Ontraport - Enterprise level CRM for mid-sized businesses
- By Parsa Saleem
- Updated on March 13, 2025
Inside This Article:
Ontraport brings the power of an enterprise platform to small- and mid-sized businesses. Manage your marketing, sales and support operations in one unified platform so you can scale, effortlessly.
How Ontraport Can Help Your Business
Ontraport Features
Ontraport offers a wide range of powerful features designed to help businesses automate, manage, and grow efficiently. Some of its key features include:
Automated Workflows: Create and manage complex, multi-step workflows to automate marketing, sales, and customer communication processes.
Email Marketing: Send targeted, personalized email campaigns to engage leads and nurture customer relationships.
Sales and CRM: Track and manage leads, sales, and customer interactions to drive business growth.
Lead Capture Forms: Build custom forms and landing pages to capture leads and grow your contact list.
E-Commerce and Payments: Sell products and services online, with integrated payment processing and order management.
SMS Marketing: Reach customers through text messages for quick and personalized communication.
Membership Sites: Create and manage membership programs with secure content access and automated billing.
Analytics and Reporting: Track campaign performance, sales data, and customer behavior to make data-driven decisions.
Segmentation and Personalization: Use advanced segmentation to target specific audience segments with tailored messaging.
Integrations: Connect with other business tools and software to create a seamless workflow across your entire tech stack.
These features work together to streamline business processes, improve customer engagement, and boost productivity.
How to Use Ontraport
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Using Ontraport effectively involves setting up and leveraging its various features to automate and manage your business operations. Here’s a step-by-step guide on how to get started:
1. Sign Up and Setup
- Create an Account: Start by signing up for an Ontraport account and setting up your business profile.
- Integrate Tools: Connect Ontraport with other business tools like email, CRM systems, payment gateways, and more.
2. Build Your Contact Database
- Import Contacts: Upload your existing contacts or add them manually through forms, spreadsheets, or integrations.
- Segment Your Audience: Organize contacts into groups based on behaviors, demographics, or engagement levels to personalize communication.
3. Create Campaigns and Automations
- Automated Workflows: Design workflows to automate customer journeys—from lead capture to nurturing, follow-ups, and sales conversions.
- Email Marketing: Create and schedule personalized email sequences to nurture leads and maintain customer engagement.
4. Design Forms and Landing Pages
- Lead Capture: Use Ontraport’s form builder to create lead capture forms, surveys, and landing pages to attract and convert leads.
- Optimize for Conversion: Customize forms and landing pages to match your brand and improve user experience.
5. Manage Sales and CRM
- Track Sales: Use Ontraport’s CRM to manage opportunities, track customer interactions, and monitor sales pipelines.
- Automated Follow-Ups: Set up sales triggers to send automated follow-ups and reminders for client communication.
6. E-Commerce and Payments
- Sell Products/Services: Set up online stores, automate billing, and manage orders through Ontraport’s e-commerce features.
7. Monitor Performance
- Analytics and Reporting: Use built-in analytics to track campaign effectiveness, conversion rates, and customer behavior to optimize strategies.
8. Optimize and Scale
- A/B Testing: Test variations of email campaigns, forms, or landing pages to optimize performance.
- Continuous Improvement: Regularly update workflows, refine audience segments, and adjust marketing strategies based on insights.
By following these steps, businesses can utilize Ontraport to automate their marketing, sales, and operations, resulting in increased efficiency and improved customer engagement.
Ontraport Pricing
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Ontraport offers a variety of pricing plans designed to accommodate businesses at different stages of growth, from small startups to large enterprises.
Basic Plan
Cost: Starting at $24/month
The Basic Plan includes essential features like email and text message automation, web forms and pages, and a scalable platform for business growth. It’s ideal for businesses looking for a solid foundation with basic marketing automation and form-building capabilities.
Plus Plan
Cost: Starting at $83/month
The Plus Plan builds upon the Basic Plan by adding advanced features such as payment processing, memberships, website personalization, and enhanced CRM functionalities. This plan is suited for businesses that require more comprehensive marketing tools and deeper customer management capabilities.
Pro Plan
Cost: Starting at $124/month
The Pro Plan provides deeper customization, advanced marketing tracking and testing, partner programs, and user role management. This plan is tailored for businesses looking for robust automation and data management tools, along with the flexibility to scale operations efficiently.
Enterprise Plan
Cost: Starting at $249/month
The Enterprise Plan offers unlimited access to all features, including enterprise-grade security and scalability. It is designed for large organizations with complex workflows, extensive user management, and high-security needs. This plan supports unlimited users, forms, and pages, making it a complete solution for enterprises seeking an all-inclusive platform for growth and data management.
Ontraport’s pricing plans are scalable, offering flexible and feature-rich solutions that grow with your business needs, from small teams to large enterprises.
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Ontraport Basic Plan
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Ontraport Plus Plan
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The Ontraport Plus Plan offers advanced features designed to help businesses grow and manage more complex marketing and customer management tasks.
Key features of Ontraport Plus Plan:
Advanced Automation: Create sophisticated automated workflows to manage customer journeys, lead nurturing, and follow-ups with more customization.
Payment Processing: Accept payments directly within Ontraport through integrated payment gateways, making it easy to handle transactions and manage billing.
Memberships: Build and manage membership sites with secure content delivery, recurring billing, and personalized member experiences.
Website Personalization: Customize website content and experiences for different audience segments to improve user engagement and conversions.
Enhanced CRM: Track detailed customer interactions, manage sales pipelines, and segment contacts for more targeted marketing efforts.
Form and Landing Page Customization: Design custom forms and landing pages with advanced features like A/B testing, conditional logic, and dynamic content.
SMS and Email Marketing: Send targeted email and SMS campaigns, ensuring timely and relevant communication with your audience.
Lead Scoring and Behavioral Tracking: Use lead scoring and track customer behaviors to better understand prospects and personalize marketing strategies.
Integration Capabilities: Seamlessly integrate with other business tools and software to create a cohesive and streamlined workflow.
Data Analytics and Reporting: Access detailed analytics and reporting tools to monitor campaign performance and make data-driven decisions.
The Ontraport Plus Plan is ideal for businesses looking for a more robust set of marketing and customer management tools, with the flexibility to handle growth and more complex needs.
Ontraport Pro Plan
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The Ontraport Pro Plan offers advanced, comprehensive features designed to support high-level marketing, sales, and customer management for growing businesses.
Key features of Ontraport Pro Plan:
Deep Workflow Customization: Create highly detailed, multi-step workflows with advanced triggers, actions, and conditions to automate complex business processes.
Marketing Tracking and Testing: Track marketing performance through in-depth analytics, A/B testing, and campaign optimization to refine strategies and maximize conversions.
Partner Programs: Manage partner and affiliate programs seamlessly, with automated commission tracking, role management, and performance reporting.
User Roles and Permissions: Control access to different areas of Ontraport by setting up custom roles and permissions for various team members, ensuring security and collaboration.
Advanced CRM and Sales Management: Enhance your customer relationship management with advanced reporting, lead scoring, and detailed sales pipeline management.
E-Commerce and Product Management: Sell products and services with customizable checkout options, automated order processing, and detailed product tracking.
Customizable Reporting and Analytics: Access in-depth analytics and reporting features, enabling businesses to gain insights into customer behavior, sales performance, and campaign success.
Integration Flexibility: Seamlessly integrate with third-party applications and tools to streamline workflows and enhance business operations.
Dynamic Content and Personalization: Deliver tailored content based on customer behavior, preferences, and segmentation for more personalized marketing experiences.
Sales and Marketing Automation: Automate lead management, follow-ups, and sales processes to improve efficiency and increase productivity.
The Ontraport Pro Plan is ideal for businesses looking for high-level customization, detailed tracking, and enhanced management tools to drive growth and optimize business processes.
Ontraport Enterprise Plan
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The Ontraport Enterprise Plan offers an extensive suite of features designed for large organizations with complex business needs.
Key features of Ontraport Enterprise Plan:
Unlimited Access: Enjoy unlimited users, forms, pages, and contacts, ensuring the platform scales to meet the demands of large enterprises.
Enterprise-Grade Security: Benefit from advanced security features, including data encryption, secure access, and compliance with industry standards.
Custom Workflows and Automation: Create custom workflows with advanced triggers, conditions, and actions tailored to complex business processes.
Advanced Reporting and Analytics: Access detailed, customizable reporting and analytics tools to monitor performance, track KPIs, and make data-driven decisions.
Role and Permission Management: Manage user access and permissions at an enterprise level, ensuring secure collaboration across departments.
Dedicated Support: Get access to dedicated account managers and priority customer support to provide tailored assistance for enterprise needs.
High-Volume Processing: Handle high-volume operations with ease, including large-scale customer communications, payment processing, and workflow automation.
Custom Integrations: Seamlessly integrate with other enterprise software, CRM systems, and business tools for a fully connected workflow.
Advanced E-Commerce Features: Manage complex product catalogs, automate order fulfillment, and process high-volume transactions securely.
Scalable Platform: Ensure that the platform grows alongside your business, handling increasing demands without performance issues.
The Ontraport Enterprise Plan is designed to support large, dynamic organizations with extensive customization, security, and scalability to meet complex business operations and growth objectives.
Ontraport Marketing Automation
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Ontraport Sales Automation
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Ontraport Payments
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Ontraport Alternatives
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Here’s a brief overview of some popular alternatives to Ontraport:
ActiveCampaign: Known for its strong email marketing and automation capabilities, ActiveCampaign offers advanced segmentation, CRM features, and sales automation, making it ideal for businesses looking for comprehensive marketing solutions.
Constant Contact Advanced Automation: Provides email marketing, social media management, and basic automation tools. It’s a good option for small businesses seeking straightforward marketing solutions without extensive customization.
Keap: Offers comprehensive marketing and sales automation features, helping businesses streamline their client management, invoicing, and workflow automation. It’s suitable for small to medium-sized businesses looking for a more integrated solution.
HighLevel: A marketing automation and CRM platform designed for agencies and small businesses. It focuses on customer management, sales pipelines, and lead nurturing with robust automation tools.
HubSpot Marketing Hub: A powerful platform offering a wide range of marketing, sales, and customer service tools. HubSpot excels in lead management, CRM, and inbound marketing, providing a robust solution for businesses scaling quickly.
Act-On: Offers automation, campaign management, and email marketing features, along with robust analytics and reporting. It is a good fit for businesses needing a high level of customization for marketing and sales workflows.
Ortto: A marketing and automation platform designed to help businesses create seamless customer journeys with tools for personalization, lead scoring, and advanced segmentation.
Agile CRM: Provides sales, marketing, and customer support features in one platform, offering automation, contact management, and project management tools. It’s a more affordable solution for small to medium-sized businesses looking for simplicity and efficiency.
These alternatives provide a variety of features tailored to different business needs, from automation and CRM to email marketing and sales management.
Ontraport is it Worth it?
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Disclosure: We are an independent entity from Ontraport. We are not an agent or employee of  Ontraport Forms and have no authority to make a binding contract or represent Ontraport Forms. We receive referral payments from Ontraport Forms. The opinions expressed here are our own and shall NOT be interpreted or considered as representations, guarantees, or statements by Ontraport Forms.
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