CRM: Customer Relationship Management

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Use Ontraport's Card View feature to tailor Customer Relationship Management (CRM) to your specific needs Use Ontraport's Card View feature to tailor Customer Relationship Management (CRM) to your specific needs
Use Ontraport's Card View feature to tailor Customer Relationship Management (CRM) to your specific needs Use Ontraport's Card View feature to tailor Customer Relationship Management (CRM) to your specific needs
Customer Relationship Management (CRM)

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Manage leads with ease in one central CRM system

Create and maintain extraordinary customer relationships in our CRM by automatically keeping track of all contact information, online engagement, purchases, and more within your centralized CRM. With all your contact data in one place — the same place as your automation and all your marketing assets — you have complete, accurate insights and seamless connections between all touchpoints in your business.

Customer Relationship Management (CRM) is made easy with Ontraport's customizable Contact Records Customer Relationship Management (CRM) is made easy with Ontraport's customizable Contact Records
Thorough, personalized and organized storage of customer relationships with all of your important information on every lead. Ontraport's CRM allows you to 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.
Ontraport's Card View makes Customer Relationship Management (CRM) fast and easy Ontraport's Card View makes Customer Relationship Management (CRM) fast and easy
Never let a lead fall through the cracks with automatically generated Tasks Never let a lead fall through the cracks with automatically generated Tasks
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.
Keep a detailed record of every contact interaction you have with CRM
Our expansive CRM system allows you to keep a consistent and up-to-date history log of every sales prospect and customer who enters your CRM system.
Leads add data directly to Ontraport Customer Relationship Management (CRM) by submitting Ontraport Forms Leads add data directly to Ontraport Customer Relationship Management (CRM) by submitting Ontraport Forms

View contacts’ purchase history, lead score, engagement history, account activity, appointment history and more, all in Ontraport CRM.

You can customize your Contact Records to show you the fields you want to see and in the order you want to seem them You can customize your Contact Records to show you the fields you want to see and in the order you want to seem them
Customize the fields and information that you want to appear in your contact profile view so you can quickly find the client information that you’re looking for.
Use Ontraport's Lead Scoring feature to see exactly who your most valuable leads are Use Ontraport's Lead Scoring feature to see exactly who your most valuable leads are
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.
Automatically update Contact Records through automation as simple or complex as you wish Automatically update Contact Records through automation as simple or complex as you wish
Easily segment your customer list in Ontraport's CRM based on chosen criteria
Make sure you’re sending messages that connect with your audience. Ontraport's CRM integrated system allows you to quickly segment your list to create targeted and dynamic groups based on interests, behaviors or demographics. 
Create custom fields to collect and display unique data relevant to your business Create custom fields to collect and display unique data relevant to your business
Segmenting Contacts into Groups is simple with Ontraport Segmenting Contacts into Groups is simple with Ontraport
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.
Tag contacts to identify unique qualities in them Tag contacts to identify unique qualities in them
Use identifying tags to create groups of email recipients based on any past behavior so you can easily send relevant messages to your interested contacts.
Ontraport's Lead Router feature distributes new leads evenly between to your team members Ontraport's Lead Router feature distributes new leads evenly between to your team members
Automatically assign leads and customers to email campaigns dynamically based on any criteria, rather than moving them back and forth between lists manually.
Contact leads at exactly the right time
Manage your customer relationships 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. 
Use Groups to segment and target specific Contacts Use Groups to segment and target specific Contacts
Ontraport's deep tracking allows for a top-down view of a wide variety of contact actions Ontraport's deep tracking allows for a top-down view of a wide variety of contact actions
Use your data to automate your business processes Use your data to automate your business processes
Create groups of customers or leads based on any factors, including demographics or job title, so you can focus on your target audience and buyer personas.
Track behaviors and responses with each contact and 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.
Visual CRM that works for you
No matter your business type or industry, you can create a visual display that represents your company’s customer journey. From there, you can easily gauge the status of your business and set automated or manual follow-up into action to keep your customer relationships strong.
Ontraport's Customer Relationship Management (CRM) tailors itself to your business Ontraport's Customer Relationship Management (CRM) tailors itself to your business
Ontraport's Card View feature creates a visual representation of any of your multi-staged business processes, showing which Contacts are in each stage. Ontraport's Card View feature creates a visual representation of any of your multi-staged business processes, showing which Contacts are in each stage.
Your contacts are displayed like business cards and sorted by the stages of your process or funnel, showing you just what you want to see, when you want to see it.
Sales teams can use a simple drag-and-drop to manage their leads as they move down the pipeline, setting automated follow-up into gear. Or, they can manually create tasks, send emails, add conversation notes and more as they take command over their pipeline management.
Color code the stages of your processes in Card View Color code the stages of your processes in Card View
Are you ready to take the next step? Are you ready to take the next step?
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Frequently Asked Questions: CRM
What is CRM?
CRM or Customer Relationship Management solves the problem of poor customer experiences. The solution for better relationships with customers is to create an individual, top-to-bottom view of leads and customers where all the data about them lives in one place. Instead of searching through your email inbox, spreadsheets, a filing system or even just your memory to find information about a customer or lead, with a CRM system you can see all the information you have about that individual in one place. For an in-depth look at CRM software, read our blueprint.
What are some ways to use CRM? 

CRM can be used in marketing, sales, and customer service. For marketing, you can use the data to segment lists based on criteria to create hyper-targeted, personalized marketing campaigns. For example, if customers made a purchase within the past three months, you could automatically assign them to an email campaign that offers 10% off their next purchase.

For sales, you can close more deals in a smarter way. With a mass of data, sales reps can build a stronger rapport with prospects and keep track of where every client is in the sales pipeline to gauge their progress toward sales quotas.

Customer service teams can ensure they provide the best possible experience for all customers. With a full record of every request, notes about past interactions, and a detailed profile on how they use your service, the rep can easily pinpoint issues and respond in a relevant manner.

As a whole, businesses can use an all-in-one CRM and Marketing Automation software to understand their Customer Lifetime Value, a critical metric that can inform your strategy for attracting new customers and optimizing revenues throughout the customer lifecycle.
What does putting a CRM system in place do?
CRM software is a tool that is used to store all your data points about each individual customer or lead together in one record, enabling you to carry out your customer relationships management strategy via segmentation, automation, and personalization. 
What are the benefits of a visual CRM?
With an at-a-glance view of all the contacts in your business based on their stage in your funnel, you can effortlessly prioritize which leads to follow up with and where your greatest opportunities are for improved results. You can easily spot trends and gauge progress toward goals so that you can confidently make data-driven decisions about how to move your business forward.
How does Ontraport compare to other CRM solutions?
What plans and pricing does Ontraport offer?
View our plan comparison and pricing information here.
Need more time?
Browse our free business resources:
Discover how to implement a CRM strategy and the software to boost your business's efficiency and empathy.
Check out our in-depth blog articles for strategic insights and best practices for implementing Customer Relationship Management (CRM) in your business.
Boost your lead and customer engagement by sending segmented, strategic and personalized marketing messages to your contacts — automatically.
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