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Bonfire Rating: 4.6/5 Ontraport is an all-in-one business management platform designed to make life easier across the board!
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Ontraport CRM
Learn More Today!
$
24
Monthly
Powerful Contact Management
Tons of Workflow Automation
Calendar Management Capabilities
Get Ontraport CRM
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Finding the right platform to manage your small business can be a hassle. With so many options, it’s easy to pick the wrong one by mistake— leading to wasted time and money . I’m AJ, here to help make your decision easier. I’ve tested dozens of business management tools over the last decade while building my business. I recently sold my business for multiple seven figures, and now I’ve made it my mission to help empower entrepreneurs to succeed through Small Business Bonfire (SMB). One of the platforms I knew we had to talk about as soon as possible is Ontraport. In this review, we take a deep dive into everything the online business management software offers (over three months). Let’s dig in!
You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
What is Ontraport CRM?
Ontraport CRM is an all-in-one no-code business software designed to help businesses scale with the following: An easy-to-use CRM Powerful automation Plenty of E-commerce features Powerful Reporting It’s essentially a jack of all trades (and master of quite a bit) when it comes to business solutions. Think of it like a Swiss Army Knife for entrepreneurs—the sky’s the limit to what you can do with it. Ontraport CRM’s suite of tools is impressive. It includes the following business operations features: Contact management Lead nurturing Powerful workflow automation Sales management tools WordPress integration (PilotPress) Calendar sync and event management Systems (collections of automation assets) A useful mobile app We think Ontraport is fantastic for small and midsize businesses (SMBs) because it has pricing plans that help you scale from the ground up. Plus, its powerful automation capabilities make it perfect for making tedious tasks a thing of the past. It’s also tailor-made for businesses looking to empower their sales and marketing teams to succeed . There are tons of CRM features to help teams provide more customer value from start to finish. Throughout our three months of testing, the Small Business Bonfire team and I were consistently blown away by just how much power this platform ha d . Full transparency: Ontraport pricing is based on how many contacts you have, so it can potentially be a bit expensive if you aren’t careful. However, we think it’s worth every penny !
Pros and Cons of the Ontraport CRM
At SBB, we ensure our reviews are as transparent and honest as possible. So, let’s take the good with the bad and discuss the pros and cons.
Ontraport CRM Pros
Tons of marketing, sales, and workflow automation
Powerful contact database management
Robust reporting and analytics
Built-in email and SMS functionality
Great mobile app
Ontraport CRM Cons
No free plan
It can be pricey with a lot of contacts
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Visit Ontraport for Pricing
Who is Ontraport CRM Best Suited For?
Ontraport is a powerhouse CRM with many practical applications, but let’s narrow it down. Here are some situations where we think Ontraport CRM is incredibly well-suited, based on our testing: Small businesses – Ontraport is fantastic for small businesses focused on scaling because it provides a robust CRM with plenty of business automation capabilities. This means you can focus on what matters—growing your business and fostering customer relationships. Midsize businesses – For midsize businesses, Ontraport is a no-brainer, in our opinion. With multiple tools to streamline your business, you can continue to grow into an enterprise without worrying about clients falling through the cracks. Sales and marketing teams – Ontraport is perfect for sales and marketing teams looking to revamp their sales processes, generate more leads, close more deals, and strengthen customer relationships. With built-in multi-channel support (email and SMS), powerful contact management, and sales tracking, Ontraport is a lifesaver for marketing and sales teams of any size.
Who is Ontraport CRM Not Suited For?
Ontraport CRM offers so many features that we honestly have a hard time not recommending the all-in-one CRM solution to everyone. Although if we had to narrow it down, here’s who it’s not necessarily the best fit for: Startups – If you’re just starting out, Ontraport might be a bit more than you need. Plus, there’s no free plan, which can be a barrier to entry for startups (especially since there are plenty of free CRMs on the market). Freelancers – If you’re a freelancer or solopreneur looking for basic contact management and communication capabilities, there are plenty of more affordable options on the market that will get the job done.
Ontraport CRM Software Pricing
Ontraport offers four pricing plans. Each plan varies based on how many users or contacts you have. For this section, we list the basic price for each plan and the additional cost per user. The four plans are the following: Basic – $24/month, $9/month per new user Plus – $83/month, $19/month per new user Pro – $124/month, $49/month per new user Enterprise – $249/month, $69/month per new user
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How Does Ontraport CRM Pricing Compare?
Now let’s see how Ontraport compares to some of the most popular options on the market. Spoiler alert: It holds its own (even against the toughest competition), both in terms of pricing and features. Ontraport CRM – $24/month No free plan Powerful contact management Email and SMS marketing Sales and marketing automation Sales management capabilities HubSpot CRM – $50/month Free plan Basic contact management Email and live chat marketing Up to 10 automations Basic sales management features Zoho CRM – $14/month Free plan Basic contact management Email and social media marketing Limited automation Basic sales management features Keap – $159/month No free plan Powerful contact management Email marketing Sales and marketing automation Sales management capabilities As you can see, regarding features such as automation and sales management, the most powerful platforms here are Keap and Ontraport. Keap only offers two pricing plans, starting at $159/month . Compared to Ontraport’s four flexible pricing plans starting at $24/month , Ontraport is the clear winner here. Plus, Ontraport provides essentially all of the same features at Keap at the basic level. If you’re looking for one of the most powerful all-in-one platforms (that won’t break the bank), we recommend checking out Ontraport.
Ontraport CRM Pricing Tips
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Annual Plans Save By paying upfront for an annual plan, you can save up to 20% on your overall plan with Ontraport.
Referral Plans By referring people to Ontraport, you can save up to 25% every month for as long as they stay subscribed. Ontraport is an easy recommendation, in our opinion, so why not save some money and help your friends out at the same time?
Free Trial Ontraport offers a free 14-day trial so you can test out all of its features before committing to a plan. With no credit card information required, it's an easy way to give Ontraport a shot and see what it has to offer.
Ontraport CRM Core Features
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Contact and Lead Management
Ontraport's contact and lead management features are top-notch. With powerful segmentation tools, you can easily organize contacts into lists (or tags) for better outreach. We got started by adding our affiliate marketing B2B contacts at Small Business Bonfire. Here's an example of the "create contact" screen to give you a better idea. We especially loved how each contact had lead management features built-in. Some of these included the following: Lead scoring Sales stage Priority Time since activity Plus, we were able to easily add automation directly into each contact card. With the ability to create triggers, send emails, and automate mundane tasks (like follow-ups or reminders), contact management with Ontraport couldn't be easier . We think it's fantastic for sales and marketing-focused SMBs that want to save time and foster more meaningful relationships.
Workflow Automation
Ontraport's automation capabilities are incredibly powerful (and surprisingly simple). Ontraport provides a ton of helpful templates (shown below) to help you get started, along with the ability to create your own brand-new automations. You can also easily access your templates in the following views: Favorites Featured templates Recently used Shared with me My shared templates We got started using one of the templates called "fancy webinar registration and follow up" to automate our webinars at Small Business Bonfire. Getting started was as easy as a few clicks— Ontraport handles the rest . Here's what our view looked like from simply clicking on the template. As you can see, with the template we chose, we got the following automatically: 8 messages 1 landing page 1 form 1 webhook The best part was that the whole process required zero coding knowledge ! During our three months of testing, we took advantage of a ton more automation. With Ontraport, we were able to automate the following with ease: Newsletter sign up Membership subscriptions Abandoned cart follow up Lead scoring Declined customer payment notifications Sales workflows Essentially, Ontraport manages to make it incredibly easy to automate everything from tedious tasks to complex sales and marketing processes . We think it's fantastic for SMBs looking to scale their business, close more deals, and make life easier overall.
Dashboard (Analytics and Reporting)
With Ontraport's powerful analytics and reporting features, it's like having a crystal ball that tells you everything you need to know about your business (only it actually works). Over the course of three months, the Small Business Bonfire team and I put this bad boy to the test, and let me tell you, it did not disappoint. First off, the dashboard view is absolutely beautiful . With just a glance, we could easily view trends and metrics that would have taken us hours to compile manually. But the dashboard view isn't the only standout feature of this analytics and reporting system. Here are some other things we loved: Customizable reports: You can create your own reports based on your specific needs. Say goodbye to sifting through data you don't care about. Goal tracking with trends: Set goals for your business and track progress towards them. It's like having a personal cheerleader for your business. Email performance tracking: We all know that a great email marketing solution is important, but do you know how your emails are actually performing? Ontraport CRM does. It tracks open rates, click-through rates, and more. So there you have it, folks. The analytics and reporting feature of Ontraport CRM is a game-changer for SMBs looking to get the most out of their data. If you want to take your business to the next level, this is the tool for you.
Landing Page Creation
If you're looking for a CRM that can whip up a killer landing page faster than you can say "conversion rates," Ontraport's got you covered . With their user-friendly drag-and-drop interface, you don't need to be a tech whiz to create a stunning landing page that's sure to make your competitors green with envy. One great thing about creating landing pages with Ontraport is that they provide some awesome templates to help you get started. Here's an example of some of the options they provide. We got started by selecting a template titled "the Master Class." From there, we were able to easily customize the following with ease: Text & buttons Image & video Page width Font color Forms The whole process took a matter of minutes, and it was extremely easy from start to finish . We created a landing page that showcased our Bonfire Field Guide—a newsletter designed to help you scale your business . We were able to see both desktop and mobile view, making it determine exactly how it will look for your site visitors. This is the mobile view (to give you a better idea). We were also happy to see that Ontraport provided us the ability to do A/B testing with our landing pages, letting us test out which ones landed (pun intended) with our clients and which didn't. At the end of the day, Ontraport provides some pretty fantastic landing page creation to aid in your SMB's marketing efforts.
Calendar
As a small business owner, the ability to manage your day-to-day activities is crucial. Luckily, Ontraport makes it easy to do just that with its calendar feature. With this feature, it's easy to accomplish the following: View and schedule events Sync calendar events with Google Calendar Create event templates Task management For the purposes of testing, we created an event for our Monday morning meeting. Here's how the setup process looked to give you a better idea. While there are definitely better calendar management platforms out there, Ontraport provides a lot of great tools to help you stay organized and on top of your game!
Systems
We've talked about Ontraport's powerful automation capabilities—now let's go over their efficient method of segmenting automations into categories called systems . Think of Ontraport CRM's systems like superheroes with specific powers tailored to your business goals. Want to capture all those luscious leads? Use the lead magnet funnel system. Dismayed by abandoned carts? The abandoned cart recapture system swoops in to save the day. These systems are a collection of automation assets that work together to achieve your goals faster than Superman can change in a phone booth. Plus, they're customizable, so you can tailor them to fit the unique needs of your business. Some other template systems the CRM platform includes are: Membership Starter Kit Mini-course Lead Magnet Funnel Persuasive Sales Funnel Smiley Survey and Testimonial Generator Stay-in-touch Drip Email Automation With Ontraport's systems, you don't just get a CRM; you get a superhero squad designed to propel your business to success!
Sales Management
If you're looking for sales management capabilities that will ignite your small business success, look no further than Ontraport. With Ontraport's sales management capabilities, you can easily add and track any products you sell, view reports on all of your sales across the board, and even create customized reports for specific products or time periods. Plus, the interface is intuitive and easy to navigate , making it ideal for sales teams of all levels. Our favorite standout features of Ontraport's sales management include the following: The ability to offer payment plans for customers The option to tag and segment customers based on their buying behaviors and preferences A built-in affiliate program (the Customer Partner program) that makes it simple to incentivize others to promote your products and grow your reach The ability to track our entire sales pipeline We got started with Ontraport by adding in our affiliate marketing deals and were able to easily view them all in one place . The only thing we would have liked to see from this feature was the ability to view our deals in a drag-and-drop card view like most CRMs we've tested have. Ultimately, if you have an E-commerce or sales-based business, you can't go wrong with Ontraport, in our opinion. They make it easy to track your entire buying cycle from start to finish.
WordPress Integration (PilotPress)
