Top rated sales software reviews today

Excellent marketing software reviews right now? 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 extra information on activecampaign vs ontraport.

Also, the type of contact information you can save here is unrestricted. Ontraport gives you the power to customize your contact fields based on the information you’d want on your profiles. Then to help you target the right contacts in your campaigns, Ontraport goes ahead and provides supplementary details like appointment history, account activity, engagement history, lead score, purchase history, etc. You should be able to follow up on such parameters from each contact’s profile. You shouldn’t leave it at that though. For the best campaign results, consider grouping and segmenting your contacts based on shared parameters. Thankfully, Ontraport comes with just the right tools for that. It gives you the power to set up dynamic groups using custom rules.

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.

Business Automation: The platform helps you deal with any repetitive business process you believe is interrupting your workflow. Being an all-in-one solution, Ontraport absolutely excels at this. It can automate time-consuming actions like assigning work, fulfilling orders, and replying to inquiries. The way it works is that the platform collects all relevant information to help you create recurring processes. Ontraport automation functions like this are designed to ensure you can focus on your core business operations. If you want, you can even leave customer service to the platform. Ontraport can even onboard new clients. It’ll send them everything from forms to follow-up emails.

In essence, it goes beyond email marketing to provide additional tools for membership site creation (unique for a CRM to have specific membership site functionality), payment management, event management, affiliate management, task management, lead generation, leads nurturing, leads scoring, and much more. Such capabilities, of course, make Ontraport an asset to both marketing and sales teams. Make no mistake though. While you might have noticed that email is the core focus here, it turns out that’s not the only marketing channel supported by Ontraport. Rather, the marketing side of Ontraport is optimized for emails, SMS texts, landing pages, and website forms.