Keep better track of your prospects and customers

The sales CRM that keeps better track of your prospects and customers

Collect more data about each person in your audience and use it to deliver more engaging and effective experiences across every channel.

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The sales CRM that keeps better track of your prospects and customers

Collect more data about each person in your audience and use it to deliver more engaging and effective experiences across every channel.

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Google Review Trustpilot Review Capterra Review G2 Review
A screenshot of a Contact Record and Dashboard trends in the Ontraport app A screenshot of a Contact Record and Dashboard trends in the Ontraport app
Mobile CRM App
Run your business on the go
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Segment + Organize
Store and organize all your customer data in one central platform
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Smart Pipelines
Drag-and-drop pipelines for every part of your business
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Unified Contact History
See every step of each buyer’s journey
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Task Automation
Get your team involved with task automation
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Self-scheduling + Calendar
Sync contacts and events to kick off follow-up campaigns
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Lead Scoring + Routing
Make better marketing decisions
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Trends
Get crystal-clear data insights
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Mobile App
Run your business on-the-go
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Segment + Organize
Store and organize all your customer data in one central platform
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Smart Pipelines
Drag and drop pipelines for every part of your business
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Unified Contact History
See every step of each buyer’s journey
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Task Automation
Get your team involved with task automation
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Learn more
Self-scheduling + Calendar
Sync contacts and events to kick off follow-up campaigns
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Learn more
Lead Scoring + Routing
Make better marketing decisions
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Learn more
Trends
Get crystal-clear data insights
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Why choose Ontraport's CRM and sales automation platform?

More flexible, powerful sales CRM

Most CRM systems for SMBs 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. 
Screenshot of the Card View feature in the Ontraport app Screenshot of the Card View feature in the Ontraport app

Why choose Ontraport's CRM and sales automation platform?

Screenshot of the Card View feature in the Ontraport app Screenshot of the Card View feature in the Ontraport app

More flexible, powerful sales CRM 

Most CRM systems for SMBs 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. 
Screenshot of Dashboard trends in the Ontraport app Screenshot of Dashboard trends in the Ontraport app
Ontraport Unique Feature

Collect more data about each contact automatically

A more complete platform means more complete data. Automatically capture every page visit, every link click, every form fill-out, every 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. 

Screenshot of a Contact in the Ontraport app Screenshot of a Contact in the Ontraport app
Screenshot of a Contact in the Ontraport app Screenshot of a Contact in the Ontraport app

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.

Screenshot of email send stats in the Ontraport app Screenshot of email send stats in the Ontraport app

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. 

Screenshot of Campaign automation in the Ontraport app Screenshot of Campaign automation in the Ontraport app
Screenshot of Campaign automation in the Ontraport app Screenshot of Campaign automation in the Ontraport app

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.  

Screenshot of the Card View feature in the Ontraport app Screenshot of the Card View feature in the Ontraport app
Ontraport 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.
Ontraport 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. 

Screenshot of contact info in the Ontraport app Screenshot of contact info in the Ontraport app
Screenshot of contact info in the Ontraport app Screenshot of contact info in the Ontraport app
Ontraport 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. 

Ontraport user, Em Boden of EmBoden.com Ontraport user, Em Boden of EmBoden.com
“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.”
- Em Boden, EmBoden.com
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.
Ontraport user, Em Boden of EmBoden.com Ontraport user, Em Boden of EmBoden.com
Em Boden
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.

Mobile CRM app

Run your business on the go

Access your data from anywhere
Track up-to-date information about your performance, productivity, leads and customers.
Keep workflows moving with a tap
Get task reminders and trigger next steps so customers get what they need even when you’re out.

Never drop the ball on leads
Handle sales calls from start to finish — then fire off a follow-up email or text to keep in touch — right from your phone.

Stay on top of calendar events
Schedule meetings on the fly, and manage your and your team’s meetings with your calendar in your pocket.

Mobile CRM app

Run your business on the go

Access your data from anywhere

Track up-to-date information about your performance, productivity, leads and customers.

Keep workflows moving with a tap

Get task reminders and trigger next steps so customers get what they need even when you’re out.

Never drop the ball on leads

Handle sales calls from start to finish — then fire off a follow-up email or text to keep in touch — right from your phone.

Stay on top of calendar events

Schedule meetings on the fly, and manage your and your team’s meetings with your calendar in your pocket.

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Segment + Organize

Store and organize all your customer data in one central platform

Organize your business your way
Store any data you want, and organize it in sections and tabs to keep everything nice and tidy.
One simple screen to handle common tasks
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.
Segment with groups, not lists
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.
Roles and permissions for access control
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.
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Screenshot of Card View Quick View records in the Ontraport app Screenshot of Card View Quick View records in the Ontraport app
Screenshot of Card View Quick View records in the Ontraport app Screenshot of Card View Quick View records in the Ontraport app

Segment + Organize

Store and organize all your customer data in one central platform

Organize your business your way

Store any data you want, and organize it in sections and tabs to keep everything nice and tidy.

One simple screen to handle common tasks

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.

Segment with groups, not lists

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.

Roles and permissions for access control

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.

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Learn more
Screenshot of the Card View feature in the Ontraport app Screenshot of the Card View feature in the Ontraport app

Smart Pipelines

Drag-and-drop pipelines for every part of your business
Ontraport Unique Feature

Create pipelines for anything

Manage your sales pipeline, customer onboarding, product launch, new hire process or any other funnel you can think of with drag-and-drop simplicity.

Two-way sync with automation

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.

Ontraport Unique Feature

Customize card fields and colors

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.

Total things up to monitor overall progress

See totals by stage for pipeline sales projections, average spend, average lead scores, estimated time to close, or any other value you store.

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Unified Contact History

See every step of each buyer’s journey 

Ontraport Unique Feature
See where every lead came from
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.
View every touchpoint between ad and sale
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.
Know what’s working and what’s not
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?
Ontraport Unique Feature
Complete automation log
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.
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Screenshot of Facebook Custom Audiences in the Ontraport app Screenshot of Facebook Custom Audiences in the Ontraport app
Screenshot of Facebook Custom Audiences in the Ontraport app Screenshot of Facebook Custom Audiences in the Ontraport app

Unified Contact History

See every step of each buyer’s journey

Ontraport Unique Feature

See where every lead came from

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. 

View every touchpoint between ad and sale 

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. 

Know what’s working and what’s not 

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? 

Ontraport Unique Feature

Complete automation log 

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. 

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Screenshot of task automation in the Ontraport app Screenshot of task automation in the Ontraport app

Task Automation

Get your team involved with task automation

Integrate offline and online marketing 

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. 

Find out what happened to automate next steps 

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. 

Capture data with internal forms 

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. 

See who’s done what and when 

Get easy oversight of everything with automated overdue task notifications, easy filtering, and built-in reminders. 

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Calendar

Offer convenient online scheduling, and manage your appointments and follow-up in one place

Make it easy to book with you
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.
Automate reminders and follow-ups
Create sophisticated appointment reminder campaigns using emails, SMS, tasks for your team, and more. Kick off rescheduling automatically if someone cancels.
Have stronger sales conversations
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.
Sync appointments in Google Calendar
Manage appointments from any device with our one-click Google Calendar integration that syncs with Ontraport both ways.
Screenshot of Automation around calendar events in the Ontraport app Screenshot of Automation around calendar events in the Ontraport app
Screenshot of Automation around calendar events in the Ontraport app Screenshot of Automation around calendar events in the Ontraport app

Calendar

Offer convenient online scheduling, and manage your appointments and follow-up in one place

Make it easy to book with you

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.

Automate reminders and follow-ups

Create sophisticated appointment reminder campaigns using emails, SMS, tasks for your team, and more. Kick off rescheduling automatically if someone cancels.

Have stronger sales conversations

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.

Sync appointments in Google Calendar

Manage appointments from any device with our one-click Google Calendar integration that syncs with Ontraport both ways.

Screenshot of a dashboard metric in the Ontraport app Screenshot of a dashboard metric in the Ontraport app

Lead scoring and routing

Make better marketing decisions 

Find the hot leads hiding in your list

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.

Route leads to the right rep, automatically

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.

Get notified when a hot lead hits your website

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.

Create custom scores for any data or activity

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.

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CRM + Sales automation work seamlessly with the rest of your platform

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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.
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Pages and 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.
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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. 
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Deliver more effective marketing on autopilot

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“Ontraport is one of, if not THE best investment I have ever made for my business. My goal is to automate my business to give me the free time to do other things and this system just keeps giving me that freedom.”

— Garry Schleifer, Choice magazine

14-day free trial. No credit card required.

Deliver more effective marketing on autopilot

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“Ontraport is one of, if not THE best investment I have ever made for my business. My goal is to automate my business to give me the free time to do other things and this system just keeps giving me that freedom.”

— Garry Schleifer, Choice magazine

Frequently Asked Questions

How do I know if Ontraport is the best CRM software for me?

When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
  • A website or page builder to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • An automated sales pipeline that keeps your deals moving
  • A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.

Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).

What kind of data can I collect and store with Ontraport’s customer relationship management software?

You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.

This is a lot of information to take in. Is there somewhere I can learn more about how to use your robust sales CRM features?

Certainly! We know at first glance it can seem daunting to start or switch your business from one CRM organization to another, but that’s why we created an entire library of informational videos to guide you through every feature we currently offer. Head on over to our Ontraport University to learn more.

Is Ontraport the best CRM for small businesses?

We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.
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