Here’s some of the data you will see for each contact in Ontraport:
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Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
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A more complete platform means more complete data
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Every page visited
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Every resource downloaded
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Every email they’ve sent you
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Everything they’ve bought
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Every refund they’ve received
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Every login to your site
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The outcome of every task
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Every goal they’ve completed
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Every email opened or link clicked
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Everything they’ve told you in a form
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Everything your sales rep recorded
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You can view this all in chronological order in the Contact Log so you can understand the full journey a customer has taken.
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Why is it better?
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Have more prospect and customer data
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When you know what your leads are interested in, you can segment them to show them more of what they'd like to see. And that’s what sells.
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Be responsive to each person’s actions online just like you would face-to-face, so they feel listened to and taken care of.
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Sales reps and customer service reps can reference the same central place to get up to speed quickly for better conversations with customers.
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When you can see the full journey each contact takes, you know exactly what prompted their purchase so you can optimize your marketing.
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The more you know about your customers, the more confidence you have in decisions about your marketing budget, product enhancements and customer initiatives.
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How it works
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See every step of each customer’s journey
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Ontraport tracks every action your contacts take so you can follow up the right way, no matter where they are in your customer lifecycle.
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Add our tracking script to your site
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Or have it added automatically by using Ontraport Pages or our WordPress plugin.
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How it works
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See every step of each customer’s journey
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Ontraport tracks every action your contacts take so you can follow up the right way, no matter where they are in your customer lifecycle.
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Add our tracking script to your site
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Or have it added automatically by using Ontraport Pages or our WordPress plugin.
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Add our forms to your pages
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Ontraport Forms are super-charged contact tracking tools, right out of the box.
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Add our forms to your pages
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Ontraport Forms are super-charged contact tracking tools, right out of the box.
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See everything about each contact
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Just like that, you’ll start tracking much more information about each contact. Use UTMs and it gets even better.
“Every day when I begin working, I open up my computer, sign in to Ontraport and think to myself, ‘Welcome home.’ This is the house I invite everyone into, and all my people are there. I can see what they are doing, what they are engaging with, how happy they are, and what the next step in their journey is with me.”
- Alanna Kaivalya, Kaivalya Yoga Method
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“
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Every day when I begin working, I open up my computer, sign in to Ontraport and think to myself, ‘Welcome home.’ This is the house I invite everyone into, and all my people are there. I can see what they are doing, what they are engaging with, how happy they are, and what the next step in their journey is with me.
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Alanna Kaivalya
Kaivalya Yoga Method
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Complete records make good decisions easy
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With all your customer data in one platform, you can stop spending time trying to make sense of data from all over the place, and start spending time putting your data to good use.
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Related Features
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It all works together
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Having all the information you could possibly want about your customers is cool. The real power, though, comes not from stalking individual contacts but from all the ways you can use the data.
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Show different content to different page visitors based on who they are or where they’re coming from.
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Know which action prompted a purchase so you know what’s working in your marketing.
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Frequently Asked Questions
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How do I know if Ontraport is the best CRM software for me?
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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>
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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).
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).
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What kind of data can I collect and store with Ontraport’s customer relationship management software?
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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.
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Is Ontraport the best CRM for small businesses?
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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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Turn your business on with Ontraport.
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