The best service business software

Ontraport’s all-in-one personal service software is ideal for these business types:

These personal service businesses thrive with Ontraport

No longer capped by my own time

“I used to think I could run my business just fine manually, but after seeing the difference of what Ontraport can do in simplifying everything, I realize I'm no longer capped by my own time and effort. It's like having a full staff without having the people to pay on payroll.”

Constant breath of fresh air

⭐⭐⭐⭐⭐ “This vibrant platform manifests the growing edge of what's human online. The interface feels free. It's not afraid of simplicity; it lets you move and grow. So different from the clogged, cramped constraints of other platforms … I've tried them all … Ontraport feels like a constant breath of fresh air. There's creativity and common sense. And the customer service is vibrant, authentic, and joyful — these are real people!”

Equivalent to HubSpot in functionality for less money

⭐⭐⭐⭐⭐ “Great small business CRM equivalent to HubSpot in functionality for less money. The support and new client onboarding made it easier to get started and feel confident about using a new system. [Ontraport helps] small businesses manage their end-to-end digital marketing experience without needing to hire a web developer while giving visibility into data.”

Melodie DeAngelis
Melodie Girard Aesthetics

Annie F.
G2 Reviewer

Stephanie M.
G2 Reviewer

Start the path to scaling today with Ontraport

Start free trial

These personal service businesses thrive with Ontraport

No longer capped by my own time

Melodie DeAngelis
Melodie Girard Aesthetics

Constant breath of fresh air

Annie F.
G2 Reviewer

Equivalent to HubSpot in functionality for less money

Stephanie M.
G2 Reviewer

Start the path to scaling today with Ontraport

Start free trial

Why use Ontraport?

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The problem

Running your personal service 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 texts to handle service bookings, reminders and follow-ups

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

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The solution

Running your personal service business with Ontraport

You’ll have:

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

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

Prebuilt assets and a visual drag-and-drop interface so you can create your membership site and other projects intuitively without hiring a developer

Marketing automation

Book more clients on autopilot

Stand out from your competitors with highly personalized marketing.

Get more leads from your website

Create a standout website using professionally designed templates, and add native forms to capture new lead information that you can use to follow up.

Send automated email and SMS campaigns

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

See what’s working and optimize it

Use extensive marketing tracking and reporting to see which emails, pages and campaigns are bringing in the most conversions so you can put more of your ad budget toward them.

Ontraport is an entrepreneurial unicorn

“Ontraport is an entrepreneurial unicorn — I'd been searching for years to find a service that could provide everything (contact management, autoresponders, landing pages, a membership site, forms, etc.) in one place. Ontraport does that beautifully!”

Shannon Lee

Inner Harmonies

Sales automation + CRM

Let Ontraport take the repetitive parts of client management off your plate

Ontraport is like a 24/7 assistant, taking care of business so you can spend more time with clients.

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

Keep track of clients in one place

No more forgetting to reply to an email or using spreadsheets to manage contracts. With Ontraport, you can automate and keep track of all the back-and-forth with clients — from first inquiry through contract signed and beyond — all in one place.

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

Manage service appointments on autopilot

Spend more time on services and less time coordinating your appointments. Let clients book online, and sync your calendar with email and text automation to send reminders and follow-up like clockwork. You’ll reduce no-shows and keep your calendar booked.

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

Centralize payments from all your services

Juggling payments from in-person sessions vs. online courses can get complicated. With Ontraport, you can take payments the way that works best for you: online or offline, invoices or online forms, or a mix. All transactions will be easily accessible and organized for good record-keeping.

Intuitive and user-friendly

"Great online support. An intuitive and user-friendly app that you can manage all lead, sales and after-sales processes and automations with. We use Ontraport for all lead and sales generation and after-sales nurturing. It's super easy to update your process and it helps us streamline all areas of business.”

Ben V.

G2 Reviewer

CMS

Expand your brand by offering subscription packages

With Ontraport, you can repackage your expertise or products into a membership experience that won’t require more of your time or energy.

Screenshot of an automation map in the Ontraport app

Launch online courses

Whether it’s home care tips after a facial or pre-workout best practices, chances are there’s stuff you find yourself repeating with almost every client. Online courses are a great way to turn your knowledge into a resource your clients can use on their own.

Example of a landing page built in the Ontraport app

Offer subscriptions

Is there content or a physical product that pairs well with your service? Turn it into a monthly subscription. Ontraport has everything you need to manage your subscription payments, automated delivery and more.

Examples of feedback forms created in the Ontraport app

Sell package deals

Offer tiered packages so you can start making higher value sales and guaranteeing income. Ontraport makes it easy to provide and manage package deals, create loyalty programs and upsell next-level products.

Melodie took her time back with a membership site

“Before the pandemic, I was too busy. I wasn’t happy,” Melodie DeAngelis said. The licensed esthetician and electrologist’s calendar was always booked with back-to-back appointments. So when the pandemic temporarily closed her doors, Melodie reimagined her skin care clinic to exclude her least favorite and least lucrative services, and included a membership site that supplemented and diversified her income. “I don't want my business to be my whole life. It's just a part of my life, and Ontraport makes that possible because I don't have to spend so much time on the backend. I have more time to just work with clients and then go pick up my son from school and drop him off at jiu-jitsu.”

Melodie DeAngelis

Melodie Girard Aesthetics

What makes Ontraport different?

Ontraport is built to move you past the small business stage

Manage everything in one place

Ontraport manages all your personal service business’s needs — including marketing, client management, memberships 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. 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 personal service business?

All types of personal service businesses thrive with Ontraport. In fact, it’s a top choice for family care providers, personal services, salons, spas, pet services and more.

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

I’ve been in the personal service industry for a long time — Is Ontraport for scaling?

Ontraport is the place to go when you’re ready to take your personal service business 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 personal service business — Is it too soon for me to use Ontraport?

If you’re a new business owner, Ontraport’s service business software is the perfect 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 other CRM for service businesses?

Most personal service businesses use some other service-based business 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 service business management software?

When shopping for personal service 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 landing page or website builder to share your business with the world online
A scheduling software for service businesses
A system for capturing leads and handling online marketing for service-based businesses
A contact management system to keep track of clients and prospects
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 personal service business’s needs. Your plan is month-to-month with no long-term contracts required, and you can cancel any time.

From the founder

Hey there,

I know that growing a business is tough.

In fact, I started Ontraport when I was deep in the struggle with one of my early startups. I knew I needed software to systemize my marketing and scale my operations. But at the time, I only had two choices: expensive, complicated software suites meant for corporations or one-trick-pony apps that only did part of the job.

There was nothing just right for small and medium-sized businesses.

Nearly 20 years later, Ontraport has filled that gap, having supported thousands of businesses in scaling beyond their wildest dreams.

Sure, there are plenty of other business platforms out there. But Ontraport is the only one with the right combination of advanced features and ease of use.

And we’re more than just a software platform. We’re a team of people who care deeply about your success. We know you got into business to share your passion, not to deal with software all day. We’re here to make that happen.

I hope you’ll give Ontraport a try and let me know what you think. Sign up for a free trial here.

Landon Ray
Founder and CEO

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