Ontraport Review 2023: Is It The Best CRM Software For Your Business? Is it Worth it ?

Ease of Use
Value for Money


  • Powerful marketing automation at a fraction of the cost of enterprise-level solutions
  • Keep a better eye on your leads and consumers.
  • Reporting on Performance Visually
  • Mobile View Customization
  • Drip Email Campaign to Keep You In Touch


  • No social media integrations are available.
  • SMBs require better pricing options.

One of them is Ontraport's sophisticated CRM, which allows you to automate your business with no effort. One of the best-kept secrets of business and marketing automation is Ontraport.

Price:$ 78

Today’s Ontraport review will take a new approach since the service seems to be unlike any other marketing software we’ve seen so far.

What am I referring to?

Now, here’s the intriguing aspect of Ontraport. While Ontraport clearly markets itself as an email marketing provider, it is not your average email marketing solution.

Rather than that, it has the sense of a CRM program that also has email marketing tool features. As a result, I like to think of it as a CRM platform first, followed by marketing automation.

Okay, I get what you’re thinking at this point. Haven’t we previously analyzed a slew of different automation software packages that integrate email marketing and customer relationship management? How is Ontraport unique?

As it turns out, you are correct. Indeed, we’ve evaluated a variety of technologies that integrate marketing automation with CRM. Indeed, there are several solutions available.

Mailchimp, along with ActiveCampaign and SendinBlue, is one of the most popular. And, certainly, each of them is capable of email marketing automation and customer relationship management.

However, here is the kicker. While their email marketing capabilities are rather strong, their supporting CRM capabilities are somewhat limited.

In other words, they are incapable of competing with specialist CRM systems. The majority of them are limited to basic CRM. On the other side, Ontraport has been lauded for its ability to combine superior CRM with marketing automation.

This is the kind of solution you’d consider if you’re tasked with developing intricate CRM routines that correspond with your marketing goals. However, how dependable is the platform as a whole in this regard?

Let’s find out by going through each of its key capabilities in detail. This Ontraport review contains all of the information you could possibly need regarding the program.

Therefore, bear with me as I lead you through an overview of Ontraport’s capabilities, including the elements that stand out in terms of user experience, contact management, campaign creation, automation, and CRM.

And, since I’m a stickler for details, this Ontraport review examines the company’s customer assistance as well as its price structure.

Therefore, without further ado, let us begin with an Ontraport review!

Ontraport Review: Quick Expert Summary

Ontraport is a comprehensive CRM software that helps businesses manage their customer relationships more effectively. It offers a wide range of features, including email marketing, lead capture, and automation tools, making it an ideal solution for businesses of all sizes. Additionally, Ontraport is highly customizable, making it easy to configure to meet the specific needs of your business.

Overall, Ontraport is an excellent CRM solution that is well worth the investment. It offers a wealth of features and customization options that can help businesses improve their customer relationships and boost their bottom line.

What is Ontraport?🔥

Ontraport is a business automation platform that incorporates a customer relationship management (CRM) component. Ontraport was ranked No. 71 on Forbes’ list of “America’s Most Promising Companies.”

Ontraport was created in 2006 in Santa Barbara, California by Landon Ray, Pin Chen, and Steven Schneider.

Ontraport  - Ontraport Review

Ray, a former flower seller who became a Wall Street trader, said that he was “running another firm and went into the same challenges that many entrepreneurs go through, and couldn’t believe there wasn’t a clear answer.”

The three co-founded the small company automation platform Office AutoPilot (predecessor of Ontraport) in 2008 from a backyard yurt.

Ontraport Major Benefits👉

we have some major features of Ontraport review:

1. Customer Relationship Management:

Ontraport is clearly more of a CRM platform than a marketing solution, based on the things we’ve reviewed so far. It delivers a highly efficient customer relationship management solution that enables both salespeople and marketers to maintain positive long-term relationships with their clients.

You should be able to personalize the messages you send to customers, address their concerns, compile your previous and current customer interactions, track your customers’ progress through their respective workflows, import and update customer information, monitor your customers’ behaviors, and create sales workflows, among other things.

Then, inside Ontraport’s campaign processes, your consumers are shown in categorized cards for simple tracking. Additionally, the system groups them depending on their development and the sales funnel, enabling you to pinpoint your primary goals.

Additionally, salespeople may use the drag-and-drop interface to not only design basic and sophisticated pipelines, but also to manage their leads as they go through various phases.

Additionally, Ontraport provides customers with tools for taking notes during conversations, establishing email sequences, and creating tasks.

2. Building Campaigns and Automation:

After creating your campaign’s forms, emails, and landing pages, you should go to Ontraport’s campaign builder.

Now, the campaign builder is the platform’s major tool. Without it, Ontraport is completely useless. And since everything revolves around it, the campaign builder is likely to be the tool on which you spend most of your time.

Having said that, the builder effectively mixes marketing automation and customer relationship management (CRM) through a simple visual flow. Consider it a standard automation builder with built-in CRM capabilities.

By offering a birds-eye perspective of the whole approach, it attempts to simplify an otherwise complex campaign structure. Thus, the campaign builder includes tools for constructing visual automation processes.

The resulting chart should then depict the connections between all segments, rules, and tags, as well as the associated campaign messages. This means you can monitor the blueprint for your campaign as well as its progress data in real time.

And while we’re on the subject, Ontraport offers a variety of various vistas. To begin, campaign creation happens in the editing mode.

Alternatively, you may go to its live view to monitor the process in real time. Then “projection” and “performance” modes become useful when a contextual perspective is required.

3. Designing Emails, Landing Pages, and Opt-In Forms:

Apart from email marketing, Ontraport also allows you to develop landing sites and registration forms. However, get this – they do not utilize distinct editors.

Despite the fact that they are distinct marketing channels, Ontraport has combined their customizing capabilities into a single central editor.

As a result, the editing procedure for your emails is virtually identical to the one you use for your landing pages and associated website forms. This should spare you from having to retrain yourself each time you move between the three.

When it comes to the actual construction process, Ontraport’s block-based editor gives you the option of starting from scratch or using one of the pre-built templates.

To be honest, I’m guessing you’d choose the second choice over the first since it seems more tiresome. Acceptable. However, Ontraport provides a slew of building components that simplify your task.

Thus, starting from scratch does not always imply completely rebuilding everything. Simply choose the right blocks, position them logically, and then personalize their look. That is really all there is to it.

And, while we’re on the subject of simplicity, working with templates is considerably simpler and quicker.

Fortunately, Ontraport provides a big selection of well-designed solutions from which to pick depending on your marketing campaign goals. Each of them is completely free, properly responsive, and very configurable.

Once you’ve chosen an email, landing page, or form template that meets your needs, you can begin working on it right from the editor. Numerous modification choices are available here, owing to the editor’s versatility.

More precisely, you may alter the layout, add new blocks, and fine-tune aspects such as shape, color, and font.

4. Contact Management:

The finest characteristic of properly equipped CRM systems is that they always have robust contact management capabilities. And Ontraport is not an exception.

Because all of its CRM activities are intrinsically connected to the relevant contact database, you may be certain that you will get the necessary administrative capabilities. For eg., the procedure of adding contacts is highly flexible.

If you’re starting from scratch and want to build a contact base, you might use Ontraport’s landing pages, SMS, and forms. Otherwise, users with pre-existing lists may continue to manually or directly import their contacts.

Additionally, the kind of contact information that you may keep here is limitless. Ontraport enables you to tailor your contact fields to the information you want on your profiles.

Then, to assist you in targeting the appropriate contacts for your campaigns, Ontraport gives further information such as appointment history, account activity, engagement history, lead score, and purchase history. You should be able to track such parameters from the profile of each contact.

However, you should not stop there. Consider aggregating and segmenting your contacts based on common factors to optimize marketing outcomes.

Fortunately, Ontraport has the appropriate tools for this. It enables you to create dynamic groups based on custom rules.

For instance, you may create lists that automatically qualify and deny leads based on their behavior, hobbies, or demographic information. Naturally, how you categorize your connections is totally up to you.

However, if you have a huge number of contacts, you may need assistance from your team members. This is the point at which you may use Ontraport’s Lead Router automation tool, which equitably distributes leads among team members.

If you don’t have a team, have no fear; Ontraport has your back. You may customize it so that contacts are automatically added to email campaigns. The system as a whole is sufficiently adaptable to suit whatever qualifying criteria you want.

5. Utilization Ease and Learning Curve:

To be honest, free plans are pretty prevalent among email marketing platforms. I’m not sure how the tendency began, but I believe it makes a significant difference when weighing your alternatives. That is partially why MailChimp continues to expand at an exponential pace.

Regrettably, you will not find it here. When it comes to package generosity, Ontraport falls well short of rivals such as MailChimp. The most it will go is a 14-day free trial.

On the plus side, Ontraport will not request your credit card information. You may test out its services for two weeks without committing to a long-term subscription.

Beyond that, Ontraport’s cheapest package is $79 per month for the basic plan. As a result, if you’re on a budget, this may exclude you.

Now that you’ve signed up and logged in, your first impression of Ontraport’s system may be perplexing. Given that it supposedly focuses on email marketing, you may expect to see choices such as “Automation” or “Campaigns” in the menu bar. However, this is not the case here.

Only three of its six primary menu items are email marketing-related: “Dashboard,” “Campaigns,” and “Contacts.”

The remainder (“Pages,” “Tasks,” and “Sales”) are more often connected with customer relationship management (CRM) systems than with email marketing. As a result, Ontraport may seem to be a CRM system when you first access its dashboard.

Having said that, you’ll note the firm has made an admirable effort to create a clean interface. I like Ontraport’s basic design, which makes it easy to use the site.

The primary dashboard, on the other hand, may seem a little busy due to the abundance of default numbers. You may check a variety of performance metrics related to your campaigns.

On the plus side, Ontraport does enable you to personalize the interface. It effectively acts as a drag-and-drop editor for structuring your dashboard’s appearance and setting the kind of reports you want to display.

As you begin exploring the site, it becomes clear that things are not as straightforward as you originally believed. Ontraport is a rather robust automation platform with a plethora of tools and capabilities that may overwhelm you.

Indeed, even seasoned marketers may need some time to get their bearings here. The only group that may have it easier are salespeople who have prior experience with complex CRM software, whereas newcomers will almost certainly encounter a high learning curve.

Allow yourself roughly a week to a month to fully comprehend how each tool works.

Check out this blog to read in detail about Ontraport Features-

Check out this blog to read in detail about Ontraport Alternatives-

Ontraport Review: Ontraport Pricing💰

They have four pricing plans to offer:

ontraport pricing

  • Basic ($ 29 per month): This includes 1000 contacts and a lot more.
  • Plus ($ 83 per month): This includes 2500 contacts and a lot more.
  • Pro ($ 124 per month): This includes 10000 contacts and a lot more.
  • Enterprise ($ 249 per month): This includes 20000 contacts and a lot more.

They also offer a 14-day free trial.

free trial

Ontraport Review: Pros & Cons💡

We have some pros and cons of Ontraport review :

Ontraport Pros:

  • Without giving your credit card information, you may join up for a free trial.
  • The campaign builder is sufficiently versatile to accommodate sophisticated automation involving a large number of variables and parameters.
  • Ontraport offers a somewhat large selection of professionally designed email, form, and landing page templates. Additionally, they are all sensitive and adaptable.
  • The block-based editor in Ontraport is capable of handling not just emails, but also landing pages and forms. Each of them requires the same level of customization.
  • Ontraport’s CRM capabilities are not only extremely scalable but also highly configurable.
  • Ontraport creates precise campaign performance data, which are then thoroughly segmented for easy understanding.
  • Ontraport provides exceptional customer service. Although it does not provide 24/7 service, it presently has a large number of good evaluations from satisfied consumers.
  • Ontraport has a slew of features aimed at increasing e-commerce sales.
  • Unlike the majority of other email marketing tools, Ontraport includes a comprehensive CRM.

Ontraport Cons:

  • While the dashboard is well-organized and has a basic style, it lacks intuitiveness.

FAQs on Ontraport Review✅

Is Ontraport a good fit for independent contractors and small businesses?

Apart from a limited-time free trial, the most basic Ontraport plan costs $79 per month, which many beginners find excessive. It does, however, have one of the greatest form, email, and landing page editors I've seen, as well as some of the best automation features I've seen. Ontraport's pricing structure, on the other hand, does not scale, which is a deal-breaker for bloggers and small company owners. The entry-level service, which costs $79 per month, is limited to 1,000 contacts. If you want more contacts, you may subscribe to the Plus plan, which is double the price for 2,500 connections. If you reach that threshold, you must subscribe to the Pro plan, which includes 25,000 contacts but costs $297 per month.

What is the price of Ontraport?

They're competitively priced at $297 per month, including no setup costs and two hours of free onboarding calls. You get full access to the platform's features, as well as the ability to store and send up to 25,000 contacts and 100,000 emails. While some alternatives may offer a cheaper entrance price, Ontraport will almost probably cost you 5-10 times as much for the same amount of connections and capabilities. They're scalable, which means they'll grow with your organization and eliminate the need to alter systems later.

Is Ontraport compatible with third-party integrations?

While Ontraport provides an API and 24 partner connectors, its infrastructure for third-party applications pales in comparison to Infusionsoft's marketplace, which now has 348 apps and integrations.

Is Ontraport an appropriate platform for eCommerce businesses?

Automatic credit card payment collection, upsells, cross-sells, cart abandonment, and credit card expiry notification automation are just a few of Ontraport's outstanding eCommerce features. It enables you to construct custom objects, a capability formerly reserved for corporate systems like SalesForce, Marketo, and Eloqua. You may create relationships between many databases using custom objects that are unique to your organization.

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Conclusion: Ontraport Review 2023🤨

While Ontraport is adaptable to practically any form of company, it is optimized for educational institutions and membership-based websites (membership sites).

Therefore, if your firm fits any of these descriptions, you may want to give the Ontraport review a try.

However, do not misunderstand me. Other categories of users are not excluded from the platform. Businesses in other industries may continue to use Ontraport’s capabilities.

Indeed, marketers and salespeople in over 63 countries continue to rely on Ontraport to provide intelligent automation and client relationship management.

Aishwar Babber

Aishwar Babber is a passionate blogger and a digital marketer. He loves to talk and blog about the latest tech and gadgets, which motivates him to run GizmoBase. He is currently practicing his digital marketing, SEO, and SMO expertise as a full-time marketer on various projects. He is an active investor in AffiliateBay.

4 thoughts on “Ontraport Review 2023: Is It The Best CRM Software For Your Business? Is it Worth it ?”

  1. Wouldn’t it be amazing if there was a single CRM platform that could cover both sales and marketing? Well, Ontraport is just that! With its efficient customer relationship management capabilities, it’s the perfect tool for keeping your clients happy and engaged long-term. Plus, its easy-to-use interface makes it a breeze to keep track of your contacts, Interactions, and deals. So why wait? Get started with Ontraport today and see the amazing results for yourself!

  2. Organizations of all sizes rely on Ontraport for email deliverability and campaign performance data. Our easy-to-use software makes it simple to segment your data and understand your campaign results.

  3. With Ontraport, you can rest assured that your emails will always get through to your intended recipients. That’s because our dedicated IP addresses provide superior deliverability, while our campaign performance data ensures that your messages are always on target. Plus, our segmentation tools make it easy to understand your results so you can fine-tune your campaigns for maximum impact. So why settle for anything less? Choose Ontraport for all your email marketing needs!

  4. Ontraport is a powerful CRM tool that helps businesses keep track of their customers and manage their sales pipeline. However, its dashboard can be difficult to navigate and is not as user-friendly as some of its competitors.


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