Create and maintain extraordinary customer relationships in our CRM by automatically keeping track of all contact information, online engagement, purchases, and more within your centralized 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 touchpoints in your business.
View contacts’ purchase history, lead score, engagement history, account activity, appointment history and more, all in Ontraport 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 a 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.