Ontraport vs SOCi

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Our analysts compared Ontraport vs SOCi 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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SOCi offers a comprehensive software solution designed to streamline marketing automation, particularly for multi-location businesses. It excels in managing social media, reviews, and localized content, making it ideal for franchises, property management firms, and large enterprises with numerous locations. The platform's robust features include social media management, reputation management, and localized content creation, all integrated into a single dashboard. Users appreciate its ability to schedule posts, respond to reviews, and analyze performance metrics efficiently. The primary benefits of SOCi include enhanced brand consistency, improved customer engagement, and time-saving automation capabilities. Compared to similar products, users often highlight SOCi's intuitive interface and superior customer support. Pricing typically varies based on the number of locations and specific features required, with options for monthly or annual payments. This flexibility ensures that businesses of various sizes can find a suitable plan that aligns with their marketing needs and budget constraints.
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$24 Monthly
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Tailored to your specific needs
$350 Monthly
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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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  • Enhanced Efficiency: Automate repetitive marketing tasks, freeing up time for strategic planning and creative work.
  • Consistent Branding: Ensure uniformity across all marketing channels, maintaining a cohesive brand image.
  • Data-Driven Decisions: Leverage analytics to make informed decisions, optimizing campaigns based on real-time performance data.
  • Improved Customer Engagement: Personalize interactions with customers through targeted campaigns, increasing engagement and loyalty.
  • Scalability: Easily scale marketing efforts to accommodate business growth without a proportional increase in workload.
  • Cost Savings: Reduce the need for manual labor and minimize errors, leading to significant cost reductions over time.
  • Enhanced Collaboration: Facilitate better teamwork with centralized tools and shared access to marketing assets and data.
  • Timely Campaign Execution: Schedule and deploy campaigns at optimal times, ensuring maximum reach and impact.
  • Comprehensive Reporting: Access detailed reports that provide insights into campaign performance and ROI, aiding in future planning.
  • Regulatory Compliance: Stay compliant with industry regulations and standards, reducing the risk of legal issues.
  • Customer Insights: Gain a deeper understanding of customer behavior and preferences, allowing for more effective targeting.
  • Resource Optimization: Allocate resources more effectively by identifying high-performing channels and strategies.
  • Enhanced ROI: Maximize return on investment by optimizing marketing spend and improving campaign effectiveness.
  • Real-Time Monitoring: Monitor campaign performance in real-time, allowing for quick adjustments and improvements.
  • Seamless Integration: Integrate with other business tools and platforms, creating a unified marketing ecosystem.
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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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  • Centralized Dashboard: Manage all your social media accounts and marketing campaigns from a single, intuitive interface.
  • Content Library: Access a repository of pre-approved content that can be easily customized and scheduled for posting.
  • Automated Scheduling: Schedule posts across multiple platforms in advance, ensuring consistent and timely content delivery.
  • Reputation Management: Monitor and respond to customer reviews and feedback across various review sites from one place.
  • Analytics and Reporting: Generate detailed reports on campaign performance, audience engagement, and ROI with customizable metrics.
  • Multi-Location Management: Efficiently manage marketing efforts for multiple business locations, ensuring brand consistency and localized content.
  • Social Listening: Track brand mentions and relevant conversations across social media to stay informed and engage proactively.
  • Ad Campaign Management: Create, manage, and optimize paid social media campaigns with built-in tools for targeting and budget control.
  • Team Collaboration: Facilitate seamless collaboration among team members with role-based access and task assignments.
  • Customizable Workflows: Design and implement workflows tailored to your specific marketing processes and approval hierarchies.
  • Local Pages Management: Maintain and update local business pages on platforms like Google My Business and Facebook, ensuring accurate and up-to-date information.
  • Customer Insights: Gain valuable insights into customer behavior and preferences through data analysis and reporting tools.
  • Mobile App: Manage your marketing activities on-the-go with SOCi's mobile application, available for both iOS and Android devices.
  • Integration Capabilities: Seamlessly integrate SOCi with other marketing tools and platforms to streamline your marketing operations.
  • Compliance and Security: Ensure your marketing activities comply with industry regulations and data security standards.
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Product Ranking

#12

among all
Marketing Automation Software

#89

among all
Marketing Automation Software

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User Sentiment Summary

Great User Sentiment 189 reviews
Excellent User Sentiment 488 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.

90%
of users recommend this product

SOCi has a 'excellent' User Satisfaction Rating of 90% when considering 488 user reviews from 2 recognized software review sites.

4.2 (96)
n/a
n/a
4.47 (244)
4.1 (60)
4.5 (244)
3.5 (33)
n/a

Awards

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SOCi stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite 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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Centralized Management: SOCi is praised for its ability to streamline the management of multiple social media accounts from a single platform, a significant advantage for businesses juggling numerous profiles.
Location-Specific Tailoring: A notable strength of SOCi is its capacity for handling multi-location businesses, empowering users to tailor content and campaigns for different branches or franchises, ensuring localized messaging.
Data-Driven Insights: Users commend SOCi's robust analytics and reporting features, which provide valuable data on campaign performance and audience engagement, enabling informed decision-making.
Content Scheduling Efficiency: SOCi's content scheduling and management capabilities are highly regarded, allowing users to plan and automate their social media posting, saving time and ensuring consistent engagement.
Responsive Customer Support: Users consistently highlight SOCi's effective customer support, praising their responsiveness in addressing queries and resolving technical issues promptly.
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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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Technical Issues: SOCi users have reported experiencing occasional bugs and technical glitches within the platform.
Difficult to Learn: The platform can be challenging for new users to learn due to its extensive features and functionalities.
Expensive: SOCi's pricing is considered to be higher compared to some other social media and reputation management tools available in the market.
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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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Is SOCi a social butterfly in the world of social media management platforms? SOCi generally receives positive reviews for its comprehensive approach to social media and reputation management. Users particularly value its ability to manage multiple social media accounts and locations from a single platform, making it a great option for businesses with multiple locations. They also appreciate that the platform's robust analytics and reporting features provide actionable insights. However, some users find the user interface a bit complex, requiring a learning curve. There are also occasional gripes about slow customer support response times. Overall, SOCi seems best suited for multi-location businesses that need a powerful tool to manage their social media presence and track their online reputation. Its ability to handle multiple accounts and locations, along with its robust analytics, makes it a valuable asset for businesses looking to streamline their social media efforts and gain a competitive edge.

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