- Individual + family services
- Consumer services
- Events services
- Facilities services
- Hospitality
- Information services
- Legal services
- Recreational facilities + services
- Real estate
- Agencies
- Consulting services
- Marketing + advertising
- Professional training + coaching
Ontraport’s unified CRM for service businesses is ideal for:
Ontraport’s unified CRM for service businesses is ideal for:
- Individual + family services
- Consumer services
- Events services
- Facilities services
- Hospitality
- Information services
- Legal services
- Recreational facilities + services
- Real estate
- Agencies
- Consulting services
- Marketing + advertising
- Professional training + coaching
Why use Ontraport?
Why use Ontraport?
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The problem
Your team will face:
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Managing disconnected tools to market your services, track customer interactions, and drive repeat business
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Handling back-and-forth scheduling, reminders and follow-ups manually
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Relying on developers to build and maintain a membership site and integrate it with your existing systems
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The solution
Your team will gain:
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A fully integrated marketing automation system that powers every stage of the customer lifecycle — no third-party tools required
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A platform that automates service bookings, reminders and follow-ups, reducing manual workload
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Prebuilt tools and a visual drag-and-drop interface to create and update your membership site and other projects efficiently, without needing developer support
Book more clients on autopilot
Stand out from your competitors with highly personalized marketing.
Create a professional, branded website tailored to your needs and capture new leads with native forms.
Keep your leads and clients engaged with segmented newsletters, special offers and more — all automated and targeted based on their unique interests.
Leverage detailed marketing tracking and reporting to identify which emails, pages and campaigns drive the most engagement so your team can allocate resources effectively and maximize results.
Ontraport does it all
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
Manage every client interaction seamlessly in one system
Stay on top of leads and clients, streamline appointment booking and centralize payments.
Get a complete view of every client in one place
Automate and keep track of all the back-and-forth with clients — from first inquiry through contract signed and beyond — all in one place.
Manage service appointments on autopilot
Enable clients to book online, and sync calendars with automated email and text reminders to reduce no-shows and keep your team’s schedule full.
Centralize payments from all your services
Handle payments seamlessly: online or offline, through invoices or forms, or a mix. All transactions are automatically organized and accessible for accurate 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
Expand your brand with scalable subscription options
With Ontraport, your team can repackage your services into membership experiences that’ll earn recurring revenue and deliver ongoing value to your clients.
Create scalable online courses for clients
Your team likely answers the same questions for clients regularly. Turn that knowledge into an online course to provide clients with self-serve resources, saving time while enhancing their experience.
Manage subscription services and recurring revenue
Have content, products or services that complement your core offerings? Turn them into monthly subscriptions. With Ontraport, your team can manage subscription payments, automated delivery and renewals all in one place.
Boost sales with bundled offerings and tiered pricing models
Offer tiered packages so your team 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.
70%
fewer no-shows using SMS confirmations
60%
increase in CLV with lead nurturing
2x
gross revenue every year with Ontraport
"People love that I reach out as soon as they send their information. They're like, 'Oh my God, that was fast. Usually, I have to wait two weeks.'"
Melodie DeAngelis, Melodie Girard Aesthetics
What makes Ontraport different?
What makes Ontraport different?
Ontraport is built for growing service businesses
Manage everything in one place
Ontraport manages all your 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
Frequently asked questions
Ontraport is designed for service businesses of all kinds, from individual and family services, to consumer services, to legal services and beyond. It’s a top choice for businesses ready to streamline operations, automate processes and scale.
Click here to talk with our team about how Ontraport can work for you.
Ontraport is the place to go when you’re ready to take your 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.
If you’re new to the service industry, 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.
Most service businesses use some other service-based business software before they upgrade to Ontraport. Ontraport integrates with almost everything, so you’ll be able to run Ontraport alongside your existing systems for as long as you need.
When shopping for 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 services 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.
To start, it’s free for 14 days. If you decide Ontraport is right for you, you can create a plan that fits your service business’s needs. Your plan is month-to-month with no long-term contracts required, and you can cancel any time.
Hey there,
I know that leading a growing team can be a challenge.
When I started Ontraport nearly 20 years ago, I was in the trenches with one of my early startups, searching for software that could help us systemize and scale. At the time, the options were limited: expensive, overly complicated software suites designed for massive corporations, or basic apps that only solved part of the problem.
I created Ontraport to bridge that gap — and since then, we’ve helped thousands of businesses streamline their operations, drive results, and scale faster than they ever thought possible.
Unlike other platforms, which are often too complex, rigid, or disconnected, Ontraport combines enterprise-level capabilities with the flexibility and ease of use that growing teams need. It’s powerful enough to handle complex processes, yet intuitive enough for your team to adopt quickly — all without extra integrations or costly development.
Beyond the platform, we’re here as partners in your success. We know you and your team didn’t sign up to wrestle with complicated systems — you have bigger goals to achieve. Our mission is to make sure you spend less time managing tools and more time delivering results.
I’d love for you to give Ontraport a try and see what it can do for your team. Start your free trial here.
Landon Ray
Founder and CEO
Features