Expert CRM software reviews? I’ve been using Ontraport for my business and my client’s businesses for the past 2 years. I love that it’s so customizable. With a little creativity, you can manage nearly 100% of your business. I use it for my website, membership site, automations, new client onboarding, invoicing, payment processing, email marketing, lead management, customer management, order management, and reporting. There’s a bit of a learning curve—it took me about 6 months to learn enough to feel comfortable and confident. I don’t see this as a downside, though. I prefer to be able to customize everything exactly the way I want it, so a learning curve is a small price to pay! See even more details on ontraport crm review.

On the bright side though, at least Ontraport won’t ask for your credit card details. You’re free to try out its features for two weeks without committing yourself for the long haul. Beyond that, however, the lowest Ontraport goes is $79 per month for the basic plan. So, it might lock you out if you’re on a budget. Now, when you sign up and log in, the first impression you get of Ontraport’s system might be confusing. Considering it reportedly focuses on email marketing, you’d probably expect to find options like “Automation” or “Campaigns” on the menu bar. But, surprisingly, that’s not the case here. Only three of its six main menu options are consistent with email marketing solutions- “Dashboard”, “Campaigns”, and “Contacts”. The rest (“Pages”, “Tasks”, and “Sales”) are more commonly associated with CRM tools as opposed to email marketing. Hence, Ontraport might come off as a CRM solution when you first land on its dashboard.

Choose Ontraport if you have a tight budget and are looking to convert leads. Service subscription sellers, retailers, or personal brand owners will love Ontraport. Choose Aweber if you own a small business. It is a perfect tool for podcasters, bloggers, small clinics, and social media influencers. Drip is a light-weight marketing automation platform built for bloggers and SaaS product sellers, while Ontraport is an advanced marketing and sales automation system for experienced sales and marketing teams.

Business Automation: The platform helps you deal with any repetitive business process you believe is interrupting your workflow. Being an all-in-one solution, Ontraport absolutely excels at this. It can automate time-consuming actions like assigning work, fulfilling orders, and replying to inquiries. The way it works is that the platform collects all relevant information to help you create recurring processes. Ontraport automation functions like this are designed to ensure you can focus on your core business operations. If you want, you can even leave customer service to the platform. Ontraport can even onboard new clients. It’ll send them everything from forms to follow-up emails.

In essence, it goes beyond email marketing to provide additional tools for membership site creation (unique for a CRM to have specific membership site functionality), payment management, event management, affiliate management, task management, lead generation, leads nurturing, leads scoring, and much more. Such capabilities, of course, make Ontraport an asset to both marketing and sales teams. Make no mistake though. While you might have noticed that email is the core focus here, it turns out that’s not the only marketing channel supported by Ontraport. Rather, the marketing side of Ontraport is optimized for emails, SMS texts, landing pages, and website forms.