Keep better track of your prospects and customers

Resources keyboard_arrow_down keyboard_arrow_up
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blogarrow_forward
Image of the Ontraport Buyer's Guide
Take the stress out of searching for a software.
Download our free guide
Pricing Chat chat

Keep better track of your prospects and customers

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

settings
settings
Start your free trial

Keep better track of your prospects and customers

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

Learn more about: 

settings
settings
Start your free trial

Learn more about:

Why choose Ontraport's CRM and sales automation platform?

More flexible, powerful 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.

More flexible, powerful 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.

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.

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. 

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.  

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.

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.

“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

Keep your data organized and your team on track

With the most powerful and flexible CRM and sales automation platform available to SMBs, you can automate and scale any process you can imagine. 

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.

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. 

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.

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.

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.

Custom Objects

Use Custom Objects to store, manage and automate anything

Create new record types for custom data

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.

Add relationships between records

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. 

Create sophisticated automations for complex businesses

Don’t stop at storing the data – do something with it! Use campaigns to automate any marketing, sales or internal process. 

Get started easily with custom object templates

With several pre-built 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

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.

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.

Smart Pipelines

Drag and drop pipelines for every part of your business

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.

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.

Unified Contact History

See every step of each buyer’s journey 

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?
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.

Unified Contact History

See every step of each buyer’s journey 

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?

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.

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. 

Feature Coming Soon

Google Calendar Integration

Sync contacts and events to kick off follow-up campaigns

Sync appointments in Ontraport and Google Calendar
Whether you accept a meeting request from someone, use a self-scheduling system, or create a new appointment in Ontraport, all your appointments will be synced both ways.
Link appointments with contacts automatically
All appointments will automatically be connected to every attendee, whether they’re someone on your team or a new prospect or customer.
Create new contacts if they’re not already in your system
If you set an appointment with someone not already in your Ontraport account, that contact can be automatically created with follow-up kicked off immediately.
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.
Feature Coming Soon

Google Calendar Integration

Sync contacts and events to kick off follow-up campaigns

Sync appointments in Ontraport and Google Calendar

Whether you accept a meeting request from someone, use a self-scheduling system, or create a new appointment in Ontraport, all your appointments will be synced both ways.

Link appointments with contacts automatically

All appointments will automatically be connected to every attendee, whether they’re someone on your team or a new prospect or customer.

Create new contacts if they’re not already in your system

If you set an appointment with someone not already in your Ontraport account, that contact can be automatically created with follow-up kicked off immediately.

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.

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.

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 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.

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.

Get to know
your prospects better

settings
settings
Start your free trial
Or get a demo arrow_forward

Before Ontraport, we would forget to call back clients when things got busy or hectic. Ontraport has handled all the functionality I was looking for beautifully … the sky is the limit with this platform.”

— Eric Foronjy, Sales Manager, Hague Quality Water

Get to know
your prospects better

settings
settings
Start your free trial
Or get a demo arrow_forward

Before Ontraport, we would forget to call back clients when things got busy or hectic. Ontraport has handled all the functionality I was looking for beautifully … the sky is the limit with this platform.”

— Eric Foronjy, Sales Manager, Hague Quality Water

Turn your business on with Ontraport.
settings
Terms & Conditions  |  Legal  |  Privacy Policy  |  Service Status
Ontraport Software
arrow_forward
Overview
arrow_forward
Pricing
Support & Resources
arrow_forward
Support Center
arrow_forward
Blog
arrow_forward
Postmaster Team
Developers & Partners
arrow_forward
Integrations
arrow_forward
API
arrow_forward
Partner with Ontraport
More from Ontraport
arrow_forward
Press
arrow_forward
Careers
Turn your business on with Ontraport.
settings
Terms & Conditions
settings
Legal
settings
Privacy Policy
settings
Service Status
[bot_catcher]