BUILD STRONGER CUSTOMER RELATIONSHIPS
GET A 360° VIEW OF YOUR CUSTOMERS

Manage contacts with ease in one central hub

Create and maintain extraordinary customer relationships by automatically keeping track of all contact information, online engagement, purchases, and more within your centralized Customer Relationship Management (CRM). With all your contact data in one place — the same place as your automation and all your marketing assets — you have complete, accurate insights and seamless connections between all touch points in your business.
Use our visual pipeline display to easily see and manage contacts throughout the stages of any funnel to improve conversions. 
Easily create highly targeted, segmented marketing and sales funnels that strengthen customer bonds throughout the lifecycle.
Automatically keep a consistent and up-to-date record of everyone who enters your system to ensure you address each individual in a personal, relevant way that resonates
MAXIMIZE RELATIONSHIP POTENTIAL
Everything you need to grow your customer base

When it comes to managing customer relationships, ONTRAPORT is your one-stop solution offering the following features to facilitate a personalized experience for each of your prospects and customers: 
Card View display for visual pipeline management
Drag-and-drop interface with color cues for prioritization
Automatic contact engagement tracking
Multiple contact import options
Built-in notes, purchase history and activity log
Role-based viewing and customizable user permissions
Extensive contact segmentation and grouping possibilities based on behavior, demographics and more
Unmatched data insights with complete metrics dashboard, lifetime value reporting and more
Custom fields, multi-step and pre-filled forms
Streamlined connection to automated follow-up campaigns
Visual

Create completely customizable visual pipelines so you can immediately see what’s happening to every contact in every process in your business
Actionable

With a visual display of your contacts in each stage of your funnels, you can quickly prioritize follow-up, zero in on your greatest opportunities for growth, gauge progress toward goals, and forecast results.
Connected

Use the data in your CRM to trigger automated responses to each individual based on his or her actions, interests, or other criteria to provide every person with a tailor-fit customer journey.
Customizable

Easily import and update contact lists, and customize the fields that appear in your contact record and pipeline displays so you can quickly find what you need.
Dynamic

Reach each individual with the right message at the right time thanks to advanced segmentation and personalization functionality that’s impossible without an all-in-one system. 
All-Inclusive

With all your data in one place, you have access to accurate and holistic business stats so you can confidently make critical business decisions based on data. 
Ready to create extraordinary customer interactions?
FREQUENTLY ASKED QUESTIONS

What are some ways to use CRM?
CRM can be used in marketing, sales, and customer service. For marketing, you can use the data to segment lists based on criteria to create hyper-targeted, personalized marketing campaigns. For example, if customers made a purchase within the past three months, you could automatically assign them to an email campaign that offers 10% off their next purchase.

For sales, you can close more deals in a smarter way. With a mass of data, sales reps can build stronger rapport with prospects and keep track of where every client is in the sales pipeline to gauge their progress toward sales quotas.

Customer service teams can ensure they provide the best possible experience for all customers. With a full record of every request, notes about past interactions, and a detailed profile on how they use your service, the rep can easily pinpoint issues and respond in a relevant manner.

As a whole, businesses can use an all-in-one CRM to understand their Customer Lifetime Value, a critical metric that can inform your strategy for attracting new customers and optimizing revenues throughout the customer lifecycle.
What does CRM stand for? 
CRM stands for “Customer Relationship Management,” which is exactly what it does. CRM acts as an inclusive database to manage and store all of the relationships you have with leads and customers. 


What is CRM (Customer Relationship Management) software?
CRM software is a tool that is used to store all your data points about each individual customer or lead together in one record, enabling you to carry out your customer relationships management strategy via segmentation, automation, and personalization. 


 

What are the benefits of a visual CRM?
With an at-a-glance view of all the contacts in your business based on their stage in your funnel, you can effortlessly prioritize which leads to follow up with and where your greatest opportunities are for improved results. You can easily spot trends and gauge progress toward goals so that you can confidently make data-driven decisions about how to move your business forward.

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