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Our Solutions
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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Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
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Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
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Implement proven marketing processes with our easy-to-follow worksheets and checklists.
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Using Ontraport in Your Business
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How it's different
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Create multiple pipelines to visualize and manage every part of your business.
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See how your new clients are faring.
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See the big picture of your business.
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See who is where in each step of your launch.
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2-way sync with automation
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Move a card to kick off automation…
... or have automation update your cards.
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If someone buys... automatically move card to “new customer” column.
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If someone misses a call... drop a card to kick off your rescheduling campaign.
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If a hot lead visits your site… automatically make the card red.
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If they ask for you to follow up in a week... drop a card to kick off a reminder campaign.
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If they fill out a form and say they’ve got a big budget… automatically make the card green and move it to your “follow up today” column.
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Customize everything about your pipeline
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Each pipeline can be set up to display different data.
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Cards in each pipeline show just the right information.
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Use automation to change card colors based on any data.
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See projected or total sales, average lead score, or any other total for each stage of your pipeline.
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Cards can be dragged and ordered manually or automatically.
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Quickly email or update all cards at once, or just a segment.
“The more we use Ontraport and implement it for clients, the more we find it can do all the things needed in a customer journey, without a bunch of other tools.”
– Sam Ovett, Mobile Pocket Office
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The more we use Ontraport and implement it for clients, the more we find it can do all the things needed in a customer journey, without a bunch of other tools.
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Sam Ovett
Mobile Pocket Office
Mobile Pocket Office
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Related Features
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Visualize and work with data across your business
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Card View works seamlessly with several other features inside Ontraport.
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All the data in your custom objects can be viewed as cards too: deals, companies, or anything else you dream up.
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A single click takes you to Quick Contact View where you can easily see and update the most important data.
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Easily launch campaigns based on the moving of a card from one column to another.
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Select all the cards in a particular column, and send them an email, assign to a campaign or anything else, all at once.
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Related Resources
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Visualize your contacts and pipelines with Card View
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A new contact display option in Ontraport’s CRM provides an overhead view of your funnels and pipelines for better customer relationship management.
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Manage contacts by stage
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With Ontraport’s CRM, you can view your contacts in a list, or you can choose to use Card View, which displays your contacts’ information like business cards and organizes them within stages in your business.
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Creative use cases for Ontraport’s visual CRM
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While visual CRM displays are commonly limited to managing sales pipelines, Ontraport’s Card View can be adapted to fit any process or funnel — opening a world of possibility of use cases.
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Pervasive Sales Funnel System
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Get started today with Ontraport’s sales pipeline software. Use this free, prebuilt funnel to easily handle lead’s objections and earn more online sales without having to pick up the phone.
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Frequently Asked Questions
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I’m new to sales process automation — what is it, and why is it such a big deal?
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There are lots of time-consuming sales tasks that Ontraport can do for you automatically. Our sales process automation tools can follow up with your leads, keep your pipeline organized and moving, manage your team’s workload and more. Then you can spend more time doing the work that matters most: actually selling your product or service.
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I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?
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Ontraport has a whole library of prebuilt funnels, so you can get up and running without learning all the ins and outs of the platform. You can launch an entire sales funnel, follow up with leads, segment your list of prospects and more — and each system only takes minutes to launch. The best part is, you’ll get a Setup Wizard that walks you through every step.
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My business is growing, and I want to keep my personal touch as I scale. Can I do that with Ontraport’s sales force automation system?
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Ontraport is built to grow with you, so it’s easy to create a personal sales experience for every lead on your list — no matter how big your business gets. Since all your sales data will be stored on one centralized platform, you’ll have all the data and sales automation tools you need to deliver more engaging, more effective experiences across every channel.
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My business uses outbound lead generation to find customers. Can Ontraport help with that?
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Ontraport is great for driving both inbound and outbound sales. We have lots of tools to deliver personal, multi-channel messages and connect you with all the right leads at the right times. Plus, you’ll get all the tracking features and KPIs you need to measure and optimize results.
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I want to use Ontraport to manage my B2B customer journey and B2B sales funnels. Will it have all the features I need?
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Ontraport is perfect for nurturing B2B customers throughout your sales process. You’ll be able to keep all your deals organized, offer more personalized follow-up, keep your team on the same page and more. And with multiple sales pipelines, you can even view and manage every step of your B2B sales process from one screen.
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I like the idea of done-for-you sales funnels, but what if I want my campaign to work differently than the template?
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Ontraport’s sales pipeline software and prebuilt funnels were built based on feedback from thousands of business owners, but of course, everyone likes to — and should! — put their own spin on things. You can easily adjust any part of these funnels — the copy, design, automation settings and more — however you’d like. You can also skip these systems and start from scratch to build anything you can imagine.
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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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