See who to follow up with next.
Create multiple pipelines to visualize and manage every part of your business.
Create multiple pipelines to visualize and manage every part of your business.
See how your new clients are faring.
See the big picture of your business.
See who is where in each step of your launch.
2-way sync with automation
2-way sync with automation
Move a card to kick off automation…
... or have automation update your cards.
check
If someone buys... automatically move card to “new customer” column.
check
If someone misses a call... drop a card to kick off your rescheduling campaign.
check
If a hot lead visits your site… automatically make the card red.
check
If they ask for you to follow up in a week... drop a card to kick off a reminder campaign.
check
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
Customize everything about your pipeline
Each pipeline can be set up to display different data.
Cards in each pipeline show just the right information.
Use automation to change card colors based on any data.
See projected or total sales, average lead score, or any other total for each stage of your pipeline.
Cards can be dragged and ordered manually or automatically.
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
“
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
Mobile Pocket Office
Visualize and work with data across your business
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.
Select all the cards in a particular column, and send them an email, assign to a campaign or anything else, all at once.
arrow_drop_down_circle
Divider Text
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.
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
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.
Ontraport has a whole library of prebuilt sales funnel templates, 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.
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.
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.
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.
Ontraport’s sales funnel builder software and prebuilt sales funnel templates were created 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.
Features
© Ontraport 2024
playlist_add_check
PCI DSS, Level 1
security
Privacy Shield Certified