Always have an up-to-date view of your pipeline with 2-way database sync. Sales reps can drag a card to update a record, or automations can move them based on customer activity.
Manage as many pipelines as you need for each stage or customer type. Use a sales pipeline for leads, an onboarding pipeline for new customers, and a partner pipeline to build your network of referrers.
Ontraport’s flexible data platform makes it easy to manage your sales data however you need to. Keep it simple and work directly with customer records, or manage in bulk with an automated sales pipeline that keeps your deals moving.
HEAR FROM OUR CUSTOMERS
Last month’s ROI was 2848%
“Ontraport has allowed us to effortlessly achieve two main goals, grow our list and automate sales funnels with recurring billing, and build strong relationships with people on our list. These two outcomes are translating into consistent sales from both our funnels and direct response marketing. And if I'm being honest, I doubt we are utilizing 5% or the software's full capabilities — still, our limited use of the tools provided is translating into a big ROI — last month’s ROI was 2848%.”
Matt Jull
Automation Central
Best investment we have made
“The return on investment with Ontraport is huge. … The automated messaging and task management is the best investment we have made in our company. Humans make errors. Ontraport ensures that my clients get a consistent experience and our referrals prove it. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that our clients’ balls never get dropped.”
Eric Foronjy
Hague Quality Water International
We would be lost without Ontraport
“I simply cannot believe how powerful Ontraport is, especially in terms of client relationship management. The ability to know each and every touchpoint that clients/prospects have with my business is so important. I also capture information from custom quizzes, surveys and questionnaires that is invaluable to our sales team. We never read an email from a client/prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”
Matthew J Watts
Freedom-Preneur Business Academy
Last month’s ROI was 2848%
“Ontraport has allowed us to effortlessly achieve two main goals:
These two outcomes are translating into consistent sales from both our funnels and direct response marketing. And if I'm being honest, I doubt we are utilizing 5% or the software's full capabilities — still, our limited use of the tools provided is translating into a big ROI — last month’s ROI was 2848%.”
- Grow our list and automate sales funnels with recurring billing
- Build strong relationships with people on our list
These two outcomes are translating into consistent sales from both our funnels and direct response marketing. And if I'm being honest, I doubt we are utilizing 5% or the software's full capabilities — still, our limited use of the tools provided is translating into a big ROI — last month’s ROI was 2848%.”
Automation Central
Best investment we have made
“The return on investment with Ontraport is huge. … The automated messaging and task management is the best investment we have made in our company. Humans make errors. Ontraport ensures that my clients get a consistent experience and our referrals prove it. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that our clients’ balls never get dropped.”
Hague Quality Water International
We would be lost without Ontraport
“I simply cannot believe how powerful Ontraport is, especially in terms of client relationship management. The ability to know each and every touchpoint that clients/prospects have with my business is so important. I also capture information from custom quizzes, surveys and questionnaires that is invaluable to our sales team. We never read an email from a client/prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”
Freedom-Preneur Business Academy
CRM
Unified contact history
Track every click and purchase with complete customer data management.
CRM
Unified contact history
Track every click and purchase with complete customer data management.
CRM
Customizable pipeline management
Make your pipeline fit your unique needs by customizing everything from the data it displays to the automations it sets in motion.
Sales
Manage your data your way
Store any data you want, and organize it in sections and tabs to keep everything nice and tidy.
App
On-the-go mobile app
Stay on top of your sales, customer follow-up and tasks right from your phone with the Ontraport Mobile App.
Sales
Live lead scoring, routing and task automation
Increase sales with an automated lead management software that lets you focus on your best opportunities in real-time.
Ecommerce
Accept payments and manage subscriptions automatically
Get up and running with online sales faster than ever with Ontraport’s built-in payments platform.
Ecommerce
Accept payments and manage subscriptions automatically
Get up and running with online sales faster than ever with Ontraport’s built-in payments platform.
OUR RESULTS
$700K
saved so far with Ontraport
40-80 hrs
Per week saved with Ontraport automations
2848%
ROI from using Ontraport
Yes, Ontraport has all the standard CRM features you’d expect.
Drag-and-drop pipelines with customizable cards to manage every different sales or onboarding process in your business.
Self-scheduling to make sure you’re not spending time going back and forth just trying to find time to connect.
Lead scoring and routing to help surface your most engaged prospects and get them to the right team members quickly.
Unified contact history so everyone on the team can see who’s said what and when.
And it has a bunch of features you may not expect, including SMS messaging, page-by-page visitor tracking, referral tracking, deep customization of every view, online payment processing, and a lot more.
But features aren’t really what sets Ontraport apart for sales teams who want to close more deals, faster.
The magic of Ontraport is that, because all your customer data AND all your tools are in one integrated platform, you get…
- Unprecedented insight into who your best leads are, and who’s engaging right now with your business on the web, in your email, and more
- A 2-way sync with marketing so you can easily launch follow-up campaigns just by dragging and dropping, or stop campaigns when you grab the baton in sales
- Your pipeline updated dynamically as your prospects take actions that move them forward in the funnel
- The ability to track any kind of data — not just contacts, deals and companies — so you always have everything you need to close a deal at your fingertips
- Coming soon! Multi-channel team inbox will make it easy to connect with your prospects and customers no matter where they are… email, SMS, webchat, whatsapp, meta and more.
Together, these features help you:
- Assure your team never drops a good lead
- Make it easy to automate the busywork
- Stay focused on prospects most likely to buy right now
- Streamline every stage of the process
To schedule a deep dive on how Ontraport can improve your sales process, schedule a time to meet with a team member and we’ll show you what’s possible.
Sincerely,
Sincerely,
Frequently asked questions
The sales software you choose can either stunt or accelerate your growth. While lots of sales tools take care of one piece of the equation — like your website or sales pipeline — and leave the rest up to you, Ontraport bundles everything you need into one platform. No need to research and integrate a string of tools to get the job done. It’s all here, waiting for you.
Whether you’re a large sales team or a one-person show, Ontraport’s plans and user seats are flexible and built to grow with you. You can even customize each user’s role and permissions to guarantee everyone has access to what they need, and hide what they don’t.
Yes! We know that scheduling, preparing for and following up after appointments are all critical parts of any sales role — but they’re also time consuming, especially if handled manually. With Ontraport, you can manage all that in one place, automatically. Leads and clients can use self-scheduling features to book their own appointment, and they’ll automatically receive reminders leading up to their appointment and follow-ups afterwards.
To start, it’s free for 14 days. Then if you decide Ontraport is right for you, you can create a plan that fits your marketing team’s needs. Your plan is month-to-month with no long-term contracts required, and you can cancel any time.
Yes! Time and time again, we’ve helped sales teams move their tech stack over to Ontraport so they can run all their sales (and see all their results) in one place. When you trade in your tech stack for Ontraport’s all-in-one platform, you’ll:
- Say goodbye to integration headaches
- Gain better insight into what is and isn’t working in your sales pipeline
- Be able to execute more advanced sales strategies
- Trust one (award-winning) support team to help get everything up and running
- And more
Features
© Ontraport 2024
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