Best CRM for freelancers and consultants

Ontraport’s all-in-one software is ideal for these types of consultants and freelancers:

These consulting and freelancing businesses thrive with Ontraport

Using Ontraport I’ve 10X my investment

“Ontraport has become an essential tool for serving my clients and building my business. In a matter of three months, using Ontraport I've 10X my investment for myself already! Landon and the team there are incredibly helpful and the best customer service team I've ever experienced."

Best automation CRM on the market

⭐⭐⭐⭐⭐ "Ontraport is the best automation CRM on the market. The platform is intuitive to use, the access to support is *AMAZING* ... which is what I feel makes Ontraport stand out heads and shoulders above others … You can do anything your imagination comes up with on Ontraport; no other platform in this market can really do that unless you go up to an enterprise level type software."

Sophisticated, market-leading software

"Ontraport is sophisticated, market-leading automation software without the complexity of traditional ‘enterprise’ platforms … It is an almost infinitely flexible general-purpose database, which opens up all sorts of automation and integration possibilities. In this, it is without competition by any reasonable definition.”

Tyson Wong
Digital Evolution Media

Annette Perry
Viva Automated - TrustPilot review

David Kellam
Automate Your Business

Start the path to scaling today with Ontraport

Start free trial

These consulting and freelancing businesses thrive with Ontraport

Using Ontraport I’ve 10X my investment

Tyson Wong
Digital Evolution Media

Best automation CRM on the market

Annette Perry
Viva Automated - TrustPilot review

Sophisticated, market-leading software

David Kellam
Automate Your Business

Start the path to scaling today with Ontraport

Start free trial

Ontraport is used by top consultants and freelancers around the world

Why use Ontraport?

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The problem

Running your consulting or freelancing business with other platforms

You’ll need to:

String together an assortment of tools to market your business

Spend time going back-and-forth with emails and phone calls to handle consultation bookings, reminders and follow-ups

Hire a developer to set up and maintain your client portal and all its required integrations with custom coding

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The solution

Running your consulting or freelancing business with Ontraport

You’ll have:

A marketing automation system that powers your entire customer lifecycle with no integrations

A platform that handles your consultation booking, reminders and follow-ups automatically

A visual drag-and-drop interface so you can create a client portal intuitively without hiring a developer

Marketing automation

Unmatched marketing capabilities land you bigger clients and projects

Stand out from your competitors with highly personalized marketing, beautiful web pages, engaging emails and enticing offers.

Run sophisticated funnels

Build your proven funnel strategies with precision using Ontraport’s flexible visual automation builder. Leverage the extensive lead and customer data Ontraport automatically collects to deliver perfectly targeted marketing at every touch point.

Create a standout website

Use professionally designed templates to quickly launch a website that expresses your services and differentiators.

Send automated email and SMS campaigns

Stay in touch with your leads with a newsletter, educational emails, special offers and more — all timed to perfection and targeted based on each person’s interests.

I was blown away as we uncovered Ontraport's power

Josh and Sam Ovett of Mobile Pocket Office first discovered Ontraport as a solution for their own businesses and achieved some exciting early wins. “The ROI on the first problem Ontraport solved for me changed from an $80,000/year overhead to just $3,000/year,” says Sam. So the father and son decided to dive deeper. “I was blown away as we uncovered Ontraport's power and the ability to automate everything we needed,” Josh says. They became Ontraport Certified Experts and partners and soon began using Ontraport to solve their clients’ problems. “Ontraport is a literal toy chest of tools we can pull out and assemble whatever we want and need,” Josh explains.

Sam and Josh Ovett

Mobile Pocket Office

Sales automation + CRM

Take the tedious parts of booking consultations and meetings off your plate

Ontraport handles your booking process, reminders and follow-ups so you can focus on project work.

Screenshot of the Calendar feature in Ontraport overlayed on top of people sitting at a table smiling.

Let clients book themselves

Take the back-and-forth out of your scheduling experience, and give clients the power to book on their own time.

An image of Task inside of the Ontraport app overlayed on top of 2 people sitting down looking at a tablet.

Send automated reminders

Drastically reduce no-shows by sending automated email and SMS reminders leading up to each consultation or meeting.

An image of a message element from an Automation in the Ontraport app

Never drop the ball on follow-up

Set up automated messages to go out at the perfect time, whether it's a pre-consultation intake form, a list of next steps, or a personal "thank you.”

Ontraport is “going to easily pay for itself”

Joseph Hollak, the founder of Build Success, saw the power of Ontraport when he was the CEO of a real estate company in Silicon Valley and used it as his CRM. When he eventually left the real estate business and started his consulting business, he contacted Ontraport right away. After 10 years with Ontraport, Joseph finds one of the most significant advantages of being a customer is the constant improvements rolling out year after year. “As impressive as Ontraport was 10 years ago, it’s even better now — and it impacts my business in a bigger way,” Joseph says. “Our business is going to grow bigger and run smoother in a year from now because of all the innovation you’re [Ontraport] working on.” With new features on the horizon, Joseph considers Ontraport an annual investment in his business. He advises agencies considering Ontraport to understand that it’s “going to easily pay for itself in your business, by either allowing you to do more business or by freeing up your time so you can get to more critical work.”

Joseph Hollak

Build Success

CMS

A central hub for you and your clients

Manage contracts, documents, messages, notes, client history, payments and more — all with no integrations needed, in your Ontraport client portal.

Screenshot of an automation map in the Ontraport app

Give clients control

Your clients will have complete access to sign documents, update their own contact and payment info, adjust payment plan statuses and much more — all from their portal.

Example of a landing page built in the Ontraport app

Stay organized

Give yourself one central login where you can reply to messages, upload documents, add client notes and view your entire history with a client. No more searching through your inbox, phone and file folders to pull up the right info.

Examples of feedback forms created in the Ontraport app

Customize your portal

With Ontraport’s prebuilt apps, you can install powerful add-ons like two-way messaging and ‘my account’ in just a few clicks. No coding and no tech savvy needed.

Incredible tool

“The flexibility that Ontraport offers is incredible. A couple of years ago you would need a team of programmers to achieve what they offer. Incredible tool.”

Jan L.

Consultant, Capterra

What makes Ontraport different?

Ontraport is built to move you past the small business stage

Manage everything in one place

Ontraport manages all your consulting and freelancing needs, from marketing, to booking, to your client portal and beyond.

A team that has your back

We’ll work with you to make a plan for your success with Ontraport, and we’re available 7 days a week for anything you need.

A platform that grows with you

No matter how big you grow, Ontraport has the features and infrastructure you’ll need to support it. You won’t have to switch again.

Customize without code

With Ontraport, you have the flexibility to customize everything to your business model — without needing to become a tech expert or hire a developer.

Frequently asked questions

Is Ontraport for my type of consulting or freelancing business?

All types of consulting and freelancing businesses thrive with Ontraport. In fact, it’s a top choice for HR, IT, legal, advertising, sales and marketing consultants, copywriters, editors, designers, photographers, and more.

Click here to learn more about what Ontraport can do for your specific business type.

I’ve been in the consulting and freelancing industry for a long time — Is Ontraport for scaling?

Ontraport is the best CRM for freelancers and consultants who are ready to scale to the next level. Whether your growth has stagnated or you’re simply ready to push the gas, Ontraport will get you systemized and scaled in no time. You can start with our done-for-you systems or build anything you can dream up with our highly customizable platform.

I’m just starting out my consulting or freelancing business — Is it too soon for me to use Ontraport?

Ontraport is the perfect business management software for freelancers and consultants who are looking for a way to get up and running quickly. Our prebuilt marketing, membership and business systems make it easy to get started without hiring an expert. Ontraport will be there as you grow and continue to evolve your business — you won’t have to migrate to other tools or add on integrations.

What if I’m already using another consulting or freelancing platform?

Most businesses use some other freelancing or consulting management software before they upgrade to Ontraport. It’s a common tale: You start with one tool and, over time, keep adding more and more until you realize you need an all-in-one system that can handle your growth.

Ontraport integrates with almost everything, so you’ll be able to run Ontraport alongside your existing systems for as long as you need.

What kind of features should I be looking for in consulting and freelancing software?

When shopping for consulting and freelancing software, you’ll want to take your entire business into account — not just the marketing, just the sales or just the client management side of things.

Whether you choose Ontraport or not, we recommend making sure your CRM and email marketing software includes the following features, at the very least:

A website or landing page builder to share your business with the world online
A system for capturing leads and sending marketing emails
A CRM to keep track of clients and prospects
A content management system to launch a client portal
A payment processing tool to collect orders and charge credit cards
A membership site component to launch a members-only community

As your business grows, you’ll probably need more sophisticated tools than standalone email marketing or website software. With everything running in Ontraport, you’ll have all you need now and in the future — all under one roof so you won’t have to switch platforms as your business scales.

How much does Ontraport cost?

To start, it’s free for 14 days. If you decide Ontraport is right for you, you can create a plan that fits your consulting or freelancing business’s needs. Your plan is month-to-month with no long-term contracts required, and you can cancel any time.

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