A better way to organize your customers

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Segment + Organize

A better way to organize your customers

Access the customer data you need faster, and use it to give your customers more personalized experiences.

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Start your free trial
Segment + Organize

A better way to organize your customers

Access the customer data you need faster, and use it to give your customers more personalized experiences.

settings
settings
Start your free trial

What's in it for you?

Work the way you want

Unlike systems that limit the way you view and organize your contacts, Ontraport gives you nearly unlimited flexibility so you can work more efficiently.

Do better marketing

Segment your contacts based on granular data to give each individual a unique experience, rather than using limiting, one-size-fits-all lists.

Gather unique data for your business

Create new record types, custom fields, and relationships between data so everything is stored correctly, makes sense, and is usable throughout your business.

More data means better segmentation

Ontraport automatically stores more data about your prospects and customers than any other system, so you have more opportunities to target your messaging.

“Ontraport allows us to do so many things we could never do before and gather and use data we couldn't gather or use before.”

- Robert Scheinfeld, The Ultimate Freedom Experience

4 ways to view your customers

Get quick access to all your customer data.

See where customers are in your funnel for a topographic view and to make quick updates with drag-and-drop ease.

View and update large sets of contact records and easily sort them by any data point for a clearer picture.

Save notes, quickly set appointments, send email and SMS and more on-the-fly. Great for sales reps who like to move fast.

View details of each contact, organized into sections and tabs. Use this view for deep diving into every bit of data.

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Slice and dice your list any which way

With Ontraport you can use more than just tags and lists to segment your contacts: You can use any piece of data you have about them.

What data can you use to segment customers ?

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Who they are

Use demographic data you’ve gathered from forms, such as their job title and location.
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What they do

Group people based on actions such as products purchased, pages visited and emails clicked.
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Where they belong

Segment contacts based on where they are in the buying cycle or which of your products they’ve shown interest in.
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Whatever you want

Create tags to label special groups of people, or use dynamic groups for more intricate segments such as “customers who purchased Product A in the last 30 days.”

Give your team the right access

With all your customer data in one place, a bunch of your team members will likely want to get their hands on it. Here’s how you can manage multiple users in your account.

Create roles and permissions
Allow the people in each role in your business to see or edit only what you want them to, and restrict access to confidential data or high-impact features to avoid mistakes that can affect your automation.
Set permissions exceptions
Got team members who need a bit more (or less) access than their roles normally allow? No problem. Just create permission exceptions to get them what they need (or not what they don’t need).
An Ontraport Unique Feature
Let users customize their view
All users in your account can create their own groups and set up how they want to view them, and Ontraport will remember it when they return. For example, you may want sales reps to view only the leads they’re assigned to.
An Ontraport Unique Feature
See every change anyone makes
With lots of cooks in the kitchen and automation making updates 24/7, sometimes things can get mixed up. With our unique Automation Log you can see everything that happened in your account, including every change of every field, so you can see who did what and when and get to the bottom of any mysteries.

Give your team the right access

With all your customer data in one place, a bunch of your teams will likely want to get their hands on it. Here’s how you can manage multiple users in your account.

Create roles and permissions

Allow the people in each role in your business to see or edit only what you want them to, and restrict access to confidential data or high-impact features to avoid mistakes that can affect your automation.

Set permissions exceptions

Got team members who need a bit more (or less) access than their roles normally allow? No problem. Just create permission exceptions to get them what they need (or not what they don’t need).

Let each user customize their view

All users in your account can create their own groups and set up how they want to view them, and Ontraport will remember it when they return. For example, you may want sales reps to view only the leads they’re assigned to.

See every change anyone makes

With lots of cooks in the kitchen and automation making updates 24/7, sometimes things can get mixed up. With our unique Automation Log you can see everything that happened in your account, including every change of every field, so you can see who did what and when and get to the bottom of any mysteries.

It all works together

Your customer data is the center of your business. Here are some of the ways you can put it to use in Ontraport.

Campaign Automation

Dynamically adjust contacts’ next steps in your journey based on their behavior or any other segmentation data you have.

Custom Objects

Organize and store more than just contacts with custom record types for managing events, sales deals, surveys and more.

Facebook Custom Audiences

Add a segment of contacts to your Facebook audiences in groups or individually to show them retargeting or upsell ads.

Start using your data better

settings
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Start your free trial
Or get a demo arrow_forward

Ontraport has been instrumental in me becoming very strategic in my business and using data to help drive my actions and create a better user experience.”

— Caz Makepeace, Y Travel

Start using your data better

settings
settings
Start your free trial
Or get a demo arrow_forward

“Ontraport has been instrumental in me becoming very strategic in my business and using data to help drive my actions and create a better user experience.”

— Caz Makepeace, Y Travel

Turn your business on with Ontraport.
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