Use Ontraport’s extensive automation suite to systemize and streamline your internal business processes. The Card View feature allows you to organize and easily manage information based on stages within any process. Use automated tasks to prompt team members to perform manual actions, such as making a phone call or filing physical documents. Plus, view the status of your critical KPIs in real time with the metrics dashboard.
With Ontraport’s CRM, you can view your contacts in a list, or you can choose to use Card View, which displays your contacts’ information like business cards and organizes them within stages in your business.
Ontraport’s Metrics Dashboard allows you to build a customized view of all your company’s measurable stats in one place. Here’s how to make your dashboard, which includes options to name, categorize and refine each metric, as simple or in-depth as you want.