Access more than just contact records — view custom objects, live stats and more with Ontraport in your pocket.
Why is it better?
Why is it better?
The most robust CRM mobile app for your small business, at your fingertips
The most robust CRM mobile app for your small business, at your fingertips
Check your Today screen to see live performance stats, like how many sales you made or how many new leads joined your list that day, to keep a beat on the ground.
Run your complete sales pipeline or access any custom record types that you use to manage your business, conveniently from your phone.
Don’t just view and update contacts — interact with them via quick manual messages or easily add them to automated campaigns to keep them engaged.
Problems solved
Problems solved
Access your mobile CRM and sales tools anytime, anywhere
Access your mobile CRM and sales tools anytime, anywhere
Work doesn’t need to stop when you leave the office. Keep important work moving forward no matter where you are.
Keep your sales process moving
Keep your sales process moving
Close deals from anywhere, respond to customers and never drop the ball on leads.
- Handle calls from start to finish — call contacts right from the app and log notes in their record for future reference.
- Conveniently follow up after meetings or calls — send a quick email or SMS, or add contacts to automations to keep the conversation going.
- Set reminders to keep the ball rolling — easily set up a task to follow up later or complete something manual when you’re back at your desk.
Problems solved
Problems solved
Access your mobile CRM and sales tools anytime, anywhere
Access your mobile CRM and sales tools anytime, anywhere
Work doesn’t need to stop when you leave the office. Keep important work moving forward no matter where you are.
Keep your sales process moving
Keep your sales process moving
Close deals from anywhere, respond to customers and never drop the ball on leads.
- Handle calls from start to finish — call contacts right from the app and log notes in their record for future reference.
- Conveniently follow up after meetings or calls — send a quick email or SMS, or add contacts to automations to keep the conversation going.
- Set reminders to keep the ball rolling — easily set up a task to follow up later or complete something manual when you’re back at your desk.
Manage your team and tasks
Manage your team and tasks
Keep workflows moving and stay updated on team output with mobile access to tasks.
- Stay on top of offline tasks — assign tasks to remind yourself or team members to do something manual such as call a lead or send a thank you note.
- Move your workflow along — set task outcomes to trigger the related next step so your customers continue on their journey without interruption.
- Check in on specific projects — filter all the tasks in your account based on the processes or teammates they’re related to to keep tabs on progress.
Get easy access to your data
Get easy access to your data
Track up-to-date information about your performance, productivity, leads and customers
- Get live updates on your business (Coming soon!) — check the Today screen to see your current contact activity, performance data, sales, tasks and more.
- Access details about leads and customers — tap contacts to see all their data, recent activity and interactions with your team.
- Hone in on whatever data you need — sort, rearrange and filter your records to focus on specific information.
Get easy access to your data
Get easy access to your data
Track up-to-date information about your performance, productivity, leads and customers
- Get live updates on your business (Coming soon!) — check the Today screen to see your current contact activity, performance data, sales, tasks and more.
- Access details about leads and customers — tap contacts to see all their data, recent activity and interactions with your team.
- Hone in on whatever data you need — sort, rearrange and filter your records to focus on specific information.
Coming Soon
Schedule and track calendar events
Schedule and track calendar events
Check future plans, manage your team’s workload and set up new meetings on the fly
- See your whole day at a glance — check the Today screen to see any meetings or events you have coming up.
- Schedule meetings when the moment's right — set up a call when you meet leads in person to make sure you follow up.
- Update event details when something comes up — cancel or rearrange meetings in your calendar as soon as there's a change of plans.
“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, Hague Quality Water
“
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
Hague Quality Water
Use cases
Use cases
How can you use the mobile app?
How can you use the mobile app?
Here are some ways sales reps, field techs and business owners might use the app to ensure good customer service.
Salespeople
Handle the whole sales process on your phone, from the first call to the final pitch. Call a lead, log your notes, and follow up easily.
Entrepreneurs
Keep your business moving when you leave your desk. Meet a new prospect? Add their info to your mobile CRM, task your team to reach out, and follow up on autopilot.
Service Technicians
Track and update your day's work in real-time while you're out and about. Tap to get directions to appointments, and mark your tasks complete when you finish the job.
Salespeople
Salespeople
Handle the whole sales process on your phone, from the first call to the final pitch. Call a lead, log your notes, and follow up easily.
Entrepreneurs
Entrepreneurs
Keep your business moving when you leave your desk. Meet a new prospect? Add their info to your mobile CRM, task your team to reach out, and follow up on autopilot.
Service Technicians
Service Technicians
Track and update your day's work in real-time while you're out and about. Tap to get directions to appointments, and mark your tasks complete when you finish the job.
It’s easy to make the app your own
It’s easy to make the app your own
Feel right at home with a familiar interface, custom navigation and on-the-go support.
- Put important data front and center — customize your navigation menu for easy access to the information you reference the most.
- Get answers from anywhere — check the in-app Support Center to chat with a rep, ask questions, get resources and more.
- Find what you need quickly — navigate your app just like the desktop version of Ontraport to feel comfortable and work faster.
It’s easy to make the app your own
It’s easy to make the app your own
Feel right at home with a familiar interface, custom navigation and on-the-go support.
- Put important data front and center — customize your navigation menu for easy access to the information you reference the most.
- Get answers from anywhere — check the in-app Support Center to chat with a rep, ask questions, get resources and more.
- Find what you need quickly — navigate your app just like the desktop version of Ontraport to feel comfortable and work faster.
Related Features
Related Features
The whole platform in your pocket
The whole platform in your pocket
Keep your go-to features on hand when you leave the office
Coordinate your team’s workflow with automatic task reminders, no matter where you are.
Coming soon!
Track every event, appointment and meeting in your business, even if you’re away from your desk.
Ontraport has detailed data about every prospect and customer — and you can see it all from your phone.
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Related Resources
Why businesses need an integrated CRM software
When all your data lives on one platform, you can do powerful stuff. Here’s a peek at all the data you can access from your phone.
Automate and manage your sales pipeline
Before you can track sales, deals or companies on your phone, you have to set up the automation in your account. Here’s how.
Streamline your business process with task automation
Find out how to keep your team moving and get faster results with automated tasks.
Frequently Asked Questions
How do I know if Ontraport is the best CRM software for me?
How do I know if Ontraport is the best CRM software for me?
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>
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).
What kind of data can I collect and store with Ontraport’s customer relationship management software?
What kind of data can I collect and store with Ontraport’s customer relationship management software?
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.
Is Ontraport the best CRM for small businesses?
Is Ontraport the best CRM for small businesses?
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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