The best CRM for tech companies

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

These technology businesses thrive with Ontraport

Ontraport is doing that in my life for me

“In 2009 I was in $45,000 worth of debt. I've now built my own home; I've designed it myself. I'm living in the town I want to live in, my kids are going to the school that I want them to go to. So definitely Ontraport is doing that in my life for me.”

It definitely helps me relax a lot more

“The amount of time that we’re saving through using this system is huge, and it’s just going to get more and more as we scale up. … It definitely helps me relax a lot more and know that we’re servicing everyone the way that we desire to.”

The fewer platforms in your tech stack, the better

“Between the membership stuff and the dynamic CMS, there's very little that you can't do just with Ontraport alone now. The fewer platforms in your tech stack the better when it comes to things working smoothly.”

Andrew Wadsworth
IT Mooti

Will Davies
Car Next Door

Kenrick Callwood
Clickfix.io

Start the path to scaling today with Ontraport

Start free trial

These technology businesses thrive with Ontraport

Ontraport is doing that in my life for me

Andrew Wadsworth
IT Mooti

It definitely helps me relax a lot more

Will Davies
Car Next Door

The fewer platforms in your tech stack, the better

Kenrick Callwood
Clickfix.io

Start the path to scaling today with Ontraport

Start free trial

Why use Ontraport?

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The problem

Running your tech company 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 and service appointment bookings, reminders and follow-ups

Hire a developer to set up and maintain your memberships, courses and all their required integrations with custom coding

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The solution

Running your tech company with Ontraport

You’ll have:

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

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

Prebuilt assets and a visual drag-and-drop interface so you can create courses, lessons and memberships intuitively without hiring a developer

Marketing automation

Attract 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 tech startup website 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.

Will uses Ontraport to automate 2-3 staff members worth of work

“We use Ontraport to create all our forms on our website. When a lead comes through our website, it goes through the form straight into the database. Once we’ve got a lead in the database, if they don’t complete the signup process, then we’ve got a sequence that they go on so they get called and emailed and even texts to follow up and maximize the chance of that particular lead becoming a client … If we weren’t using Ontraport or automating things, we would need to have another 2-3 staff members just trying to work out what’s going on and who needs to be contacted.”

Will Davies

Car Next Door

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 focus on innovating and delivering quality products and services.

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 consultations and 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 the different types of products and services you offer 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.

Ontraport is the only one that made sense

“After trying a lot of competitors, Ontraport is the only one that made sense to me as far as how it was built and the sort of access I had to my data and the powerful automations I could build from that.”

Thomas Gobeaux

Clickfix.io

CMS

Expand your brand by offering subscription packages

With Ontraport, you can repackage your services into a membership experience that’ll earn you recurring revenue.

Screenshot of an automation map in the Ontraport app

Launch online courses

Whether it’s tips to keep your laptop in good shape after an IT service or best practices for using your technology, 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.

98% of Neil’s transactions are self-sufficient with Ontraport membership sites

“Aside from obvious stuff like, email marketing, product delivery campaigns, link tracking, contact management and landing pages we have also been able to have some fun with the membership sites. Customers have a brilliant user experience that they love and for 98% of transactions they can be self-sufficient which works on all points of the transaction. Usually, I would need a staff member just to manage that if we didn't have the membership site.”

Neil Driscoll

Above & Beyond Boating

What makes Ontraport different?

Ontraport is built to move you past the startup stage

Manage everything in one place

Ontraport manages all your tech company’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 technology business?

All types of technology businesses thrive with Ontraport. In fact, it’s a top choice for software companies, IT services, and more.

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

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

Ontraport is the best CRM for tech companies that are ready to grow 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 technology business — Is it too soon for me to use Ontraport?

If you’re new to the technology industry, Ontraport 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 software for my technology business?

Most technology businesses use some other 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 tech industry software?

When shopping for tech industry 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 running digital marketing for tech companies
A contact management system to keep track of clients and prospects
A payment processing tool to collect orders and charge credit cards
A membership and LMS for tech companies to launch courses and 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 technology 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 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 tool. We’re a team of people who actually care about your success. We know you didn’t get into business to deal with software all day, but instead to share your passion. 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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