Keep better track of your prospects and customers

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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.

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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.

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Mobile App
Run your business on-the-go
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Learn more
Custom Objects
Use Custom Objects to store, manage and automate anything
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Learn more
Segment + Organize
Store and organize all your customer data in one central platform
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Learn more
Smart Pipelines
Drag and drop pipelines for every part of your business
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Learn more
Unified Contact History
See every step of each buyer’s journey
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Learn more
Task Automation
Get your team involved with task automation
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Learn more
Google Calendar Integration
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
Mobile App
Run your business on-the-go
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Learn more
Custom Objects
Use Custom Objects to store, manage and automate anything
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Learn more
Segment + Organize
Store and organize all your customer data in one central platform
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Learn more
Smart Pipelines
Drag and drop pipelines for every part of your business
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Learn more
Unified Contact History
See every step of each buyer’s journey
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Learn more
Task Automation
Get your team involved with task automation
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Learn more
Google Calendar Integration
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

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. 

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. 
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. 

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.  

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. 

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. 

“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.
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 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.

Mobile 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.
(Coming soon)
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 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.

Coming Soon 

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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Learn more

Custom Objects

Use Custom Objects to store, manage and automate anything
Ontraport Unique Feature

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.

Ontraport Unique Feature

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. 

Ontraport Unique Feature

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. 

Ontraport Unique Feature

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. 

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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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Learn more

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

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 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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Learn more

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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Learn more

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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Learn more
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 

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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Learn more

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

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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14 day free trial. No credit card required.

Get to know
your prospects better

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“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

14 day free trial. No credit card required.

Get to know
your prospects better

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“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.

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