Categories:

#50

Ontraport is ranked #50 in the Financial Services CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Ontraport Pricing

Based on our most recent analysis, Ontraport pricing starts at $24 (Monthly).

Price
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Starting From
$24
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

Ontraport is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Ontraport:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Ontraport Benefits and Insights

Why use Ontraport?

Key differentiators & advantages of Ontraport

  • 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. 

Industry Expertise

Has helped thousands of small businesses in more than 60 countries since 2006. Clients include family businesses, entrepreneurs, speakers, service professionals and coaches.

Ontraport Reviews

Average customer reviews & user sentiment summary for Ontraport:

User satisfaction level icon: great

189 reviews

81%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Ontraport reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • 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.

Cons

  • 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.

Researcher's Summary:

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.

Key Features

  • 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. 

Limitations

These limitations, based on user feedback, are accurate at the time of this review::

  •  Doesn’t currently support mobile access. 
  •  No native customer service capabilities, requiring integrations for things like case management and live chat. 
  •  Doesn’t provide a free version of the software, unlike competitors such as HubSpot. 

Suite Support

Browse the knowledge base for how-to articles, getting started guide, integration information and reference resources. There’s also an active user community on Facebook.

Customer support hours are Monday – Thursday, 6:00 a.m. to 12:00 a.m.; Friday, 6:00 a.m. to 9:00 p.m.; and weekends, 9:00 a.m. to 9:00 p.m. PST. However, live support isn’t available on Wednesdays between 1:30 p.m. and 2:30 p.m PST.

mail_outlineEmail: [email protected]. Live chat and screen sharing are also available.
phonePhone: Not mentioned.
schoolTraining: Online courses and live video tutorials available along with in-person training. Either is available by attending the company’s annual user conference, a three-day boot camp or a certification course.
local_offerTickets: Dedicated system for creating and tracking tickets not mentioned.

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Pricing for Financial Services CRM Software

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