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

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.