See who to follow up with next.
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
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.
A new contact display option in Ontraport’s CRM provides an overhead view of your funnels and pipelines for better customer relationship management.
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.
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.
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.