Most CRM systems for mid-sized enterprises make it impossible to store, display and work with your data in a way that makes sense for your business. Ontraport is the most flexible, customizable platform on the market.
Why choose Ontraport’s marketing automation platform?
Why choose Ontraport’s marketing automation platform?
More flexible, powerful sales CRM
Collect more data about each contact
Automatically capture every page visit, link click, form fill-out, purchase, everything said on a sales call, and much, much more.
Keep your sales team on track
Time is money when it comes to sales. Design the perfect process and support your sales team by putting the most important next task front and center, and automate the tedious follow-up.
Unique feature
Built-in enterprise-grade marketing platform
Stop struggling to make sure your marketing messaging and sales processes are in sync. Having both systems in the same platform makes it easy to create and scale any lead management process you can imagine.
Automate anything
Automation doesn’t need to stop with closing the deal. Automatically kick off the next automated step in your process, whether that’s delivering a product, getting a contract signed or onboarding the new client.
Track multiple pipelines at once
Drag-and-drop pipelines help track contacts as they move through a process, and they’re useful for more than just sales. Create as many pipelines as you need: customer onboarding, projects, launches, online funnels, retention tracking and more.
Unique feature
Use custom objects to manage even the most complex business processes
Don’t be limited to storing and managing only contacts, deals and companies. Ontraport allows you to create new record types and make relationships between them to manage and automate any process you can imagine
Manage every customer conversation in one place
Switching between tools for email and SMS creates gaps in your communication. Ontraport’s shared Inbox brings every conversation together so your team has full context and can respond quickly — no more missed messages or disjointed follow-ups.
Why choose Ontraport’s marketing automation platform?
Why choose Ontraport’s marketing automation platform?
More flexible, powerful sales CRM
Most CRM systems for mid-sized enterprises make it impossible to store, display and work with your data in a way that makes sense for your business. Ontraport is the most flexible, customizable platform on the market.
Collect more data about each contact
Automatically capture every page visit, link click, form fill-out, purchase, everything said on a sales call, and much, much more.
Keep your sales team on track
Time is money when it comes to sales. Design the perfect process and support your sales team by putting the most important next task front and center, and automate the tedious follow-up.
Built-in enterprise-grade marketing platform
Stop struggling to make sure your marketing messaging and sales processes are in sync. Having both systems in the same platform makes it easy to create and scale any lead management process you can imagine.
Automate anything
Automation doesn’t need to stop with closing the deal. Automatically kick off the next automated step in your process, whether that’s delivering a product, getting a contract signed or onboarding the new client.
Unique feature Track multiple pipelines at once
Drag-and-drop pipelines help track contacts as they move through a process, and they’re useful for more than just sales. Create as many pipelines as you need: customer onboarding, projects, launches, online funnels, retention tracking and more.
Unique feature Use custom objects to manage even the most complex business processes
Don’t be limited to storing and managing only contacts, deals and companies. Ontraport allows you to create new record types and make relationships between them to manage and automate any process you can imagine
Manage every customer conversation in one place
Switching between tools for email and SMS creates gaps in your communication. Ontraport’s shared Inbox brings every conversation together so your team has full context and can respond quickly — no more missed messages or disjointed follow-ups.
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There's no other software to my knowledge that will allow you to see what you have access to see with Ontraport. The ability to know exactly what people are doing in your business and put them in different funnels based on that — that's gold.
EmBoden.com
See why Ontraport’s CRM and sales automation platform is the choice for you
Deliver targeted, personalized marketing communications across email, SMS, and calls from your sales team. Any channel you can imagine is easily automated using hundreds of integration options.
Keep your data organized and your team on track
With the most powerful and flexible sales CRM platform available to small and medium sized businesses, you can automate and scale any process you can imagine.
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Get your data organized in one place
When your data is in several different apps, you can’t get a complete picture of your business. When it’s all in one place, understanding it and taking the right action is easy.
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Handle every lead appropriately
Never drop the ball on lead follow-up. Ensure that each lead is managed by creating and automating your process – and oversight – in Ontraport.
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Focus on the right prospects at the right time
Sales time is valuable. Make sure you and your team are always working on the next most important lead instead of randomly cherry picking people to call.
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Use your data to improve marketing results
Use every bit of data you have about each person to segment your audience and deliver more effective communication and follow-up.
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Ensure your list is secure
Give your team access to what they need to see – and not what they don’t. Detailed permission management keeps your biggest asset secure.
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Centralize your customer communications
Keep all your email and SMS conversations connected to the right contact record in Ontraport so your team has a complete view of every interaction.
Mobile CRM app
Mobile CRM app
Run your business on the go
Track up-to-date information about your performance, productivity, leads and customers.
Get task reminders and trigger next steps so customers get what they need even when you’re out.
Handle sales calls from start to finish — then fire off a follow-up email or text to keep in touch — right from your phone.
Schedule meetings on the fly, and manage your and your team’s meetings with your calendar in your pocket.
Custom objects
Custom objects
Use custom objects to store, manage and automate anything
unique feature Don’t be limited to contacts, deals and companies. Store data that makes sense for your business in a way that’s logical and usable.
Unique feature Need to store three insurance policies for one client, or seven bids, or two children or 12 pets, or six surveys? Easy with custom objects, impossible without.
Unique feature Don’t stop at storing the data – do something with it! Use campaigns to automate any marketing, sales or internal process.
Unique feature With several prebuilt data types, including deals, companies, surveys and events, it’s easy to get started with customizing your platform to match your business.
Segment + Organize
Segment + Organize
Store and organize all your customer data in one central platform
Store any data you want, and organize it in sections and tabs to keep everything nice and tidy.
Quick View shows you just the most important stuff and gives you instant access to fire off an email or text message, create a task, make a note, and more.
Storing your contacts in a bunch of lists is a mess. Get a big-kid database and segment like the professionals using stored, dynamic groups.
Give everyone on your team access to what they need – and not what they don’t. Simplify their screens, keep your data safe, and avoid embarrassing mistakes.
Smart Pipelines
Smart Pipelines
Drag-and-drop pipelines for every part of your business
Unique feature Manage your sales pipeline, customer onboarding, product launch, new hire process or any other funnel you can think of with drag-and-drop simplicity.
Drag a card to kick off automation, or have automation move your cards. Always have the most up-to-date information, and streamline your automations.
Unique feature Customize your cards and highlight them with colors based on information in each record. Turn hot leads red, big spenders green, or anything else you dream up.
See totals by stage for pipeline sales projections, average spend, average lead scores, estimated time to close, or any other value you store.
Unified Contact History
Unified Contact History
See every step of each buyer’s journey
Unique feature Knowing the source of your leads is the first step toward making better marketing investments. Ontraport automatically stores UTMs in the contact record, no setup required.
Get a step-by-step view of every ad each contact clicked, every page visited, every email opened or clicked, every resource downloaded and more.
Knowing what resonates with your audience makes it easy to decide what to work on next. Is that ebook getting people to buy? Is that webinar working?
Unique feature Always know what’s been done to your records automatically or manually by a team member. View and search a detailed record of every change for easy troubleshooting.
Task Automation
Task Automation
Get your team involved with task automation
Send tasks to team members from your automated campaigns to deliver truly integrated online and offline experiences. Use for sales calls, onboarding, or any internal process.
Task outcomes allow you to choreograph the perfect next steps based on what happened with a task. Called but no answer? Trigger a follow-up campaign.
Get new information on the call? Make sure it’s captured right in the task completion process to save your rep’s time and avoid data entry errors.
Get easy oversight of everything with automated overdue task notifications, easy filtering, and built-in reminders.
Calendar
Calendar
Offer convenient online scheduling, and manage your appointments and follow-up in one place
Create calendars for each type of appointment you offer, and share the link via email, text or on your website so clients can schedule a time that works for you both — without the back-and-forth.
Create sophisticated appointment reminder campaigns using emails, SMS, tasks for your team, and more. Kick off rescheduling automatically if someone cancels.
Send appointment requests at the optimal moment, such as when a lead becomes “hot.” Access each client’s full history to have personalized conversations that convert.
Manage appointments from any device with our one-click Google Calendar integration that syncs with Ontraport both ways.
Lead scoring and routing
Lead scoring and routing
Make better marketing decisions
Sometimes an old lead rediscovers you and starts poking around again. That’s a perfect time to jump start your follow-up, and you can do it on autopilot with lead scoring.
Whether you need to route leads evenly or based on location, type or qualification of the lead, it’s easy to set up with lead routing.
Working a big deal, or just want to know when your best leads click an email or visit your site? Set up notifications so you can casually follow up at the right moment.
Sometimes one lead score isn’t enough. If you want to score lead activity separately from customer engagement, it’s simple to set up additional scoring systems.
CRM + Sales automation work seamlessly with the rest of your platform
CRM + Sales automation work seamlessly with the rest of your platform
Marketing Automation
Use any data from your CRM database to trigger what happens next with your marketing. Someone visits your site? Send a message to sales to follow up. They visit a blog post about a particular problem? Kick off a follow-up campaign that demonstrates how you can help.
Pages + Forms
Capturing data directly into your CRM is just the start. Ontraport’s pages and forms capture more data about your prospects and their history with your ads, content and pages than any other system available today.
Payments
Sell your products and collect payment with PCI-Level 1 security. Manage subscriptions, payment plans, order bumps, upsells and more, keeping all purchase history in your centralized database.
Features
© Ontraport 2024
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