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Create multiple pipelines to visualize and manage every part of your business.

A screenshot of stages in a sales funnel and an Ontraport user

Done-for-you sales funnel

See who to follow up with next.

Onboarding pipeline

See how your new clients are faring.

Customer lifecycle pipeline

See the big picture of your business.

A screenshot of stages in a product launch funnel and an Ontraport user

Product Launch pipeline

See who is where in each step of your launch.

Ontraport's Contact Card View feature lets you see your information in the ways you need

2-way sync with automation

Move a card to kick off automation…
... or have automation update your cards.

If someone buys... automatically move card to “new customer” column.

If someone misses a call... drop a card to kick off your rescheduling campaign.

If a hot lead visits your site… automatically make the card red.

If they ask for you to follow up in a week... drop a card to kick off a reminder campaign.

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.

Customize everything about your pipeline

Store your setup

Each pipeline can be set up to display different data.

See what’s important

Cards in each pipeline show just the right information.

Color your cards

Use automation to change card colors based on any data.

Add it up

See projected or total sales, average lead score, or any other total for each stage of your pipeline.

Sift and Sort

Cards can be dragged and ordered manually or automatically.

Take action

Quickly email or update all cards at once, or just a segment.

Screenshot of the Card View feature in the Ontraport app

“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

Visualize and work with data across your business

Card View works seamlessly with several other features inside Ontraport.

Custom Objects

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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Unified Contact History

A single click takes you to Quick Contact View where you can easily see and update the most important data.

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Campaign Automation

Easily launch campaigns based on the moving of a card from one column to another.

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Screenshot representing Email and SMS in the Ontraport app

Email + SMS Messaging

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

Visualize Your Contacts and Pipelines With Card View

A new contact display option in Ontraport’s CRM provides an overhead view of your funnels and pipelines for better customer relationship management.

Learn more

Manage Contacts by Stage

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.

Learn more

Creative Use Cases for Ontraport’s Visual CRM

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 usecases.

Learn more

Persuasive Sales Funnel System

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.

Learn more

Frequently Asked Questions

I’m new to sales process automation — what is it, and why is it such a big deal?

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.

I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?

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.

I want to give my leads the best experience possible, even as I grow. Can Ontraport handle personalization at scale?

Ontraport is built to grow right alongside 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 everything you need to deliver more engaging, more effective experiences across every channel.

My business uses outbound lead generation to find customers. Can Ontraport help with that?

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.

I want to use Ontraport to manage my B2B customer journey and B2B sales funnels. Will it have all the features I need?

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.

I like the idea of done-for-you sales funnels, but what if I want my campaign to work differently than the template?

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.