Drag and drop is just the beginning

Resources keyboard_arrow_down keyboard_arrow_up
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blogarrow_forward
Image of the Ontraport Buyer's Guide
Take the stress out of searching for a software.
Download our free guide
Pricing Chat chat
Smart Pipelines

Drag and drop is just the beginning

By combining automation with easy user input, you get more power and more insight with less manual work.

settings
settings
Start your free trial
Or get a demo arrow_forward
Smart Pipelines

Drag and drop is just the beginning

By combining automation with easy user input, you get more power and more insight with less manual work.

settings
settings
Start your free trial
Or get a demo arrow_forward

Sales pipeline

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.

Product Launch pipeline

See who is where in each step of your launch.

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

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.

“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.

Unified Contact History

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

Campaign Automation

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

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.

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.

Using Card View to Track Business Processes

Know where your contacts and deals are within your buying process, bidding process, or any process you choose with Ontraport’s Card View feature. The feature lets you see your process by stages and manage follow-up manually or automatically, all on one screen.

Ready for smarter pipelines?

settings
settings
Start your free trial
Or get a demo arrow_forward

“I simply cannot believe how powerful Ontraport is … The ability to know each and every touchpoint that prospects have with my business is so important. We never read an email from a client or prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”

— Matthew J. Watts, FreedomPreneur Business Academy

Ready for smarter pipelines?

settings
settings
Start your free trial
Or get a demo arrow_forward

“I simply cannot believe how powerful Ontraport is … The ability to know each and every touchpoint that prospects have with my business is so important. We never read an email from a client or prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”

— Matthew J. Watts, FreedomPreneur Business Academy

Turn your business on with Ontraport.
settings
Terms & Conditions  |  Legal  |  Privacy Policy  |  Service Status
Ontraport Software
arrow_forward
Overview
arrow_forward
Pricing
Support & Resources
arrow_forward
Support Center
arrow_forward
Blog
arrow_forward
Postmaster Team
Developers & Partners
arrow_forward
Integrations
arrow_forward
API
arrow_forward
Partner with Ontraport
More from Ontraport
arrow_forward
Press
arrow_forward
Careers
Turn your business on with Ontraport.
settings
Terms & Conditions
settings
Legal
settings
Privacy Policy
settings
Service Status
[bot_catcher]