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
Mobile CRM app
Run your business on the go
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.
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.
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.
Don’t stop at storing the data – do something with it! Use campaigns to automate any marketing, sales or internal process.
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
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.
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.
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
See every step of each buyer’s journey
Knowing the source of your leads is the first step toward making better marketing investments. Ontraport automatically stores UTMs in the contract 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?
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.
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.
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
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
Frequently Asked Questions
How do I know if Ontraport is the best CRM software for me?
What kind of data can I collect and store with Ontraport’s customer relationship management software?
Is Ontraport the best CRM for small businesses?