What's in it for you?
Get quick access to all your customer data.
With Ontraport, you can use more than just tags and lists to segment customer data: You can use information you have about them.
What data can you use to segment customers?
Give your team the right access
With all your customer data management tools 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.
Give your team the right access
With all your customer data management tools 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.
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.
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).
All users in your account can set unique data segmentation parameters to 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.
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.
Dynamically adjust contacts’ next steps in your journey based on their behavior or any other segmentation data you have.
Organize and store more than just contacts with custom record types for managing events, sales deals, surveys and more.
Add a segment of contacts to your Facebook audiences in groups or individually to show them retargeting or upsell ads.
Frequently Asked Questions
How do I know if Ontraport is the best CRM software for me?
What kind of data can I collect and store with Ontraport’s customer relationship management software?
Is Ontraport the best CRM for small businesses?