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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
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Or get a demo
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
arrow_forward
Or get a demo

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
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
Ontraport Unique Feature
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.

Ontraport Unique Feature
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.

Step 1

Just like an advanced Google search, simply enter the traits of the people you’re looking to add to your group.

Step 2

With a click, send your group an email or SMS, add them to a marketing funnel or a Facebook Custom Audience, and more.

Step 3

Reuse your group any time. People are continually added and removed as they meet or don’t meet the group criteria.

Step 4

Set up custom views for each group so you always have the most important information at your fingertips.

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).

Ontraport Unique Feature

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.

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.

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.

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Learn more

Custom Objects

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

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Learn more

Facebook Custom Audiences

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

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Learn more

Start using your data better

settings
settings
Start your free trial
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Or get a demo

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
arrow_forward
Or get a demo

“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

Frequently Asked Questions

How do I know if Ontraport is the best CRM software for me?

When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
  • A website or page builder to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • An automated sales pipeline that keeps your deals moving
  • A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.

Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).

What kind of data can I collect and store with Ontraport’s customer relationship management software?

You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.

Is Ontraport the best CRM for small businesses?

We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.

Turn your business on with Ontraport.

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