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Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
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Pricing Chat Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog Research and Education
Ontraport
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Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Step-by-Step
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Implement proven marketing processes with our easy-to-follow worksheets and checklists.
In-Depth
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Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
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Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
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Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
Software
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See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
Setup Wizards
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Our Setup Wizards walk you through the steps to customize and launch a marketing campaign for your business in minutes.
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View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Feature Use
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See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
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Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Exploring
Ontraportarrow_forward
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
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Create multiple pipelines to visualize and manage every part of your business.
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See how your new clients are faring.
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See the big picture of your business.
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See who is where in each step of your launch.
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2-way sync with automation
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Move a card to kick off automation…
... or have automation update your cards.
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If someone buys... automatically move card to “new customer” column.
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If someone misses a call... drop a card to kick off your rescheduling campaign.
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If a hot lead visits your site… automatically make the card red.
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If they ask for you to follow up in a week... drop a card to kick off a reminder campaign.
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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.
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Customize everything about your pipeline
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Each pipeline can be set up to display different data.
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Cards in each pipeline show just the right information.
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Use automation to change card colors based on any data.
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See projected or total sales, average lead score, or any other total for each stage of your pipeline.
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Cards can be dragged and ordered manually or automatically.
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Quickly email or update all cards at once, or just a segment.
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“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.”
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– Sam Ovett, Mobile Pocket Office
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Visualize and work with data across your business
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Card View works seamlessly with several other features inside Ontraport.
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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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A single click takes you to Quick Contact View where you can easily see and update the most important data.
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Easily launch campaigns based on the moving of a card from one column to another.
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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
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A new contact display option in Ontraport’s CRM provides an overhead view of your funnels and pipelines for better customer relationship management.
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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.
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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.
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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.
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Watch now
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Turn your business on with Ontraport.
