Expert CRM software reviews? The founder and CEO, Landon Ray, got the idea for the Ontraport software because he didn’t like having to rely on multiple tools for interacting with his customers. Then he decided to make it an all-in-one solution for CRM and marketing automation. The platform was released in 2008. It proved to be a real hit as business owners liked the fact they’re getting the best of both worlds. Ontraport started growing tremendously, and the initial team of three has expanded to over 120 employees. Discover additional details on ontraport review.

You could, for example, define lists that automatically qualify and disqualify leads based on their behaviour, interests, or demographics. And, of course, how you choose to group your contacts is entirely up to you. But, if you’re dealing with a large number of contacts, you might need help from your team members. This is the point where you could take advantage of Ontraport’s Lead Router automation tool, which assigns leads evenly to team members. Well, if you don’t have a team, worry not because Ontraport will still have your back. You can tweak it to automatically apply contacts to email campaigns. The entire framework is flexible enough to accommodate any qualification criteria you might choose.

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.

Ontraport webinar function has absolutely everything you need to get your video content out there. It helps you record, store, and stream previously shot clips. Another useful thing it does is let you schedule them and target a specific audience. The platform will then do all the rest. Just keep in mind that this feature comes at an additional cost. Ontraport has many integrations. The most popular include: Google Analytics – There’s no better way to collect and analyze your data. When you integrate your account with Analytics, you’ll be able to see which Google Ads are converting. Shopify – The popular Shopify app gives you a chance to market, sell, and manage your orders. With over one million users, this renowned platform can handle payments, checkouts, and shipping for you. It accepts all major credit and debit cards, cryptocurrencies, and all sorts of traditional currencies.

Today we are taking a different route with our Ontraport review since the service is seemingly like no other marketing software we’ve reviewed so far. What do I mean? Well, here’s the interesting thing about Ontraport. While it understandably touts itself as an email marketing service, Ontraport doesn’t operate like a typical email marketing solution. It, instead, feels like a CRM software that happens to offer email marketing tool capabilities. Hence, I like to think of it as a CRM platform first, and then marketing automation comes second. Ok, I know what you might be wondering at this point. Haven’t we already reviewed an array of other automation software solutions that combine email marketing with CRM?