document Storage: Store documents such as case studies, white papers and marketing sheets with a content delivery network. 
  • Custom Fields: Capture detailed information about customers, including buyer personas, customer service and other attributes. 
  • Buyer Personas: Create buyer personas using a customizable template that can be stored on the platform. Use personas to segment content and campaigns, delivering personalized content. 
  • Cart Abandonment Follow-up: Set up email workflows to automatically follow up with leads that forego their purchases. 
  • Important Page Visits: Mark specific areas of the website as “Important Pages” and the system will automatically boost lead scores for contacts who visit those pages. Set up automated workflows and lead nurturing campaigns for leads who visit those pages. 
  • Email Inbox Delivery: Identify daily priorities without logging into the platform with information about daily anonymous website visitors, leads, opportunities and customers delivered via email. 
  • Landing Page Templates: Create a series of linked pages to funnel visitors and prospects for lead generation by using predesigned templates. 
  • RSS Email Syndication: Automatically send email blog posts to a list of followers on a daily, weekly and monthly basis. Customize with thumbnail images, titles, dates and other dynamic content. 
  • Content Page Templates: Offers a library of prebuilt index and content page templates that are mobile responsive and can be edited from the blog editor. 
  • Campaign Tagging: Create custom categories and common tags such as email, Google, referrals, organic and offline to group, ungroup or break down campaigns. 
  • Social Notes: Promote internal collaboration with social avatars, “Mark as Read” tags and a clear conversation timeline. 
  • Webinar Integrations: Promote, share and improve web conferences through integration with WebEx and GoToWebinar. Capture lead data from sign-ups and link a dedicated sales funnel to each event to follow up with automated email workflows. 
  • CMS Compatibility: Supports all major content management systems, including WordPress, Drupal, ExpressionEngine, Joomla and more. 
  • Reminders: Create reminders from any page and attach them to opportunities and contacts to schedule a follow-up. Reminders can also be combined with social notes to assign tasks. 
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  • Marketing Automation: Strengthen marketing efforts while automating daily tasks throughout the customer lifecycle. Create unified campaigns, set up marketing funnels, personalize customer journeys, send messages on multiple channels and build a variety of automated user paths. 
  • Lead Management: Visual elements and intuitive tools make it easy to track, store and update leads. A complete view of customers from lead score to engagement history helps make data-based decisions. Import leads from multiple sources, including API, SMS, direct import and lead-capture forms. 
  • Segmentation: Send the right content and campaigns to the right audience using behavior-based tagging, automatic lead assignment to campaigns and multiple segmentation criteria. 
  • Sales Force Automation: Sales team can simplify all sales-based activities and processes with task automation and pipeline management. Features help bring the most important information forward, identify the best leads, equally distribute leads and keep everything organized. 
  • Email Marketing: Drive higher engagement with contacts by seamlessly connecting and following up with them. Analytics tools optimize efforts for better results while a private IP ensures a strong email reputation. Offers a mobile-responsive design, templates, scheduling, SMS reminders and opt-ins, and automated lead assignment. 
  • Landing Pages: Build landing pages without knowing code or hiring a developer thanks to drag-and-drop tools, templates and predesigned elements. Pages are mobile-responsive and can connect with contact databases to provide dynamic content and personalize each visitor’s experience. 
  • Analytics: Provides reports and real-time analytics, measuring things like campaign performance, engagement, customer lifetime value (CLTV), UTM data, A/B results and conversion rates. 
  • Process Automation: Save time, standardize processes and scale more effectively using this suite of tools to automate time-consuming tasks. Supports blending manual and automated tasks for full control. 
  • E-Commerce: Seamlessly manage business online, giving customers a smooth shopping experience. Includes upsells and add-ons to boost revenue. Also offers integration for payment gateways such as Stripe and PayPal, coupons, web forms, and automated management for scenarios like refunds. 
  • Referral Programs: Drive more sales by providing partners with referral management capabilities. Supports end-to-end management to offer incentives, set commission rates, measure results, integrate with WordPress sites via plugin and centralize data storage.  
  • Membership Sites: Provides a single, hassle-free platform to get the site up and running quickly. Includes prebuilt page templates, free hosting, an Ontraport domain, a user-friendly page builder and automated management for things like access levels and registration. Supports WordPress integration if needed. 
  • Integrations: Integrates with dozens of third-party applications for e-commerce, help desk, accounting, forms, learning platforms, reporting and tracking, video, social media, webinars, voice and SMS, API connectors and more. 
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  • Email Builder: Offers drag-and-drop email editor and HTML customization. Dynamic features and smart tags automate the process of customizing email messages. Designs can also be saved as templates for later use. 
  • Email Campaign Testing: Native integration with Litmus facilitates testing and previewing emails on dozens of applications, email providers and devices. 
  • Behavioral-Based Email Tracking: Gives complete information on visitor activity, including page visits, form fills, webinar sign-ups and white paper downloads from email campaigns. 
  • Web Form Builder: Provides: 
    • A drag-and-drop tool with auto-completion capabilities to design and customize web forms and CTA buttons.
    • The option to view and test forms before making them live.
    • CSS to customize forms.
    • Data sharing with other applications and databases by adding a Postback URL to sync information automatically.
  • Customer Segmentation: Offers lists that automatically update as contacts meet the list’s criteria such as location, visited pricing pages, product interest and more. Map a field in web forms to preset buyer personas, setting up questions accordingly. Responses aid list segmentation, allowing follow up with personalized information. 
  • Workflow Builder: Supports automation tasks and leverages branching logic, task combination and action groups to devise a path buyers should take. Responses use custom triggers and filters to personalize lead journeys. 
  • Lead Scoring: Scores leads based on engagement. Custom metrics allow increasing or decreasing scores, including page visits, filled out forms, content downloads and specific demographic characteristics. Assigning a decay rate on leads automatically decreases scores over time. 
  • Real-Time Alerts: Automated workflows can trigger notifications via email and SMS whenever a sale is made, a high-quality lead is created or a prospect moves along their buyer’s journey. 
  • Pipeline View: Create and customize custom deal stages to track the progress of an opportunity. Provides a drag-and-drop interface to move opportunities across deal stages to get an overview of each prospect’s progress through the sales cycle. 
  • VisitorID: Tracks anonymous visitor IP addresses with reverse IP lookup to identify companies that visit the business’ website. Records page visits, recognizes visitors’ views on an important page, determines where they came from and identifies which search terms led them to the website. 
  • Customer Timeline: Offers a timeline view of individual buyers’ journeys to track significant events associated with each contact. 
  • Landing Page Builder: Provides a WYSIWYG interface with HTML for customization. Pages can automatically adapt based on visitor preferences and behaviors. Supports optimizing for mobile and creating a series of linked pages to design a funnel for visitors and prospects. 
  • Content Calendar: Offers an interactive application with daily, weekly or monthly list views of all the planned content such as social activity, scheduled emails and blog posts. Share social media content immediately or at a later date. 
  • Site Tracking: Embeds a custom tracking code snippet in landing pages, websites, microsites or blogs to track every visit. Add media center links to track visits to external resources. 
  • Blog Builder: Provides a WYSIWYG blog and website editor that’s customizable with HTML views. Includes dynamic content that can automatically adapt to resonate with different audiences based on who they are, what interests them and how they behave on the blog and website. Also has an embeddable social sharing widget. 
  • Google Ads Integration: Tracks the ROI of paid search engine marketing campaigns and derives keyword data. 
  • Campaign Analytics Tracking: Automatically tracks website visitors conversions from the moment they first visit till the final sale. Detailed campaign analytics track campaign ROI goals and work offline without the need to set up conversion funnels. 
  • Social Listening: Find and filter social conversations on Facebook, Twitter and LinkedIn by hashtag, keyword and more. Spots customer queries, captures interactions to identify prospects that are ready to buy and offers affiliate programs to promote current customers to help close the next deal. 
  • Custom Reports: Customizable across campaigns, email, social media and CRM to include business-specific metrics. Measures and predicts present and future performance, turning data into insights. 
  • Open API: Developers have access to a platform-agnostic, open API that supports programming languages such as Java, Ruby, Perl, PHP, Python and more for building custom integrations with third-party software. 
  • Third-Party Integration: An app marketplace provides access to prebuilt extensions and integrations across categories such as CRM, accounting, analytics, forms and more, extending capabilities. 
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Product Ranking

#12

among all
Marketing Automation Software

#7

among all
Marketing Automation Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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AI-Based Capabilities Campaign Management Compliance And Data Security Dashboard And Reporting Email Campaign Management Lead Generation Lead Management Lead Nurturing Mobile Capabilities Platform Capabilities Social Media Campaign Management Text Campaign Management 86 35 0 54 100 91 90 92 100 0 50 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 189 reviews
Great User Sentiment 1663 reviews
81%
of users recommend this product

Ontraport has a 'great' User Satisfaction Rating of 81% when considering 189 user reviews from 3 recognized software review sites.

87%
of users recommend this product

SharpSpring has a 'great' User Satisfaction Rating of 87% when considering 1663 user reviews from 3 recognized software review sites.

4.2 (96)
4.5 (571)
4.1 (60)
4.5 (620)
3.5 (33)
3.9 (472)

Awards

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SelectHub research analysts have evaluated SharpSpring and concluded it earns best-in-class honors for Email Campaign Management, Mobile Capabilities and Text Campaign Management.

Email Campaign Management Award
Mobile Capabilities Award
Text Campaign Management Award

Synopsis of User Ratings and Reviews

User-Friendly: Of users mentioning the platform, 60% describe it as intuitive, easy to use and powerful.
Highly Customizable: All users reviewing this aspect suggest it offers a full range of capabilities and can be personalized to fit tailored requirements.
Workflow Management: Useful metrics are available to help guide workflows and delegate work based on results, say 72% of users who review this feature.
Campaign Management: Nearly 85% of users reviewing this feature find benefit from its data tracking, data management, open and click-through rates, sales data, form creation and useful metrics.
Customer Service: Customer support is very diligent and is well-versed with product knowledge, in the experience of 87% of users citing support.
Timely Updates: More than 65% of users referencing this aspect agree that the platform is continuously evolving and improving with every update.
Community Support: All reviews on this subject appreciate the dedicated Facebook community that provides insights and lets users offer feedback on improvements.
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User-Friendly: The platform is easy to use, and the kanban boards, the marketing automation and drip campaigns are easy to adapt to, in the experience of 69% of users referring to this aspect.
Robust Lead Tracking: Over 60% of reviews about this feature appreciate the end-to-end tracking functionality for marketing and sales data, with the ability to generate, track, filter and score leads.
Customer Service: All reviews on support say it’s professional and highly responsive.
Updates: The system constantly keeps updating with new features and offers updated dashboards for use, a benefit according to 75% of users mentioning updates.
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Not Budget-Friendly: Despite being for small businesses, the software price is more suited for larger companies, according to 75% of users referencing price.
Slow Reporting: The reporting feature is not very robust and has a fixed time frame that restricts deriving reports as per requirement, state 87% of users talking about this.
Lacks Integration: In 66% of reviews on this topic, users note the platform isn’t fully compatible with browsers like Safari and lacks integrations such as payment gateways, making it difficult to process campaigns.
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Mobile App: Every user referencing the mobile app suggests it’s inoperable, not relevant and lacks basic functionalities.
Limited Design Flexibility: The landing page builder lacks the ability to add custom code, restricting users' ability to fully customize their pages and potentially hindering brand consistency or advanced functionality.
Email Deliverability Issues: Some users report challenges with emails landing in spam folders, which can impact campaign performance and lead to missed opportunities. It's important to note that email deliverability can be influenced by various factors, so it's recommended to investigate and address potential causes to improve deliverability rates.
Reporting Limitations: Users mention that the reporting features could be more robust, particularly in terms of attribution and providing deeper insights into campaign performance. This might make it difficult to accurately measure the effectiveness of marketing efforts and identify areas for improvement.
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Ontraport is an all-in-one platform providing combined CRM and marketing automation, with intuitive features for a host of needs. Users report a high level of customization, along with excellent service and community support, as chief benefits. The platform also offers useful features such as campaign management, workflow management and time-saving automation. However, the price and lack of basic integrations and compatibility are drawbacks. Users also find the reporting features are slow, making it difficult to run campaigns. The system overall is a solid pick particularly for small businesses with a big enough budget that wish to upscale operations and deliver marketing outcomes.

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SharpSpring combines CRM and marketing automation functionalities to provide robust, user-friendly features and performance. Users particularly appreciate its lead tracking and regular software updates that improve and add features. Comprehensive customer support is another prominent benefit. Some product limitations include a lack of display functionality in the form and landing page builders and a mobile app that isn’t user-friendly and lacks responsiveness. Custom stylesheets are also time-consuming to work with. Despite some drawbacks, it can be a solid option for businesses looking for a budget-friendly and intuitive sales and marketing solution.

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