Best rated CRM software reviews today? Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com. Find extra information on active campaign ontraport integration.
That said, you’ll notice the company has made a good attempt at building a clean interface. I like the fact that Ontraport comes with a minimalistic design, which makes it easier to navigate around the platform. The main dashboard, however, might feel a bit cluttered because of the numerous default figures. You get to view all sorts of performance analytics generated from your campaigns. On the bright side though, at least Ontraport allows you to customize the dashboard. It essentially provides a drag and drop editor for organizing your dashboard layout, as well as specifying the type of reports you’d want to view. Now, as you start navigating around the platform, it becomes apparent that things might not be as simple as you might have previously imagined. Ontraport is a pretty extensive automation software with numerous tools and features that could overwhelm you.
This software’s user interface is a mixed bag, with some people finding it too complex, while others think it is manageable, so if this is your first automation software, you may need some time to understand this software’s functionalities. Ontraport’s CRM is great for maintaining categorized lists of your prospects, it allows you to send emails and newsletters to these lists to collect their data and update them regarding your business. Email and marketing automation are the strong features of this software and some companies only use Ontraport for its automation.
The app is as customizable as it gets, allowing you to edit navigation and switch between three different themes. Another thing you have complete control over is whether or not the app auto logs calls for you. If you have a habit of leaving notes about your calls while they’re still fresh in your mind, you’ll love this option. The app is available for Android, on the Play Store. At the time of writing this Ontraport review, users are still waiting for Ontraport for iOS. If you’re a first-time user, you’ll find plenty of resources on the website. There are beginner guides, video courses, and countless training options you can try.
A more robust full-scale CRM solution (integrates with everything), visual data analytics, and deep automation and tagging. You can start with a more basic CRM, but eventually you’ll need something like Ontraport to continue scaling. As you’ve probably guessed already, Ontraport was developed by a team that principally focuses on CRM. In fact, the story is that Ontraport’s founder and CEO Landon Ray had tried in vain to find comprehensive CRM software. He was apparently frustrated by the fact that he had been forced to run his small business on multiple tools at the same time. And so, in 2006, he came up with the idea of building an all-in-one platform for CRM and marketing automation. Ontraport was then released in 2008 to offer businesses what the company called “the best of both worlds”.