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Thorough, personalized and organized contact records store all your important information on every lead and customer so you can quickly find customer information to build rapport.
Easily import, maintain and update contact data and lists to easily target qualified leads for your marketing and sales efforts.
Automatically compile your CRM, marketing and sales data to create a detailed record of all past interactions to ensure you address each customer in a relevant, personal manner.
Our expansive contact database allows you to keep a consistent and up-to-date record of every prospect and customer who enters your system. ONTRAPORT’s contact records allow you to:
View contacts’ purchase history, lead score, engagement history, account activity, appointment history and more, all in one place.
Customize the fields and information that you want to appear in your contact record display so you can quickly find the client information that you’re looking for.
Choose from multiple options to import your contacts, including forms, SMS, API, manually or via direct import so that you can easily add leads and customers to your list.
Make sure you’re sending messages that connect with your audience. ONTRAPORT's integrated contact database system allows you to quickly segment your list to create targeted and dynamic groups based on interests, behaviors or demographics. With ONTRAPORT’s segmentation functionality, you can:
Create groups based on lead source, engagement, purchase history, contact demographics and lead score so you can send perfectly targeted messages with highly relevant information.
Use identifying tags to create groups of email recipients based on any past behavior so you can easily send relevant messages to all contacts who have purchased a product or downloaded content.
Automatically assign leads and customers to email sequences dynamically based on any criteria, rather than moving them back and forth between lists manually.
Manage your relationships with leads based on their engagement, demographics and the length of their relationship with your company using tools that make it simple to identify exactly who your “hottest” prospects are. With ONTRAPORT’s lead management tools, you can:
Use the information inside detailed contact records to create groups of leads based on any factors, including demographics, industry or title, so you can focus on leads who fit your target audience and buyer personas.
Track behaviors and responses within each contact’s record so that you always have a detailed record of their interactions with your brand.
Automate your follow-up with leads based on any updates to the information in their contact record so that you can reach out at the perfect moment.