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Ontraport Review 2022: 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

💡Attention: Wondering if Ontraport is the best CRM software for your business?

😉Interest: We’ve got you covered. In this comprehensive review, we’ll break down all the features of Ontraport and show you how it can benefit your company.

👉Desire: You’ll learn everything you need to know about this powerful CRM software, from its capabilities to its pricing. And when you’re ready to take the next step, we’ll be here waiting for you.

🔥Action: Click the link below to read our full review of Ontraport!

Ontraport Review: 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 Review: 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 the 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.

Ontraport Review: Major Features🤔

Some more major features of Ontraport review:

1. Tracking:

This option displays information about who is engaged with your content. Unlike most other analytic tools, Ontraport monitoring not only informs you how many visitors are visiting your website, but also who they are, which sites they visited, and when they visited.

You may monitor users by the campaign, lead source, medium, content, or phrase and get notifications when someone downloads your product; a hot prospect views a certain landing page; or whatever else.

2. Sites:

This plugin enables you to easily connect WordPress sites and build stunning landing pages with drag-and-drop. When we examined Ontraport before, this module did not operate on Google Chrome, but this time we were able to develop a lovely landing page.

It’s an excellent feature for selling information items or online tutoring. You may host films and other material for your clients, establish an endless number of membership levels, and gradually improve members’ access as they pay.

3. Affiliate Program Management:

This section allows you to administer your affiliate program. In minutes, create a customized partner center on your own website and provide them with all the resources they need to promote your company.

You may develop various affiliate programs to promote distinct items or categories of partners. Additionally, you may automate commissions or manually punish them upon viewing.

4. Sales:

If you manage an online eCommerce firm, you’re going to like Ontraport’s sales module. You may see all of your customers’ purchases, the items you offer, and produce various data such as sales reports, subscriber retention reports, transaction logs, and open orders.

While Ontraport excels at the fundamentals of e-commerce, Infusionsoft outperforms it. To begin, Ontraport lacks Infusionsoft’s fully featured shopping cart.

To get a comparable level of functionality, you must combine Ontraport with 1 Shopping Cart, a well-known, independent shopping cart solution.

Payment processing and payment plan management are simplified with Infusionsoft: Infusionsoft has a built-in merchant account called Infusionsoft Payments, while Ontraport does not.

5. Tasks:

The task management system automates the majority of operations and saves considerable time.

You may allocate prospects to the appropriate team member and route leads depending on a variety of indications (zip code, job title, website visits, etc.). You may also decide how leads are routed on a percentage or round-robin basis.

It’s inconvenient that you can’t add a new task when viewing your tasks; you must go to Messages or Contacts to do so. Additionally, there is no integrated calendar for viewing tasks and appointments.

6. Settings:

It’s a little menu that lets you add/edit/delete custom fields, import contacts, control lead routing, and scoring, manage scheduled broadcasts, and alter the merging fields’ default value.

Alternatives of Ontraport 🤷‍♀️

Ontraport is a powerful marketing automation tool that helps small business owners and entrepreneurs to grow their businesses. However, there are a few alternatives to Ontraport that may be a better fit for certain businesses. Here are a few of those alternatives:

1. Infusionsoft 

InfusionSoft Marketing Automation

Infusionsoft is a marketing automation platform that is similar to Ontraport, but it may be more suited for larger businesses. It offers a wide range of features, including email marketing, CRM, and e-commerce tools.


1. InfusionSoft is extremely user-friendly. It’s easy to create campaigns and newsletters, and you can easily track your results.

2. The software is very affordable – especially when compared to other platforms like MailChimp.

3. InfusionSoft has a wide range of features, including lead capture forms, payment processing, and automated marketing. This allows you to do everything from creating email lists to processing payments to tracking your sales funnel.

4. The support team is excellent. If you have any questions or problems, they’re more than happy to help.

5. InfusionSoft integrates with a variety of other platforms, including WordPress, Shopify, and Salesforce. This makes it easy to manage your marketing efforts from a single platform.


1. The learning curve can be a bit steep for some users. It takes a while to learn how to use all of the features InfusionSoft has to offer.

2. The software can be quite overwhelming for small businesses that are just starting out with email marketing. There are a lot of features available, and it can be difficult to know where to start.


  • Custom opt-in forms: With InfusionSoft, you can create custom opt-in forms to collect subscribers’ information. You can also choose from a variety of templates to get started quickly.
  • Automated emails: You can use InfusionSoft to send out automated emails based on people’s behavior, such as abandoning their shopping cart or visiting your website for the first time. This can help you keep in touch with your customers and increase sales.
  • Tracking results: InfusionSoft provides detailed reports on the success of your email campaigns so you can see what’s working and what’s not. This helps you optimize your campaigns for better results.

2. ActiveCampaign 

Active Campaign

ActiveCampaign is another marketing automation platform that is similar to Ontraport. It offers a wide range of features, including email marketing, CRM, and e-commerce tools. However, it may be more suited for smaller businesses.

Pros and Cons of ActiveCampaign:


1. ActiveCampaign is extremely user-friendly. The interface is easy to navigate, and the help center is thorough and easy to understand.
2. Automation is a breeze with ActiveCampaign. You can easily create automation based on subscriber actions, such as clicking a link in an email or opting into a list.
3. Reporting is very comprehensive in ActiveCampaign. You can track opens, clicks, unsubscribes, and more for each individual campaign.
4. You can create custom fields and segments in ActiveCampaign, which allows you to target your subscribers based on their interests and behavior.
5. Email creation is simple and professional with ActiveCampaign. There are dozens of templates to choose from, or you can create your own HTML template.
6. The pricing is affordable, especially when compared to other marketing automation tools like Infusionsoft or HubSpot.


1. There is no live chat support available through ActiveCampaign. If you need help, you have to submit a ticket and wait for a response.
2. Automations can take some time to set up correctly, so if you’re not familiar with coding or scripting, you may need to hire a developer to help you get started.
3. Only a limited number of integrations are available in ActiveCampaign at this time (including Salesforce, Shopify, WordPress, etc.). However, more integrations are being added all the time.
4. The price increases as your list size grows, which may be prohibitive for businesses with large email lists.

3. AWeber

AWeber Pricing

AWeber is an email marketing platform that offers a wide range of features, including lead capture forms, autoresponders, and segmentation tools. It may be a good fit for businesses that are looking for an affordable email marketing solution.

When it comes to email marketing, AWeber is one of the most popular choices. Here are some of the pros and cons of using AWeber:


  • AWeber is easy to use, with a user-friendly interface.
  • There are a variety of templates to choose from, making it easy to create professional-looking emails.
  • AWeber offers great customer service, with helpful tutorials and support options available.
  • AWeber tracks email open rates and clickthroughs, so you can see how well your emails are performing.


  • AWeber can be expensive, with pricing plans starting at $19/month.
  • The automation features are limited compared to some other email marketing services.
  • AWeber can be slow to send out large batches of emails.

Ontraport Review: Ontraport Pricing💰

They have four pricing plans to offer:

  • Basic ($ 79 per month): This includes 1000 contacts and a lot more.
  • Plus ($ 147 per month): This includes 2500 contacts and a lot more.
  • Pro ($ 297 per month): This includes 10000 contacts and a lot more.
  • Enterprise ($ 497 per month): This includes 20000 contacts and a lot more.

Ontraport Pricing - Ontraport Review

They also offer a 14-day 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.
  • If you’re worried about the effectiveness of your efforts, you can utilize Ontraport’s A/B and split testing tools to get a precise insight into how your audience reacts to alternative methods.
  • The primary dashboard has a drag-and-drop editor. As a result, you may modify its layout to show only the most critical facts while concealing the others.
  • Ontraport’s CRM capabilities are not only extremely scalable but also highly configurable.
  • Ontraport’s email marketing is complemented with SMS message marketing, as well as landing sites and forms.
  • Ontraport emails are sent from dedicated IP addresses. This increases overall email deliverability while decreasing the likelihood of your messages being filtered as spam.
  • 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.

Social Media & Customer Review: Ontraport👌

Customer Review

Customer Review

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.

Quick Links:

Conclusion: Ontraport Review 2022🤨

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 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 Whatdoiknow and AffiliateBay.

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