---
title: Ontraport Reviews
meta_title: 'Ontraport Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 255 reviews by the users' company size, role or industry
  to find out how Ontraport works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 255
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---


# Ontraport Reviews
**Vendor:** Ontraport  
**Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 255
## About Ontraport
Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.



## Ontraport Pros & Cons
**What users like:**

- Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents. (10 reviews)
- Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs. (8 reviews)
- Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them. (5 reviews)
- Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively. (5 reviews)
- Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively. (4 reviews)
- Users value the **automated emailing system** of Ontraport, facilitating collaboration and efficient communication with ease. (4 reviews)
- Automation (3 reviews)
- Users love the **flexible automation features** of Ontraport, enabling personalized interactions with leads and clients. (3 reviews)
- Automation Efficiency (2 reviews)
- Automations (2 reviews)

**What users dislike:**

- Users find the **steep learning curve** challenging, requiring time and support to fully understand the system. (6 reviews)
- Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners. (4 reviews)
- Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships. (3 reviews)
- Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts. (2 reviews)
- Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively. (2 reviews)
- Expensive (2 reviews)
- Users feel there are **missing features** in Ontraport that hinder a complete experience, despite the platform's potential. (2 reviews)
- Overwhelming (2 reviews)
- Payment Issues (2 reviews)
- Pricing Issues (2 reviews)

## Ontraport Reviews
  ### 1. I love Ontraport

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2020

**What do you like best about Ontraport?**

I love that everything is together in one platform. I can collect emails easily. I can charge people accordingly. I like the segmentation of lists. And the membership platform is great too.

**What do you dislike about Ontraport?**

There really isn't anything I dislike. The closest thing to a dislike would be the spam emails that come into my system, but that could be a website problem on my end too. Even so, they're easy to delete.

**Recommendations to others considering Ontraport:**

I would highly recommend Ontraport to anyone with a customer service business.

**What problems is Ontraport solving and how is that benefiting you?**

Ease of scheduling and signing up for a class is my number one. Also, direct emails to specific groups of clients. The tags are great. I've grown my business over the last 5 years using Ontraport and it's really easy to use.

  ### 2. Everything in one place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 21, 2021

**What do you like best about Ontraport?**

Everything is in one location. We were able to eliminate quite a few other software packages we were using. It is also very user friendly.

**What do you dislike about Ontraport?**

It can be slow sometimes when trying to jump from contact to contact.

**What problems is Ontraport solving and how is that benefiting you?**

We use Ontraport to keep track of all our contacts, manage our subscriptions, send emails, manage Wordpress logins for our members, landing pages and application.

**Official Response from Alexandria Loza:**

> Love to hear that Ontraport allowed you to streamline your software stack! That's one of our top priorities. Thanks for your feedback! 

  ### 3. 4 years and counting!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sandra  C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2020

**What do you like best about Ontraport?**

Everything under one roof! My web developer was blown away when I introduced her to the CRM I was thinking of using for years ago. She was amazed it did EVERYTHING I needed for my small business and SO MUCH MORE.

It's really, really great to manage fewer systems.

**What do you dislike about Ontraport?**

It has WAY more functions than I need. I'd love a scaled down and lower priced version aimed at soloprenuers and smaller businesses like mine.

**Recommendations to others considering Ontraport:**

If you're ready to do everything in one place and have an overabundance of tools, Ontraport is really great. I've loved the support.

**What problems is Ontraport solving and how is that benefiting you?**

I love the pages, the ease of shop features, being able to keep my list and newsletter all in one place.

**Official Response from Alexandria Loza:**

> Hi Sandra, Thanks for taking the time to leave this awesome review! It's our mission to remove the burden of technology by providing you with all the tools you need + condensing your systems, so this review is like music to our ears. Can't wait to see where you go with another 4 years! 

  ### 4. Over 6 years and it gets better and better

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tony D. | Co-Founder ONE Extraordinary Marriage, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2020

**What do you like best about Ontraport?**

The commitment to small business owners.

**What do you dislike about Ontraport?**

Not understanding all the features and how to use them.

**Recommendations to others considering Ontraport:**

It's a beast of a platform and can be overwhelming to start. And yet once you get into it and realize that everything you need to do to run your online or offline business it is worth the effort to use Ontraport.

**What problems is Ontraport solving and how is that benefiting you?**

Email delivery. Client flow from new lead to paying customer. Tracking of customers over time.

**Official Response from Alexandria Loza:**

> Six years is a long time -- we've done a lot of growing together! We appreciate you taking the time to tell us about your experience with Ontraport, Tony. 

  ### 5. Automation and practical marketing management.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Candice E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2020

**What do you like best about Ontraport?**

Is a super intuitive tool to manage because its functions, manage the whole process that involves the realization and execution of marketing in a feasible and very useful, achieving access to all information in this process in an easy and fast.

**What do you dislike about Ontraport?**

Is a very versatile tool to handle, so it has worked in an agile and effective way I have not noticed anything that I did not like or some blockage of it.

**What problems is Ontraport solving and how is that benefiting you?**

Is a great tool to manage and automate the whole process of marketing in a very effective way achieving to speed up the whole process and the access to each one of the data that are handled in the whole process.

  ### 6. Ontrport is a user friendly and simple way to organize your contacts and keep in touch with them

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Ontraport?**

I like the simple interface and the ability to email our contacts.

**What do you dislike about Ontraport?**

I would improve the ability to export all contacts and notes.

**Recommendations to others considering Ontraport:**

None at this time

**What problems is Ontraport solving and how is that benefiting you?**

I solve the problem of organizing my contacts and their associated notes. The benefits are the organization and cleanliness of our data.

**Official Response from Alexandria Loza:**

> Thanks for the feedback! Glad to hear Ontraport has allowed you to organize your contacts database! 

  ### 7. Good Value CRM System

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anna P. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 06, 2020

**What do you like best about Ontraport?**

The ability to send targeted EDMs and create response emails dependent on the path the receiver takes.

**What do you dislike about Ontraport?**

basically a great system - the ability to add more users with different access would be good.  Also not able to see if a user downloads lists etc.

**What problems is Ontraport solving and how is that benefiting you?**

We are able to keep our customers informed of events and issues - without the need for constant phone calls etc.

**Official Response from Alexandria Loza:**

> Hello Anna! Ontraport actually does allow you to add additional user seats with the Plus package and above. Check out this support article to learn how to add user seats and set permissions: https://ontraport.com/support/crm/set-your-team-users-roles-and-permissions/

Hope that helps! Thanks for the feedback. :) 

  ### 8. Businesses need this

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joel F. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2020

**What do you like best about Ontraport?**

User friendly. We use this for landing pages and email automation

**What do you dislike about Ontraport?**

Could have more forms for footers and headers

**Recommendations to others considering Ontraport:**

While it may take a little time to get your head around once you have it will change the way your business runs

**What problems is Ontraport solving and how is that benefiting you?**

Solves our customer experience and takes our businesses to a higher level than our competitors

**Official Response from Alexandria Loza:**

> "...takes our businesses to a higher level than our competitors" ahhh love to hear it! It's feedback like this that keeps us doing what we're doing. Thanks for taking the time to leave this review, Joel! 

  ### 9. Great Service

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2020

**What do you like best about Ontraport?**

Very responsive and chat feature, where they answer your questions quickly.

**What do you dislike about Ontraport?**

Wish you could use discount codes for free passes without it asking for a credit card.  Also wish you could mass upload discount codes.
Issues with email deliverability.
Doesn't work with Safari

**What problems is Ontraport solving and how is that benefiting you?**

Working on our email deliverability for registrations.  Easier to track everything now that we use OP only and not two programs but need to still improve our email delivery as they seem to get blocked often for our post reg emails.

**Official Response from Alexandria Loza:**

> Thanks for the feedback! We're happy to hear Ontraport has helped you with tracking and condensing your software! 

We hear you about email deliverability -- it can be a tricky thing no matter what platforms you're using. At Ontraport, our email delivery experts help our clients successfully send over 107 million emails each week and maintain one of the highest delivery rates of any email service provider. You can find more resources for email deliverability here: https://ontraport.com/postmaster

  ### 10. OP gives me a complete marketing system for my business -- and they are a fun team to work with.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2020

**What do you like best about Ontraport?**

Easy to use.  Powerful.  Very cost effective.

**What do you dislike about Ontraport?**

Can be slow at times.  Things randomly break.

**Recommendations to others considering Ontraport:**

Quickbooks Online

**What problems is Ontraport solving and how is that benefiting you?**

Lead collection.  Email campaigns.  Affiliate program.  Automation with AccessAlly to run an online course and membership site.  Sales landing pages.

**Official Response from Alexandria Loza:**

> We are fun, huh? 😉 Thanks for the 5 stars, Thomas! 

  ### 11. Does all the things but design could be better

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Program Development | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 06, 2017

**What do you like best about Ontraport?**

I like that I don't need separate software for my purchases,  landing pages and email list

**What do you dislike about Ontraport?**

I don't think the design on the landing pages is that pretty compared to some others

**Recommendations to others considering Ontraport:**

You should have a decent sized list or be making a good amount of online sales before switching because it does cost about $300/per month

**What problems is Ontraport solving and how is that benefiting you?**

I'm able to save money and make online sales easier by automating my sales process

**Official Response from Alexandria Loza:**

> Having all your tools in one place really is a game-changer, huh? Thanks for the review! Also, the great thing about Ontraport's landing page builder is that they're completely customizable! Here are some helpful resources for landing pages: https://ontraport.com/support/landing-pages/

  ### 12. Ontraport is my #1 solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** John L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2020

**What do you like best about Ontraport?**

Campaign UI, web builder, and new contact view with social links and profile image.

**What do you dislike about Ontraport?**

Glitches during pages editing. Copy/Paste functionality on Pages. Links are default to Open in “new window” instead of “same window”

**What problems is Ontraport solving and how is that benefiting you?**

Consulting artists, musicians, music venues, and small businesses, Benefits are saving hours a day, streamlining processes, and creating a beautiful user experience on both mobile and desktop for customers.

**Official Response from Alexandria Loza:**

> Thanks for taking the time to leave your feedback, John! Happy to hear Ontraport has allowed you to streamline your business processes! 

  ### 13. OP is an absolute beast for those that like to control and/or automate their peojects.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2020

**What do you like best about Ontraport?**

The variety of uses and the interface. The support is always 100%

**What do you dislike about Ontraport?**

Nothing. It works great. I guess the only thing is if price were better.

**Recommendations to others considering Ontraport:**

It has a small learning curve but once you get it, it is almost limitless.

**What problems is Ontraport solving and how is that benefiting you?**

Email marketing, checkout pages, lead capture. Saving on using other software.

**Official Response from Alexandria Loza:**

> Glad to hear Ontraport has provided you the functionality you need for your business! Thanks for the awesome review. :) 

  ### 14. Excellent and customizable to my needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sorin D. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2020

**What do you like best about Ontraport?**

Stable system, my favorite is the campaign builder, very adaptable for my funnels.

**What do you dislike about Ontraport?**

Pilot press needs some work, but it does the job if you have a simple membership site.

**Recommendations to others considering Ontraport:**

Take it slow, review the resources

**What problems is Ontraport solving and how is that benefiting you?**

Real stats

**Official Response from Alexandria Loza:**

> Glad you like the campaign builder as much as we do, Sorin! Thanks for the five stars, :) 

  ### 15. Ontraport is awesome!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John C. | Independent Business Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2020

**What do you like best about Ontraport?**

The automation of billing and the ability to create landing pages.

**What do you dislike about Ontraport?**

I'd like to be able to open several tabs in the program without logging in more than once.

**What problems is Ontraport solving and how is that benefiting you?**

One stop membership management app.

**Official Response from Alexandria Loza:**

> Hey John! Thanks for the 5 stars! Let's help you utilize Ontraport in multiple tabs. You can indeed do this without having to login each time. When you are logged in to your Ontraport account, simply open a new tab in your web browser and go to app.ontraport.com. You will be automatically logged in and can move about the app in multiple tabs without having to login each time. Hope this helps! 

  ### 16. Marketing System With Responsive Support & Great Help

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dario C. | CEO, Public Speaker, Customer Service Relationship Expert and Sales Trainer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2019

**What do you like best about Ontraport?**

That they have everything in one tool with the software from crm to landing pages and being able to do transactions. And that the Support does their best to help you get things off the ground with the Software, with live interactions and screenshares, not many companies do that. 

**What do you dislike about Ontraport?**

That there is a steep learning curve that takes long to get used to with the software and I had issues with it at times with my emails and pages, which took time resolve. 

**Recommendations to others considering Ontraport:**

If you have time to put aside and learn to use it, then yes and in addition I would recommend that you get the Leg Up Program, to help you along with it. 

**What problems is Ontraport solving and how is that benefiting you?**

Need more time to be able to answer this question, as I am still in the process of releasing my first online launch. Hopefully it will solve that I can have everything working fine, from lead generating to crm and online sales. 
However, since having been able to work with Tobin Jarrett, implementing his Leg Up Program, it has become a lot easier for me to get it working for me. 

  ### 17. Good CRM for small company

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 12, 2020

**What do you like best about Ontraport?**

The drag and drop service for creating email and landing page. It is really easy to use no programming needed.

**What do you dislike about Ontraport?**

The report has a fixed time frame: last week, last month, yesterday etc.. you cannot choose your own time frame.

**What problems is Ontraport solving and how is that benefiting you?**

It is a tool really cheap compared to other CRM and it gives you many services, like an affiliate program.

**Official Response from Alexandria Loza:**

> We're so happy to hear that you love Ontraport's landing page and email editors as much as we do! 

As far as reports go, you actually can choose your own time frame for sales and campaign reports. 😊  Simply click on the dropdown menu for "Select Default Timeframe" and scroll down and choose "Custom Date Range." From there you can enter in a custom start and end date. 

For Campaign reports, select the "Date Range" dropdown (the default selection is last 30 days) and then select "Custom" which will then prompt you to enter a start and end date. Hope this helps!

  ### 18. Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2020

**What do you like best about Ontraport?**

I like the ability to build a landing quickly.

**What do you dislike about Ontraport?**

It seems to be a bit of a bandwidth hog.    I have had difficulty using ontraport on home dsl connections.

**Recommendations to others considering Ontraport:**

None

**What problems is Ontraport solving and how is that benefiting you?**

We are using Ontraport to expand our marketing into social media.  It has forced us to really think through what we are doing.

**Official Response from Alexandria Loza:**

> Thanks for the feedback! We're always looking for ways to improve the app for our users! Happy to hear Ontraport has helped you expand your marketing! 

  ### 19. AFFORDABLE Business Automation At Its Best

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yusheeka G. | Chief Executive Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2019

**What do you like best about Ontraport?**

I love everything about the Ontraport CRM platform ... the automation features, payment processing, landing pages & forms, ease of use, and most of all, everything you get for the super affordable price you pay. You really just can't beat it! I also love the third-party integrations & continued growth that I see in Ontraport ... the list goes on. So thank you for being great! I've had you for a few years now and have referred many people to you already. I look forward to being apart of your continued success & growth.

**What do you dislike about Ontraport?**

I really can't think of any downsides. I guess if I had to pick something, then it would be features that I hope to see developed soon, like integrations with RingCentral, and perhaps a few more automated triggers that aren't there yet. None of this stops the flow of my business though. But once developed, they will certainly help with continued improvement of time efficiency for my business. 

**Recommendations to others considering Ontraport:**

I recommend that you at least try it. Ontraport now offers a 30 day free trial so you can't lose. And even if you're not a techie person, Ontraport offers free screen-share sessions to walk you through everything you need to know and get you up and running. The competition won't do this for free. They won't even do it for close to free. So it really is a no-brainer. Just sign up and start growing and improving your business today!

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport gives my team the tools and resources necessary to work in a unified manner, and save lots of time. Very few tasks do we complete manually. We don't have to "remember" to do certain things because we've programmed our system automatically tell us when important tasks need to be done. We're not even using half of the power that Ontraport holds and yet, it's still enough for us.

  ### 20. Effective CRM for Lead Management and Customer Success

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2019

**What do you like best about Ontraport?**

I like that we were able to utilize Ontraport for Lead Management & Customer Success. I also like the Ontraport interface a lot because it makes it easier to use. We were pretty familiar with other CRMs like SalesForce and InfusionSoft before coming on board with Ontraport, and so the learning curve was not too sharp. Now we use Ontraport primary for Managing Leads, Campaigns for Leads, and Renewal Sales. We don't use the e-commerce part of Ontraport, and we use these objects within Ontraport: Companies, Contacts & Deals. We did hire a consultant to help us with complex questions when we got stuck. We also have utilize Zapier integrations to automate lead generation from our website, and our platform.

**What do you dislike about Ontraport?**

One of the downsides that we have run into is that Zapier automation really only exists for the Contact object. So you can do anything with data integration on the Deal or Company objects. The other big issue that we ran into is that we couldn't really find an Ontaport support person to really understand our use case. We took about 6 months of all-day meetings to talk through Ontraport, and then make it work for our use case. Customer Support is a bit hit or miss. Now that it is working, we are super excited about all the possibilities.

**What problems is Ontraport solving and how is that benefiting you?**

Lead Management and Customer Success Management


  ### 21. Many functions that increase your business sales

**Rating:** 4.0/5.0 stars

**Reviewed by:** George L. | Project Development Coordinator, Internet, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2019

**What do you like best about Ontraport?**

Understanding and using this system is simple and does not require great knowledge in the matter, however when acquiring this system you will have to complete the learning process through the use of tutorials and the assistance of the technical support team that are an excellent group, very attentive and make one confident in what he does.

Once installed and configured, this program will be your best ally and I love that since it lets me see many functions with a high degree of automation that will leave you amazed, plus it will let you be able to save a lot of time in the optimization of campaigns and money at launch them and get an excellent performance.

**What do you dislike about Ontraport?**

Something that I do not like is that this program has so many functions that you can become overwhelmed and confuse, however, once you use this system along with the supervision of the customer service team you will get used to it.

**Recommendations to others considering Ontraport:**

Definitely being able to count on Ontraport has been my best decision and investment, because being able to generate income automatically is one of the most difficult things in this business, and I have achieved it with this system. It's the best I've used so far.

**What problems is Ontraport solving and how is that benefiting you?**

Thanks to this system I can have 80% of sales processes and automated marketing campaigns, placing a number of sales funnels, also placing a tracking system for potential customers.

With Ontraport my business has been able to generate thousands of sales since it has allowed me to optimize all my campaigns, it has even allowed me to insert a kind of form in order to be able to know the opinion of my clients and thus improve conversions.

  ### 22. Great Customer Service

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jennifer M. | Spiritual Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2019

**What do you like best about Ontraport?**

I cannot say enough about Ontraport’s customer service and onboarding. I love the ability to schedule 15 minute screen share and help sessions. 

**What do you dislike about Ontraport?**

There’s not many templates to choose from, it can be a bit glitchy, and it’s not html friendly. 

**Recommendations to others considering Ontraport:**

Have a clean, simple marketing strategy in place.

**What problems is Ontraport solving and how is that benefiting you?**

It’s great for landing pages and the ability create and publish payment pages. 

  ### 23. CRM full of possibilities

**Rating:** 4.0/5.0 stars

**Reviewed by:** Billy G. | Sales Attendant, Enterprise (> 1000 emp.)

**Reviewed Date:** April 25, 2019

**What do you like best about Ontraport?**

It has a lot of information once you get inside the software. It is very important to me that the programs have sufficient data and introductory information to better understand the system. Ontraport has tutorials that help you learn better what your tools and options are.

Automation allows you to execute and perform tasks that can be repetitive much faster and more efficiently. You can automate data integrations by using your tools and performing tasks more quickly.

The administration and insertion of new contacts is very simple. When you have a large user database, you need programs that help you move those users without having to take a long time, since it costs to integrate the data in a new platform when you have a lot of data stored elsewhere. But, Ontraport, has options that allow you to integrate new contacts with all your information within your system.

**What do you dislike about Ontraport?**

The designs and the edition of pages are somewhat limited, they could add more personalization options, since an application like Ontraport would be better if it had more flexibility in this sense, since editing is an important aspect, because it allows you to adapt the system more to the needs and also to the image of your company.

**Recommendations to others considering Ontraport:**

The possibilities offered by Ontraport to improve your sales and also to make your customer service more complete are quite broad. It is advisable to integrate tools such as this CRM that help a company communicate better with its customers and at the same time improve the marketing area of your company.

**What problems is Ontraport solving and how is that benefiting you?**

Communication with customers is much faster, efficient and direct. We have improved the attention we give to our clients, as we now have more tools to better understand their interests and also to be able to solve their doubts more effectively. Ontraport has helped us to improve the interaction with our customers and to be more and more happy with the attention we give them.

It is easy to create campaigns and when creating campaigns you can also reach a larger number of clients. The marketing area has had improvements through the creation of campaigns and the use of these tools and functionalities.

  ### 24. Amazing CRM Product and the Customer Service and Support is Fantastic

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna M. | Fairy Godmother, E-Learning, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2019

**What do you like best about Ontraport?**

Very easy to learn and use.  Their tutorials are Great.  Very easy to train my staff on this program.  Ontraport runs and has automated so many of the processes of my business and made my digital marketing seamless.   And their customer service and support is exceptional.  They are friendly, helpful and really go the extra mile.  And I love how it integrates with Facebook.

**What do you dislike about Ontraport?**

There is 1 tiny things...  I am based in South Africa and unfortunately my time-zone is not programmed into Ontraport's main code and so we have to do a work around, around the Athens time zone. 

**Recommendations to others considering Ontraport:**

Ontraport rocks!  It runs the core sales and marketing processes in my business and automates them.  It is awesome.  I highly recommend it. 

**What problems is Ontraport solving and how is that benefiting you?**

My digital marketing.  Regular communications with Customers.  Lead-Generation through Leadmagnets and Facebook.   My Sales go through Ontraport too.

  ### 25. Great All in One Platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 25, 2019

**What do you like best about Ontraport?**

Ontraport is a powerful all in one program perfect for small businesses that want to have email campaign functionality, website plug-ins (forms and pages), and contact management. As a small team, we like being able to have one program that fits all of these needs so that all contact data is collected and tracked in one place. The program itself has a lot of customization options so you can create fields for companies and contacts that are relevant to your business. The customer support is outstanding for this program - there are customer support specialists that are available to chat or screenshare, as well as account representatives and onboarding specialists. If those people are unavailable, they also have many how-to forms and videos to help with FAQs.

**What do you dislike about Ontraport?**

As with many CRMs, especially all-in-one programs like this, it takes some time to learn the logic. To get yourself off to a good start, I'd recommend making the most of the onboarding calls by going in with a specific objective for the account set-up. 

Secondly, there is also a lot of manual input required for simple tasks like adding a contact. There are programs out there that data scrape for email, social media sites, and more to make contact data import more efficient. This program does not have that feature which makes contact input more time-consuming. Additionally, it does not have a gmail plug-in so contacts have to be added independently.

**What problems is Ontraport solving and how is that benefiting you?**

We were looking for an all-in-one CRM/email marketing program so that we could have detailed data on our contacts in one place. As a small business with a large customer/client network, we are enjoying the customizability of the program that improves our workflow and expands our options on what's possible. 

  ### 26. Kinda chunky

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 20, 2019

**What do you like best about Ontraport?**

all in one solution with just one cost, that is the only benefit.

**What do you dislike about Ontraport?**

It is a slow platform. High learning curve. Difficult to navigate

**What problems is Ontraport solving and how is that benefiting you?**

All in one solution

  ### 27. Ontraport is a VERY strong tool, as long as you take care of the information it uses for automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2018

**What do you like best about Ontraport?**

You can specifically target very specific groups of people

**What do you dislike about Ontraport?**

I wasn't in charge of our team's initial transfer into using this program, so problems were created--and that's what I'm currently working to fix. It's not really Ontraport's fault, but I'm having to implement plans and systems for our office to use Ontraport to its best ability. Example: people in our HR department that enter in contact info for us have to make sure to enter it consistently between categories so groups can properly be formed.

**Recommendations to others considering Ontraport:**

I love their knowledgeable online support chat. I've found that this is a HUGE helpful feature for such a product. They answer questions (and more quickly) than MailChimp does.

**What problems is Ontraport solving and how is that benefiting you?**

Easily created automated messages/email campaigns so that our company looks professional. Automation I think is key, especially if our company (and specifically my team--marketing) wishes to take on many new tasks and goals for marketing our brand as well as our partnered clients/customers.

  ### 28. Best CRM out there - Ontraport is the new Gold Standard!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nina M. | Founder, Creative Director, Graphic Design, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2018

**What do you like best about Ontraport?**

I love that they have amazing support. They are always available to help when I have questions or feel like I need a walk through of my campaign before it goes live. I love that they don't haggle and charge you when you need help like other companies do. There's no huge startup costs, and they helped me find a plan that suited my needs at the time rather than just pressuring me into a high priced solution.

**What do you dislike about Ontraport?**

The page builder could use more options to control the design of the blocks and the margins. It still feels very limited when it comes to setting up fields to display like everything is part of a cohesive design.

**Recommendations to others considering Ontraport:**

Schedule a demo, ask lots of questions. The team is very smart when it comes to digital marketing and can help you figure out your needs. They also worked with me to start with the right plan to fit my needs at the time versus just selling me the most expensive package. I value that support!

**What problems is Ontraport solving and how is that benefiting you?**

I finally feel like I have a handle on creating campaigns and executing them well. With other apps, I have always felt the learning curve was so steep and this prevented me from doing things. I have been able to take more action and become more bold with my marketing. The platform simplifies so many things, where traditionally using something like this can be so overwhelming.

  ### 29. just a no!

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2018

**What do you like best about Ontraport?**

i only was interested in traffic split  test option so I could improve my conversion

**What do you dislike about Ontraport?**

this kind of out-dated landing page creator should not exist in 2018. they don't support HTTPS so the access to your landing page will be stopped by browser warning that this page might be a fishing page and browser doesn't recommend to visit it. very nice for a new business, isnt it.

the landing page will have an issue with search optimization, no sitemaps to submit, and you got just 2 lines in setting to set the title name and description, that's basically the most you can do for your SEO with Ontraport.

the landing page makers is horrible, unstable and will mess up your images if you want to use any slider type of elements,

as a cherry on the top, no refund policy. 

the slogan of the company promises that will they will put your business on map, in fact, your business will be extremely hard to find. 


**What problems is Ontraport solving and how is that benefiting you?**

now purchasing a premium for a whole year with Ontraport is my hugest problem.

**Official Response from Lindsay Elswick:**

> Thanks for the feedback - this review is from 2018 and a lot has changed since then.
Ontraport pages now include SSL certificates so visitors never see browser security warnings. We also support full SEO settings on every page - meta titles, descriptions, and more - plus sitemap generation that you can submit directly to search engines. The page builder has been rebuilt significantly since this was written.

- Ontraport

  ### 30. Powerful, multifaceted, intuitive

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brock R. | Chief of Video Production, Philanthropy, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2017

**What do you like best about Ontraport?**

I like how easy it is to create a sequence of events from start to finish--a page for customers to visit, a form to fill out, an email to send them upon form submission, a page to be routed to, a campaign of future emails to be added to... it's all so simple to set up with Ontraport's vastly powerful tools and visually intuitive interface.

**What do you dislike about Ontraport?**

Some quirks and bugs in the page editors can make building a page frustrating--for instance, in the sidebar where you upload a photo for a certain block of the page, your cursor naturally tracks over Ontraport's sample photos on the way to the Submit button--and hovering over one of those images causes it to be chosen, overwriting the image you just uploaded and inserted. I have to take a scenic route in a big C-shape with my cursor to avoid this happening. Little quirks like that stack up and become pretty frustrating.

**What problems is Ontraport solving and how is that benefiting you?**

It just simplifies so many processes. Being able to build a page, send emails, manage contacts, and set up campaigns all under one roof makes everything so straightforward. We're better able to roll out new ideas and events because multiple team members have learned the simple UI, and because we don't have to juggle amongst several different services for each step of the process.

  ### 31. Super complete marketing, sales and CRM platform.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andres V. | Co Founder & CEO | Social Media Agency | Facebook Traffic | Funnels Implementation, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 20, 2017

**What do you like best about Ontraport?**

I like best campaigns combined with sequences and global rules using the API connection. You can really take your marketing to the next level by utilizing ontraport to it's full capabilities. With this tool, if you know what you are doing you could build a company up to the 10M revenue mark. This is powerful. Ontraport has it all. 

**What do you dislike about Ontraport?**

Ontrapages builder could improve, also the campaigns lag if you are working with big numbers (higher than 100k contacts running) they need to improve this asap. Finally reporting could be easier, everything is thought from a coder perspective, and it takes too long.  

**Recommendations to others considering Ontraport:**

If you understand marketing, online strategies, and you know how to use ontraport (of if you have a coder background) you should get this tool. It's going to take your business to the next level. 

**What problems is Ontraport solving and how is that benefiting you?**

All marketing automations, it really covers most of the angles that a smart business with an online presence needs. 

  ### 32. Amazing tool to create leverage in your life

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe K. | Small Business Advisor, Media Production, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2017

**What do you like best about Ontraport?**

ONTRAport has been the epicenter of productivity for me for 2 years, and they just upped their game with the release of the Campaign Builder! Amazingly simple to build campaigns and chart metrics, in addition to already having been able to create landing pages and email sequences. 

ONTRAport, put simply, allows me to build a 6-7 figure business on autopilot, so I can focus my time on the most important aspects of the business, or just NOT doing work because it's 100% automated. Wouldn't have a business without ONTRAport! 

**What do you dislike about Ontraport?**

The landing page portion is built for true beginners, and their templates are sometimes limiting for people like myself with more advanced skills to be able to customize beyond the basic templates they provide. Even still, ive been able to work around it, and I know they built ONTRApages with the 95% of people in mind who aren't advanced. 

**Recommendations to others considering Ontraport:**

Every single CRM/email/automation platform has its quirks...ONTRAport is the closest thing to an all-in-one solution out there, their support is absolutely the best, and they are on the cutting edge of innovation in the areas that they are a bit behind. 

**What problems is Ontraport solving and how is that benefiting you?**

ONTRAport allows my business to run without me having to actually participate, unless I want to. It's bought back so much time in my life so I can enjoy my family whenever I want/need. 

  ### 33. Email templates are terrible, tons of bugs, do not recommend

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2017

**What do you like best about Ontraport?**

We were initially drawn in by the long list of features, including incredible customization and automation features. However, it hasn't really delivered any of the functionality we were hoping for. 

**What do you dislike about Ontraport?**

Just about everything. Customer support was great up until we actually purchased the software; now they seem relatively unwilling or unavailable to answer questions or solve problems. It's very customizable, but setting up one campaign with sequences to do everything you want it to do could take you all day. You might need a dedicated person whose only job is to setup and manage this system. As an employee of a small business, I simply didn't have the time to sit and work with it all day. It has a very high learning curve; none of the features were intuitive, and it seemed like the support staff had limited knowledge of how it works. I watched all of the tutorial videos and came away feeling like there was still a lot of knowledge missing. The email templates are buggy, clunky, and much too rigid for our needs, and this is the case for all of their templates. OntraForms and OntraPages gave us similar experiences. Their API was terrible and did not play well with our website, and therefore most of the tracking and eCommerce features were unavailable to us. We had repeated issues with uploading contact lists. If you can't take advantage of all the options, it's very expensive in comparison to other, more user-friendly alternatives. 

**Recommendations to others considering Ontraport:**

You only get two hours of dedicated support with their staff. Make sure you try out the software well in advance before you schedule this meeting, because you will likely have a lot of questions. The person we got matched with for our meeting did not have an answer to most of our questions, so I think it would be helpful to have prepared them in advance and submitted them prior to the meeting so that we could've been matched with a more knowledgeable support team member. I would also recommend watching any tutorial videos you can find to see if this is something you are prepared to learn how to use, because it will take time to learn about all of the features. 

**What problems is Ontraport solving and how is that benefiting you?**

None. We switched back to using MailChimp and a free CRM and have been so much happier.

  ### 34. User Friendly and Robust

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 10, 2018

**What do you like best about Ontraport?**

I especially like the help options and user training provided directly through Ontraport.

**What do you dislike about Ontraport?**

Some options are not customizable and having issues with payment tracking.

**What problems is Ontraport solving and how is that benefiting you?**

Data analytics and tracking

  ### 35. Becoming a World-Class Marketing Automation Platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christopher C. | Senior Product Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Ontraport?**

Ontraport's new campaign builder is amazing.  It's the most powerful, intuitive, and beautiful campaign builder I've ever used.  It was a long time coming, but they got it right on day one.  An an all-in-one platform, their marketing automation functionality works seamlessly with the CRM.  Ontraport's marketing automation is best-in-class, which is a great accomplishment for a platform most have never heard of.

**What do you dislike about Ontraport?**

The CRM itself is weak and clunky out-of-the box.  By default, contact records are flat, meaning there is no native functionality for one-to-many relationships such as accounts/companies hierarchy without custom configuration.  While such configuration is possible, it isn't intuitive and natural to use this add-on functionality for entities. Similarly, there is no native functionality to track "Opportunities" without creating this yourself.  As such the CRM functions more like a flat database of contact fields.  We began using Ontraport before they added entity relationships, so perhaps if we had signed on with such abilities at first, this would have worked itself out.

Emails don't support dynamic, conditional content.  Sure, you can merge field values in, but you can't show/hide content blocks based on field values.  This limitation holds back email marketing effectiveness by forcing email campaign messaging to be hard-coded.

There are a lot of out-of-the-box reports, but it's not easy to deeply query the data to do business reporting natively.  We end up exporting to Excel to put the data into Tableau, which is a very tedious reporting workflow -- which would be even more tedious if we *were* using their one-to-many relationships.

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport is currently being used by our sales and marketing teams to track and communicate with our leads.  Yet because of the difficulties described above, we are about to move to another vendor.  

  ### 36. Good and improving 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2018

**What do you like best about Ontraport?**

The fact that it acts as a main hub for my whole business is great. It ties everything together 

**What do you dislike about Ontraport?**

Lately that have been a lot of bugs and outages that are making me lose trust

**What problems is Ontraport solving and how is that benefiting you?**

Solving the problem of having my business spread out amongst too many tools. Helps me consolidate 

  ### 37. The definition of simplicity.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff M. | Operations Manager, Internet, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2017

**What do you like best about Ontraport?**

With their most recent update, Ontraport has literally knocked it out of the park.  

One of the biggest and most important improvements (in my opinion) is the simplicity of the tracking that is built in to the new visual campaign builder.  I used to dread trying to interpret all the tracking information that is available to us... I actually don't think I ever had our tracking software fully set up because figuring out all the steps/goals/etc was clunky and confusing to me.  With OP5, I don't think I will ever have a need for any other tracking software... it is all there in an easy to digest layout, and with all the different tracking reports, it has enabled us to see exactly where we were doing well and where we need some work.  Having this all in one system and having it automatically track and intuitively report every step that is taken through our campaigns in real time without any additional setup has been a game changer for us.

Another thing I love is how engaged the upper level management is directly with their customer base and its wants/needs.  I don't know how many CEO's get into the trenches with their customers, but Landon is frequently answering questions, offering tips and training, and even soliciting feedback within the Ontraport user community so they can continually improve Ontraport, in turn helping their customers improve their businesses.

**What do you dislike about Ontraport?**

I wish that Ontraport had the option to track inventory of a product.  

I used to have a longer list, but with their most recent update, they solved them all.  

**Recommendations to others considering Ontraport:**

Their most recent update (OP5) is mind blowing in my opinion.  It solved some of the biggest problems I had with prior versions of Ontraport, specifically simplifying the setup of campaigns and having really easy to understand metrics on every single step that a customer takes through our campaigns.   They are constantly listening to their users and looking for ways to improve the product.

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport has given us the ability to have a top down view of our entire business, without the need for tons of add-ons or integrations.  They have somehow struck the perfect balance between simplicity and flexibility, which are usually at odds with eachother.  We can't even imagine doing business without Ontraport anymore.

We have been able to drastically simplify the back end processes of our business which has reduced our labor costs and freed up resources to be put toward new projects that would otherwise still be on the back burner.

  ### 38. I have been searching for a system that does this forever

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tracey Lipnicki I. | CEO & Director of National Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2017

**What do you like best about Ontraport?**

That I can track all my marketing all the way through the funnel and it has great email marketing in particular that is fully integrated.

**What do you dislike about Ontraport?**

It does not include scheduling and the call tracking feature is clunky because you have to use tasks and email instead of being able to do it within the system.

**Recommendations to others considering Ontraport:**

Yes, do it.  Best CRM/marketing automation system I've ever seen and I have seen a LOT!

**What problems is Ontraport solving and how is that benefiting you?**

Email marketing, lead nurturing, marketing management and analysis, operations and task management, lead conversion and funnel management.

  ### 39. Best reporting and campaign builder

**Rating:** 5.0/5.0 stars

**Reviewed by:** Diana K. | Certified Ontraport Consultant and Marketing Automation Expert  , Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2017

**What do you like best about Ontraport?**

The newly launched reporting tool gives you a complete overlook on what is going on in your account and what are your results.
The power of ONTRAPORT is that it is highly customizable - it can do everything you want it to do, you just need to have the idea. You can achieve a lot of complicated setups with custom objects and all the tasks, lead routers, sales teams, etc.

To me, as I've worked with a lot of tools on the same or higher level, this is still the best tools for years to come.

Ontraport has very high email deliverability rates - which is one of the most important stats in email marketing nowadays.

One of my favorite things about ONTRAPORT is that they make sure you keep on cancelling all external services you may be paying for by implementing great features inside of the system - landing pages, optin forms, reporting softwares, payment gateway soon to come, etc.

**What do you dislike about Ontraport?**

What some people get confused with is that they need to have a vision on what to do with the software. The learning curve is not overwhelming but I guess the strategy is the issue most of the times when someone is not happy with it.

**Recommendations to others considering Ontraport:**

Make sure you have an idea what you'd like to achieve. Chat to someone that has experience - or get on a free call with one of the certified consultants to see what could ONTRAPORT mean to your business.

**What problems is Ontraport solving and how is that benefiting you?**

Keeping track of a potential customer from the moment they first contact us, through the in-team tasks and sales process.  Ontraport can do it all - it's highly customizable, has the best campaign builder and reporting tool out there.

  ### 40. The best solution I have found for all in one CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt K. | Buyers Agent, Real Estate, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2017

**What do you like best about Ontraport?**

Having landing pages, sequences, contact database and campaign mapping all under one roof (oh I forgot shopping carts and forms too!) means I don't have to go and pay 3 or 4 MORE subscription fees but more importantly learn 3 or 4 more bits of software.  Time is money and learning 1 product makes/saves me both.

**What do you dislike about Ontraport?**

It takes a while to learn some of the advance features but hey they are advanced features.  I wouldn't expect an F1 race car to be easy either. 

**Recommendations to others considering Ontraport:**

The support community is the best in the world as far as I can see. This alone makes me happy to remain a customer.

**What problems is Ontraport solving and how is that benefiting you?**

Storing all my contacts, delivering lead magnets, sending ppc traffic to landing pages creating email nurture sequences etc

  ### 41. Best Automation Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chad R. | President, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 17, 2017

**What do you like best about Ontraport?**

Unlike most software, ONTRAPORT lets you build your business systems they way you want. We're not boxed in like we are on other platforms. We document our clients marketing and sales processes and then easily build them out in ONTRAPORT. With the new campaign builder it super easy for everyone to see the processes, set goals and track real-time performance metrics.

**What do you dislike about Ontraport?**

Mobile and CRM usability for our bigger clients is always a sticking point but we usually customize things to meet their needs. The biggest complaint we get is that sales people want to send one-off emails from within the tool and we aren't able to do that very easily.

**Recommendations to others considering Ontraport:**

Document your business processes BEFORE you jump in and you'll be a lot more successful.

**What problems is Ontraport solving and how is that benefiting you?**

We're generating millions in sales by optimizing our ads with tracked link reporting, our landing page conversions using OP's forms and pulling leads into conversions with automated if this, then that steps. This is the easiest and most powerful automation platform we've seen.

  ### 42. Beyond marketing towards online business mastery...

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shawn P. | Chief Creator & Anarchist, Food & Beverages, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 16, 2017

**What do you like best about Ontraport?**

I've been on Ontraport for several years--like 7. Previously I'd used Infusionsoft (and some other mix of solutions). I had a name of Infusion that I can't use here. (LOL). 

Unlike the competition, Ontra is an integrated solution that makes sense. It is always evolving and offering more and better solutions for everything an online marketing company needs. It truly makes many of the piece-meal tools obsolete. 

One of my favorite features is the customizable DASHBOARD page and now the masterful Campaigns

**What do you dislike about Ontraport?**

For years I struggled to get all the parts working together. When it went from OAP to Ontra the user interface was difficult and fractured but that was all cleared up with the 4.0 release--and in a great way. Now with 5.0 I am very happy and the system is in flow. 

**Recommendations to others considering Ontraport:**

Get inside this beast and give it a drive. It's awesome. 

**What problems is Ontraport solving and how is that benefiting you?**

I am really getting my funnels more complete and am able to track the results, set goals, and see where and what is working. It's awesome. It's fun to win again. 

  ### 43. Keeps getting better & better

**Rating:** 4.5/5.0 stars

**Reviewed by:** Thomas M S. | Owner, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2017

**What do you like best about Ontraport?**

The visual campaign builder in Ontraport 5.0 released in June  2017 is AMAZING.  It is easy to use, intuitive and has already started to radically transform the way we are systematizing our business. 

**What do you dislike about Ontraport?**

The customer support can be slow. This is rarely a show stopper because the user community on the Facebook Group is so active and knowledgeable, I can often get answers there quicker and even with various ways of how to do something.

**Recommendations to others considering Ontraport:**

Consider carefully if your small business needs a system designed for large or enterprise customers.  I've used them and been frustrated.  Ontraport has all the power and features we need to grow our current company to $10MM and beyond.

**What problems is Ontraport solving and how is that benefiting you?**

We originally started to use Ontraport in 2015 for our lead capture, nurturing and shopping cart. We were greatly underutilizing the tool. Today we are using is for marketing automation,  affiliate program, sales tracking/automation, and reporting.

  ### 44. Outstanding integration of multiple systems for a small to medium business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Peter P. | Mathematics Education Specialist Author and Presenter | Co-owner, Primary/Secondary Education, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2017

**What do you like best about Ontraport?**

Ontraport's attention to detail and ability and devotion to customer welfare are the best I've encountered, online or locally. They are approachable, forgiving of my mistakes, supportive and timely in responses. I can't fault their customer support systems and staff.

**What do you dislike about Ontraport?**

I wish there was an easier way to charge customers in their local currencies, but I believe that this is outside of Ontraport's ability to change. So, nothing really.

**Recommendations to others considering Ontraport:**

Give it a try with a smaller number of contacts to save costs. Spend a few weeks getting used to the way it all works. Be prepared to have to maintain your own systems and keep track of lots of moving parts (I use a numbering system to identify messages, sequences, products, etc that relate to each other. Saved me hours of frustration.)

**What problems is Ontraport solving and how is that benefiting you?**

As a small business owner I find Ontraport's integration of emails, CRM, sales and products a real godsend. 

Since we are completely online, Ontraport's ability to send customers links to their digital product downloads instantaneously is brilliant. A customer can purchase a product at 2 AM our time and receive the product within minutes while we are still asleep.

  ### 45. Almost Essential Platform for Publishers and Advertisers

**Rating:** 4.0/5.0 stars

**Reviewed by:** Muhammad Imran N. | Blogger, Chemicals, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2017

**What do you like best about Ontraport?**

As a blogger and affiliate marketer for last 3+ years, I would like to say it is the best and essential network for bloggers, internet marketers, and publishers to make money by promoting more products which are available on Ontraport.

**What do you dislike about Ontraport?**

It needs some improvement regarding dashboard, tracking and earning reports. Otherwise, everything is just fine and good.

**Recommendations to others considering Ontraport:**

so far I have no not any recommendations. 

**What problems is Ontraport solving and how is that benefiting you?**

I am using few products affiliation on my site which are available on Ontraport. Using it for promoting more products on my blog to make more money, thats it :)

  ### 46. Dynamic machine

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 05, 2018

**What do you like best about Ontraport?**

Marketing automation at its finest. You can do what you can think of. Very cool

**What do you dislike about Ontraport?**

The certification has an expiration. It doesnt have before

**What problems is Ontraport solving and how is that benefiting you?**

Marketing automation

  ### 47. Customizable... but at what cost?

**Rating:** 1.0/5.0 stars

**Reviewed by:** Emily I. | Content Marketer, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 13, 2017

**What do you like best about Ontraport?**

Ontraport's greatest strength is its ability to be customized. You can set up a lot of fields and rules and sequences to create highly customized workflows... if you really know what you're doing. At my previous employer, when we used this tool, only one person had the know-how to make Ontraport really valuable for us. And for her, managing Ontraport was almost a fulltime job. However, for companies on a limited budget, you can create some functionalities that other economic options probably couldn't give you.

It also integrates with Zapier, which gives non-superusers the ability to still add some good functionalities with tools like GotoWebinar, Clearbit, Facebook Lead Ads, etc.

**What do you dislike about Ontraport?**

In my experience, Ontraport is very difficult to use. The interface is not intuitive, and the logic can get very convoluted. Since there's no version or activity tracking, there's no way to quickly fix a mistake or see who updated a contact or email and when. The tool is also pretty buggy, with random outages and failures routinely delaying us.

**Recommendations to others considering Ontraport:**

When doing a cost/benefit analysis, be sure to factor in time and training. We chose it based on cost, but it ended up costing us a lot in downtime and training (not to mention needing a person dedicated to managing it). For some companies, especially small businesses, the customization abilities and sheer number of features will make it worth the learning curve. If you can afford something that's easier to use, however, you may want to look elsewhere.

**What problems is Ontraport solving and how is that benefiting you?**

We used Ontraport as our primary CRM. We stored lead information, the Sales team used contact records for notes and outreach, and it doubled as our email outreach system. The main benefits we realized were cost - we could add a lot of users (giving our Marketing and Sales team good visibility into our CRM) for a fraction of the cost of tools like Salesforce.

  ### 48. Great salesfunnel automation options but restrictive templates

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2017

**What do you like best about Ontraport?**

When creating a sequence of automated emails (especially in regards to a sales funnel or a client retention funnel)--Ontraport offers an incredible level of automation. You can send an email out to a prospect, and depending on their actions, set up a variety of corresponding emails to follow. Did they click a certain link that shows they have interest in one of your products? Why not create an automated follow up that offers a promotion for said object. Etc. etc.

The other thing I like is that Ontraport really covers everything you need in terms of a basic marketing/sales CRM. It has automated emails, customer management, pop-ups for your site, and based on your preferences, can even let you send out physical mailers without ever having to actually touch a stamp yourself. 

**What do you dislike about Ontraport?**

I dislike that with every email you send, they include an address at the top in the "from" section that denotes you have sent it through their system. We have our own custom domain email headings, and people could easily be confused as to why their emails include a second party company they may never have heard of. From there, they might suspect we are sharing our info with other companies, and no one wants that. 

**Recommendations to others considering Ontraport:**

Yes, but know their email templates are extremely restrictive and limited. They definitely need more options. 

**What problems is Ontraport solving and how is that benefiting you?**

We are automating our marketing efforts which helps us stay lean and save time/money. It also helps us consolidate. 

  ### 49. Powerful All-In-One Marketing and Sales Platform

**Rating:** 3.5/5.0 stars

**Reviewed by:** Allison B. | Content Marketing Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2017

**What do you like best about Ontraport?**

Ontraport (previously Office Auto Pilot) has made significant improvements in the last 2-3 years. I love that it is a complete marking and sales solution from start to finish. It can do everything from email marketing to sales pages to affiliate programs. Instead of having to link a bunch of programs together, you can do it all with Ontraport.

**What do you dislike about Ontraport?**

It is clunky to set up email marketing sequences when compared to other systems such as Infusionsoft. It still has all the functionality, but it is harder to organize.

**Recommendations to others considering Ontraport:**

Give yourself time to set it up and figure it out. Ontraport does a lot, so it takes a long time to set up. However, don't get too frustrated. Ontraport has a great support system via chat and phone, and they have great documentation to help you get started.

**What problems is Ontraport solving and how is that benefiting you?**

Marketing and sales. It is a big time saver to have the entire process from the start of the funnel to the end.

  ### 50. A great service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael C. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 14, 2016

**What do you like best about Ontraport?**

Ontraport does everything I need and more.  The team at Ontraport always seem to be innovating and listening to what the customer base is asking for - it makes for a great fit. 

Just following some of the advice they have there blog, I have been able to increase my business's bottom line.  Things like cart abandonment sequences and lead segmentation are a cinch.

**What do you dislike about Ontraport?**

It would be nice to have a more visual editor for laying our sequences.  I use software like Lucid Chart for laying out sequences - it would nice if Ontraport did organically.

**Recommendations to others considering Ontraport:**

If you are looking for business automation software that will take your company to the next level - I highly recommend Ontraport.  Like any robust software, there is a learning curve, but you find the integrated project dashboard walk you through things much effective than I would have ever guessed.

**What problems is Ontraport solving and how is that benefiting you?**

Ontraport handles my email marketing, my landing page creation/hosting, my checkout pages, tracking our affiliate partners and much more.


## Ontraport Discussions
  - [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments
  - [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments
  - [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments
  - [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment

- [View Ontraport pricing details and edition comparison](https://www.g2.com/products/ontraport/reviews?page=4&section=pricing&secure%5Bexpires_at%5D=2026-08-10+05%3A07%3A03+-0500&secure%5Bsession_id%5D=a1f421f8-a0f4-41ec-ba4f-deb0d3f2acf3&secure%5Btoken%5D=f5bf34917b0e6d86b127532f9e3650074ea86dfde48aeae9507605e6bca82079&format=llm_user)
## Ontraport Integrations
  - [AccessAlly](https://www.g2.com/products/accessally/reviews)
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  - [Astra WordPress Theme](https://www.g2.com/products/astra-wordpress-theme/reviews)
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  - [CallHippo](https://www.g2.com/products/callhippo/reviews)
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  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Deadline Funnel](https://www.g2.com/products/deadline-funnel/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Heartbeat](https://www.g2.com/products/heartbeat-chat-heartbeat/reviews)
  - [Hyros](https://www.g2.com/products/hyros/reviews)
  - [iDevAffiliate](https://www.g2.com/products/idevaffiliate/reviews)
  - [InvoiceBerry](https://www.g2.com/products/invoiceberry/reviews)
  - [Jotform](https://www.g2.com/products/jotform/reviews)
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  - [KrispCall](https://www.g2.com/products/krispcall/reviews)
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  - [PlusThis](https://www.g2.com/products/plusthis/reviews)
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  - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [SimpleTexting](https://www.g2.com/products/simpletexting/reviews)
  - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)
  - [Stripe Tax](https://www.g2.com/products/stripe-tax/reviews)
  - [SyncSpider](https://www.g2.com/products/syncspider/reviews)
  - [TaxJar](https://www.g2.com/products/taxjar/reviews)
  - [Wicked Reports](https://www.g2.com/products/wicked-reports/reviews)
  - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews)

## Ontraport Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization
- Conversion Rate Optimization
- Multivariate Testing
- Customizable Forms

**Content**
- Content Authoring
- Rich Text Editor
- Versioning
- Plug-ins/Widgets/Apps
- Asset Management
- Internal Search
- Content Repository
- SEO Management
- eCommerce Management
- Forms Management
- Campaign Management
- Media Management
- Drag & Drop Editor
- Audio Editor

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Text Messaging**
- Bulk SMS
- Two-Way Text Messaging
- Text Scheduler
- Automatic Replies
- MMS Marketing
- Personalization
- Transactional SMS
- Link Shortening
- SMS Messaging
- Scheduled Messaging
- Chat/Messaging
- 2-Way Messaging

**Productivity Tools**
- Notes
- Assignments and Tasks
- Workflows
- Templates
- Integrations
- Tagging System

**Order Management**
- Order History
- Upsell & Cross-sell
- Renewals

**Page Customization**
- Drag and Drop
- Templates
- Advanced Customization
- Content Library
- Email Templates

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Social Media Integration
- Third-Party Integrations

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Email Tracking
- Automated Alerts and Tasks
- CRM Lead Integration
- Third-Party Integrations
- Real-Time Data
- Social Marketing
- Email Marketing
- Multi-Channel Marketing
- Conversion Tracking
- ROI Tracking
- Activity Tracking
- Engagement Tracking
- Campaign Segmentation
- Search Marketing
- SMS Marketing
- Website Visitor Tracking

**Design**
- Breadth of Pre-Built Templates
- Mobile
- Branding/Themes
- Customization

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Customizations**
- Templates
- Drag and Drop
- HTML Input
- Custom Domains
- Customizable Forms
- Customizable Branding
- Customizable Templates

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Analytics**
- Trends
- Email Tracking

**Products & Plans**
- Packages
- Multi-part Deals
- Plan Changes
- Bundles
- Sales Tax Management
- Alerts/Notifications
- Customizable Reports

**Page Optimization**
- A/B Testing
- Mobile Responsive
- Web Analytics
- SEO
- Real-Time Analytics
- Campaign Analytics
- Reporting/Analytics

**Additional Functionality**
- Embedded Forms
- Notifications
- Payments
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting
- Campaign Management
- Workflow Management
- Template Management

**Platform**
- User Community
- SEO
- Flexible Navigation Structures
- User, Role, and Access Management
- Enterprise Scalability
- Internationalization
- Dashboards and Reports
- API

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context
- Pipeline Management
- Workflow Management
- Opportunity Management
- Task Management
- Contact Management
- Calendar Management
- Email Management
- Campaign Management

**Growth**
- SEO
- Site Analytics
- Marketing Tools
- E-Commerce
- Hosting
- Online Booking Tools
- Website Analytics

**Pricing**
- Standard Price
- Discounts

**Integrations**
- E-Commerce Integration
- Third-Party Integrations
- Domain Integration
- Social Media Integration
- Multi-Channel Marketing

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence

**Agentic AI - Shared Inbox**
- Autonomous Task Execution
- Decision Making

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising
- Drip Campaigns
- Multi-Campaign

**Management**
- Conversion Viability
- Workflow

**Content**
- Content Management
- Permissions
- WordPress Tool
- Design Management
- Website Management
- eCommerce Management
- SEO Management
- Website Integration
- Social Media Integration
- Third-Party Integrations

**SMS Platform**
- Reporting
- Marketing Automation
- API Integration
- QR Codes

**Revenue Management**
- Automation
- Consolidation
- Adjustments
- Billing Types
- Recurring/Subscription Billing

**Support**
- Customer Support

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Agentic AI - Web Content Management**
- Cross-system Integration
- Natural Language Interaction
- Social Media Integration

**Additional Functionality**
- AI/Machine Learning
- Reporting/Analytics
- Collaboration Tools
- Image Editing
- Website Publishing Options
- Chatbot
- Content Publishing Options
- Text Editing
- Access Control
- Website Accessibility Tools
- Content Delivery
- Content Personalization
- Configurable Workflow
- Generative AI
- Alerts/Notifications
- Video Editing
- AI Copilot
- Performance Testing
- Activity Monitoring
- Multi-Channel Distribution

**Additional Functionality**
- Shopping Cart
- Online Store Builder
- Real Time Editing
- Multi-Language
- Landing Pages/Web Forms
- CRM
- API
- Activity Tracking
- Generative AI
- Alerts/Notifications
- Visitor Tracking
- Survey Builder
- Auto Update
- Widgets
- AI Copilot
- SSL Security
- Data Import/Export
- Customizable Fields
- Activity Dashboard
- Media Library
- WYSIWYG Editor

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics
- Behavior Analytics
- Real-Time Analytics
- Campaign Analytics
- Website Analytics
- Visual Analytics
- Sales Analytics

**Platform**
- Data Synchronization
- Analysis
- Sales Trend Analysis
- Demographic/Firmographic Data
- Real-Time Data

**Integration**
- Payments
- Accounting
- CRM & Sales

**Agentic AI - SMS Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Decision Making
- Third-Party Integrations
- Campaign Planning
- Multi-Language

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making
- Strategic Planning

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- Drag & Drop
- Interaction Tracking
- Customizable Fields
- Multiple Scoring Models
- CRM
- Customer Segmentation
- Predictive Analytics
- Prioritization
- Lead Qualification
- Contact Database
- Reporting & Statistics
- Alerts/Notifications
- Email Marketing
- Lead Nurturing
- Web Forms
- Document Storage
- Search/Filter
- Prospecting Tools
- Email Tracking
- Sales Forecasting
- Customizable Templates
- Lead Generation
- Sales Reports
- Lead Distribution
- Data Enrichment
- AI Copilot
- API
- Real-Time Notifications
- Lead Capture
- Reminders
- Generative AI
- Forecasting
- Email Templates
- Activity Dashboard
- Activity Tracking
- Workflow Automation

**Additional Functionality**
- Campaign Segmentation
- Form Builder
- Contact Management
- Website Management
- API
- Drip Campaigns
- Email Marketing
- Event Triggered Actions
- Website Publishing Options
- Engagement Tracking
- Email Management
- Customizable Branding
- Template Management
- Conversion Rate Optimization
- Alerts/Notifications
- Customizable Forms
- SEO Management
- Real Time Editing
- Conversion Tracking
- Campaign Management
- Forms Management
- Widgets
- Lead Management
- Customizable Fields
- Activity Dashboard
- Autoresponders
- WYSIWYG Editor
- CRM
- Activity Tracking
- Design Management
- Content Management
- Responsive Web Design
- Reporting & Statistics
- Lead Capture
- AI Copilot
- Customer Segmentation
- Web Forms

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation
- Lead Generation
- Content Management
- Lead Management
- List Management
- Mobile Access

**Agentic AI - Subscription Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making
- Accounting Integration
- Third-Party Integrations
- Multi-Language

**AI Automation - SMS Marketing**
- AI SMS

**Additional Functionality**
- Billing & Invoicing
- Data Visualization
- Customizable Fields
- Revenue Recognition
- Cancellation Management
- Real-Time Data
- Search/Filter
- Summary Reports
- Contact Database
- CRM
- Customer Profiles
- Generative AI
- Client Portal
- API
- Customer Database
- Access Controls/Permissions
- Tax Management
- ACH Payment Processing
- Usage Tracking/Analytics
- Data Import/Export
- Product Catalog
- Discount Management
- Revenue Management
- Invoice Management
- Reporting & Statistics
- Customizable Branding
- Billing Rate Management
- Customizable Templates
- AI Copilot
- Real-Time Analytics
- Multi-Currency
- Invoice Processing
- Self Service Portal
- Subscription Plan Management
- Order Management
- Customer Accounts
- Activity Dashboard
- Real-Time Reporting
- Credit Card Processing
- Reminders
- Dunning Management
- Subscription Management
- Enrollments/Onboarding

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making
- Campaign Planning

**AI Content Generation - SMS Marketing**
- AI SMS

**Additional Functionality**
- Campaign Scheduling
- Reputation Management
- Polls/Voting
- Compliance Management
- Customer Segmentation
- Landing Pages/Web Forms
- AI Copilot
- API
- Text-to-Win
- Mobile Coupons
- Natural Language Processing
- Customizable Templates
- Drip Campaigns
- Contact Management
- Activity Tracking
- Communication Management
- Reporting/Analytics
- Keyword Tracking
- Multi-Campaign
- Mass Texting
- Interaction Tracking
- Alerts/Notifications
- Consent Management
- Engagement Tracking
- Open Rate Tracking
- Generative AI
- Automated Responses
- Reporting & Statistics
- Templates
- Survey Builder
- Contact Database
- Real-Time Notifications
- Customizable Fields
- Reminders
- Mobile Alerts
- Automated Scheduling
- Campaign Management
- MMS
- Event Triggered Actions
- Mobile Keywords
- Audience Targeting
- Activity Dashboard
- Template Management
- Autoresponders
- Survey/Poll Management

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making
- Calendar/Reminder System

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Social Media Integration

**Additional Functionality**
- Social Promotion
- Customizable Branding
- Monitoring
- CRM
- Reporting & Statistics
- Live Chat
- Customer Journey Mapping
- Generative AI
- Mass Texting
- Drag & Drop
- Email Templates
- Automated Scheduling
- Campaign Scheduling
- AI Copilot
- Social Media Monitoring
- Activity Dashboard
- Lead Capture
- Customizable Templates
- Marketing Automation
- Event Triggered Actions
- Marketing Calendar
- Customizable CTAs
- Multi-Channel Communication
- Data Import/Export
- Lead Qualification

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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