Top sales software reviews right now? I’ve been using Ontraport for my business and my client’s businesses for the past 2 years. I love that it’s so customizable. With a little creativity, you can manage nearly 100% of your business. I use it for my website, membership site, automations, new client onboarding, invoicing, payment processing, email marketing, lead management, customer management, order management, and reporting. There’s a bit of a learning curve—it took me about 6 months to learn enough to feel comfortable and confident. I don’t see this as a downside, though. I prefer to be able to customize everything exactly the way I want it, so a learning curve is a small price to pay! Discover even more info on ontraport crm review.
On the bright side though, at least Ontraport won’t ask for your credit card details. You’re free to try out its features for two weeks without committing yourself for the long haul. Beyond that, however, the lowest Ontraport goes is $79 per month for the basic plan. So, it might lock you out if you’re on a budget. Now, when you sign up and log in, the first impression you get of Ontraport’s system might be confusing. Considering it reportedly focuses on email marketing, you’d probably expect to find options like “Automation” or “Campaigns” on the menu bar. But, surprisingly, that’s not the case here. Only three of its six main menu options are consistent with email marketing solutions- “Dashboard”, “Campaigns”, and “Contacts”. The rest (“Pages”, “Tasks”, and “Sales”) are more commonly associated with CRM tools as opposed to email marketing. Hence, Ontraport might come off as a CRM solution when you first land on its dashboard.
This software’s user interface is a mixed bag, with some people finding it too complex, while others think it is manageable, so if this is your first automation software, you may need some time to understand this software’s functionalities. Ontraport’s CRM is great for maintaining categorized lists of your prospects, it allows you to send emails and newsletters to these lists to collect their data and update them regarding your business. Email and marketing automation are the strong features of this software and some companies only use Ontraport for its automation.
The order form has been designed specifically to simplify the entire check-out process. It converts better than the typical stuff as it minimizes the drag. The templates you can find have been proven to be extremely effective by countless Ontraport ecommerce users over the years. But there’s more. You’ll also find upsell forms. Presenting a one-time offer to the customer is a great way to increase your average order value. The platform makes identifying the best way to do it a breeze. Then, all your customers have to do is click a Yes or No button based on whether they want to grab the special offer.
How’s Ontraport any different? Turns out you’re right. We’ve indeed tried out a host of tools that supplement marketing automation with CRM. In fact, there are numerous options on the market. Mailchimp happens to be one of the most popular ones, along with ActiveCampaign plus SendinBlue. And yes, each of them is capable of both email marketing automation and CRM. But, here’s the kicker. While their email marketing features are pretty solid, the accompanying CRM functionalities are comparatively weak. In other words, they can’t possibly match up to dedicated CRM solutions. The best most of them can do is basic CRM.