Customer Relationship Management

Manage your contact data in one centralized hub, keep a detailed record of every contact, easily organize and segment your list, and contact your leads at the right times with Ontraport CRM.

Customer Relationship Management (CRM)
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Want to get more customers? Learn how Ontraport can help you to:
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Customer Relationship Management (CRM)

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Manage
Manage contacts with ease in one central hub
Create and maintain extraordinary customer relationships by automatically keeping track of all contact information, online engagement, purchases, and more within your centralized Customer Relationship Management (CRM Software). 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 touch points in your business.
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.
Record
Keep a detailed record of every contact interaction you have
Our expansive contact database allows you to keep a consistent and up-to-date record of every prospect and customer who enters your system.

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.
Segment
Easily segment your list based on chosen criteria
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. 
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 your interested contacts.
Automatically assign leads and customers to email campaigns dynamically based on any criteria, rather than moving them back and forth between lists manually.
Score
Contact leads at exactly the right time
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. 
Create groups of 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.
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A 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.
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 sales pipeline.
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Frequently Asked Questions:
​​​​​​​Customer Relationship Management
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 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 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 CRM stand for?
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 is CRM Software (Customer Relationship Management) software?
Although sales force automation (SFA) requires some time and energy to implement in your business, the payoff is worth the initial investment. By adding SFA to your business, you can reduce your marketing costs, create more loyal customers, save time, increase your sales conversions, increase your revenue, and more.
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.
What plans does Ontraport offer?
View our plan comparison page.
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 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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