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
Visualize and work with data across your business
Card View works seamlessly with several other features inside Ontraport.
All the data in your custom objects can be viewed as cards too: deals, companies, or anything else you dream up.
A single click takes you to Quick Contact View where you can easily see and update the most important data.
Easily launch campaigns based on the moving of a card from one column to another.
Select all the cards in a particular column, and send them an email, assign to a campaign or anything else, all at once.
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.
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.
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.
Persuasive Sales Funnel System
Get started today with Ontraport’s sales funnel builder. Use this free, prebuilt sales funnel template to easily handle lead’s objections and earn more online sales without having to pick up the phone.
Frequently Asked Questions
I’m new to sales process automation — what is it, and why is it such a big deal?
I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?
I want to give my leads the best experience possible, even as I grow. Can Ontraport handle personalization at scale?
My business uses outbound lead generation to find customers. Can Ontraport help with that?
I want to use Ontraport to manage my B2B customer journey and B2B sales funnels. Will it have all the features I need?
I like the idea of done-for-you sales funnel templates, but what if I want my campaign to work differently than the template?