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Why is it better?
Know your business on a new level
It’s never been this easy to understand your data over time
More data, more insight
Having an all-in-one platform means you can track and analyze all your data — from top-level sales reports to detailed campaign performance — without ever leaving one screen.
Why is it better?
Know your business on a new level
It’s never been this easy to understand your data over time
More data, more insight
Having an all-in-one platform means you can track and analyze all your data — from top-level sales reports to detailed campaign performance — without ever leaving one screen.
Highly customizable charts
Toggle between real-time stats and long-term trends. Use a variety of filters to make the data visualization dashboard as specific or as broad as you want. It’s all in your hands.
Measure your most specific data
Want to track event attendance? Survey fill-outs? You can manage more than just customer relationships in Ontraport, and get the data to match.
Measure your most specific data
Want to track event attendance? Survey fill-outs? You can manage more than just customer relationships in Ontraport, and get the data to match.
Own your data visualization dashboard
Hide unnecessary stats. Drag important reports to the top. Filter each individual chart to see exactly what you need. The best part? It’s all on one screen.
Designed for teams
Sharing your Ontraport account with team members? Users can tweak their own filters and dashboard layout, and it’ll be just the way they left it when they return.
Designed for teams
Sharing your Ontraport account with team members? Users can tweak their own filters and dashboard layout, and it’ll be just the way they left it when they return.
Problems solved
Your plans work better when they're data-driven
It’s easy to make decisions when you have the numbers you need to back them up
Use the data visualization dashboard to analyze your revenue in more detail so you can forecast income, spot sales trends and track your highest-selling products over time.
Seeing a dip in sales? A spike in conversions? Correlate those stats with your marketing efforts to discover what’s working and what’s not.
Track your team’s tasks and meetings to plan workloads, track performance and uncover opportunities for training.
You’ll never have to create your own reports from scratch. Get prebuilt charts and simply adjust the filters to customize them however you’d like.
No data dumping into spreadsheets. No integrations. You can collect, store and analyze all your stats in one central platform.
“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. I’m a VERY satisfied customer.”
– 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. I’m a VERY satisfied customer.
Robert Scheinfeld
The Ultimate Freedom Experience
Here’s what you’ll find on your data visualization dashboard
Keep tabs on your most essential data and answer all kinds of questions with the following charts:
Track leads and customers from their first click.
- Do I get more engagement from contacts who opted in during last month’s promotion?
- Who participated in my holiday sale last year?
- Did my last campaign correlate with any dips or spikes in engagement?
Analyze engagement, deliverability and campaign performance.
- Has my bounce rate gone up since I grew my list last quarter?
- What did my email engagement look like for each day of our product launch?
- When exactly did I start getting more email opens for my newsletter?
Monitor SMS campaigns and spot deliverability issues.
- Which SMS campaign gets the most new leads?
- Which kind of messaging engages my leads the most?
- How much lower is my unsubscribe rate after improving my content?
See who visits your pages and how each one is performing.
- How many people visited my sales page the day it launched?
- Did I get more first-time visitors during my last campaign?
- Which pages got the most total traffic last quarter?
Keep an eye on sales and refunds over time.
- What’s my sales growth this quarter compared to last quarter?
- Which product sold the most units during last month’s promotion?
- When I upgraded my product, did I start getting fewer refunds?
See your current revenue, and know what to expect over time.
- How fast is my monthly recurring revenue growing?
- What’s my average subscription revenue right now?
- How many subscriptions are currently in collections?
Forecast future revenue, and keep up with customer billing.
- How much do I have in outstanding payment plans?
- How will this month’s revenue be impacted by cancelled plans?
- Did I book more payments when I tried a new marketing strategy?
Track team productivity to better manage future projects.
- Which of my team members are absolutely crushing it?
- Do my sales reps have too many tasks building up?
- When is my team most productive and ready for new projects?
Monitor your campaigns to see what’s working and what isn’t.
- How many opt-ins have I gotten since our last media spend?
- How did my leads and sales perform when I spent 50k on ads for two weeks?
- How many new leads did I bring in last quarter in all of my campaigns?
Track past and future events to manage your team’s schedule.
- How many events do we have planned for next quarter?
- Does my team have time to keep up with more appointments?
- How frequently do Friday onboarding sessions tend to get cancelled?
Store your data in unique ways to generate charts specific to your business.
- Pet store: Do dog owners engage with my promotions more than cat owners?
- Property manager: How many applications did we receive this year compared to last year?
- Consultant: How many new companies did I work with this year?
Analyze your partner programs’ performance over time.
- How much should I expect to make from my partner program this quarter?
- How many sales did my partners bring in during our last referral campaign?
- How much did I pay in partner commissions this year compared to last year?
Related Features
Sync your data visualization dashboard with your whole toolkit
Track data insights from all over your Ontraport account on a single screen
Sell online with Ontraport’s built-in payments platform using powerful order forms, offline transactions, upsells and more — then track your sales over time.
Ontraport’s CRM lets you collect more complete data and organize it all in one place, which gives your dashboard unrivaled depth and insight.
Take advantage of Ontraport’s UTM tracking, built-in Google Analytics and deep funnel insight for clarity on where your best leads and customers are coming from.
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Related Resources
Stats to track through the customer lifecycle
When you track the right stats, it’s easier to spot new opportunities to grow. Keep an eye on these metrics as your contacts move through the customer lifecycle.
A/B split testing
Learn how to split test your pages, emails and more with this use case. Once you’re all set up, you can easily measure the results using your dashboard.
Demo with the Founder: Funnels and UTM variable tracking in Ontraport
Ontraport CEO and Founder Landon Ray walks through the platform and answers the most common questions about tracking, UTM variables and Ontraport’s other analytics tools.
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).
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.
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