Most CRMs 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.
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Segment + Organize
Smart Pipelines
Unified Contact History
Task Automation
Custom Objects
Google Calendar Integration
Lead Scoring and Routing
Why choose Ontraport’s CRM and sales automation platform?
More flexible, powerful CRM
More flexible, powerful CRM
Most CRMs 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.
“I simply cannot believe how powerful Ontraport is. We never read an email from a client or prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”
- Matthew J. Watts, FreedomPreneur Business Academy
Keep your data organized and your team on track
With the most powerful and flexible CRM for entrepreneurs, you can automate and scale any process you can imagine.
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.
Never drop the ball on lead follow-up. Ensure that each lead is managed by creating and automating your process – and oversight – in Ontraport's CRM for entrepreneurs.
A consultant's 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 every bit of data you have about each person to segment your audience and deliver more effective communication and follow-up.
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
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.
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.
Don’t stop at storing the data – do something with it! Use campaigns to automate any marketing, sales or internal process.
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
Store any data you want, and organize it in sections and tabs to keep everything nice and tidy.
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.
Storing your contacts in a bunch of lists is a mess. Get a CRM for entrepreneurs and segment like the professionals using stored, dynamic groups.
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
Store any data you want, and organize it in sections and tabs to keep everything nice and tidy.
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.
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.
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 consulting business
Manage your sales pipeline, customer onboarding, product launch, new hire process or any other funnel you can think of with drag-and-drop simplicity.
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 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.
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
Use Ontraport's CRM for tracking every step of each buyer's journey
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.
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.
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?
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
Use Ontraport's CRM for tracking every step of each buyer's journey
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.
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.
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?
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
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.
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.
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.
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
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.
All appointments will automatically be connected to every attendee, whether they’re someone on your team or a new prospect or customer.
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.
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
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.
All appointments will automatically be connected to every attendee, whether they’re someone on your team or a new prospect or customer.
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.
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 with a CRM made for SMBs
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.
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.
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.
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.
Ontraport's CRM for entrepreneurs + Sales automation work seamlessly with the rest of your platform
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.
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.
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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